Status management

  • 8 minutes

Purchase order statuses in Field Service differ from purchase order statuses in Supply Chain Management. The following sections will review these differences.

Field Service purchase order and purchase order product statuses

The Field Service purchase order and purchase order product statuses include:

  • Header-System

  • Header-Approval

  • Item

Diagram showing statuses for Header-System, Header-Approval, and Item.

Supply Chain Management purchase order and purchase order line statuses

Line approval statuses are active only when a line workflow is present.

Diagram showing statuses for Header-Document, Header-Approval, Line, and Line approval.

The following rules are applied to the status columns:

  • Field Service can't change the status in Supply Chain Management. When the status of a purchase order in Supply Chain Management is changed, the status in Field Service is updated in some situations.

  • The approval status of a purchase order in Supply Chain Management is Draft or In review if the order is under change management and a change is being processed. The status of Field Service approval will be set to Null in this situation.

  • The Field Service purchase order approval status will be set to Approved if the purchase order approval status in Supply Chain Management is set to Approved, In external review, Confirmed, or Finalized.

  • The Field Service purchase order approval status will be set to Rejected if the purchase order approval status in Supply Chain Management is set to Rejected.

  • The Field Service purchase order status will be changed to Submitted if the document header status in Supply Chain Management is changed to Open order (Back order) and the Field Service purchase order status is Draft or Canceled.

  • If the document header status in Supply Chain Management is changed to Canceled, and no purchase order receipt products in Field Service are associated with the purchase order (through purchase order products), the Field Service system status is set to Canceled.

  • If the purchase order line status in Supply Chain Management is Canceled, the purchase order product status in Field Service is set to Canceled. Also, if the purchase order line status in Supply Chain Management is changed from Canceled to Back order, the purchase order product item status in Field Service is set to Pending.