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English

This function to gives you instant insight in the "Status" of Sales / Service / Transfer / Assembly / Production order lines as quickly as possible by adding an icon to each line that show the status of that line. This helps you to focus on lines that need attention and what I need to work on to arrange things for them (e.g. purchasing them / warehouse actitvities, etc.)

How to Activate and configure

Activate this function using the page [Wholesale 365 Setup]

image-20240426-095506.png
Status Indicator in Salesorderlines

Behavior with this function activated

A column with Status is added to each Sales / Service / Transfer / Assembly / Production order line. The possible indicators are explained in the table below.

Other features

Enabling the Status Indicator feature, will enable some other features as well. These are described below. 

Factboxes

This feature also adds an informative factbox to the Sales lines at the Sales Order Card (42). The values in the factbox can help you to manage your open orders better and to help understand the balance between supply and demand.

image-20240426-095838.png
Factbox with item and inventory details

Filter possibilities

The Indicator value can be used to filter as well.  Custom filters can be used to to gain insight into exceptions, and help you to focus on lines that need your attention.  You can add custom filters to the following pages:

  • Sales Order Subform (46)

  • Sales Lines (516)

  • Service Lines (5905)

Info

Use the field “Indicator” to define your filters, as BC does not allow you to filter on image values. The field “Indicator” is a text field which has as textual value which corresponds with the Status Indicator image.

image-20240426-095945.png
Filter at the Sales Order Subform page

Job queue to recalculate the indicator value

When you activate the Advanced Autoreserve functionality as well, this could mean that indicators are changing in the background. For example, through automatic processes that influence the (free) stock. Think of warehouse receipts or EDI.
In that case it is wise to have the JobQueue 11295073 "AutoRefreshCustomIndicator" executed periodically. This recalculates the value of the Status Indicator. This can be useful when reporting to customers regarding order progress or order status.

image-20240426-100137.png
When installing the app, JobQueue is automatically installed and set up as shown in the image . It is advisable to further parameterize this as needed.

Status Indicator

Explanations

Explanation

Indicator

Explanation

Saleslines and Serviceitemlines

Fulfilled

Fulfilled.png

Line Quantity = Shipped Quantity

Green

Green.png

Quantity is completely reserved from an Item Ledger Entry

Orange

Orange.png

Quantity is completely reserved from a Purchase Order

Red

Red.png

Quantity is not reserved

Orange/Green

OrangeGreen.png

Quantity is partially reserved from a Purchase Order and partially from an Item Ledger Entry

Red/Green

RedGreen.png

Quantity is partially reserved from an Item Ledger and partially not reserved

Red/Orange

RedOrange.png

Quantity is partially reserved from a Purchase Order and partially not reserved

Orange/Green/Red

OrangeGreenRed.png

Quantity is partially reserved from a Purchase Order, partially from an Item Ledger Entry and partially not reserved

Green (Special)

GreenS.png

Special Purchase order line has been received and Quantity = Line Quantity

Orange (Special)

OrangeS.png

Special Purchase order line exists for (part of) the Line Quantity

Red (Special)

RedS.png

Special Purchase order line does not exist

Or ange/Green (Special)

OrangeGreenS.png

Special Purchase order line has been partially received and Quantity <> Line Quantity

Green (Direct)

GreenD.png

Drop Shipment order line has been received and Quantity = Line Quantity

Orange (Direct)

OrangeD.png

Drop Shipment order line exists for (part of) the Line Quantity

Red (Direct)

RedD.png

Drop Shipment order line does not exist

Orange/Green (Direct)

OrangeGreenD.png

Drop Shipment order line has been partially received and Quantity <> Line Quantity

Assemblyorderlines

Green (Assembly)

GreenA.png

  • Quantity is completely reserved from an Item Ledger Entry

  • OR all corresponding Assembly Order Lines of Type = Item are Green (the full quantity of all lines is completely reserved)

Orange (Assembly)

OrangeA.png

  • Quantity is partially reserved from an Item Ledger Entry

  • OR all corresponding Assembly Order Lines of Type = Item are Orange (the full quantity is completely reserved from a Purchase Order)

Red (Assembly)

RedA.png

  • None of the Quantity is reserved from an Item Ledger Entry

  • OR all corresponding Assembly Order Lines of Type = Item are Assembly Order Lines of Type = Item are Red (Quantity is not reserved)

Orange/Green (Assembly)

OrangeGreenA.png

  • When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Orange and some Items are Green

Red/Green (Assembly)

RedGreenA.png

  • When [Item, Assembly Policy] = Assemble-to-Stock: Quantity is partially reserved from an Item Ledger and partially not reserved

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Red and some Items are Green

Red/Orange (Assembly)

RedOrangeA.png

  • When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Red and some Items are Orange

Orange/Green/Red (Assembly)

OrangeGreenRedA.png

  • When [Item, Assembly Policy] = Assemble-to-Stock: this scenario does not occur as a Sales Order line can't be reserved on an open Assembly Order.

  • When [Item, Assembly Policy] = Assemble-to-Order: Check the corresponding Assembly Order Lines of Type = Item; some items are Orange, some are Green and some are Red

Productionorderlines

Green (Production)

GreenP.png

All corresponding Production Order Lines of Type = Item are Green (the full quantity of all lines is completely reserved)

Orange (Production)

OrangeP.png

All corresponding Production Order Lines of Type = Item are Orange (the full quantity is completely reserved from a Purchase Order)

Red (Production)

RedP.png

All corresponding Production Order Lines of Type = Item are Assembly Order Lines of Type = Item are Red (Quantity is not reserved)

Orange/Green (Production)

OrangeGreenP.png

Check the corresponding Production Order Lines of Type = Item; some items are Orange and some Items are Green

Red/Green (Production)

RedGreenP.png

Check the corresponding Production Order Lines of Type = Item; some items are Red and some Items are Green

Red/Orange (Production)

RedOrangeP.png

Check the corresponding Production Order Lines of Type = Item; some items are Red and some Items are Orange

Orange/Green/Red (Production)

OrangeGreenRedP.png

Check the corresponding Production Order Lines of Type = Item; some items are Orange, some are Green and some are Red