Monitoring and changing work order statuses

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You can monitor work order statuses in the Work orders list. To open it:

1. Go to Service.
2. Under Services, click Work orders orders.

You can track dispatch status, closed status, and lifecycle status. Line colors help you quickly differentiate between overall statuses.

Track work order statuses in the following columns:

• Dispatch status. Shows progress on a work order delivery:
  • Fulfilled in full. All work or service activities are completed. All work items and services as well as goods for sale have been invoiced.
  • Fulfilled in part. A part of work or service activities is completed. A part of work items or services or goods for sale has been invoiced.
  • Not fulfilled. No work or service activities are completed. No work items and services as well as goods for sale have been invoiced.

    The circle color indicates whether a work order fulfillment meets the schedule:

    • Green. On schedule. The work order's Start date is in the future.
    • Orange. Due today. Today is the date between the work order's Start date and Finish date.
    • Red. Overdue. The work order's Finish date is in the past.
• Closed. Shows whether work order processing is stopped. Orders with a check mark in the Closed column require no more actions. A work order is closed when it requires cancelling. For details, see Closing work orders.
• Lifecycle status. Indicates a work order processing step:
• Open. A predefined status indicating that a work order processing is not started yet.
• In progress. A predefined status indicating that a work order processing is started.
• Completed. A predefined status indicating that a work order processing is completed.
• A user-defined status. A custom status defined by a 1C:Drive user. For details, see Creating lifecycle statuses.

Changing work order statuses

During work order processing, its dispatch statuses are changed automatically. This applies when you create and post sales invoices based on the work order.

A work order also has the lifecycle status. It indicates the work order processing step. When you register a work order, its lifecycle status is automatically set to Open (predefined initial status) or another custom status that is set as initial status. When you process the order, change the lifecycle status as your workflow requires. To learn more, see Work order workflow.

To change a work order status:

1. Go to Service.
2. Under Services, click Work orders.
3. In the Work orders list, double-click a work order line.
4. On the Main tab, in the Lifecycle status field, select a status.
5. Select Save.

You can also close a work order. In this case, the work order status is automatically set to Completed.

To learn more about lifecycle statuses, see Lifecycle statuses in orders.

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