Lifecycle statuses in orders

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Overview

Orders are a sort of business documents that record a request to buy, sell, manufacture, deliver, or otherwise interact with products or services. In 1C:Drive, each order has a lifecycle that consists of a series of steps, from "just created" to "fulfilled". To help you track progress of orders through these steps, lifecycle statuses are used.

Lifecycle statuses are based on processing states. There are three processing states:

• Not started. Business document processing has not started yet.
• In progress. Business document processing is in progress.
• Completed. Business document processing is completed.

However, processing states are not assigned to orders directly. Lifecycle statuses based on them are used instead.

Processing states are best understood if you see them as groups containing lifecycle statuses. By default, each processing state contains one predefined lifecycle status:

However, you can add as many lifecycle statuses to each processing state as you like. For example, you might want to create additional statuses for production orders so that you can track the production process in more detail:

Note that each lifecycle status you create applies to a specific order type. So you can have a different set of statuses for each order type in the list:

• Kit order
• Production order
• Purchase order
• Sales order
• Subcontractor order issued
• Subcontractor order received
• Transfer order
• Work order

1C:Drive stores all lifecycle statuses for each order type in a separate list. To open the lifecycle status list for the order type:

Order type	How to open
Kit order	Go to Settings > Purchases/Warehouse and click Kit order statuses catalog. Note. This link is only available if the Use kit assembly and disassembly checkbox is selected in Settings > Purchases/Warehouse.
Production order	Go to Settings > Production and click Production order statuses catalog. Note. This link is only available if Production subsystem is available (Enable Production subsystem is selected in Settings > Production).
Purchase order	Go to Settings > Purchases/Warehouse and click Purchase order statuses catalog.
Sales order	Go to Settings > Sales and click Sales order statuses catalog.
Subcontractor order issued	Go to Settings > Purchases/Warehouse and click Subcontractor order issued statuses catalog. Note. This link is only available if the Receive subcontracting services checkbox is selected in Settings > Purchases/Warehouse.
Subcontractor order received	Go to Settings > Sales and click Subcontractor order received statuses catalog. Note. This link is only available if the Provide subcontracting services checkbox is selected in Settings > Sales.
Transfer order	Go to Settings > Purchases/Warehouse and click Transfer order statuses catalog.
Work order	Go to Settings > Service and click Work order statuses catalog. Note. This link is only available if Service subsystem is available (Enable Services subsystem is selected in Settings > Service).

In this list, you can:

• View lifecycle statuses
• Create lifecycle statuses
• Edit lifecycle statuses
• Set initial status

To learn how to monitor and change the lifecycle statuses for a specific order type, see description of that order type.

Viewing lifecycle statuses

To view the list of lifecycle statuses for an order type:

• Open the status list for the order type. For details, see the table above.

The list displays the details for each lifecycle status. The details may vary depending on the list settings. The following details can be displayed:

• Description. Name of the status.
• Processing state. A processing state the status belongs to.
• Disabled. Indicates whether the status can be assigned to orders.

To quickly find a lifecycle status:

• Sort the list by any column by clicking the column header. To reverse the sorting order, click the column header again.
• Search the list using the search field above the list.

To view details of a lifecycle status:

• Double-click a lifecycle status line.

Creating lifecycle statuses

To create a lifecycle status for an order type:

1. Open the status list for the order type. For details, see the table above.
2. In the status list, click Create.
3. In the status creation window, fill in or select the following fields:

   Field	Description
   Description	Name of the status.
   Processing state	A processing state the status belongs to.
   Highlight color	A color used to display orders with this status in the related order list. Click to select a color from list or enter RGB value for a color.
   Disabled	Select this checkbox to make the status unavailable without deleting it. Clear this checkbox to make the status available again.

4. Click Save and close.

Editing lifecycle statuses

To edit a lifecycle status for an order type:

1. Open the status list for the order type. For details, see the table above.
2. In the status list, double-click a status line.
3. Edit details of the status in the same way as when you create it. For details, see Creating lifecycle statuses.
4. Click Save and close.

Setting initial status

Initial status is a lifecycle status that is automatically assigned to all new orders. Initial status is specified separately for each order type.

To set a status as initial:

1. Open the status list for the order type. For details, see the table above.
2. In the status list, click a status line.
3. Click Set as initial status.

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