Quotations

Unfinished – quotation has not been issued to the customer

Issued – quotation has been issued to the customer

Accepted – quotation has been accepted and converted to a works order

Rejected – quotation has been rejected and not converted to a works order

Cancelled – quotation has been cancelled, best practice to indicate reason in Private Notes

Template – quotation is a template

Works Orders

Unfinished – works order has not been issued to the workshop and still being processed

Issued – works order has been issued to the workshop

Off Site – works order has been sent to a subcontractor

Delivered – works order has been delivered

Invoiced – works order has been invoiced

Cancelled – works order has been cancelled, best practice to indicate reason in Private Notes

Template – works order is a template

Purchase Orders

Unfinished – purchase order is still being processed and not sent to supplier

Issued – purchase order has been sent to supplier and the order is locked

Cancelled – purchase order has been cancelled, best practice to indicate reason in a notes field

Completed – purchase order has been completed and therefore no changes can be made

Deliveries/Certificate of Conformity

Unfinished – delivery note/C of C has not been sent to customer

Issued – delivery note/C of C has been sent to customer and the document is locked

Cancelled – delivery note/C of C has been cancelled

Invoice

Unfinished – invoice has been sent to customer but not ready for export to financial system

Issued – invoice is ready for export to financial system

Cancelled – invoice has been cancelled; this is only possible if the invoice is at a status of issued