Create a Master Order Status

Overview

Updated 06/23/2021

A Master Order is a status used to indicate an order is used for copying purposes only.

A Master Order is a status for a temporary order used strictly for copying purposes, and will not actually be filled nor counted toward job order metrics. Creating a master order is useful, as it saves time and is generally used during high volume order processing.

Note: Once created, an order with this status can be used as template through the Copy Order function.

Config Choice - Detail tab

Setup Values:

• Category: Order_TempStatus
• Choice Code: Master Order

How to Add the Master Order status:

1. Navigate to the Config Choice Detail tab through the Admin Tools.
2. Select Add New to clear out the fields in the bottom section.
3. Enter in the desired category.
4. Enter the name (Choice Code) and a description that will display for this Config Choice selection elsewhere in the system.
5. Select to which branches you wish to apply the config choice.
6. Click Save.

How to Configure the Master Order Status

1. Navigate to the ChoiceProperty Tab.
2. Select Order_TempStatus from the category drop-down menu, and the applicable branch from the branch drop-down menu.
   Note: If you wish to apply the Master Order to all branches, mark the checkbox to the right of the branch drop-down menu. This will prompt a pop-up after every change ensuring you wish to update to all branches.
3. Find and select Master Order.
4. Configure the Master Order status using the values below:
   • AllowAssignment: False
   • FilledStatus: False
   • ImpliesActive: False
   • IsDefault: False
   • IsWebVisible: False
   • OpenStatus: False
   • PartiallyFilledStatus: False
5. Customize the rest of the Config Choice properties as desired.

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