Order statuses - configuration per order type
In Planon, Orders is a very prominent and highly configurable business object. You can create user-defined order types and corresponding order statuses and status transitions. This topic and the subsequent subtopics explain which order statuses and status transitions can be configured for each order type.
List of actions / functions that may be affected by order status transitions:
Depending on your order configuration, the following actions or functionality are subject to the status configuration of the various order types:
• Change type: Can only be applied if the source and target of the user-defined ordershave the same default status.
• Transfer to archive: Only orders which are based on system statuses Administratively completed, Completed, Executed or Canceled can be archived.
• Budgets: Actual order costs are always subtracted from the budget. For estimated order costs check the Budget / Costs column.
• Behavior of suborders on completion or cancellation main order: If an order is marked as Administratively completed or Canceled, a pop-up is displayed asking if any present suborders should also be marked as Completed or Canceled. This is only possible if these suborders have a status transition to either Completed or Canceled configured from their current status.