Change Status: screen

This screen updates the purchase order status.

Status Rules:

Status	Purpose	Rules affecting PO Header screen
Open	when order is being prepared
Issued	when PO has been sent to supplier (or integrated ERP)	Purchase Order Header - hide buttons - Add Item - Hide Issue PO [v2/ERP integration]
Completed	when PO is no longer required	Purchase Order Header - hide buttons - Add Item - Hide Issue PO [v2/ERP integration] - Hide Change - Hide Change Status
Cancelled	when PO has been receipted	Purchase Order Header - hide buttons - Add Item - Hide Issue PO [v2/ERP integration] - Hide Change - Hide Change Status

Screen Title: Purchase Status

This is the screen title: Purchase Details

This is the list of Statuses. The other screen fields are dependent on the Status selection made by the user.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Selection List	Selection List values are: - Open - Issued - Completed - Cancelled	1. This field is the Purchase Order Header: STATUS field. 1a. This screen opens with the corresponding pre-filed value. 2. On selection of Cancelled, show DETAILS field. 3. On selection of Completed, show: 3a. RECEIPT NUMBER: auto-insert PURCHASE ORDER NUMBER and "-R". 3b. RECEIPT DATE: auto insert current date 4. On selection of Issued, validate that PURCHASE TOTAL results in a positive value. 4a. If PURCHASE TOTAL is negative, show error message. 4b. Return user to Change Status screen in edit mode, with all previous selections in place.	Y		Y			4a. The Total of this Purchase Order is negative. Please review Purchase Details before Issuing this order.

This is the Details fields from the Purchase Order Header; shown if status changes to cancelled

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Multi-line Text		1. Show if STATUS: Cancelled 1a. On Save, validate that DETAILS is not N/Null	Y if status = Cancelled		Y

This is the purchase receipt number; will be auto-assigned from originating PO number

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	Example: Purchase Order Number: PO-1234 Receipt Number: PO-1234-R	1. Show if STATUS: Completed 2. Insert PURCHASE ORDER NUMBER + "-R" suffix.	Y if status - completed		Y

This is the date the purchase order goods/services are received.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Date		1. Show if STATUS: Completed 2. Insert current date 3. Disallow future dates	Y		Y		Current date

This is an action button to save the record.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in EDIT mode. 2. When selected: 2a. UPDATE field values 2-5 on the Purchase Order Header 2b. Write Tracking record on Purchase Order Header for changes to fields 2-5.	N				-

This is an action button to return the user to the Purchase Order Header screen, without committing any record changes to the database.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1. This button is visible when the screen is in NEW/EDIT mode. 2. When selected, returns the user to the Purchase Order Header screen.	N				-