System Data Purchase Order Line Statuses
Table Of Contents
Purchase Order Line Statuses
Introduction
Purchase Order Line Statuses are used to define the messages and email templates associated with different stages of a purchase order line's lifecycle.
These statuses form part of the configuration required to automatically send emails based on the progress of purchase orders. This allows customers to receive timely updates as orders move through different stages.
For setup instructions, see How To: Setup Emails to be sent based on your Purchase Order Line Status.
Purchase Order Line Statuses Grid
The Purchase Order Line Statuses screen contains the following fields.
Description
The status description that will be displayed to users and used when selecting a purchase order line status.
Examples include:
- Order Received
- Your Item Has Been Shipped
- Awaiting Supplier Confirmation
- Your Item Will Be Finished On (Date)
- Delayed by Supplier
Choose descriptions that clearly communicate the current stage of the order.
Email Template
Links an Email Template to the selected status.
When a purchase order line is updated to this status, the associated email template can be used to generate customer communications automatically.
Order
Determines the display order of statuses within drop-down lists.
Lower numbers appear before higher numbers, allowing you to control the sequence in which statuses are presented to users.
Typical Usage
Purchase Order Line Statuses are commonly used to:
- Track supplier progress.
- Communicate order updates to customers.
- Automate status-based email notifications.
- Standardise messaging across the business.
- Improve visibility of purchase order processing.
Context Menu Options
Apply Value Range
Allows you to apply the same value to all selected rows within the active column.
Clear Selection
Removes the current selection from the grid.
Tips
- Use clear, customer-friendly descriptions for statuses that trigger external communications.
- Create email templates before linking them to statuses.
- Use the Order field to display statuses in a logical workflow sequence.
- Periodically review your statuses and templates to ensure they remain relevant to your business processes.
Additional Information
Purchase Order Line Statuses work alongside Email Templates to automate customer communications and improve order visibility. Carefully designed statuses and messaging can reduce customer enquiries, improve communication and provide a more consistent purchasing experience.