Ordering & Workflow

What Was Delivered

Commence Ordering button to be added to the Ordering Tab Commence ordering button to be added
Add New 'Ordering Complete' Status Villar, please create a new status called ‘Ordering Complete’. The Ordering Complete status conditions are as follows: When ordering complete conditions are met: All Metricon Brands and Jobs
Developer Approval Received
Engineering Received All Royston Homes
Developer Approval Received
Energy Received
Engineering Received Note: for all other customers including SOHO, Simonds etc the status will be available as an option but the status at this stage will not be predicated on anything – just an option for us to choose.

Technical notes:

Create a Project Status called: Ordering Complete with the category of In Progress
When a project is set to this status, do a preliminary validation before sending the request to the messenger.
If the project is a Royston Homes Project:
Check that the project.DAStatus is set to Received.
Check that the project.EnergyStatus is set to Received.
Check that the project.EngineeringStatus is set to Received.
If the project is a Metricon Project:
Check that the project.DAStatus is set to Received.
Check that the project.EngineeringStatus is set to Received.
If any of these are false, do not proceed with saving. Present an error message to the User Instead.
Add My Projects to Manage projects submenu group; Add My Tasks to Manage Tasks submenu group; add My Orders to Manage Orders submenu group THis should display the logged in users managed projects only.

Streamlined the ordering pipeline and improved workflow reliability, reducing turnaround times for order processing.