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.

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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.

• Customer access to download checklist following status change to Commence ordering Changed project from ‘unprocessed’ to ‘commenced ordering’.  Why can’t SOHO/CUSTOMER download a checklist? Ideally the customer should still have visibility please.

• Whenever an Order is saved, The Received and Ordered dates should be set on project.Xdate For example:

• User updates Engineering

• project.setEngineeringOrdered(projectOrder.orderdAt)

• Enhancing Overdue Tasks and adding Orders or creating an Overdue Orders table.

• Staging Site change as discussed Please delete R&C and Planning from the ordering status colour cubes and we are good.

Detailed Items

Checklist

• My Projects to Manage Projects submenu group
• My Tasks to Manage Tasks submenu group
• My Orders to Manage Orders submenu group

Impact

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