SourceDay offers instant visibility in to the statuses of order lines within PO for both Buyers and Suppliers. Order lines will be organized and displayed in tabs within SourceDay based on the current status of an order. The available actions a buyer or supplier can take on an order line will be determined based on the order status. Make sure that this column is enabled and displayed within your dashboard using the Manage Columns feature.
Open Order Statuses
These are the order statuses you will see on orders in the All Open tab.
The Pending status indicates that the order has been released by the buyer customer from their ERP, the order has synced into SourceDay, and the supplier has not taken the Acknowledge action yet. Once the supplier has acknowledged the order, the order will move to either the Ontime or Late status depending on if the current date is past due or not. If the supplier proposes a change or cancelation to the order the order will move the Buyer's Updates Tab and the Supplier's Awaiting Response Tab.
The Ontime status indicates that the order's Due Date or Ship Date is currently on time and not past due. Suppliers committing to due dates will need to have the order marked as shipped in full in SourceDay on or before the due date for the order to remain on time. This will change the order to a Shipped status. The History for this order will still indicate if the order did not arrive on time, however, you will not see the order change to a late status or be notified of a late order. If the order is received on or before the due date then the order will continue to track as on time in the History and will change from Ontime to a Completed or Filled status once received.
The Late status indicates that the order's Due Date or Ship Date is past due and the order has not been marked as shipped in full in SourceDay or been received in full by your customer. Suppliers can update the late status by marking the order as fully shipped in SourceDay which will change the status to Shipped. Suppliers can also propose a new due date or ship date to your customer. Your customer will need to accept this date change before the order status will change from late to Ontime.
The Projected Late status indicates that the Due Date or Ship Date on the order is before the suppler's current proposed Vendor Commit Date. If the supplier has proposed a date change on an order that is later than the current date and it has not been accepted by your customer yet then that order can appear with a projected late status. Once the new date change has been accepted or rejected by your customer then this status will change to Ontime or Late depending on your customer's actions.
The Shipped status indicates that that the order has been marked as fully shipped In SourceDay by the supplier. When the Qty Shipped meets or exceeds the Qty Ordered then the order status will appear as shipped. Partial shipments will not have an order status of shipped until the full order has been marked as shipped as the remainder can still fall late or have updates made to it.
The Canceled status (for an order in the All Open tab) indicates that the supplier has proposed a rejection/cancelation to an order with the Reject/Cancel action and they are currently waiting on their customer to accept or reject this proposed cancelation. If the cancelation is accepted then the order will now appear in the Completed tab with a Canceled status. If the cancelation is not accepted then it will appear with its original status.
The Planned status indicates that that the order is currently a planned order in your customer's ERP. You will usually find these orders in your Planned tab if that tab is available to you. These orders have not been released yet as an official order. Some customers allow updates on these orders while other customers only allow suppliers to view these orders. Once an order has been released it will change statuses from Planned to Pending and the orders will now appear in your Pending tab.
Completed Order Statuses
These are the order statuses you will see on orders in the Completed tab.
The Completed status indicates that the order is in as completed status in your customer's ERP. This status appears when the full quantity of an order has been received and the order has been closed out. There are no further actions to take on these orders.
The Filled status indicates that the order is in as filled status in your customer's ERP. This status appears when the full quantity of an order has been received and the order has been closed out. There are no further actions to take on these orders.
The Canceled status (for an order in the Completed tab) indicates that the order is now canceled in both SourceDay and your customer's ERP. There are no further actions to take on these orders.