Phases are user-defined statuses that can be assigned to Sales, Production and Purchase Orders for the purpose of identifying where in the work flow a particular transaction is. Phases are connected in a chain, proceeding from one to the next. User security is configured to determine when order phases can be changed. You can open the list of phases from the Edit menu.

Phase Code – An alphanumeric code up to 20 characters. Codes must be unique within each Phase Type, but you can use the same code value in different Types.

Phase Type – Select Sales Order, Production Order or Purchase Order. This phase will be only available within that module.

Description – A description for the phase.

Report Template – When an order is moved into this phase using the Next Phase procedure, the Reports dialog associated with this template will open, with all Crystal Reports using this template available for printing. If a phase is manually edited to this value on an order, the report template screen does not open.

Next Phase – When the user selects ‘Next Phase’ from either editing an order or from the order list, the order will have this phase assigned.

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