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.
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 – Enter a report template name for this phase. When the order moves into this phase all Crystal Reports with that template name will be presented to the user for printing. If no template is entered then the reports dialog will not come up.
Next Phase – When the user selects ‘Next Phase’ from inside the order or from the order list the order will move to this phase.