The Home Page of G2S uses a system defined set of Status specific
to G2S Projects. This set of Statuses is not linked to the Project Status that
a Site defines.
The original design for the system’s coding was that the G2S
Project Order Wizard would be a create and selection ordering tool used by customers; specifically
their field reps who were not regular Users of the main site. However the tool
has found several business models over the years where the Site’s Account Teams
are, in part or whole, processing Projects using the G2S ordering
wizard. As this use level has increased the need to provide a fuller
understanding to the Site Account Teams seems appropriate. They are often
looking at a Project’s work flow from essentially two ends of the same telescope. And of course the world look a bit different depending on which end you are
holding at a given moment.
G2S Status can be replaced with Site defined Status within the main site to fit their
work flow requirements. But on the User Home Page of the G2S Wizard the
following represents the only Status which a Project may hold.
The Four Go2Show Status:
Open: A User has opened a Project record but as not yet
Confirmed their Project request. It can be viewed and edited.
Requested: A Project has had the green Confirm Button clicked
and is awaiting Approval. It can be viewed but no longer edited.
Approved: The Site has accepted the request and released the
Work Order. It can be viewed but no longer edited.
Closed: The Project Close date has passed, the Status moved
to Closed. It can be viewed but no longer edited. Note: This Closed Status is
date based and automatic.
The G2S ordering
process employing the above Status:
A User clicks Create a Project to originate a new order and is taken to the Wizard's first screen Event Information. The
creation of a G2S Project record does not occur until the User has
populated all required fields on this screen and clicked
Next. Canceling or logging off prior to this point will result in the loss of
all data.
Provided the User completes the requirements of the Event
Information screen and clicks Next, a Project is OPEN. If the User should now choose to cancel or log out the record still exists and the
Project will remain in the Status of Open until Confirmed or the Project end
date is passed; in which case it will be CLOSED.
Once a Project is Confirmed it moves to a REQUESTED
status and the appropriate notification is sent to the customer’s account team, with a Confirming receipt of your order email to the user.
After review the Project is Approved making it ready for the Work Order Release.
When the WO itself is released the requesting user is notified via email their
request has been approved and the Project’s Status is moved to APPROVED.
The day after the Project’s Close date the system automatically flags the G2S
Project’s Status as CLOSED. It is
likely the site will hold the Project in a Site defined Status until shipping
and billing are completed.
