Applies to: RollMaster (RM) Core
Use this article as a reference for the Job Status Code Maintenance module, including structural creation of up to 8-character workflow codes, localized visibility restrictions across quote, order, or lead modules, and dynamic red background color-tint alert exceptions for immediate queue tracking.
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Job Status Code Maintenance
For other Sales Processing programs, refer to the Sales Processing module documentation.
This module was added so that Job Status Codes could be added and edited in the system. The codes created in this module are tied to the Job Status field in the Job Detail box in the Quote Entry, Order Entry, and Lead Processing module screens, and is a required field of entry. These codes are defined by each RollMaster client, but should essentially be used to track the status of a Job from the time it is first created in the system until the time it has been completed. The Open Order Report can be sorted by Job Status Codes, which allows you to product a report based on the status of each job in the system. When you enter this module, a Job Status Code Maintenance screen will appear as follows:
All Job Status Codes that currently exist in the system will automatically appear in the screen above. The Status Code column displays the current Codes, the Description column displays a longer description for each code listed, the Available column displays whether the code will appear in the Order Entry, Quote Entry, or Lead Processing modules, or in a combination of those modules, and the Inactive column displays a “Y” if any have been inactivated. To change where a Job Status Code will appear, or where it is “Available,” use the Edit Status Code option (explained below). The default for all new codes will be ALL. You will use the same Edit Status Code process to set a Code as Inactive. To create a new Code, click the Add button at the bottom right of the first screen. A blank Job Status Code Maintenance screen will appear as follows:
Complete this screen by typing a new--up to 8-character--Status Code, followed by a longer Description. Please Note: You may wish to consider numbering these Codes so they appear in a logical Job flow order in the drop-down menus. At the Available field, use the drop-down menu to select where to see this Job Status Code: Order, Quote, Lead, or a combination. The default is **All** to allow for viewing the Job Status in all available modules. The Alternate Background Color in Order Entry option, when checked, will prompt a red tinted background in Order Entry for Jobs with this Job Status Code. The Inactive checkbox should only be checked in the event you wish to remove the Job Status Code from all modules but preserve any sales analysis data. Be sure to click Save when the new Code is complete.
If you click on an existing Code to highlight that line, you can then right-click to access two options as follows: Edit Status Code and Delete Status Code. Please Note: If any relevant sales history exists in your system for a Job Status Code, you should not delete that Code. If you click on Edit, the system will display the existing Code as follows:
In this screen, you can edit the Description field and you can change the Available options to determine in which modules this code will appear. You can also check or uncheck the Alternate Background Color in Order Entry checkbox and check or uncheck the Inactive checkbox. Click Cancel if you do not wish to save your changes or click Save to keep your changes. The system will then return you to the previous screen. If you double-click a Code, the system will jump straight to the Edit screen.