The job status in ShopXpert ERP is strongly dependent on:

• Job stage statuses (progress of individual stages within the job).
• Sales Order (SO) statuses (linked to customer orders).
• All statuses can be changed manually via the "Edit Job" dropdown, but below is the natural workflow the system follows.

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Status Types

An estimate can have one of the following statuses

1

✅ What Can Be Done:

• The job remains fully editable.
• No work has begun, and no stages are active.
• Users can assign resources, set due dates, and prepare for production.

🔄 How It Is Triggered:

• Automatically set when a new job is created and no stage is in progress.
• If a job is put On Hold, then resumed, it may also return to "Not Started."

⚡ Influence:

• The job is in a waiting state—ready to be worked on but not yet active.

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2

✅ What Can Be Done:

• The job is now active and work is underway.
• Stages can be updated, completed, or modified as needed.

🔄 How It Is Triggered:

• Only if a stage in the job is marked as "In Progress", the job status will automatically change to "In Progress."
• If no stage is active, the job will remain in "Not Started."

⚡ Influence:

• Signals that the job is actively being worked on.
• Ensures visibility of ongoing work in the system.

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3

✅ What Can Be Done:

• No further changes are allowed.
• The job is permanently frozen.
• All remaining open job stages are also automatically cancelled.

🔄 How It Is Triggered:

• Manually set by selecting "Cancel Job" in the Edit Job dropdown.

⚡ Influence:

• Ensures that the job is no longer in production.
• Prevents accidental work on a job that should no longer be fulfilled.

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4

✅ What Can Be Done:

• The job is temporarily frozen—work cannot proceed.
• No stages can be completed until the job is resumed.

🔄 How It Is Triggered:

• Manually set via "Edit Job" dropdown.
• Unlike Cancelled, this does not cancel stages—they remain in their current state.

⚡ Influence:

• When resuming the job, the system will prompt the user with three options:
  1. Add lost time to the job line's due date (adjust internal scheduling).
  2. Add lost time to the linked Sales Order item’s due date (adjust customer expectations).
  3. None of the above (resume without adjustments).

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5

✅ What Can Be Done:

• The job is fully finished—no further changes can be made.
• All job stages are completed.

🔄 How It Is Triggered:

• Automatically: When the last stage of the job is set to Completed, the job status will also be set to "Completed."
• Manually: Can be set via the Edit Job dropdown (same result).

⚡ Influence:

• The job is Locked and cannot be reopened unless using a Super User Account.
• Ensures a clear record of completed jobs without accidental modifications.

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Summary of Status Restrictions