A Sales Order (SO) status follows a structured workflow and is independent of job statuses. Only Sales Order statuses can influence jobs and tasks, not the other way around.

Here are the possible statuses for a Sales Order:

1. 📝 Not Started

   • Default status when an SO is created.
   • Opens in edit mode for adjustments (dates, prices, etc.).
   • Remains in "Not Started" until sent to the customer.

2. 📤 In Progress

   • Once the SO is sent to the customer, the status automatically changes to "In Progress."
   • All SO lines also switch to "In Progress" automatically.
   • If at least one line is in progress, the main SO status will be in progress (statuses can be changed manually for each line).

3. ❌ Cancelled

   • Manually set via dropdown.
   • All SO lines are moved to "Cancelled" (cannot be reopened unless using a Super User Account).
   • Cancelling the SO does NOT cancel the job—the job status remains untouched.

4. ⏸️ On Hold

   • Manually set via dropdown.
   • This will affect the job: all job lines will also be put on hold, preventing any stages from being completed.
   • To resume work, the SO must be switched back to "In Progress" (manually setting the job back to "In Progress" will NOT change the SO).
   • When resuming from "On Hold," the system will prompt the user to:
     1. ➕ Add lost time to the job line’s due date.
     2. 📅 Add lost time to the linked SO item’s due date.
     3. 🔄 Do nothing and proceed.

5. ✅ Completed

   • Manually set via dropdown.
   • Completing a job does NOT automatically complete the SO, and vice versa.

6. 🔄 In Revision

   • The SO enters "In Revision" while changes are being made.
   • Does not impact the job—the job can continue as usual.
   • Once finalized, the SO is submitted to the customer, and the status updates.

🔗 How Sales Order Statuses Influence Jobs & Tasks

Since job statuses do NOT influence SO statuses, here’s how each SO status impacts jobs and tasks:

• 📝 Not Started → No effect on the job. The job can be created and worked on normally.
• 📤 In Progress → No effect on the job. Work continues as usual.
• ❌ Cancelled → No effect on the job. The job remains active unless manually cancelled.
• ⏸️ On Hold → Puts all job lines on hold and freezes progress. The job can only be resumed when the SO is switched back to "In Progress."
• ✅ Completed → No effect on the job. Jobs must be completed separately.
• 🔄 In Revision → No effect on the job. The job can continue while SO updates are made.

📌 Key Takeaways:
✔ Only the "On Hold" SO status affects the job.
✔ Cancelling or completing an SO does NOT change the job status.
✔ Invoicing or completing shipments also has NO effect on jobs.

This ensures clear separation between Sales Orders and Jobs, while still allowing necessary dependencies when needed. 🚀