When looking up, for example, a Customer Order in Attaché, the document's status can be seen in the lookup list (eg: Customers, Transactions, Orders, Look Up and then move to the order number field and press Find (F2) then Accept (F9)). Similarly with Customer Invoices and documents in other modules.
To determine a document's status from Attaché data when creating your own custom reports or solutions it is necessary to refer to document Status Flags. However, the Status Flags indicate much more than Active or Comp (Complete) as seen in the above-mentioned lookups.
Views and Tables
You can view the data through sources such as ODBC as either a View or as the Table. A View is interpreted data. This means that the one Status Flag field that stores all statuses in the Table is separated into separate flags in the View for simplified readability.
Whether you use a View or a Table is your decision but be aware that a View may not always be updated if anything changes in an underlying table when moving to a new version of Attaché. As a result, using a view is simpler, but may cause issues for custom solutions in the future. The likelihood of such an update being required generally has a low probability.
Status Flags
The status flags for the Invoice and Order Header and Details tables follow. Note that these apply to BOTH tables, that is, Header and Detail. The Header will show the status for the whole document. While any order line is incomplete, the document will also be incomplete. However individual lines within the order could be completed.
The following values are 'cumulative'. By adding together different combinations of the earlier values, the later values in the list result. The Status Flag values are:
0 = Order entered.
4 = Invoiced (I).
means that an invoice was created using Generate from Orders
8 = Picking Slip (PS).
printed.
12 = PS + I.
Invoiced by Generate from Orders & PS for the line generated but the line is not complete, e.g.: where the line is backordered, see note below.
16 = Delivery Docket (DD).
printed.
24 = PS + DD.
both documents printed.
32 = Complete (C).
order line marked as complete when it is read into an invoice.
36 = C + I.
order line complete following generate invoice from orders.
40 = PS + C.
picking slip printed, then read in to invoice.
44 = PS + C + I.
picking slip printed then generate invoice from order.
56 = PS + DD + C.
All docs + read in.
60 = PS + DD + C + I.
All docs + generate.
Backorders will be marked as Invoiced (4) if they are generated into an invoice (using Invoices, Generate from Orders) by selecting to include zero value lines. Backorders cannot be read into an invoice (using Invoices, Create). When the Backorder is released, the invoiced flag (4) is removed, and the order line reverts to a status of 0 (Order entered). The quantity fields are marked as Reserved if a quantity was reserved during backorder release.
The relevant fields in ODBC for the Invoice and Order Details View are:
Invoiced.
PickSlipPrinted.
PackSlipPrinted.
Completed.