Set the status to approved automatically when all registrations have been checked
Export orders with status
Standard status for new registrations in Handyman Office
Check on order
Approval in Order Control
This document is a simple user manual to help you easily get started with Handyman's order control module.
The document complements the product documentation and training provided by Handyman consultants.
The purpose of the document is to summarize the most important steps for using the module.
To make the necessary settings in Handyman, you need a Handyman Office user with system administrator rights.
Reference to elements in the Handyman user interface is shown in this way:
Order control is normally used where there is a need to approve and possibly correct completed orders.
There is also the option to wait for orders to be transferred to other systems before the order is checked in Order Control.
Configuration - Company - Order control
Set the status to approved automatically when all registrations have been checked.
An order usually consists of some material registrations and some time registrations. Each registration has a checked status, which shows whether the row has been manually checked by an Office user.
The setting determines which status the order will get when all registrations have been checked. There is probably no need for a new control in the order control module.
Export order with status
This setting determines which controlled status the order must be in before the order is sent to an external system, normally a finance system.
Standard status for new registrations in the Handyman Office
Registrations from Handyman Mobile will always be "unchecked".
For registrations made in Handyman Office, it is configurable whether the registration should be automatically set as checked or not.
Check on the order
Each registration on the order has a checked status which is shown below.
In addition, the entire order (order header) will have its own controlled status.
The status of the order is displayed with these icons:
|None of the material or time registration on the order is checked
Some, but not all, of the material or time registrations have been checked, or that some of the material or time registrations have been approved in Order Control.
If you cancel an approval in Order Control, the Controlled status will be set back to "none", i.e. no icon will be displayed.
All material and time registrations have been checked , or that the entire order has been set to Approved in Order Control
|Approved and marked
Approval of hours on the order is done by clicking in the checked column, see below.
This is equivalent to material.
You can also open the dialog as shown below on the material and click on Approve there.
This will give the same result.
Approval of registrations on the order can be done continuously while the order is in progress.
Approval of the entire order is done in the order control when the order is finished.
Approval in Order Control
All orders that have been completed are displayed here, i.e. all order participants have completed their tasks, 1 line per order.
The order will have 1 of 6 different controlled statuses:
- Approved and marked
Normally, recently completed orders will be in pending status, that is, they are waiting for approval.
These are manual statuses. Mark an order and click on the desired status from the options on the left.
Before approving, you should get an overview of hours and materials on order.
Mark an order in the list and information from the order appears below.
Hours and materials are shown under Registrations.
Which columns are displayed and their order can be changed.
Here you can approve at line level, but also on the entire order.
Exclude status normally means a signal to the external system that the line or order should not be invoiced.
You can also add, change or delete registrations if necessary:
When the order is sent to the external system, the controlled status will be sent together with the registration. The external system can then use the status for simpler invoice checks, for example.