This document is a simple user manual that helps you easily get started with Handyman's order control module. It complements the product documentation and training provided by Handyman consultants and summarizes the most important steps for using the module. You need a Handyman Office user with system administrator rights to make the necessary settings in Handyman.
Purpose
Order control is usually used when approval and correcting completed orders are needed.
There is also the option to wait for orders to be transferred to other systems before the order is checked in Order Control.
Settings
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 an Office user has manually checked the row.
The setting determines the order's status when all registrations have been checked. A new control in the order control module is probably unnecessary.
Export order with status
This setting determines which controlled status the order must be in before the order is sent to an external system, usually a finance system.
Standard status for new registrations in the Handyman Office
Registrations from Handyman Mobile will always be "unchecked."
It is configurable whether registrations made in Handyman Office should be automatically set as checked.
Check on the order
Each registration on the order has a checked status, shown below.
In addition, the entire order (order header) will have its controlled status.
The status of the order is displayed with these icons:
| Icon | State |
| "no" | None of the material or time registration on the order is checked |
Partially approved 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. | |
Approved All material and time registrations have been checked , or that the entire order has been set to Approved in Order Control | |
| Pre -approved | |
| Approved and marked | |
| Pending approval |
Approval of hours on the order is done by clicking on the checked column; see below.
This is equivalent to material.
You can also open the dialog below on the material and click Approve.
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
Here, all completed orders are displayed, i.e., all order participants have completed their tasks, one line per order.
The order will have 1 of 6 different controlled statuses:
- Waiting
- Pre-approved
- Pending
- Approved and marked
- Approved
- Excluded
Typically, 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 approval, you should get an overview of the hours and materials on order.
Mark an order in the list, and information from the order will appear below.
Hours and materials are shown under Registrations.
Which columns are displayed and their order can be changed.
Here, you can approve at the line level and the entire order.
Exclude status signals typically 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 along with the registration. For example, the external system can then use the status for simpler invoice checks.