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Procurement Booking Statuses
Procurement Booking Statuses

This article goes over within Procurement bookings, which statuses is controlled by which party.

Traffio avatar
Written by Traffio
Updated over 7 months ago

Within a booking, there are 9 potential statuses. These statuses represent the booking's progress stage. For Procurement bookings, the Client and Supplier are in control of different statuses.

Client Controlled Statuses

Unconfirmed

The first stage and the draft version of the booking are Unconfirmed. At this stage, you can delete or add things without notifying people. This stage is designed to plan bookings before they're confirmed for your suppliers to fulfil. Clients can send bookings in an Unconfirmed Status. Only Clients can move a booking from Unconfirmed to Confirmed.

Confirmed

The confirmed status is used to identify that the booking is confirmed and will go ahead and is ready to be sent or resourced by the suppliers. The booking can still be altered and changed, but if the booking has already been sent to the supplier, all the suggested changes will be sent to the supplier to accept. Only Suppliers are able to move bookings past this status to locked.

Supplier Controlled booking statuses

Locked

Resources you've allocated to the booking are locked, and messages are sent out to People to accept or decline job requests. The booking has become live at the Locked status stage, and any changes are communicated to App users.

Supplier View

Client View

Conflict

An employee has declined a job request. The Supplier will need to remove that employee and add a different resource to the booking. A new request will be sent out to that and you need to add a different resource to the booking

Green To Go

All people and resources have been confirmed via the job request. The job is good to go ahead.

Completed

The booking has lasped over the approximate end time set in the booking details. At this stage, job dockets may have been submitted by field workers but they have not been signed off by the office.

Finalised

Thye booking has been completed, the dockets submitted by field workers have been signed off by office staff. This booking is now able to be invoiced out.

Cancelled

A cancelled booking is one that has been cancelled outside of the late cancellation window. No charges will be incurred. Both Procurement customers and Suppliers are able to cancel a booking.

Late Cancellation

A Late Cancelled booking is a booking that has been cancelled within the cancellation window that had been agreed upon. This cancellation can incur a cost from the supplier due to the lack of notice and the cost associated with mobilising the crews to complete the booking to then cancel them.

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