View or Change Despatch Order Status

This activity is only applicable if the Despatch Order status definition has been configured. See Status Definitions.

If the despatch order is cancelled, the despatch order status cannot be changed.

If the despatch order is fulfilled, the despatch order status can only be changed to a closed status. See Despatch Order Fulfilment.

For sales contracts for organisations under Credit Management:

• Changing the despatch order status manually to the credit-accepted status or the credit-rejected status for the applicable credit line is effectively to override credit control for the despatch order. This requires additional security rights.
• If the credit control is by aggregated parent despatch order (APDO), consignment parent despatch order (CPDO) or split parent despatch order (SPDO), the status of child despatch orders (CDOs) is inherited from the PDO and cannot be changed for individual CDOs.

If the despatch order is a linked despatch order, and Sync Despatch Order Status is checked in the contract link configuration, the status is inherited from the original despatch order and cannot be changed. See Linked Contracts.

You cannot change a despatch order status to a closed status if there is an unlocked invoice for the despatch order. This limitation also applies if a linked despatch order has an unlocked invoice and the linked despatch order status is synchronised.

Activity Steps

1. Open the Despatch Order.

   Note: You can also change despatch order status via the Despatch Orders node or table of the applicable contract product or quota in the Sales Contract or Purchase Contract.

   If the despatch order is on a despatch, you can change despatch order status via the Despatch Orders tab of the applicable Train, Truck Despatch, Service Trip, Shipment or Lot Despatch. In this scenario, you need the additional security right specific to the despatch type:

   • Allow the user to maintain despatch orders on trains in the Trains domain security rights group
   • Allow the user to maintain despatch orders on truck despatches in the Trucks domain security rights group
   • Allow the user to maintain despatch orders on barge service trips in the Barge Despatches domain security rights group
   • Allow the user to maintain despatch orders on shipments in the Shipments domain security rights group
   • Allow lot despatch maintenance in the Lot Despatches domain security rights group
2. Select the Status tab.
3. If a full Comment is not visible, hover the mouse pointer over the field to display the comment as a tooltip.
4. To change the status:
   1. Right-click and select Set Status To and the required status from the menu.

      Note: The properties of the new status have the following impact:

      • If the Editable property of the new status is not checked, the despatch order details are read-only.
      • If the Selectable property of the new status is not checked, the despatch order cannot be selected elsewhere in the MineMarket user interface; for example, to add to a despatch or an invoice.
      • If the Closed property of the new status is checked, the despatch order snapshot is no longer recalculated and the despatch order is read-only. Any data related to the snapshot is also read-only, including contract term overrides, bulk transactions, discrete unit movements, samples, certificates, assay exchanges, invoices, hedging allocations, data links and trades.
   2. For organisations under credit control:
      1. If prompted to confirm the status change, click Yes.

         A prompt to enter a date and a reason for the credit approval displays.

         Security Note: If the organisation is under credit control and there is insufficient credit for the despatch order, to change the despatch order to a credit-accepted status, you need the Allow the user to override despatch order credit status security right permissions in the Credit Management domain security rights group.

      2. Update the Applicable Status Start Date if required.
      3. Enter a comment about why the status is to be changed.
      4. Click OK.
   3. For organisations not under credit control:
      1. Enter a Comment if required.
      2. Update the Applicable Status Start Date if required.

         Note: Ensure that the selected date does not change the sequence of statuses within the status history. You can only edit the date of the initial status if you have permission to create the despatch order. You can only edit the date of a non-initial status if you have permission to transition the despatch order to that status.

5. To delete a status, right-click the status and select Delete from the menu.

   Note: You can only delete a status if it is the current status and if you have permission to transition the despatch order to that status.

6. Click Save.