Why:

The Tracking Status file is entirely user definable. You can set up a range of statuses to define the various stages of a vehicle’s lifecycle e.g. on order, delivered, workshop etc.

 

Where:

From the Control Master File view, select Tracking Status. This will display the Tracking Status window.

 

How to Add Edit & Delete Tracking Status Codes:

In the Tracking Status window new codes can be created, viewed, amended and deleted. To create a new Tracking Status, click New or select File > New. Enter the required code and description and choose whether the actual receipt date is to be a mandatory field when this tracking status is used.

Tracking Status may be updated automatically on certain trigger events, such as receipt into stock, or delivery to customer.  For automatic update to take place trigger events should be linked to a specific tracking status in each branch.  You need only set up those trigger events for which you require an automatic update of tracking status, if any.

In Tracking Status table, simply select the required trigger event from the drop-down list in the ‘Default Status for ‘ and choose from:

 

Default Status	Trigger Event
DAC	Actual DAC Date is first entered.
CDC	Actual CDC Date is first entered.
Invoiced	Primary Invoice is created.
Fully Credited	Vehicle Order is fully credited
Fully Costed	Vehicle costs are flagged as “Fully Allocated”.
Invoice Paid	Primary Invoice is registered as paid.
Used Purchase Invoice	Used purchased invoice is created.
Cancelled	Vehicle order is cancelled.

Tracking Status is updated automatically ;when the relevant event occurs unless Actual CDC Date is already present on the vehicle order.  In other words, once customer delivery has taken place automatic updates cease.

The Tracking Group is used in the Vehicle Order Filter.  It is used to link together a range of different tracking statuses, so that they can be selected as a group.  If you wish to use Tracking Group in the filter, each Tracking status in each branch must be assigned to a Tracking Group.