Status Transition Rules

A status transition rule permits a specific change of status for a supported object type. The plugin consults these rules when the status of a BOM, purchase order, or shipment is changed; a transition is allowed only if a matching rule exists.

This lightweight state machine lets an administrator tailor each model's workflow to the organization's process - for example, disallowing a jump directly from draft to fulfilled, or preventing a cancelled shipment from being reopened.

A default ruleset covering each supported object type is installed when the plugin is first migrated. See Status Transitions for the shipped defaults.

Fields

Object Type

The content type of the object to which the rule applies. One of BOM, purchase order, or shipment.

From Status

The status value that the object must currently hold for this rule to permit a transition. Must be a valid status choice for the selected object type.

Leave this field blank to declare an initial status: a status that an object of this type may be assigned when it is first created. A model may have several initial-status rules, allowing a choice between multiple starting statuses (for example, a shipment that may be created as either Prepared or Shipped). The Allow Reverse flag has no effect on an initial-status rule and is always stored as disabled.

To Status

The status value the object may be changed to. Must be a valid status choice for the selected object type, and (for a transition rule) must differ from the "from" status. For an initial-status rule (blank "from" status), this is the status permitted on creation.

Allow Reverse

If enabled, the transition is permitted in either direction - from source to target or from target back to source. When cleared, the rule permits only the forward direction. Enabled by default.

The combination of object type, from status, and to status must be unique.