Projects Statues

PRE-BID
Meaning A bid for the project has been put out to at least one customer.
When-Set A bid for the project has been put out to at least one customer.
Side-Effects None
Editable Yes
Previous Status Pre-Bid, Pending Review
Next Status Pending Review, Negotiating, Won, Cancelled, Lost Opportunity
BID
Meaning Project has been started, but a bid has not yet been put out to a customer
When-Set When a proposal or an order is issued for any quote revision that is attached to the project
Side-Effects None
Editable Yes
Previous Status New Project, Pending Review
Next Status Bid, Pending Review, Cancelled, Lost Opportunity
Pending Review
Meaning The Agent has requested to Cooper to approve the project in some way
When-Set When the user selects the ‘Request Review’ or ‘Request Pricing Review’ option from Pre-Bid or Bid status
Side-Effects Cannot generate quotes
Editable Yes. For agent only for Non-Cooper items
Previous Status Pre-Bid, Bid
Next Status Pre-Bid, Bid
NEGOTIATING
Meaning A customer has awarded the project to the agent but is still negotiating final details
When-Set When the user presses the Negotiating button; When a New Revision is created for a Quote after a Customer Proposal is generated.
Side-Effects None
Editable Yes
Previous Status Bid
Next Status Won, Cancelled, Lost Opportunity
WON
Meaning The Agent has submitted the order and it is approved
When-Set A sub-order exists that has status of submitted/accepted
Side-Effects None
Editable No
Previous Status Bid, Negotiating
Next Status None
CANCELLED
Meaning The project has been cancelled
When-Set When the user presses the ‘Cancel’ button
Side-Effects None
Editable No
Previous Status Pre-Bid, Bid, Negotiating
Next Status None
Lost Opportunity
Meaning The project has been cancelled
When-Set When the user presses the lost opportunity button
Side-Effects None
Editable No
Previous Status Pre-Bid, Bid, Negotiating
Next Status None

Quote Statues

IN PROCESS
Meaning The quote is being edited because it is new or needs to be revised.
When-Set When a quote is created, when a quote is revised, when a quote is copied
Side-Effects None
Editable Yes
Previous Status Pending Review
Next Status Quoted, Pending Review, Converted to Order, Cancelled
QUOTED
Meaning A bid for the quote has been put out to at least one customer
When-Set When a customer proposal is issued from an in-process quote
Side-Effects Project is changed to Bid
Editable No
Previous Status In Process
Next Status Revised, Converted to Order, Cancelled
REVISED
Meaning This quote has been revised and is no longer current
When-Set When the user (Cooper or Agent) selects the ‘New Revision’ option
Side-Effects Project is set to Negotiating
Editable No
Previous Status Quoted
Next Status None
PENDING REVIEW
Meaning The agent has requested for Cooper to approve the quote in some way
When-Set When the agent selects the ‘Request Review’ option.
Side-Effects None
Editable Yes. For agents only for Non-Cooper items
Previous Status In Process
Next Status In Process
CONVERTED TO ORDER
Meaning A customer has issued a purchase order against the quote
When-Set When an order is created from this revision
Side-Effects None
Editable No
Previous Status In Process,Quoted
Next Status None
CANCELLED
Meaning The agent wishes to indicate that the quote should no longer be issued to customers
When-Set When the user presses the ‘Cancel’ button
Side-Effects None
Editable No
Previous Status In Process, Quoted
Next Status None
Headsup!

All sub-quotes must be in cancelled, converted to order or revised status and sub-orders must be in cancelled status before project is cancelled. If sub-quotes and orders are not cancelled, the user will see the ‘Cancel’ button, but will receive an error when the button is clicked.

Order Statues

IN PROCESS
Meaning The Order has been started, but has not been submitted
When-Set When an Order is created from a Price and Availability inquiry, Quote or directly
Comments None
PENDING REVIEW
Meaning The agent has requested Cooper to approve the Order in some way. Cooper now has update rights.
When-Set When the user selects the Request Review button
Comments The status will be returned to ‘In Process’ when Cooper returns the Order to the agent.
SUBMITTED-APPROVED
Meaning An agent has submitted an Order to SAP
When-Set When the user selects the Submit Order button
Comments Only available for Cooper Orders. No outstanding approvals are required. Orders in this status cannot be changed.
SUBMITTED-PENDING
Meaning An agent has submitted an Order to SAP
When-Set When the user selects the Submit Order button
Comments Only available for Cooper Orders. There is usually an outstanding price approval required or a territory split is necessary
CANCELLED
Meaning After issuing a purchase Order, the customer has cancelled the Order.
When-Set When user selects Cancel Order button
Comments The order must be in an ‘In Process’ status in order to cancel it. Once the status is set to ‘Cancelled’, it cannot be changed
SUBMITTED-CHANGE STARTED
Meaning The user begins making changes to an Order that has previously been accepted in SAP
When-Set When the user selects the Change Order button, or chooses the option from the Edit menu of the Order
Comments The Order must be in Submitted-Accepted status before the Change Order option is available.
SUBMITTED-CHANGE PENDING REVIEW
Meaning The user has requested approval for a change made to an Order
When-Set The user chooses to ‘Request Change’ for the Order
Comments Cooper will grant or deny items where approval is required
SUBMITTED-CHANGE PENDING REVIEW
Meaning The user has requested approval for a change made to an Order
When-Set The user chooses to ‘Request Change’ for the Order
Comments Cooper will grant or deny items where approval is required
SUBMITTED-CHANGE REQUESTED
Meaning The user has requested a change be made to an Order
When-Set The user chooses to Request Change for the Order
Comments If the changes can be made, Cooper will review the Order and enter the requested information in SAP
SUBMITTED-ACCEPTED
Meaning An Order that was submitted has been accepted in SAP. All Cooper Order Numbers and Line Numbers have returned to FLASH
When-Set When Order Acknowledgement is received from SAP
Comments Once the Order is in this status, it cannot be changed unless the user creates a Change Order. This status comes after Submitted-Approved.
SUBMITTED-CHANGE CANCELLED
Meaning The Order has been cancelled through the Change Order process
When-Set The user selects the Change Order button and then chooses the Cancel Order option from the Edit menu. The user then confirms the cancellation.
Comments The Order is pending Cooper’s cancellation approval. Cooper will cancel Order in SAP, if possible.
SUBMITTED-CHANGE REVIEWED
Meaning Cooper Lighting has reviewed a Change Order
When-Set Cooper has returned the Change Order to the Agent user.
Comments The Order is pending Cooper’s cancellation approval. Cooper will cancel Order in SAP, if possibleCooper will have already entered the changes in SAP, if the Changes were approved
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