- EBMS Knowledge Base
- Labor
- Tasks | Customizing Task Views
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
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Sales
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- Proposals | Sets and Templates
- MyProposals
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- Sales and Use Tax | TaxJar
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- Point of Sale | Xpress POS System
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- Signature Capture
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
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- Receiving Product
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- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
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- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
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- Flag Pay
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- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
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- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
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- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
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- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
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- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Task Status Settings
The Status setting is a common task setting used to group or query tasks and work orders. The status of a task is displayed on the lower right corner of the task.
The status value is not changed directly by the user but is set based on the conditions of various information within the task.
The standard tasks status options are as follows:
Status | Condition |
Open | Timecard > Completed is disabled |
Pending | Timecard > Completed is disabled and General > Pending is enabled |
Waiting for Parts | Timecard > Completed is disabled and Materials > Waiting on Parts is enabled |
Completed | Timecard > Completed is enabled |
Approved | Advanced > Approved By is populated and Timecard > Completed is enabled |
Billed | Timecard > Completed is enabled and the attached invoice is processed |
Closed | Completed is enabled. Approved BY is populated and (Attached invoice status is paid OR (No invoice is attaced and the Billing > Billable is zero)) |
The system evaluates each condition according to the sort order of the records. The sort order is extremely important because the status is set when the first condition is TRUE. Additional status settings and conditions can be added to the EBMS task system by adding records within the TAStatus.DBF file.
Review the Getting Started > Using Tasks as Work Orders section for a status diagram when using a task as a work order.