Service Order and Resource Request Status

Service order status indicates where the order is in the fulfillment process. The system automatically updates status based on the fulfillment progress of the associated resource requests; you can change the status manually at any time.

This table lists the service order status values that specific actions or processes trigger:

Service Order Status Triggering Action or Process

Draft

Click the Save for Later button on the Resource Requests or Order Summary tab. Use this option to save a service order to return to at a later time if all of the required fields are not entered or if the order is not ready for submission.

New

Click the Save and Submit button on the Order Summary tab. Use this option to save a new service order and submit it to the person who is responsible for staffing to begin the fulfillment process.

Open

Manually change the status to Open. Use this status to indicate that you no longer consider an order to be in New status (for example, if you have reviewed it but have not yet made assignments).

In Process

Create an assignment in any status for at least one resource request on this service order.

Canceled

Cancel all resource requests on a service order. This action automatically cancels the service order. Use this status to indicate that the customer canceled their order for services.

Note: You cannot cancel a service order that is in a Draft status. You can delete a Draft service order using the Delete Service Order page.

Closed

  • Create assignments with a status of Assigned to fulfill all of the resource request quantities of this service order.

  • Cancel the last open resource request on a service order that contains other resource requests that are in a Closed status. This action automatically closes the service order.

  • Update all the Open service order lines to Closed status. Assignments in the status other than Assign, Canceled, or Completed are updated to Canceled status.

    If an assignment end date occurs prior to closing the service order, the assignment changes to Completed status.

    After a service order is closed, the related fields on the service order are grayed out; users cannot delete the closed line.

A resource request status indicates where the individual request is in the fulfillment process. The system updates the status automatically based on fulfillment progress; you can manually change the status at any time.

This table lists the resource request status values that specific activities or processes trigger:

Resource Request Status Triggering Action or Process

Open

Create a new resource request.

Canceled

  • Manually change the resource request status to Canceled.

  • Cancel the service order for this resource request if no assignments are associated with the request. This action automatically cancels the resource request.

  • Remove or cancel a generic resource that is associated with this resource request from the Resource page or Manage Generic Resources page in PeopleSoft Program Management. This action automatically cancels the resource request.

Closed

  • Create assignments with a status of Assigned to fulfill the quantity of resources who are requested on this resource request.

  • Manually change the resource request status to Closed.