StaffSuite allows you to see a company's condition at a glance through various status codes. Some of the codes are generated by the system and others are generated by you.

Unlike Employee, Company has more than one status field. These fields are discussed below:

Ordering Status

This is system controlled, which means that the system automatically determines this status. Whenever an assignment (or position) is added, closed, filled, or placed, the system automatically updates the status. The Ordering Status is based on Orders (and associated assignments/positions) for which the Company is the Owning Company. The following are valid ordering statuses. Please click on the status name to see more detailed information.

• Open

  The company has at least one open assignment or position. A company with this Ordering Status is considered an "Active" company.

• Filled

  The company has at least one filled assignment, but no open assignments or positions. A company with this Ordering Status is considered an "Active" company.

• Closed

  The company has at least one closed assignment or placed position, but no filled or open assignments or open positions.  A company with this Ordering Status is considered an "Active" company.

• No Recent Assignments Exist

  The company has not been contacted in the last 'x' number of days (note: 'x' is set up on the Staffing Service Defaults window in System Administration). If the number of "Days since company contact' plus the last contact date is greater than or equal to today's date, the status is No Recent Assignments Exist. For example, if the date of last contact was January 10th and the number of days is set at 14, then on January 24th, the company's status will change to No Recent Assignments Exist.

• None

  The company does not have any assignments or positions (whether open, filled, placed, or closed). This is the default status for a newly entered company. A company in this status is considered an "Inactive" company.

  If 1 or more assignments/positions exist and no status is Open, Filled, Placed or Closed, then the Ordering Status will be None.

Customer Status

This is user-controlled, which means that you control this setting. In addition, you determine what statuses can be selected (during your Management Planning Session). Typical values are: Loyal, Occasional, Seasonal, Inactive, etc.

Sales Status

This is user controlled, which means that you control this setting. In addition, you determine what statuses can be selected (during your Management Planning Session). Typical values are: Hot Prospect, Target Account, Key Account, etc.

Service Status

This is user controlled, but the values you choose from are determined by the system. In other words, while you can set the service status yourself, you select from a list of system generated options. The following are valid service statuses. Please click on the status name to see more detailed information.

• Do Not Service

  Use this status if you have determined that you will not take any new orders, assignments, or positions from the company and that no outstanding open assignments or positions will be filled or placed. Existing filled or placed positions will be allowed to complete normally.

• Clear

  Use this status if you have determined that you will take new orders, assignments, or positions from the company and that outstanding open assignments or positions will be filled or placed.

• None

  This is used if the company had never been put on a 'Do Not Service' status. It is the default setting for newly added companies.

Credit Status

This is user controlled, but the values you choose from are determined by the system. In other words, while you can set the service status yourself, you select from a list of system generated options. The following are valid credit statuses. Please click on the status name to see more detailed information.

• On Hold

  Use this status if you have determined that you will not take any new orders, assignments, or positions from the company and no outstanding open assignments or positions will be filled or placed because the company has accumulated excessive outstanding Accounts Receivable. Existing filled or placed positions will be allowed to complete normally.

• Clear

  Use this status if you have determined that you will take new orders, assignments, or positions form the company and that outstanding open assignments or positions will be filled or placed.

• None

  Use this status if the company has never been put on credit hold. This is the default setting for newly added companies.

Related Topics: