Understand the meanings behind an order or invoice status!
Order (task):
|
Status Code |
Status Description |
Status Explanation |
Client Worklist |
Provider Worklist |
|
RECVD |
Order Requiring Dispatch |
Order that requires allocation to correct workgroup stream |
Orders Requiring Dispatch |
- |
|
ASSGD |
Order Requiring Action |
Orders that require further categorisation or details before being able to be allocated to a Provider
|
Orders Requiring Action |
- |
|
UOR |
Order Requiring Provider Selection |
If the Rota is not being used, engagements need to be allocated to a Provider from the Provider Selection screen
|
Orders Requiring Provider Selection
|
- |
|
INC |
Order Requiring Items and Quantities |
For an order to transmit to the nominated provider, at least one item needs to be added. Action the order and add a ‘placeholder’ item (EST, or a 0.00 cost one) to the order and move it along to the transmit screen.
|
Orders Requiring Service Items and Quantities
|
- |
|
NTX |
Order Not Yet Sent |
You’re nearly there! The orders just need to be actioned and transmitted to the nominated provider contract.
|
Orders Not Yet Sent
|
- |
|
BIG |
Order Requires Manager Approval
|
Orders which have a value that exceed the delegation limit of the contract administrator appear in the Approval Managers queue to process. The contract administrator can also manually escalate the claim
|
Orders Requiring Manager Approval
My Orders Requiring Manager Approval (View Only)
|
- |
|
BIGAP |
Order Approved by Manager |
A financially escalated order has been approved by the Approval Manager. The Order has not yet been transmitted to the Provider. |
Orders Approved by Manager Not Yet Sent |
- |
|
BIGRJ |
Order Rejected by Manager |
A financially escalated order has been rejected by the Approval Manager |
Orders Not Approved by Manager |
- |
|
ESORD |
Manager Response to Escalated Order |
A manager has responded to a manually escalated order |
Manager’s Response to Escalated Order |
- |
|
NAC |
Orders Not Yet Accepted |
Matter containing the orders have been sent to the provider for acceptance
|
Orders Not Yet Accepted – Overdue
Orders Not Yet Accepted (View Only)
|
Orders Not Yet Accepted |
|
ACVAR |
Order Refused unless Variations Agreed |
The provider would like some changes made to the order before they can accept it. |
Orders Refused unless Variations Agreed |
Order Refused Unless Variations Agreed (View Only) |
|
REFUS |
Orders Refused - Require Provider Reselection
|
Orders which have been refused by the provider are available in the Orders Refused - Requires Provider Reselection worklist. From here, you will need to choose another provider to whom to allocate the work.
|
Orders Refused - Require Provider Reselection
|
Order Refused (View Only) |
|
ALLOC |
Work in Progress |
Orders that are open and in progress |
Work In Progress (View Only)
Payment Claim Submitted for Approval |
Work In Progress |
|
FRQVAR |
Request for Variation Not Yet Submitted |
A budget variation has been started but not yet submitted to the customer |
Variation Items Not Yet Submitted (View Only) |
Variation Items Not Yet Submitted |
|
RQVAR |
Request for Variation |
Orders which have had a variation to the budget requested by the Provider. |
Request for Variation |
Request for Variation (View Only) |
|
RQEOT |
Request for Extension of Time |
Orders which have had an extension of time requested by the Provider. |
Request for Extension of Time |
Request for Extension of Time (View Only) |
|
REVAR |
Customer Response to Variation Request |
You have responded to the budget variation request. The provider needs to confirm that they have seen your response |
Customer Response to Variation Request (View Only) |
Customer Response to Variation Request |
|
REEOT |
Customer Response to Extension of Time Request |
You have responded to the Extension of Time request. The provider needs to confirm that they have seen your response. |
Customer Response to Extension of Time Request (View Only) |
Customer Response to Extension of Time Request |
|
DONE |
Done – Awaiting Claim |
Providers have marked the order as work complete but are yet to finalise the order through submission of a final claim. |
Work Completed – Docket Not Yet Submitted (View Only) |
Work Completed – Docket Not Yet Submitted |
|
FIN |
Done – Claim Submitted |
The Claim has been submitted by the Provider |
Work Completed – Docket Submitted for Approval |
Work Completed – Docket Submitted for Approval (View Only) |
|
DISP |
Done – Claim Disputed |
The submitted claim has been disputed by the customer |
Work Completed – Docket Disputed by Customer (View Only) |
Work Completed – Docket Disputed by Customer |
|
AWI |
Awaiting Invoice |
The submitted claim has been approved by the customer and the Provider can now submit their invoice |
Request for Invoice (View Only) |
- |
|
INV |
Final Invoice Submitted |
The final docket has been submitted by the Provider which is automatically approved in LPG. An invoice relating to the docket has been submitted for the client to process (to either approve, reject or escalate) |
- |
- |
|
STOP |
Orders Stopped |
Orders which have been stopped and requires acknowledgement by the Provider to either Submit a Claim for any expenses incurred or to cancel the order |
Orders Stopped (View Only) |
Orders Stopped |
|
COMPL |
Order Complete |
Completed Order – No further action required |
- |
- |
|
CANCL |
Order Cancelled |
Cancelled Order – No further action required |
- |
- |
Invoice:
|
Status Code |
Status Description |
Status Explanation |
Client Worklist |
Provider Worklist |
|
AWI |
Awaiting Invoice |
The Legal Firms claim has been approved and an invoice for payment now needs to be submitted. |
Request for Invoice (View Only) |
Request for Invoice |
|
OUT |
Final Invoice Submitted |
The docket has been submitted by the Provider which is automatically approved in LPG. An invoice relating to the docket has been submitted for the client to process (to either approve, reject or escalate) |
Invoices Submitted by Provider for Approval
|
Invoices Submitted by Provider for Approval (View Only)
|
|
BIG |
Invoice requires Manager Approval |
Invoice has been escalated to an Approval Manager as it exceeds the user's delegation level |
Invoices requiring Manager Approval
Invoices requiring Manager Approval (View Only) |
- |
|
BRJ |
Invoice Rejected by Approval Manager |
The Approval Manager has rejected the Legal Firms invoice. This will need to be returned to the Firm for correction and resubmission. |
- |
Invoices rejected by Customer
|
|
APP |
Invoice Approved |
The Invoice has been Approved for Payment. |
- |
- |
|
REJ |
Invoice Rejected |
The Invoice has been rejected by the user. This will need to be returned to the Firm for correction and resubmission. |
- |
Invoices rejected by Customer
|
|
CLO |
Invoice Paid and Closed |
Invoice has been Paid and Closed – no further action required |
- |
- |
|
CAN |
Invoice Cancelled |
Invoice has been Cancelled – no further action required |
- |
- |
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