Work order steps field definitions

What a step is

A step (also called a line) is one executable unit of work inside a work order. Each step has a type, a priority slot, an assignee, a status, and step-specific data. Steps at the same priority run in parallel; the WO advances to the next priority once all steps in the current group are COMPLETED or CANCELLED (see Work Orders).

This page lists every step type the engine knows about, grouped by what it does. The display name is what shows in the Type column on the routing-steps table.

Inbound and routing

Display name	Auto-completes?	Purpose
Local Receipt	No	Creates a Local Receipt document for items being received into the WO (typically a customer return for repair).
Repair Router	Yes	Reads the items received by a preceding Local Receipt and spawns one Repair Task per unique product, routing each to its repair area.
Sales Receipt Router	Yes	Reads the items planned by a preceding zero-cost Sales Order step and spawns a Local Receipt pre-populated with the same lines. Used in customer-return flows.

Hands-on tasks

Display name	Auto-completes?	Purpose
Repair Task	No	The technician's bench step. Captures repair notes, consumes / replaces parts, can pause for stock or assessment. Eligible to anyone with REPAIRER permission for the step's area.
Repair Assessment	No	Optional pre-repair inspection. The technician documents required parts and work; it spawns an Approval child for the manager.
Assembly Task	No	Incremental assembly of one product from its BOM, one unit at a time. Spawns delivery requests for shortages and sub-assembly tasks for assemblable components.
Instruction	No	Plain-text task assigned to a person. They enter completion notes and click Complete.

Approvals and gates

Display name	Auto-completes?	Purpose
Approval	No	Generic approval gate. Standalone (its own WO): denial cancels the WO. Spawned by another step: the result is passed back to that step. Used for leave, custom-schedule and assessment approvals.
Select Stand-In Manager	No	Only added when the leave applicant is a manager. They pick a cover manager before the request can move on.

Warehouse logistics

Display name	Auto-completes?	Purpose
Delivery Request	No	Asks a warehouse picker to deliver items to a target location (e.g. a repair bench). Multiple shortfalls to the same destination are batched into one request.
Collection Request	No	Asks a warehouse picker to collect items from a workbench and return them to stores.
Material Used	N/A	Bookkeeping line - no handler. Records BOM consumption or replacement parts. Created by repair / assembly tasks as a side-effect, not added by hand.

Outbound and dispatch

Display name	Auto-completes?	Purpose
Courier Booking	Conditional	Books a courier consignment (waybill + collection) through the multi-carrier courier module. It is direction-configurable: Outbound (we ship to the party - links the Local / Sales Shipment) or Inbound (we collect from the party - links the Local Receipt). For outbound it checks stock first and promotes the linked shipment once the waybill is issued.
Local Shipment	No	Creates an outbound Local Shipment document - the customer-facing parcel.
Send Tracking Email	Yes	Sends the customer an email with an encrypted link to the public tracking page.

Sales-shipment integration

Display name	Auto-completes?	Purpose
BMSEX Zero-cost Sales Order	Yes	Creates a zero-cost Unleashed Sales Order for a BMSEX replacement and promotes it to Placed.
Zero-cost Sales Order	Yes	Creates a zero-cost Unleashed Sales Order for user-configured planned items.
Sales Shipment (Create)	Conditional	Creates one Parked Sales Shipment per preceding SO step, checks stock, and promotes it to Placed. Enters AUTO_RETRY (rechecks every 5 min) if stock is short.
Sales Shipment (Dispatch)	Conditional	Waits for every linked Sales Shipment to be Dispatched in Unleashed; auto-completes via the dispatch callback.

Leave / overtime workflow

Generated by the leave module - you do not usually add these by hand.

Display name	Auto-completes?	Purpose
Leave Finalise	Yes	Deducts the leave balance and marks attendance once the request is approved.
Leave Edit	No	Manager approves / rejects an edit to an already-approved leave request.
Leave Cancellation	No	Manager approves / rejects a cancellation of an already-approved leave request.
Custom Schedule Finalise	Yes	Applies an approved overtime / custom-schedule entry to the daily attendance record.
Custom Schedule Cancellation	No	Manager approves / rejects a cancellation of an already-approved custom-schedule entry.

Deprecated leave step types

You will see these only on legacy WOs created before the generic Approval step took over the same role. Do not add them to new WOs.

Display name	Replacement
Leave Approval	Approval, with its action link pointing to the leave page.
Custom Schedule Approval	Approval, with its action link pointing to the overtime page.

Dev-only

Display name	Purpose
Test Exception (Dev)	Throws a configurable exception at start-up or completion, to verify rollback behaviour. Never put it on a production WO.

Tips

Auto-completes? means the system completes the step the instant its start-up succeeds - no operator click. Useful for steps whose whole job is to call an external system (email, SO create) and then get out of the way.
Conditional means the step decides at run time - typically yes if stock arrived, no if it has to wait.
Material lines carry no handler - they are bookkeeping records spawned by Repair Task and Assembly Task as parts are consumed. You will not see them in the routing-builder dropdown for a manual add.
For most new approval needs, use the generic Approval step (not the deprecated leave / custom-schedule variants). It can route the assignee straight to the right page.