Update Project Status

Overview

The Update Project Status step updates the status of a project or claim that is linked to the return. This is used when returns are part of a larger project workflow, such as warranty claims or customer service cases.

Identifier

Configuration Properties

Behavior

What It Does

1. Checks if return is linked to a project/claim
2. Retrieves the associated project
3. Updates project status based on return status
4. Records status change in project history

Prerequisites

• Return must be linked to a project
• Project must exist and be accessible
• Target project status must be valid

Side Effects

• Changes project status
• May trigger project workflows
• Updates project history
• Affects project reporting

Business Cases

When to Use

• When returns are part of warranty claims
• Customer service case management
• Tracking grouped returns under projects
• Multi-step return approval workflows

Example Scenarios

Warranty Claim Return processed for defective item under warranty claim project. Step updates project status to "Claim Resolved".

Customer Service Case Return completes a customer service issue. Step updates project from "In Progress" to "Resolved".

Quality Investigation Defective item return linked to quality project. Step updates project to "Under Investigation".

Sample Configuration

{
  "Name": "UpdateProjectStatus",
  "Active": true,
  "TranslateKey": "WorkflowStep_UpdateProject",
  "Properties": [
    { "Name": "TargetStatus", "Value": "Resolved" }
  ]
}

Error Handling

Related Steps

• Update Order Status - Update original order
• Notification - Notify about project updates