---
title: Understanding Planning Status and Delivery Status in Yojee TCMS
description: Learn how Planning Status and Delivery Status work in Yojee TCMS. Understand order lifecycle states, track real-time delivery progress, and filter orders across Transport Orders and reports.
---
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1. [TCMS](https://help.yojee.com/tcms?hsLang=en)
2. [Dispatchers](https://help.yojee.com/tcms/dispatchers?hsLang=en)
3. [Managing Orders](https://help.yojee.com/tcms/dispatchers?hsLang=en#managing-orders)
# Understanding Planning Status and Delivery Status in Yojee TCMS
## Track both operational progress and planning stages of orders across dispatch, reports, and transport operations.
### 
#### **Overview**
Yojee TCMS provides **two complementary status indicators** to help teams track orders throughout their lifecycle:
- **Planning Status** - reflects the **internal preparation and allocation state** of the order (dispatch workflow).
- **Delivery Status** - reflects the **live operational progress** of the order during execution.
Together, these statuses give dispatchers and operations teams a **complete view of an order’s lifecycle**, from creation and planning through to final delivery.
---
### **Planning Status**
Planning Status shows **how an order is being managed internally by dispatch**.
It reflects the state of assignment, transfer, and completion within the planning workflow.
### **Planning Status Values**
| Planning Status | Meaning |
| --- | --- |
| **Cancelled** | The order has been cancelled and will not be executed. |
| **Completed** | All tasks within the order have been completed. |
| **Unassigned** | The order has been created but no driver or partner has been assigned. |
| **Assigned** | The order has been assigned to a driver. |
| **Partially Assigned** | Some items or tasks have been assigned to a driver, but not all. |
| **Transferred** | The order has been transferred to a downstream partner and accepted. |
| **Transfer Pending** | The order has been transferred but the partner has not yet accepted it. |
| **Transfer Planned** | The order is planned to be transferred but has not yet been transferred. |
| **Declined** | The downstream partner declined the transfer request. |
| **Partially Completed** | Some tasks have been completed, but the order is not fully completed. |
Planning Status is primarily used by **dispatchers and planners** to manage allocation, workflow, and order routing.
---
### **Delivery Status**
Delivery Status reflects the **real-time execution state** of an order as it progresses through pickup, transit, and delivery.
Unlike Planning Status, Delivery Status is **automatically derived from operational data**, including:
- Tasks
- Journey legs
- Item Tracking Numbers (ITNs)
- Partner acceptance
- Driver progress
This provides a more accurate representation of **what is happening operationally in the field**.
---
**Delivery Status Values**
The system automatically calculates Delivery Status based on operational conditions.
| Scenario | Delivery Status |
| --- | --- |
| Journey leg not yet assigned or transferred | Processing |
| Assigned journey leg rejected by driver or declined by partner | Processing |
| Assigned leg with some ITNs reported | Processing |
| Assigned but driver has not accepted | Planning |
| Assigned and accepted, no pickups completed | Out for Pick Up |
| At least one pickup completed, next step not destination | In Transit |
| At least one pickup completed | Out for Delivery |
| All destination drop-offs completed | Delivered |
| Transferred but partner has not accepted | Planning |
| Transferred and accepted by partner | Planning |
| Partner driver assigned but not accepted | Planning |
| Transferred with no pickup completed | Out for Pick Up |
| Transferred and pickups started | In Transit |
| Transferred and heading to destination | Out for Delivery |
| All drop-offs completed | Delivered |
| All ITNs cancelled | Cancelled |
---
### **Using Statuses for Filtering**
Both **Planning Status** and **Delivery Status** can be used as filters in:
- Transport Orders Page
- Orders Report
- Order Items Report
This allows teams to quickly locate orders based on planning stage or delivery progress.
Examples:
- Filter **Planning Status = Unassigned** to find orders awaiting allocation.
- Filter **Delivery Status = In Transit** to monitor active deliveries.
---
### **Why Both Statuses Matter**
| Status Type | Purpose |
| --- | --- |
| **Planning Status** | Shows how the order is managed internally by dispatch. |
| **Delivery Status** | Shows the real-world operational progress of the order. |
Using both together provides the **full operational picture**.
Example:
| Planning Status | Delivery Status | Meaning |
| --- | --- | --- |
| Assigned | Out for Delivery | Driver has the job and is delivering. |
| Transferred | In Transit | Partner carrier has accepted and shipment is moving. |
| Completed | Delivered | All tasks are complete. |
---
### **Tips for Dispatch Teams**
- Use **Delivery Status filters** to prioritise orders that are **Out for Delivery** or **In Transit**.
- Use **Planning Status filters** to identify orders needing allocation or partner acceptance.
- Save column presets after enabling Delivery Status for consistent visibility across your team.
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