Status Setup (UG)

Owned by Tatum Hohl (Unlicensed)
Last updated: Jan 27, 2017 by Kati Huttunen (Unlicensed)

The Status Setup allows users to define which actions can be performed on Sales Order Transactions.

The view displays all different Transaction Type & Status Name combinations and a user can define how they are managed.

To change how the Status is managed, click the drop-down menu in the Managed column and select the type. This menu has the following options:

  • Automatic
  • Manually
  • Note Used

The following actions can be configured in this view:

  • Allow Allocated Quantity Edit Of Inventory Items: Identifies whether or not the corresponding transaction type is allowed allocated quantity edits of inventory items while in the specified status.
  • Allow Allocated Quantity Edit Of Non-Inventory Items: Identifies whether the corresponding transaction type is allowed allocated quantity edits of non-inventory items while in the specified status.
  • Allow Backwards Move: Identifies whether the corresponding transaction type is allowed backwards movement from the specified status to a previous one.
  • Allow Delete Of Inventory Items: Identifies whether the corresponding transaction type is allowed deletion of inventory items while in the specified status.
  • Allow Delete Of Non-Inventory Items: Identifies whether the corresponding transaction type is allowed deletion of non-inventory items while in the specified status.
  • Allow New Inventory Items: Identifies whether the corresponding transaction type is allowed new inventory items while in the specified status.
  • Allow New Non-Inventory Items: Identifies whether the corresponding transaction type is allowed new non-inventory items while in the specified status.
  • Allow Ordered Quantity Edit of Inventory Items: Identifies whether the corresponding transaction type is allowed allocated ordered quantity edits of inventory items while in the specified status.
  • Allow Ordered Quantity Edit of Non-Inventory Items: Identifies whether the corresponding transaction type is allowed allocated ordered quantity edits of non-inventory items while in the specified status.
  • Allow Price Edit Of Inventory Items: Identifies whether the corresponding transaction type is allowed price edits of inventory items while in the specified status.
  • Allow Price Edit Of Non-Inventory Items: Identifies whether the corresponding transaction type is allowed price edits of non-inventory items while in the specified status.
  • Allow Transaction To Be Deleted: Identifies whether the corresponding transaction type is allowed to be deleted while in the specified status.

To define if the action is allowed or not, check or uncheck the checkbox on the grid. Actions that are not applicable for the Status, are disabled (e.g. New Transaction cannot be moved backwards, because New is the first status). Click Save to save the changes made.