The Status configuration allows you to set statuses for business transaction types.
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Statuses are a key component in creating a work flow and must be configured early in the setup process. |
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The Status configuration can be accessed under multiple configuration tabs. The page will filter the displayed business transactions based on the selected tab. |
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Click Upload or Download to upload and download statuses.
Click New Status to add a status. Click Edit to edit a status.
Name: Status name.- Description: Status description.
- Code: Value representing the status.
- Queue: Represents how this status rolls up in the queue. The unique values represent tabs. Multiple statuses may use the same value.
- Progress Bar: Designates the progress bar step the transaction will be in.
- Color: Display color for the status field.
- System Key: Used when the status has a special importance to work flow functionality. For example, the Shipment Confirmed status could have an EDITBATCH system key, indicating it is the final status where batch editing is available.
- Open Flag: Indicates whether the status is open or closed. For example, a Completed or Canceled status would not be "open" (they are final statuses). These statuses can then be filtered out of some forms.