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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Click New Status to add a status. Click Edit to edit a status.
| FIELD | DESCRIPTION |
|---|---|
| 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. |