Status
- Megan Stanage (Unlicensed)
The Status configuration allows you to set statuses for business transaction types.
Important
Statuses are a key component in creating a work flow and must be configured early in the setup process.
Note
The Status configuration can be accessed under multiple configuration tabs. The page will filter the displayed business transactions based on the selected tab.
Click Upload or Download to upload and download statuses.
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. |