Order status

An order status is a named value that describes accepted work before delivery. The sales flow places Orders before Delivered; this list keeps the names used to describe that progress consistent.

Before you start

The Order status list is a configuration reference list. Access requires sign-in, an included configuration subscription, and the permission that controls the action you want to take.

Prerequisites

Find the Order status list

The Order Status list is available in the configuration area.

Prerequisites

• You are signed in and have configuration access.

Steps

1. Open the configuration area.
2. Select Order Status.
3. Check for the page title Order Status.
4. Check the available actions: New, Refresh, and Settings.

Result: The Order Status list is open.

Understand the list and its fields

The list displays the status name in the Name column. The configuration also carries hidden ordering, identifier, and company fields.

The configuration marks Name as required. The list uses the item form for field editing. Paging is disabled, column headers are disabled by the settings, and column reordering is enabled.

Use the visible headers to identify the columns in the list.

Add, edit, and remove a status value

A status value is the name colleagues use to describe where accepted order work stands. Choose a distinct name that matches the terminology your company uses.

Add or edit a value

Prerequisites

• The Order status list is open.
• You have the permission required for the action.

Steps

1. Choose the action that matches your task:

   If you need to…	Do this
   Add a value	Select New.
   Edit a value	Select the row edit action.

2. Enter or change the status name:

   If you need to…	Do this
   Enter a new value	Enter the status name in Name.
   Change a value	Replace the existing value in Name.

3. Choose the completion action that matches your task:

   If you need to…	Do this
   Leave without saving	Select Cancel.
   Commit the shared popup form	Select Save.
   Use the dialog's available confirmation	Select OK.

Result: The dialog remains available for its next action, or it closes when you select Cancel.

Remove a value

Prerequisites

• The list contains more than one item.
• Delete access is available.

Steps

1. Open the selected row's delete menu.

2. Read Are you sure you want to delete this item?.

3. Choose the action that matches your task:

   If you need to…	Do this
   Remove the value	Select Delete.
   Keep the value	Select Cancel.

Result: The delete menu closes without deletion when you select Cancel. A successful deletion removes the selected value from the list.

Export the list

Export is a list operation. It is separate from adding, editing, or deleting a status value.

Prerequisites

• The Order status list is open.
• Export access is available.

Steps

1. Open the list export action from the page action area.
2. Choose an export option in the export dialog.
3. Select Export to confirm the export.

Result: The export request is confirmed from the export dialog.

When maintenance does not work

Use the message on screen to choose the next action.

Continue with related sales settings

Order status configuration names the values used by order work. Operational order work is in Orders, and the continuation toward delivery is in From orders to delivered.