Application Pick Lists Change Order Status

Diamond and Premier Only

This feature allows for the option to change an order status as a pick list action.  This option would allow, for example, a review of sales order quotes to trigger updates to move the quote to active status.

Selecting the STATUS button against a highlighted record will prompt for any status change comment, if configured, before prompting for the new status.  Note that changing the status may mean that the pick list selection criteria no longer applies for that entry – if the criteria no longer applies no further action can be taken against that order within the current pick list.

The Status option is also available for pick lists on the order details.  Status changes are applied globally for all entries on the order based on standard system rules. 

Installation 

Application User Facilities

To update Installer users can right-click on the menu option for application pick list within the Explorer Menu pane and select the ‘Configure Option’ facility before selecting the options for Definable Order Header (Detail) Pick Listsand the require pick list definition. Alternatively you can select Installationfrom the main menu followed by Application Manager and then Application User Facilities.  Select the required application before selecting the main application screen maintenance options followed by the required header/detail pick list option.

Screen 2 of the parameters adds the option to enable a STATUS action – set as required.