How do I Set up Statuses for Sales Orders?
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Contents
Summary
This article will explain how to create and assign Statuses for Sales Orders to easily identify what status the individual order are when looking at the Customers Account in Sales Ordering.
More Information
Creating a New Status
In order to be able to create a new Status in a Sales Order you will need to go to " Sales Ordering Maintenance Options Add or Edit Statuses". This will bring up a search function for the current Sales Order Statuses in Platinum.
- First search for the status that you want to create to make sure that it is not already in the system. To do this simply entering the name of the status in the "Filter on:" and press <F2> or click [Search].
 | If the Status appears in the list you can ignore the steps below, and use the status on the desired Sales Order. If a screen prompt appears saying "No matching items found." you will need to create the order following the next few steps. |
- Click on the [OK] button on the "No matching items found." prompt.
- Click on the [Add] or press <F6> to create a new Status.
- In the "Sales order status:" type a three digit code for the item you wish to add, then press <Enter> e.g. ORD.
- In the "Description" type a description for the new status. e.g. Parts Ordered.
- Click on the [Parameters] tab, to be able to assign a colour to the status text. Click onto the "Foreground:" field and press the <↓> down to cycle through the different coloured fonts, from numbers 1 to 16.
- Once happy press <Esc>, a message appears asking "Do you want to accept or ignore any changes made?" Click the [Accept] Button.
Applying a Status to a Order
Now that you have created a new Status you will be able to apply this to a Sales order. In order to do this you will need to go to; " Purchase Ordering Add or Edit Sales Order"
- Enter the customer account code, or search for the customer. Press<Enter>.
- Select the order to apply the status to.
- Press <F5> to edit the order properties.
- Press <Arrow Key> to the "Stat :"
- Either type in the 'Status Code' or press <Ctrl-F1> to Search for the 'Status Code' or press <F1> and <Shift-F1> to cycle forwards and backwards through the 'Status Codes'.
- Once the code is chosen, simply press <Esc> to complete the process. Now the Order will be highlighted with a Status.
See Also
