How to: Set Up Customer Order Processing Status

The Processing Status option in Customer Orders is a user-configurable way of choosing where in the Customer Order process status should be updated.

Customer Order Line and Header Processing Status move independently of each other, despite being linked together. Header status is usually simpler with fewer status options like Created, Processing, or Closed, while each Customer Order Line may have a different status to the next line in the order and may take many more steps from creation to the final delivery of the items.

Each step is called Status Event and the user can select to monitor these steps by assigning a status code to them. The users can also decide that some events should not update the Processing status. You do this by not adding a status code to the event and creating a CO Line Processing Status Setup line.

To set up Customer Order Processing Status for CO Header

  1. Search for Customer Order - Processing Status Setup
  2. Create a new line with Code and Description
  3. Processing sequence value sets the order of processing status for the Customer Order Header. Lowest number is what happens first, highest for the final step in the process.

To set up Customer Order Processing Status for CO Lines

  1. Search for Customer Order Line - Processing Status Setup.
  2. Add a new line for each event that should set a new status for the Customer Order Line.
    1. Create your own Code and add a Description.
    2. Set the corresponding Status in the Order Status field. When the Customer Order Line reaches this new line status, the Header Status will be updated to this order status.
  3. You can give permissions to each Processing Status Setup line:
    1. If you select the Cancel Allowed check box, the Customer Order can be canceled if any of the Customer Order Lines currently have this status.
    2. If you select the Delete Allowed check box, the Customer Order can be deleted if any of the Customer Order Lines currently have this status.
    3. If you select the Modify Allowedcheck box, the Customer Order can be modified if any of the Customer Order Lines currently have this status.