Changing the Workflow Status for a sales order.

For a single sales order, use the Change Workflow Status action. For more options, see below for a summary of ways the workflow status on orders can be updated or configured.

Change the Workflow Status of a Sales Order

From within the system the progress of open sales orders can be tracked by changing the workflow status.  To do so, use the following steps:

  1. Open the Sales Order window from Sales > Enter Sales Order.
  2. Enter or search for the order number you which the change the workflow status for.
  3. Click the Action button at the top of the window
  4. Mouse over the Change Workflow Status option and choose a workflow status

Using Order Manager:

The workflow status for a batch of orders can be modified within Order Manager.  

  1. Open the Order Manager window from Sales > Order Manager.
  2. Check the box for any open sales orders you want to change the workflow status for.
  3. Click the Action button at the top of the window
  4. From the Action menu, mouse over Change Workflow Status and select the status you want.

Starting in v12.3, you can select records in the current button using a USB scanner configured with a carriage return/line feed (Enter key) suffix after every scan:

  1. While viewing a button, use the Selection menu to choose Check by ID.
  2. In the Check Sales Orders window, scan a barcoded Sales Order/Quote or Credit Memo number (from a sales document for example) to select and check off the row.
  3. Repeat, scanning additional barcodes, then close the window and use the Action menu to batch update the workflow status of the selected rows.

Defining your own workflow statuses:

Acctivate already includes system-defined workflow statuses, but users can define additional statuses in configuration.

  1. Select File > Configuration Management.
  2. Select the Sales Orders folder > Workflow Status to open the Sales Order Workflow Status configuration option.
  3. Any workflow statuses specific to your business can be added to the data grid.Click Edit.
  4. A blank line with an asterisk to its left side will appear in data grid. In each provided field of the line enter the necessary information for a new workflow status.  Note: Status is the only data that cannot be user-defined for a workflow status. From the Status drop-down menu you must select from a list of system-defined statuses.
  5. Click Save after all the necessary workflow statuses have been entered.
  6. To delete a workflow status from configuration, in edit mode click the specific line to select it (an arrowhead to the left of the line indicates it is selected) and press Delete on the keyboard.  Click Save to save the changes.