Support To Print Custom Status Of The Default Tab In The Order Screen
Reference No: R2-11161
Version No: 06.00.06-00
Details
Support to Print Custom Status of Default Tab in Order Screen. This features supports in below screens also.
Quote/Reservations
Invoices/Credit Memo
Pick-lists
Delivery Receipts
The details of the CIDs are provided in Table 1.0.
Table 1.0 CID Details
CID | Description |
7682 | To Print Custom Status in pick-list. |
6682 | To Print Custom Status in Quote, Reservation, Invoices/Credit Memo, and Delivery Receipts. |
The Order Status results list can be sorted in either Ascending or Descending order, based on the Change, Who, When and Action.
Custom Order Status allows Multi-language support. To enable multi-language Go to Configuration > Language, and select a language from the drop down.
Prerequisites
Perform the Form Setup for Print Custom Order Status in the Maintenance module. (If not done already).
Go to Maintenance module > Form Setup.
Click Edit/New button modify/add the print setup for Custom Order Status and select the Quote/Order Forms [153500UI], Invoice/Credit Memo Forms [159500UI], Pick-list Forms [4200200UI] and [451000UI], Delivery Receipts Forms [153800UI] and Panel ID [153200].
Save and Exit the Maintenance module.
Sample Workflow:
Scenario 1: Order Item line delete prompt
Select the Configurations module > General tab > Custom Order Statuses button.
Figure 1.0 Configuration > General > Custom Order Status
The dialog box shows the list of existing custom order status defined. Click on the Add New Custom Order Status button.
Figure 2.0 Custom Order Status List (Existing List)
In the dialog box that open, type the name of New Custom Order Status that you want to create. Click Ok.
Figure 3.0 Adding A New Custom Order Status
From R2 Launch Pad, Go to Account Module > Search for a Company/Contract > Search for an Order related to the Company.
Click on a the order to view details about it.
Go to the Default Tab and click Custom Status drop down, to view the list of available status.
Select the Order Status you want to assign to the order, and click Save.
The default status of all new orders is OPEN, unless changed while creating the order.
Figure 4.0 Order Specific Details And Custom Statuses List
To generate a report for this quote, click the print icon. (As shown in the Figure 4.0).
Figure 4.0 Print Custom Statuses List
Use the form drop down list to select the relevant report template.
Select the output format as Word or PDF.
Once the report is generated, you can see the output in a new window.(As shown in the Figure 5.0).
Figure 5.0 Report Screen