R2 Core
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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.

  1. Quote/Reservations

  2. Invoices/Credit Memo

  3. Pick-lists

  4. 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.

  1. The Order Status results list can be sorted in either Ascending or Descending order, based on the Change, Who, When and Action.

  2. 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

  1. Select the Configurations module > General tab > Custom Order Statuses button.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/2_R211161.png
Figure 1.0 Configuration > General > Custom Order Status

  1. The dialog box shows the list of existing custom order status defined. Click on the Add New Custom Order Status button.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/3_R211161.png
Figure 2.0 Custom Order Status List (Existing List)

  1. In the dialog box that open, type the name of New Custom Order Status that you want to create. Click Ok.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/05-02-2020_16-00-53.png
Figure 3.0 Adding A New Custom Order Status

  1. From R2 Launch Pad, Go to Account Module > Search for a Company/Contract > Search for an Order related to the Company.

  2. Click on a the order to view details about it.

  3. Go to the Default Tab and click Custom Status drop down, to view the list of available status.

  4. 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.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/7_R211161.png
Figure 4.0 Order Specific Details And Custom Statuses List

  1. To generate a report for this quote, click the print icon. (As shown in the Figure 4.0).

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/6_R211161_-_Copy.png
Figure 4.0 Print Custom Statuses List

  1. Use the form drop down list to select the relevant report template.

  2. Select the output format as Word or PDF.

  3. Once the report is generated, you can see the output in a new window.(As shown in the Figure 5.0).

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/_1116.png
Figure 5.0  Report Screen