Create a Status Definition for Credit Management

Only one Despatch Order status definition can be created. A single Despatch Order status definition can be used for both credit management and despatch order fulfilment if sufficient statuses are defined.

Security Note: You need the Allow the user to maintain status configuration security right in the Base Data user group security rights group for this activity.

Activity Steps

Open the Status Configuration screen.
To create a status definition:
1. Right-click in the Status Definitions field group and select New » Despatching » Despatch Order from the menu.
2. Update the Name of the status definition.
Create statuses within the status definition:
1. Right-click in the Status Flow field group and select New from the menu.
  Note: A minimum of three statuses are needed for credit management:
  1. An initial status that is editable and selectable—Despatch orders are assigned this status when they are created.
  2. A credit-rejected status that is editable but not selectable—Despatch orders with a non-selectable status cannot be added to a despatch.
  3. A credit-approved status that is editable and selectable—Despatch orders with this status can be added to a despatch.
  Note: The credit-rejected status and the credit approved status must be specified in the configuration of the line(s) of credit. See Create a Line of Credit for an Organisation.
  Note: Other statuses can be added as required. For example, there may be a closed status to stop the calculation of the despatch order snapshot.
2. Enter the following details for each status in the Status Details field group.
  - Name
  - Order Number—Leave at the default value of zero.
  - Editable—Whether a despatch order with this status is editable.
  - Selectable—Whether a despatch order with this status is selectable. Example: If a despatch order has a status where the status is not selectable (a Rejected or Finalised status may have this state), the despatch order will not be visible for selection during despatch loading or invoicing.
  - Closed—Whether the despatch order is closed. If checked, the despatch order snapshot is no longer recalculated and the despatch order is read-only.
Link the statuses as required:
1. Move the cursor to the outer frame of the origin status until the cursor changes to a hand.
2. Click and hold down the left mouse button, and drag the cursor to the destination status in the flow.
  The direction of the arrow indicates the direction of the possible status transition. A link between the two statuses in the reverse direction can be created if required.
  Important: If the new status link places the status at the beginning of the flow, the status must be set as initial status. Refer to step 5.
3. Click the link between the two statuses.
4. Select whether to Enforce Different User Transition. If checked, the transition from the origin to the destination status can only be performed by a different user to the user who made the last status change.
5. Select whether to Enforce Different Last Modified User. If checked, the change of status from the origin to the destination status level must be performed by a different user to the user who previously modified the data.
To set a status as the initial status within the status flow if it is not already the initial status, right-click a status definition and select Set As Initial Status from the menu.
To remove a link between two statuses, perform one of the following steps:
1. Right-click the link between the two statuses within the Status Flow field group and select Delete from the menu.
2. Select the link between the two statuses and press the Delete key.
To delete a status:
1. Ensure any links to or from the status are removed.
2. Right-click the status and select Delete from the menu.
To reorder the statuses according to the status flow, right-click in the Status Flow field group and select Auto Arrange Status Path from the menu.
Allow status transitions for applicable user groups. See Allow a User Group to Transition Object Status.
Click Save.