User is trying to override the Order Status to Closed using workflow, it returns the error “Invalid orderstatus reference key H”. Transactions can be set the Order Status to Closed only if all Items on the Order are also Closed. Below is a sample of workflow that sets the Order Status to Closed after clicking a button.
Solution
- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Close Sales Order
- Record Type: Select Transaction
- Sub Types: Select Sales Order
- Execute As Admin: Enter Checkmark
- Release Status: Select Released
- Initiation: Select Event Based
- Event Definition:
- On Create: Enter Checkmark
- On View or Update: Enter Checkmark
- Trigger Type: Select -All-
- Click Save
- Click State 1
- Bottom right corner: Click New Action
- Click Add Button
- Parameters:
- Label: Enter Close
- Click Save
- Click New State
- Click State 1
- Upper right corner: Click Pencil
- Click Transitions tab
- Click New Transition
- To: Select State 2
- Execute on Button: Select Close
- Click Save
- Click State 2
- Bottom right corner: Click New Action
- Click Set Field Value
- Basic Information:
- Trigger On: Select After Record Submit
- Parameters:
- Field: Select Order Status
- Static Value: Enter Checkmark
- Selection: Select Closed
- Click Save
- Click State 2
- Upper right corner: Click Pencil
- Click New Sublist Group
- Parameters:
- Sublist: Select Items
- Click Save
- Click State 2
- Click Sublist Action Group
- Click New Action
- Click Set Field Value
- Parameters:
- Field: Select Closed (Line)
- Static Value: Enter Checkmark
- Checked: Enter Checkmark
- Click Save