Tag: status

Document Status on Estimates

For Stand-alone Estimates (No Opportunity Linked) Upon creation: the Document status will depend on the default customer status(Probability) set for Estimates under Setup > Sales > Sales Preferences unless the user manually changes the Status and Probability before saving. a.) If Probability is 0% = Document Status is set to Closed b.) If Probability is 100% = Document Status is… Continue reading Document Status on Estimates

Custom page for display sales order based on the status

Create a custom form that will display sales orders which need to be fulfilled or billed. The sublist columns contain, Internal IDs Document Name Date Status Subsidiary Line Number Tax Type Total Committed Quantity The page should contain the following filter, Subsidiary The value should be updated dynamically based on the filters.

Status of Closed Purchase Orders

Scenario 1: The Purchase Order contains Expenses only Navigate to Transactions > Purchases > Enter Purchase Orders > ListClick View by the Expense-only Purchase OrderClick Close buttonPurchase Order Status: Fully Billed Scenario 2: The Purchase Order contains Items only Click View by the Items-only Purchase OrderClick ClosePurchase Order Status: ClosedNote: If the Purchase Order is… Continue reading Status of Closed Purchase Orders