Statuses

All the Master Data and Transaction modules have Status fields, which can be used to manage the data.
Transactions can have both Header and Item statuses.
You may create as many statuses as you need. However, there is a finite list of Status Groups to which each status must be allocated.
Status settings define conditions within the workflow.

Info

The interfaces are the same for Assets, Contacts, Customers, Entities, Items and Suppliers. In all cases, the status functions are under Menu (button) > Edit Statuses of the respective modules.
For Items, Edit Statuses opens the Statuses tab of the Item Settings window, where the button is Add/Edit and the default button is Add Default Statuses.

Buttons Explained

Button	Description
Add/Edit	Turns on editing, so you can add and edit statuses.
Add Default	Adds default statuses. The function is only available if no statuses exist yet. Default statuses differ per module.
Save	Saves any changes.

Button

Description

Add/Edit

Turns on editing, so you can add and edit statuses.

Add Default

Adds default statuses.

The function is only available if no statuses exist yet.

Default statuses differ per module.

Save

Saves any changes.

Info

Fields marked in blue (✎) can be edited.

Field	Description
Field Chooser (*)	Add or remove columns.
ID	A system-generated number for the status.
Order ID	A system-generated number for the order of the statuses.
Code	The brief description of the status.
Description	The long description of the status.
Default	Every module must have a default New status. The New status is assigned when a new record is created.
Group	Every status must be allocated to a group. The group options are: Pending: Used for records that must still be approved or are suspended. Active: Used for records that are active and in use. Cancelled: Used for records that should no longer be used (e.g. a customer closed their account).
Colour	You can choose a colour for each status by clicking the colour block and selecting a different colour. We recommend using status colours consistently (e.g. all Pending statuses across the system are yellow).
	Move Up Ctrl + U: Moves the status one row up. Move Down Ctrl + D: Moves the status one row down. Delete Ctrl + Delete: Deletes the status if it is not yet in use. If it is in use, a popup message shows where it is used.