A prospective client wants to stamp a status code on the sales order (after a process or batch job) such that by looking at a sales order they know where it is in its lifecycle. For example entered, acknowledged, allocated/reserved, picked, shipped, invoiced. They have this functionality in their legacy system and also use it to control that each sales order follows these steps.
From what I understand of Navision there are only two status’ open or closed? Is there any straightforward workaround or concept to handle this in Navision?
SO (and PO and other) Status=Released simply locks them for occasional editing. Moreover, fully completed Orders/Invoices etc (shipped/recieved and invoiced) move to corresponding “Posted” lists and are deleted from the list they were originnaly created.
Standard NAV doesn’t offer functionality you want, and, as documents in their lifecycle are “stored” in different places, it would not be that easy to accomplish your requirements, but it can be done - as everything in NAV. Ask your implementator for help.
With a little customization you could add a new status field.
Some places it will be difficult to connect since it can ambiguous. For example you could have item to ship, invoiced items and items in picking. In those situations will be difficult to decide in each status order is.