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Hi,
I have a request to add a Customer Status and have it act like one of the existing status. The purpose is to call out certain credit situations.
I can add the new status, but how can I attach the logic form one of the other statuses to it, so when selected, it acts the same.
So for instance, create a new status that mimics Credit Hold. So this would not allow new orders to be created without approvals, etc. but would be a different status to alert Customer Service to a particular situation.
Thanks in advance.
I've wondered the same thing. My assumption is that you'd have to modify all of the screens that use Customer Status to drive the special behavior. Not an easy task.
I believe that you need to have a supporting state setup within the workflow that will allow the system to manage it accordingly. I haven't yet done this myself but will soon need to learn how since we have a very similar situation. We need a state that will indicate that a 50% prepayment is need in select cases that, once captured, while allowing things to continue to flow through the system to the point where it gets packaged but not shipped unless the final payment has also been captured.
We implemented a work around it, while it's reasonably functional, it's quite complicate and problematic, consumes a lot of resources every time we go through an upgrade process and is significant pain point for our organization. We're actually considering changing our practice to avoid this all together but it's a tough decision. Arguably, if we had added a custom state then things would likely still be a little painful during upgraded BUT would be much less problematic on a day to day basis.
For what it's worth, the idea of implementing a more proper solution seems to improve each time Acumatica gets updated and the systems mature.