Add new status to order type Quote in the Sales Order screen via a work flow

Question

Is it possible to add an additional status of “WON” for orders of type quote in the sales order screen. This would be for the Quote workflow. Are there any ramifications to doing this?

I was looking at customizations to add a new available status and the idea of using a workflow to create the new status was proposed.

Thanks for any thoughts!

Vignesh Ponnusamy · Accepted Answer

Hi @ltussing03,I think it should be straight forwards. Below is simple demonstration that could help you get started,Add Status field and from the Combo Box action add the custom statusCreate a new Action and in the Field update set the status to the custom status created aboveExtend QT workflow and enable itIn the example, I have added the Custom Action to be available when the Document is in Open statusSelect the Open State → Add a Transition and set the Target status to the Custom statusSave and publish the customization package. Below are the screenshot of the outcome,I have also attached the customization project for you reference. Implementation will differ and could get complicated based on your requirement. Thanks,