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Adding a Customer Status w/Logic attached

  • 25 March 2024
  • 1 reply
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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.

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Best answer by darylbowman 29 March 2024, 20:16

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In its most basic form, you would need to add code to the Sales Order screen to check what Status the Customer is currently in and take actions accordingly, perhaps with a warning or error message.

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