Hi All,
Is it possible to add a new Customer Status, to this drop down called “Legal” that behaves the same way as the “Inactive” status throughout the system? If so, how do I do it
thx
Dries
Answer
Adding additional Customer Status
Best answer by DipakNilkanth
Hi
Yes, you can add new customer status as below.
- Open the Customization Project and click on the Screens (Left side menu)
- Click on the Existing screen and add the Customers screen.
- Expand the AR303000 screen left side menu and click on the Fields
- Right Side, click on the + icon and add the Customer Status field
- once the field is added, click on the COMBO BOX VALUES and add the custom status as Legal.
By using above above steps , you can add new customer status to dropdown. to make it work as an InActive status , you may need to extend workflow and add Legal customer status to the every workflow stage as assigned to the Inactive status.
+13Hi
Yes, you can add new customer status as below.
- Open the Customization Project and click on the Screens (Left side menu)
- Click on the Existing screen and add the Customers screen.
- Expand the AR303000 screen left side menu and click on the Fields
- Right Side, click on the + icon and add the Customer Status field
- once the field is added, click on the COMBO BOX VALUES and add the custom status as Legal.
By using above above steps , you can add new customer status to dropdown. to make it work as an InActive status , you may need to extend workflow and add Legal customer status to the every workflow stage as assigned to the Inactive status.
Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
Thank you Dipak Nilkanth,
I will however need step by step instructions with screenshot on how to do this as I have never done this before
thx
Dries
+17HI
To add to
https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=316b14fa-f406-4788-993c-7b043b1c5bd9
Also, go to the Open University for the T190 course:
https://openuni.acumatica.com/courses/development/t190-development-quick-start-in-customization/
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Does anyone know how to make it display in the GI and Drop-down Value?
I added this additional status to my existing state, but it shows as empty when I changed it to the new status.
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