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Question

Add state for Sales Order in Workflow and enable Actions

  • October 29, 2025
  • 4 replies
  • 52 views

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I’ve been playing with creating a new state in our sales order workflow.  The goal is to have a “Staged for Setup” workflow on certain order types that would take place between Open/Backorder and Shipping.

I was able to create the state easily enough, and the transitions into the state.  My problem comes up with getting out of that state.  While I have a transition out of “Staged for Setup” for “Create Shipment->Shipping”, the “Create Shipment” action is disabled when I’m in this new state.  I did add the Create Shipment action to the Actions tab of the new state but it is still disabled.

Is there something I’m missing for getting the actions that I want to be able to take enabled in this new state?

4 replies

DipakNilkanth
Pro III
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Hi ​@lairdtimPlease confirm that you have deactivated the default workflow and activated the extended workflow. If the issue still persists, try resetting caches and restarting the application from the Apply Updates screen.
Make sure to perform these steps in the test environment first.


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  • Author
  • Semi-Pro I
  • October 30, 2025

I have done all of those steps.  And the customization is in Sandbox so I’m able to try any other ideas.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • November 6, 2025

Hi ​@lairdtim were you able to find a solution? Thank you!


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  • Author
  • Semi-Pro I
  • November 6, 2025

I haven’t.  I even tried ChatGPT but it didn’t come up with anything I hadn’t already tried.