Sales Order "Status"?

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Posted on by Community Member

Hi:

In Business Central, can order "statuses" be set up based on systematic rules such as on "credit hold", "reviewed", or "customer wants to make a change" or something long those lines?

Thanks!

John

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Dynamics 365 Business Central

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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You can create a new field and set those status and update the process of the release to set it. You need an extension

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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There is only Open,Released,Pending Approval, and Pending Prepayment in the existing Status field.

If you need more, you need to create a new field using extension and build your logic from that.

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Renni 960 on at

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Hello john,

You would need development for something as specific as that.

Regarding credit that message will appear when trying to add a new order depending on the credit limit on the customer card.

Credit hold again would be set on the customer card

You could set up a flow/approval for the credit limit check

(I set the credit limit to new customers as 0.01 as if left at 0 that is unlimited credit at 1p it flags the credit limit warning, meaning the credit limit has not been set by account yet

Not sure on the last one customer needs to make a change they would inform you the change you can reopen the order then amend and then release again

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