Creating a new Status Tag on a Service Quote

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Posted on by Community Member Microsoft Employee

Hello,

I am developing an RMA system for the small company I work for. We utilize NAV 2013 for handling and processing our service work. Most of the RMA system will be handled outside of NAV. I am looking for a solution on how to properly tag service quotes that have been entered into NAV, but we have not received the item or the appropriate RMA form from our customer. Currently the only status tags available are Pending, In Process, Finished, & On Hold. All of those tags are already used by us. Ideally, I would like to create a new tag that marks status as "Received".

I would also like to create a daily report of items marked with this new tag, so we may follow up with customers.

Is all of this possible? If so, can someone point me in the right direction? I am very new to using NAV and still learning to navigate through it.

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Alexander Ermakov 28,094 on at

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RE: Creating a new Status Tag on a Service Quote

If you are not keen on developments, first option is to use one of the existing fields with references, you would create a "Received" value there and can select it when needed, and then filter out such quotes in the list. There are plenty of unused fields, inspect the quote header for that.

Alternatively, with you normal customer license you should be able to add a new field in 50,000 range in the quote header table. I'm talking about e.g. a Boolean field which you would call "Received", reveal it on the quote header page and you will select it when needed and will be able to filter by that in the list if you reveal it in the page list as well. You would need just to have installed the development environment for that. You would not need developer's license for that.
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Amol Salvi 18,694 on at

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RE: Creating a new Status Tag on a Service Quote

Hi,

If you not aware of C/AL programming and do not have developer license then it is better you contact partner to get it developed
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TharangaC 23,116 on at

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RE: Creating a new Status Tag on a Service Quote

To do any modification to Dynamics NAV you need to have a developer license or need to go back to a Microsoft Dynamics partner.

Workaround (might work): There are unused fields in the table, try to use one of them for your purpose.
Community Member Microsoft Employee on at

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RE: Creating a new Status Tag on a Service Quote

Thank you for the reply, Alexander.

After doing a bit of searching on the customizations... it looks like I need the "Development Environment" program along with a license to use it? The information I found was blurry. I would much prefer to add an option to the status menu, but if it requires purchasing a license that will not work.
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Alexander Ermakov 28,094 on at

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RE: Creating a new Status Tag on a Service Quote

There are many options to achieve that.

You can make small development, in particular - edit the table property of that option field and add more values there. Alternatively, you can add a new additional boolean field to the quote header, so you can mark those needed quotes.

If you are not interested in customizations - you can utilize any of unused fields for your needs to mark quotes as "Received". E.g., consider some fields in Foreign Trade section, you can use one of those. Then you can reveal that field in the list of quotes and filter out by that field.

You also can you notes or comments functionality to put any needed comments to the quote.