Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Creating a new Customer Account Status

(0) ShareShare
ReportReport
Posted on by

I have a request to create a new customer account status that allows only certain types of orders to be processed.  This does not seem advisable to me as this basic functionality is integrated through out Dynamics.

I'd be interested in other people's thoughts on this idea.

  • Suggested answer
    Deepak Agarwal Profile Picture
    Deepak Agarwal 8,564 on at
    RE: Creating a new Customer Account Status

    I am still not very clear abut business case. But As its a custom requirement better to to add a new status field for this and use the same in your business logic.

  • brianmaric Profile Picture
    brianmaric on at
    RE: Creating a new Customer Account Status

    I mean the Status from credit and collections

    The request is create a credit status that inactivates all customer activity except sales orders that have a sales order line where a custom field has been populated.

    pastedimage1674570168123v1.png

  • Deepak Agarwal Profile Picture
    Deepak Agarwal 8,564 on at
    RE: Creating a new Customer Account Status

    What you mean by account status, will user change this frequently. What type of SO will be created. Pl share more details.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,971 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,846 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans