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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to add new status ...
Microsoft Dynamics AX (Archived)

How to add new status in Sales Quotation

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Posted on by neethukbabu 6

Dear All,

I have got below requirement from the users.

In normal case, We have 3 options (Confirmed,lost or cancelled) in Sales Quotation after we sent it to customer.

I just need to add 2 more options after "sent" status. So this 2 will come in between sent and confirmed/lost/cancelled option.

My purpose is when we click these options/buttons, that should change the status from sent to new status,nothing more than that.

How can i achieve this?

Should i add it as menu item button or button?

Can anyone help me please? 

Regards,

Workkb

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  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,671 Moderator on at
    RE: How to add new status in Sales Quotation

    Hi Workkb,

    You need to determine if you really need to add new status to existing field (QuotationStatus).. you can just add another field and maintain your custom values in there and allow users to change those via button/menu button. This would be simple as compare to adding additional status via SalesQuotationStatus Enum in existing status field. Reason - There may be existing functionality that verify that the quotation status has to be sent, if not those processes will not work. If you add your custom statuses you need to modify all that code.

    If you still want to proceed with what you asked for ...:

    a. add more values to Enum 'SalesQuotationStatus' field

    b. you can add button or menu button (to control these via Security) that help change the statuses

    This is going to be more complex from development standpoint and will require other modification for entire quotation process to work.

  • neethukbabu Profile Picture
    neethukbabu 6 on at
    RE: How to add new status in Sales Quotation

    Hi Satish,

    Thank you for your response.

    That's a good idea.

    Now I am thinking to add new field same like Quotation Status and whenever status updated in Quotation Status, this also get updated with same value and we can change it manually also.

    Is that possible?

    I have inserted one string field in SalesQuotationTable then wrote one method like below

    if(this.QuotationStatus==0)

    {

    NewQuotationStatus="Created";

    }

    But this method is not working..nothing is updating to that field.

    regards,

    Workkb

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