Customer story: The need for flexible order tracking
“We would like to have customizable Order Status and Order Type fields. The selectable values should be freely added and maintained. The status and type should be usable for filtering and sorting, and the values should propagate from all sales documents to posted documents. They should also be available on both the sales order and quote lists and cards.“
How we solved it: A tailored Business Central extension
We developed an extension that adds customizable order status and order type fields:
- Users can freely add and maintain their own values.
- Status and type can be set up with custom colors for better visibility.
- Values can be used for filtering and sorting in both list and card pages.
- Information flows seamlessly from all sales documents to posted documents.
The result: companies can track, categorize, and manage orders in a way that fits their unique workflows.
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