How to: Set Up Customer Order Processing Status

In this article

To set up Customer Order Processing Status for Customer Order Header

To set up Customer Order Processing Status for Customer Order Lines

The Processing Status option in Customer Orders is a user-configurable way of choosing where in the Customer Order process status should be updated.

Customer Order Line and Header Processing Status move independently of each other, despite being linked together. Header status is usually simpler with fewer status options like Created, Processing, or Closed, while each Customer Order Line may have a different status to the next line in the order and may take many more steps from creation to the final delivery of the items.

Each step is called Status Event and the user can select to monitor these steps by assigning a status code to them. The users can also decide that some events should not update the Processing status. You do this by not adding a status code to the event and creating a Customer Order Line Processing Status Setup line.

To set up Customer Order Processing Status for Customer Order Header

1. Click the icon, enter Customer Order - Processing Status Setup, and select the relevant link.
2. Click New, create a new line, and fill in the Code and Description fields.
3. The value in the Processing Sequence column sets the order of processing status for the Customer Order Header. Lowest number is what happens first, highest for the final step in the process.

To set up Customer Order Processing Status for Customer Order Lines

1. Click the icon, enter Customer Order Line - Processing Status Setup, and select the relevant link.
2. Add a new line for each event that should set a new status for the Customer Order Line.
   1. Create your own Code, and add a Description.
   2. Set the status in the Order Status field. When the Customer Order Line reaches this new line status, the Header Status will be updated to this order status.
3. You can give permissions to each Processing Status Setup line:
   1. If you select the Cancel Allowed check box, the Customer Order can be canceled if any of the Customer Order Lines currently have this status.
   2. If you select the Send Email check box, an email will be sent to the customer for this status update, if the order originates from the POS.
   3. If you select the Send Omni Message check box, an Commerce message will be sent to the customer for this status update, if the order originates from the Commerce client and you want to message the customer through the Commerce channel.
   4. Select the HTML Formatted check box, if the HTML email contains HTML code.
   5. If you select the Postpone check box, the message that contains a line with this status is postponed.
4. You can fill in the Message Subject field to customize the subject of an email sent to customers.
5. You can fill in the HTML Email field to customize the look of the email sent to customers.