Salesforce

User Status

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Overview

The SO User status assists in identifying the current state of an order. For example, a User Status could be: “In Data Entry”.   The Sales Order being processed would then have that designation.

Application

A User Status code allows the tracking and progress of Sales Orders at predefined milestones events. These milestones could differ by users and by processes.

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User Status

Processing
  • To add a new record ‘New SO User Status’ button
  • To edit and existing record, select ‘Edit’ in the Action column
  • To view select the Name in the ‘Name’ Column

Key Fields
 
Status Code:  Unique user-defined value

Description:  User-defined description

Use on New Orders:  When checked, this Status Code will be the default when adding new Sales Orders

Step 3 - ‘Save’ button


SEE ALSO
Settings
User Status
User-Status

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