Statuses for a Custom Transaction Type

If appropriate, you can create statuses for each transaction type. You use statuses to represent the various stages of business processing required for instances of your transaction type. Advantages of this approach include the following:

• By using statuses, you can keep track of each instance’s progress in the context of your required business processing.

• You can designate each status as either posting or nonposting.

• You can choose to make the Status field visible and available to users, or you can hide it.

• You can create workflows and scripting solutions that use and set the Status field.

For more information about statuses, see the following topics:

• Custom Transaction Type Statuses Overview

• Creating Statuses for Custom Transaction Types.

• Modifying or Deleting a Custom Transaction Type Status

• Displaying or Hiding the Status Field for a Custom Transaction Type

• Referencing Custom Transaction Type Status in a Workflow

Related Topics

• Creating and Editing Custom Transaction Types
• Custom Transaction Styles Overview
• Creating a Custom Transaction Type
• Editing a Custom Transaction Type
• Locked Custom Transaction Types
• Custom Transaction Type Classification Fields
• Custom Fields in Custom Transaction Types
• Numbering for a Custom Transaction Type
• Account Field Setup for Custom Transaction Types
• Creating Links for a Custom Transaction Type
• Adding Custom Forms for a Custom Transaction Type
• Permissions for Custom Transaction Instances
• Adding Translations for a Custom Transaction Type

General Notices