Seeking Advice: How to Add Additional Status to Sales Order Document (Not Workflow)

ERPNext User Forum
1

Hi,

I would like to add an option for Sales Order Production Status for my SO Document. This is different from Doc Status or WOrkflow as it is more an internal tracking status (similar to project management status)

Example of he statuses for the sales orderill be (using restaurant as an example): Ordered, Buying Ingredients, Chopping, Cooking, Packing> Received|

Whilst I can update it in the comments section of the SO document, I need it to be in a field of some sort to create a status report for all SO that is not yet received.

Any advice welcomed.

Thanks

2

@hl328

Customize the Sales Order DocType and include a new field for Production Status and make it a select field. In the Options box on the select field, you should be able to add these per your requirements

List:
Ordered
Buying Ingredients
Chopping
Cooking
Packing
Received

1 Like
4

Can the production status field be updated after SO document is submitted this way?

5

@hl328

If you go to the custom select field you just made and click on it. Scrolling down on the settings, you should see Allow on Submit. This should allow you to change this field even after submission of the Sales Order. Hopefully that helps!