Possible to add additional 'Order Status' type?

Question

Hello, 
 
 We are wanting to further specify Quote orders as 'New', 'Converted', or 'Expired'. 
 Is it possible to add an entry to the 'Order Status' drop down in sales order entry? I'm assuming I will need to do some script/UI customizations to complete this project, but just want to verify whether or not there is built in support for this.

David Speck · Accepted Answer

It really isn't a good idea to try to modify standard sage 100 drop boxes because there is extensive logic throughout the software that is based on the values. There are some third party extended solutions that use master developer methods to do what you want but it may be expensive and require modifying several program classes and library panels. 
 As BigLouie pointed out, there are some issues with the way you are approaching this. There is already a field (PromotedDate) that indicates whether or not an order was promoted from a quote, in which case, the OrderType becomes Standard. There is also the ShipExpireDate field that can be used to determine if a quote is "expired". You can use the OrderStatus combined with the OrderType to see quotes that are "New". 
 Alternatively, you can add your own dropbox UDF with the values you want and use it in addition to the standard fields. You can also add scripts around it to automate a few things.

BigLouie · Answer

Here is your issue. If a quote is "expired" who is going to change the status because Sage has no automatic process to change the status. And if it is converted to a sales order it is no longer a quote so does it really matter if it use to be a quote?

Sage 100

Possible to add additional 'Order Status' type?

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