Custom Staging Lists - Overview

Modified on Mon, Nov 20, 2023 at 1:56 PM

Connected Requirements: Version 11.1.00 or greater.

"Staging" lists are a custom user defined pull down menu.  Each "Staging" list can have a custom label and up to 15 custom list options. 

The generic name for this custom list is "Staging".  However, the list name can also be customized and called, for example, "Status". The custom name, if provided, is what will show up in all the places that the list is referenced. 

The custom stage lists are available in the following windows/areas:  

Sales Orders

Work Orders (Manufacture)

Purchase Orders

An example of the Sales Orders staging list, labelled "Status", is shown in the following screen:

The custom stage lists are also available in the following ledger windows:

Sales Order Ledger: Filter and Field list

Work Orders (Manufacture) Ledger: Filter and Field list

Purchase Orders: Ledger Filter and Field list

The application and use of these custom lists are typically applied in different ways, depending on where they are used.

Click the links below for specific information and setup instructions for each of the staging lists:

Sales Orders - Using Customizable "Stages" Fields

Work Orders - Using Customized "Stages" Fields

Purchase Orders - Using Customized "Stages" Fields

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