Custom Document Statuses

Functionality Overview

The Custom Document Statuses functionality allows users to define and assign custom status values to various document types in Business Central. This feature provides enhanced document tracking and workflow management capabilities beyond the standard system statuses.

Supported Document Types

The functionality currently supports the following document types:

  • Sales Quote
  • Sales Order
  • Purchase Order
  • Purchase Invoice
  • Planned Production Order
  • Released Production Order
  • Firm Planned Production Order

Configuration

1. Define Custom Statuses

Navigate to N24C | Custom Document Statuses page to manage your custom document statuses configuration.

From this page, you can:

  • View all configured custom document statuses across different document types
  • Configure the order and assignment of statuses to specific document types
  • Access the Custom Status configuration page a through the Custom Statuses action

Custom Status configuration page

Access N24C Custom Status page to define the basic status definitions:

  • ID - Unique identifier for the status (20 characters)
  • Description - Human-readable description of the status (100 characters)

2. Configure Document Status Assignments

In N24C | Custom Document Statuses page, configure how statuses are assigned to document types:

  • Order - Sequence number determining the display order (minimum value 1)
  • Page - Page type where this status assignment applies
  • Status ID - Reference for the custom status
  • Status Description - Auto-generated description combining order and status ID

Usage

Visibility and Access

Custom status fields are automatically added to the supported document pages and become visible only when:

  1. Custom statuses are configured for that specific document type
  2. The system detects existing status definitions for the page

Document Integration

The custom status functionality integrates seamlessly with standard Business Central documents:

Sales Documents

  • Sales Quote - Custom status field appears after the standard Status field
  • Sales Order - Custom status field appears after the standard Status field
  • Sales Order List - Custom status column is available in the list view

Purchase Documents

  • Purchase Order - Custom status field appears after the standard Status field
  • Purchase Invoice - Custom status field appears after the standard Status field
  • Purchase Order List - Custom status column is available in the list view
  • Purchase Invoice List - Custom status column is available in the list view

Production Documents

  • Planned Production Order - Custom status field appears in the General section
  • Released Production Order - Custom status field appears in the General section
  • Firm Planned Production Order - Custom status field appears in the General section
  • Production Order Lists - Custom status columns are available in respective list views

Status Selection

When editing documents, users can select from the configured custom statuses using a list, which is automatically filtered to show only statuses relevant to the current document type.