Tracking Status Settings
Learn more
See examples of tracking statuses
Learn about the Track It panel
Learn how to use My Inbox to change the status
Learn about the Transactions by Tracking Status dashboard section
Learn about tracking transactions in Sage 50 (Order Process Workflow)
Use this window to manage the types of statuses you have for different types of transactions.
- The column on the left shows you the different types of transactions that can be assigned tracking statuses.
- The Tracking Status Details section is where you can enter or view the information about a status such as the status name, who (if anyone) should usually be assigned transactions with this status, and what needs to happen next when a transaction has this status.
- The _____ Status List shows you all of the statuses that have been created for a transaction type. You can rearrange these by using the Move Up and Move Down buttons.