Start status, End statusUse the Sales status range form to specify rights for a particular status range. Whether these rights apply to a single user or to a user group depends on whether you opened the form from the User groups form or from the Users form.
Sales statuses indicate the sales line phase, such as the 'Offer' phase or the 'Production' phase. If you assign rights to a particular status range, the users or user groups can, in principle, only change the statuses that fall within that range (see the Changes allowed field). They cannot run any processes that require status rights that are outside their range.
You might want to give some users rights to only change statuses relating to the offer phase, and other users rights to only change statuses in the production phase.
You can add multiple status lines, for example if the user or user group has rights to the beginning or the end of the sales process, but not to the statuses relating to the production phase:
|
Offer |
End status 35 |
Order confirmation |
|
Shipping |
End status 99 |
History |
A user with these status rights has no rights to sales lines with a status between 35 and 70, but does have rights to sales lines with a status before 35 and after 70.
Note: If you do not want to use status rights, all users need to have rights to all statuses (from the first to the last status). Otherwise, no one will be able to change statuses.
Note: When you add a new user or user group to Isah, this user or user group will not have any status rights. You can change this by adding lines with status rights, or by selecting the Assign maximum status range check box for the Create user rights process or the Create user group rights process.
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