Setting up Logistic Statuses

Logistics for Drink-IT • Article • 10/5/2026 •

Logistic Statuses let you track the progress of logistic documents — such as sales orders, purchase orders, and their return variants — through a defined process flow. Each status represents a step in the process. You define which steps are allowed before and after each status, and optionally link an Action Code to a status so that the system sets it automatically when a specific event occurs (for example, when an order confirmation is printed or a shipment is posted).

Statuses are defined per Type (document type). Each type has its own list of statuses and its own set of available Action Codes.
When an Action Code is linked to a status, the system sets that status on the document automatically when the corresponding event is triggered — no manual intervention required.
When no Action Code is linked, users can manually advance the status using the Update to next Logistic Status action on the document or the Route Planning Worksheet.
Status Rules (Allowed Next Steps and Allowed Back Steps) define which transitions are permitted. This prevents documents from skipping steps or being moved to an invalid status.

Action Codes are predefined and cannot be created manually. The list is extensible via a Per Tenant Extension (PTE) if custom triggers are needed — for example, to integrate with a third-party logistics provider.

Setting up Logistic Statuses

Select the Search icon , enter Logistic Statuses, and then choose the related link.
On the Logistic Statuses page, select New to create a status, or select an existing line to edit it.
Fill in the fields as described in the next section. Hover over a field to read the tooltip.
To define which statuses are allowed before or after this status, drill down on Allowed Next Steps or Allowed Back Steps to open the Logistics Status Rules page and add the permitted transitions.

Fields

Field	Description
Type	The document type this status applies to. Each type maintains its own independent status list. See Document types below.
Code	A unique code for the status within the selected type.
Description	The description displayed on documents and lists.
Display Order	Controls the sequence in which statuses appear in the status selection list.
Allowed Back Steps	The number of statuses that are allowed as a previous step from this status. Drill down to view or edit the rules.
Allowed Next Steps	The number of statuses that are allowed as a next step from this status. Drill down to view or edit the rules.
Allowed on Post Shipment	When enabled, the system allows posting a shipment from a document that has this status.
Allow on Post Invoice	When enabled, the system allows posting an invoice from a document that has this status.
Block Item Sales Line (Outbound)	When enabled, adding or increasing outbound sales lines on a sales order in this status is blocked. Only available for the Sales Order type.
Show on Dock List	When enabled, license plates in this status are included on the dock list. Applies to license plate statuses (AWM).
Action Code	The Action Code that automatically sets this status on the document when the associated event occurs. Leave blank if the status is set manually only. See Action codes per document type below.

Document types

The Type field determines which documents the status applies to.

Type	Used on
Sales Order	Sales Orders
Sales Return Order	Sales Return Orders
Purchase Order	Purchase Orders
Purchase Return Order	Purchase Return Orders
Sales Blanket Order	Blanket Sales Orders
Purchase Blanket Order	Blanket Purchase Orders

The Bin and License Plate types are used by the Advanced Warehouse Management module for warehouse bin and license plate status tracking.

Action codes per document type

Action Codes are linked to system events. When the event occurs, the system looks for a status of the correct type that has the matching Action Code and automatically sets that status on the document. Each document type has its own set of available Action Codes.

Only one status per type can have a given Action Code. If multiple statuses for the same type have the same Action Code, only the first match is applied.

Sales Order

Action Code	When the status is set automatically
NEW DOCUMENT	A new sales order is created.
RELEASED	The sales order is released.
ORDER CONFIRMATION	An order confirmation is printed (from the order or the Route Planning Worksheet).
PRO FORMA INVOICE	A pro forma invoice is printed.
ROUTE FIXED	The route planning number for this order is closed (Closed is checked on the Route Planning Worksheet).
PICK LIST	A pick list is printed from the Route Planning Worksheet.
WHSE. SHIP. Created	A warehouse shipment is created for the order.
Whse. Pick Created	A warehouse pick is created for the order.
Picked	The order is completely warehouse picked.
LOADING IN PROGRESS	Truck Arrived is checked on the Route Planning Worksheet.
TRUCK LOADED	Truck loading is confirmed via the truck loaded action.
GOODS LOADED	The goods for this order are confirmed as loaded.
SHIPPED	The sales shipment is posted.
COMPLETELY SHIPPED	The order is completely shipped (all lines).
RETURN COMPLETED	Return Completed is checked on the Route Planning Worksheet.
Route Completed	Completed is checked on the Route Planning Worksheet.

Sales Return Order

Action Code	When the status is set automatically
NEW DOCUMENT	A new sales return order is created.
RELEASED	The sales return order is released.
ORDER CONFIRMATION	A return order confirmation is printed.
ROUTE FIXED	The route planning number for this order is closed (Closed is checked on the Route Planning Worksheet).
WHSE. RCPT. Created	A warehouse receipt is created for the return order.
LOADING IN PROGRESS	Truck Arrived is checked on the Route Planning Worksheet.
RECEIVED	The return receipt is posted.
RETURN COMPLETED	Return Completed is checked on the Route Planning Worksheet.
Route Completed	Completed is checked on the Route Planning Worksheet.

Purchase Order

Action Code	When the status is set automatically
NEW DOCUMENT	A new purchase order is created.
RELEASED	The purchase order is released.
ORDER CONFIRMATION	An order confirmation is printed.
ROUTE FIXED	The route planning number for this order is closed (Closed is checked on the Route Planning Worksheet).
WHSE. RCPT. Created	A warehouse receipt is created for the order.
LOADING IN PROGRESS	Truck Arrived is checked on the Route Planning Worksheet.
RECEIVED	The purchase receipt is posted.
RETURN COMPLETED	Return Completed is checked on the Route Planning Worksheet.
Route Completed	Completed is checked on the Route Planning Worksheet.

Purchase Return Order

Action Code	When the status is set automatically
NEW DOCUMENT	A new purchase return order is created.
RELEASED	The purchase return order is released.
ORDER CONFIRMATION	A return order confirmation is printed.
ROUTE FIXED	The route planning number for this order is closed (Closed is checked on the Route Planning Worksheet).
WHSE. SHIP. Created	A warehouse shipment is created for the return order.
LOADING IN PROGRESS	Truck Arrived is checked on the Route Planning Worksheet.
SHIPPED	The return shipment is posted.
COMPLETELY SHIPPED	The return order is completely shipped (all lines).
RETURN COMPLETED	Return Completed is checked on the Route Planning Worksheet.
Route Completed	Completed is checked on the Route Planning Worksheet.

Sales Blanket Order

Action Code	When the status is set automatically
NEW DOCUMENT	A new blanket sales order is created.

Purchase Blanket Order

Action Code	When the status is set automatically
NEW DOCUMENT	A new blanket purchase order is created.

See also

Setting up Logistics How to use Route Planning worksheet in Logistics