Set up product statuses

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The product status represents the phase of the product in the product life cycle. For each product status, you can define a set of rules to allow, warn for, or block specific actions.

Example: A product is at the end of its life cycle. Therefore, it must be blocked for use on a sales order line. To do so, use a product status called "End of life" for which use in sales order lines is blocked.

Product statuses are a prerequisite for creating an engineering product type.

Steps

  1. Go to Product engineering > Setup > Product status.

  2. Click New.

  3. In the Status field, type a value.

  4. Click Refresh rules.

  5. For each of the shown actions, you can set up a rule. For each action, define if it is allowed, blocked, or a warning is given for the product status.

    Example

    You want to prevent new products from being processed in a sales order. To do so, use a product status called ‘New’ for which sales order processing is blocked.

  6. Close the page.