Create an item state

The names and colors of item states are user-defined. You can create as many item states as required.

Create an item state

1. Open or go to the Item States workspace tab.

2. Do one of the following:

   • Press the Ctrl+N keys.

   • Right-click in the tab and on the context menu click New.

   • On the ribbon, go to the Home tab and on the New menu click New Item State.

   A new item state is added.

3. In the new item state's Properties window, complete the following settings:

   Item State

   A name or brief description for the item state. Because the description identifies the item state in the data records, the state name be unique.

   You can create multiple states for an item. For example, if production of an item is stopped, you can assign the Stopped item state to that item.

   Color

   The color to be associated with the item state.

   Preference

   A preference for the item state in the numeric value. This indicates the relative quality of this state. Smaller numbers are considered better than higher numbers. This is used to determine the minimal shippable state of a product.

4. Save the changes.

You can modify the properties of an existing item state in the Properties window.