Platform: Color-Coded Record Statuses
Starting in MYOB Acumatica 2025.2.1, you’ll notice something new when working with records across multiple forms and areas: color-coded statuses. Now you can quickly identify the status of records—such as Open, Closed, or Canceled—at a glance through visual highlights.
Read on to discover what each color means and where you’ll find these color-coded statuses in the system.
Quick Identification of a Record Status
When you work with a record, you can quickly identify its current status by the highlight color of the status:
- Blue: The Open and New statuses, which indicate a normal, active record.
- Orange: The Hold and Reserved statuses, which indicate that the record is pending further action.
- Red: The Overdue, Expired, Rejected, and Pending Approval statuses, which indicate that the record requires your attention.
- Green: The Active and In Progress statuses, which indicate that work on the record is in progress.
- Gray: The Canceled, Archived, Closed, and Completed statuses, which indicate that no further action on the record is required.
- Purple: The additional or custom statuses, such as Planned.
Let's see where you’ll encounter these color-coded record statuses.
Forms Supporting Color-Coded Record Statuses
Now you can easily recognize a record’s status by its color on the following forms.
CRM forms:
- Cases (CR306000)
- Leads (CR301000)
- Opportunities (CR304000)
- Sales Quotes (CR304500)
Distribution forms:
- Adjustments (IN303000)
- Invoices (SO303000)
- Issues (IN302000)
- Kit Assembly (IN307000)
- Landed Costs (PO303000)
- Picking Worksheets (SO302500)
- Physical Inventory Count (IN305010)
- Physical Inventory Review (IN305000)
- Purchase Orders (PO301000)
- Purchase Receipts (PO302000)
- Receipts (IN301000)
- Requests (RQ301000)
- Requisitions (RQ302000)
- Sales Orders (SO301000)
- Shipments (SO302000)
- Transfers (IN304000)
Field Service forms:
- Appointments (FS300200)
- Equipment (FS205000)
- Route Document Details (FS304000)
- Route Service Contracts (FS300800)
- Service Contracts (FS305700)
- Service Orders (FS300100)
- Vehicles (FS305700)
Financial forms:
- Bank Deposits (CA305000)
- Batch Payments (AP305000)
- Bills and Adjustments (AP301000)
- Cash Purchases (AP304000)
- Cash Sales (AR304000)
- Cash Transactions (CA304000)
- Checks and Payments (AP302000)
- Customer Contracts (CT301000)
- Deferral Schedule (DR201500)
- Dunning Letter (AR306000)
- Fixed Assets (FA303000)
- Fixed Asset Transactions (FA301000)
- Funds Transfers (CA301000)
- Journal Transactions (GL301000)
- Journal Vouchers (GL304000)
- Invoices and Memos (AR301000)
- Payments and Applications (AR302000)
- Reconciliation Statements (CA302000)
- Sales Price Worksheets (AR202010)
- Settlement Batches (CA307000)
- Tax Adjustments (TX301000)
- Tax Bills and Adjustments (TX303000)
- Translation Worksheets (CM304000)
- Trial Balance (GL303010)
- Vendor Price Worksheets (AP202010)
Manufacturing forms:
- Bill of Material (AM208000)
- Configuration Maintenance (AM207500)
- Cost Transactions (AM309000)
- Disassembly (AM301500)
- Engineering Change Order (AM215000)
- Engineering Change Request (AM210000)
- Estimate (AM303000)
- Labor (AM301000)
- Materials (AM300000)
- Move (AM302000)
- Production Order Details (AM209000)
- Production Order Maintenance (AM201500)
- Vendor Shipments (AM310000)
- WIP Adjustment (AM308000)
Payroll forms:
- Paychecks and Adjustments (PR302000)
- Payment Batches (PR305000)
- Payroll Batches (PR301000)
- Record of Employment (PR303000)
- PTO Adjustments (PR306000)
Projects and Construction forms:
- Change Orders (PM308000)
- Change Requests (PM308500)
- Cost Projection (PM305000)
- Cost Projection by Date (PM305500)
- Daily Field Report (PJ304000)
- Projects (PM301000)
- Project Issue (PJ302000)
- Project Quotes (PM304500)
- Project Tasks (PM302000)
- Project Templates (PM208000)
- Project Transactions (PM304000)
- Pro Forma Invoices (PM307000)
- Progress Worksheets (PM303000)
- Request for Information (PJ301000)
- Subcontracts (SC301000)
- Submittals (PJ306000)
Time and Expenses forms:
- Equipment Time Card (EP308000)
- Employee Time Cards (EP305000)
- Expense Claim (EP301000)
- Expense Receipt (EP301020)
