You can define a process type's parameters for order creation, inventory, financial transactions, and other related entities. These parameters are applied to a document throughout its life cycle in the process type.
To define a process type's primary information:
Field | Description |
---|---|
Process Type | The process type ID. |
Process Type Name | Enter the name of the process type. |
Description | Enter a brief description of the process type. |
Document Classification | Select the document type you want to use for the process type. |
Use as a Template Order | Select this field if documents in this process type can be used as a template for another document. |
Validate Item During Order Creation/ Modification | Select this field if you want item IDs and units of measure to be validated against the Catalog Management application (or external Catalog Management application) upon order creation or adding an order line. |
Driver Date | |
Requested Ship Date | Select this option if you want the fulfillment process to be driven by the order document's requested ship date. |
Requested Delivery Date | Select this option if you want the fulfillment process to be driven by the order document's requested delivery date. |
Order Creation Tab | |
Use Template Order For Defaulting | Select this field if you want to be able to default some attributes
of an existing order into a newly created order. When an order is created and this field is selected, the system looks for an existing order with the same Buyer, Seller, and Enterprise organizations, as well as the document type specified in the Template Document Type field. If an existing template is found, some of the attributes may be copied into the new order. |
Template Document Type | If you choose Use Template Order For Defaulting, select the document type you want to use for the default template order. |
Log Audits For Draft Order | Select this field if you want the system to log audit records
when modifications are made to orders in draft status. Note: Changes to order status are audited whether
or not you select this option.
|
Refund Fulfillment Order Document Type | Select the document type you want to use from refund fulfillment orders. |
Default Delivery Method Based On Catalog | Select Default Delivery Method Based On Catalog if you want
the system to default to the configured delivery method assigned to
items set up as Delivery Allowed in the catalog. For more information
about defining item attributes, see the Catalog Management:
Configuration Guide. Note: This
field should not be selected for any document types other than Sales
Orders.
|
Suppress Audits for Change Order Status | Select this field if the CHANGE_STATUS audits have to be suppressed by the changeOrderStatus API for any change in the order status. |
Inventory Tab | |
Demand Type For Schedule | Select the demand type to
be considered when the Schedule Order time-triggered transaction is
run. Important: All the supply types that you have associated with the demand type in the Inventory Considerations table are considered for scheduling inventory to satisfy demand optimization. Note: The demand type should have the same supply types associated with it as the demand type of the transaction that you plan for Schedule Order to drop into for this process type. |
Demand Type for Release | Select the demand type to be considered when the Release Order
time-triggered transaction is run. Important: All the supply types that you have associated with the demand type in the Inventory Considerations table are considered for release inventory calculations. |
Allow Inventory Updates For The Seller Organization | Select this field if you want the system to perform inventory updates for the Seller. |
Allow Inventory Updates For The Buyer Organization | Select this field if you want the system to perform inventory updates for the Buyer. |
Allow Inventory Check During Schedule And Release | Select this field if you want inventory supply and demand data stored in the system to be used for availability calculation during the schedule and release processes. |
Create Reservation On Order Creation | Select this field if you want to enable reservations during
order creation. Note: This field is not
applicable for procurement orders.
|
Procurement Placed Supply Type | Select the supply type of the supply to be considered when a procurement order is placed. |
Financials Tab | |
Allow Invoice Creation | Select this field to enable invoice creation for orders or shipments. |
Allow Pro Forma Invoice Creation For Shipments | Select this field to enable Pro Forma
invoice creation for shipments. Note: This
flag is only applicable to shipments created from orders. This flag
is ignored for shipments without orders. For more information about
creating Pro Forma invoices for shipments without orders, see the Sterling Selling and Fulfillment Foundation:
Javadocs.
|
Allow Payment Processing | Select this field to enable payment processing. |
Allow Price Calculation For Draft Orders | Select this field if you
want to be able to associate a price with an item during draft order
creation. Note: If both this field and
Allow Price Calculation For Confirmed Orders are not selected, no
price calculations are performed on orders, even if they have price
lists associated with them. If both this field and Allow Price Calculation
For Confirmed Orders are selected, price calculations can be performed
at any point in an order's creation cycle. If only this field is selected,
price calculations are only done at the time of draft order creation.
|
Allow Price Calculation For Confirmed Orders | Select this field if you want pricing to be done upon draft
order confirmation and order creation. Note: If
both this field and Allow Price Calculation For Draft Orders are not
selected, no price calculations are performed on orders, even if they
have price lists associated with them. If both this field and Allow
Price Calculation For Draft Orders are selected, price calculations
can be performed at any point in an order's creation cycle. If only
this field is selected, price calculations are only done at any point
after orders have been confirmed where it is applicable to do so (for
example, after a quantity adjustment).
|
Related Entities | |
Allow Chained Order Creation | Select this field if you want the order document to have the ability to create chained orders during scheduling. |
Chained Procurement Inbound Order Document Type | Select the
document type you want to use for the chained order document in a
procurement inbound order scenario. The procurement inbound order scenario occurs when the final shipping point to the customer is one of your nodes and the shipping node does not have enough stock and needs to be replenished from an external organization's node. |
Consolidate New Order Releases | Select this field if you want the system to attempt to consolidate new releases into existing releases that have not been processed. |
Chained Procurement Transfer Order Document Type | Select the
document type you want to use for the chained order document in a
procurement transfer order scenario. The procurement transfer order scenario occurs when the final shipping point to the customer is one of your nodes and the shipping node does not have enough stock and needs to be replenished from another node within your organization. |
Allow Propagation Of Changes To Derived Parent | Select this field if you want changes on a derived order to
be propagated to its derived parent when the appropriate listener
transaction is configured. Note: If this
field is not selected, a derived order's quantity can be greater than
the parent order that is was derived from.
|
Create Shipments For Products Being Delivered In Addition To Work Order | If this is checked, shipments should be created for all the
products, which are delivered along with the work order. Note: If the flag is unchecked, you cannot create
releases since releases are not required without shipments.
|