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Sales (ORDER)

The purpose of this page is to provide product specific tailoring guides for workflows related to Sales Area (ORDER component).

In both workflows mentioned below, it is important that the users configure the Application Events/Custom Events using effective filter conditions to avoid unnecessary execution of the workflows.

Sales Work Flows

Automation of ‘Determine Customer Order Priority’

With reference to the IFS Cloud Documentation/ Determine Customer Order Priority documentation, we need to explicitly select the command to select the Determine Priority.

Users can automate the priority calculation using workflows.

• When Releasing the Customer Order Release (using the Application Event ‘ORDER_RELEASED’) or

• At the Creation of Customer Order/Modification of Customer Order (using a Customer Event for entity ‘CustomerOrder’). Add additional event conditions to trigger the workflow only when the Priority Rule based attributes (Market Code, Country Code, District Code etc) are changed.

Steps to follow: - Upload the workflow from the local file system (…\order\source\order\workflow\bpmn\ ScmCOPriorityCalculation.bpmn Refer Create Workflows more details about uploading a workflow .

  • Save and deploy the workflow as ‘ScmCOPriorityCalculation’
  • Select an Application Event (e.g ORDER_RELESED) or Custom Event (e.g to trigger an event when a ‘Customer Order’ is created or modified) Refer more about [ Events ](....\030_administration\090_automation_optimization\320_events)

  • Add an event action of ‘Workflow’ type Workflow ID : ScmCOPriorityCalculation Type : Process Enrichment Timing : After

  • Set the conditions of the event actions to trigger the Workflow ONLY for specific conditions.
  • Enable the Event action and the Event.

Automation of ‘Earliest Delivery Date Calculation’ of Customer Order

With reference to the IFS Cloud Documentation/Calculate Earliest Delivery Date documentation, we need to explicitly select the command to update the earliest possible delivery date in all Customer Order Lines.

With the IFS Cloud Documentation/Replan Customer Order Lines batch job you can update the planned delivery date of multiple customer orders. Then users can automate the earliest -delivery date calculation of respective Customer order lines using workflows.

  • The customer order cannot be in the Invoiced/Closed, Partially Delivered or Cancelled status.
  • The backorder option should be No Partial Deliveries Allowed
  • The connected supply sources will also get updated if they are in updatable states.

Steps to follow: - Import the workflow from the local file system (…\order\source\order\workflow\bpmn\ScmCOEarliestDelDateCalculation.bpmn Refer Create Workflows more details about uploading a workflow .

  • Save and deploy the workflow as ‘ScmCOEarliestDelDateCalculation’
  • Create a Custom Event to trigger when the Planned_Delivery_Date is modified in Customer Order Line Manage Event Actions - Technical Documentation For IFS Cloud
  • Add an event action of ‘Workflow’ type Workflow ID : ScmCOPriorityCalculation Type : Process Enrichment Timing : After
  • Set the conditions of the event actions to trigger the Workflow ONLY for specific parts or part groups, etc. This step is very important to avoid unnecessary executions of the workflow. Refer more about [ Events ](....\030_administration\090_automation_optimization\320_events)
  • Enable the Event action and the Event.