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Order Management Interface Workflow Reference

The order management interface uses the following workflows:

• Workflows for creating a quote or order:
  • Account - New Order Workflow
  • Account - New Quote Workflow
  • Contact - New Order Workflow
  • Contact - New Quote Workflow
  • Goto_Quote Workflow
  • Goto_Order Workflow
• Workflows for validating a quote, order, or agreement:
  • Verify Header (Quote) Workflow
  • ISS Validation (Agreement) Workflow
  • ISS Validation (Order) Workflow
  • ISS Validation (Quote) Workflow
• Workflows for approving a quote, order, or agreement:
  • ISS Approval (Quote) Workflow
  • ISS Approval (Order) Workflow
  • ISS Approval (Agreement) Workflow
  • ISS Post Approval Workflow (Quote) Workflow
  • ISS Post Approval Workflow (Order) Workflow
  • ISS Post Approval Workflow (Agreement) Workflow