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Administration - Data Screen

The Administration - Data screen has two fulfillment-related views for configuring orders: Order Actions and Order Types.

Actions process orders. These actions indicate that the product has been reserved for a line item (Allocate action), it has been substituted by another product (Substitute action), it has been shipped (Ship action), and so on.

Order types define the classes of orders that Field Service processes; for example, Internal Order, Service Order, RMA Return, and so on. Each Order Type has associated Order Action Types; for example, a Purchase Order typically has a Receive Order Action Type.

NOTE:  New order types and order action types can be added through these views. However, the processing that must occur when users select these new actions and action types must be customized.