Defining Actions for Orders

Order actions process orders. These actions indicate the product is reserved for an order line item (Allocate action), is substituted with another product (Substitute action), is shipped (Ship action), and so on. In the Order Actions view, you define the actions for a type of order. You set the order action values that are available in this view in the List of Values view of the Administration - Data screen.

To define an action for an order

1. Navigate to the Administration - Data screen, Orders, and then the Order Actions view.

2. Create a new order action record, and complete the fields as appropriate.