Configuring header-level and line-level operations for quote pipeline transactions

You can configure whether transactions occur at the line level or the header level of quotes. If a transaction operates at the header level, the status move on all the quote lines occurs only if all lines are permitted to move. If a transaction operates at the line level, any line status can be moved, independent of other line statuses in the quote.

About this task

To configure whether transactions occur at the line level or the header level of quotes:

Procedure

  1. Open the Applications Manager and select the application that you want.
  2. In the Process Modeling window, select the Order tab to view the Quote process modeling tree for the Order base document type.
  3. In the Process Types swimlane, right-click on Quote Fulfillment and choose Model Process. The Repository Details window and work area display for the Quote process type.
  4. Choose the Transactions tab.
  5. Select the Transactions branch and choose the Create New icon. The Create New Transaction pop-up window displays.
  6. Select ‘Derive from this abstract transaction' and select the Change Order Status transaction to build a derived transaction off of.
  7. Choose OK. The Transaction Detail window displays in the work area.
  8. Choose the Others tab. Refer to Table 1 for field value descriptions.
  9. From the Operation Level drop-down list, select either:
    • Transaction Operation Level of Header
    • Transaction Operation Level of Line
  10. Choose the Save icon.