Defining process type pipelines

You can define your business process workflow by creating process type pipelines. A process type pipeline is a series of transactions and statuses that guide document types, such as a Sales Order, through a predefined process.

A pipeline consists of the different statuses a document goes through during fulfillment, negotiation, shipment, or receipt. You can also set up transactions consisting of events, actions, and conditions, as they pertain to the pipeline you are configuring.


A repository is a logical collection of entities that define the business process workflow.

The following entities are included in a repository:

  • Pipelines
  • Transactions
  • Statuses
  • Conditions
  • Actions
  • Services

Sterling Order Management System Software provides a base repository for each of the system-defined process types. Some of the entities within a repository are copied when creating a new document type.

When you choose Model Process from the Process Modeling tree, two frames display. The left-hand frame is the repository and the right-hand frame is the work area.

There are six available tabs at the bottom of the repository. These tabs allow you to switch between the Pipeline tree, Transaction tree, Status tree, Condition tree, Action tree, and Service tree. When you choose an entity from any of these trees, its details display in the work area frame, if applicable.

When configuring a pipeline, you can enable auto-hints to aid you in your configuration process. To activate auto-hints, right-click anywhere in the work area and choose Enable Auto Hint. When auto-hints are activated, transactions that a particular drop status can connect to are highlighted in a blue frame when you are setting up a graphical pipeline.