Opportunity fulfillment: configuring process type pipelines

A process type pipeline is a series of transactions and statuses that guide a document type, such as an Opportunity, through a predefined process.

A pipeline consists of the different statuses a document goes through during fulfillment. You can also set up transactions consisting of events, actions, and conditions, as they pertain to the Opportunity pipeline.

Repositories

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 the Opportunity process type. Some of the entities within a repository are copied when a new document type is created.

The process of Opportunity Fulfillment is modeled through a pipeline. This represents the process configuration that is unique to an organization. An organization may also specify unique processes for each participating Enterprise.