Process type pipelines

In Sterling™ Order Management System, a business document, such as an Order, goes through a series of defined processes. These processes are called base process types.

Every type of base document has a defined set of base process types. For example, the Order base document type has the following base process types defined for it:

  • Fulfillment
  • Negotiation
  • Delivery

The Load base document type has the Load base process type defined for it.

The General base document type has the General base process type defined for it.

You configure the flow of these processes in Process Modeling by creating process type pipelines. A process type pipeline is a series of transactions and statuses that guide document types, such as Sales Order and Purchase Order, through a related 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 pipeline you are configuring.

The following tables detail each base process type, the process types that are derived from them, and the pipelines associated with the process type.

Table 1. Order fulfillment base process type
Derived process types Process type pipelines
Order Fulfillment Sales Order Fulfillment
Planned Order Execution Planned Order Execution
Template Order None
Reverse Logistics Reverse Logistics, Consumer Returns
Purchase Order Execution Purchase Order Execution, Drop Ship Purchase Order Execution
Transfer Order Execution Transfer Order Execution
Quote Fulfillment Quote Fulfillment
Table 2. Order negotiation base process type
Derived process types Process type pipelines
Master Order Fulfillment Master Order Fulfillment
Order Negotiation Order Negotiation
Planned Order Negotiation Planned Order Negotiation
Purchase Order Negotiation Purchase Order Negotiation
Table 3. Receipt base process type
Derived process types Process type pipelines
Return Receipt Return Receipt
Purchase Order Receipt Purchase Order Receipt
Transfer Order Receipt Transfer Order Receipt
Sales Order Receipt Sales Order Receipt
Table 4. Order delivery base process type
Derived process types Process type pipelines
Outbound Shipment Outbound Shipment
Inbound Shipment Inbound Shipment
Table 5. Load delivery base process type
Derived process types Process type pipelines
Load Execution Load Execution
Table 6. General base process type
Derived process types Process type pipelines
General None
Table 7. ‘pack process' process type
Derived process types Process type pipeline
Pack Process Pack Process
Table 8. Count execution process type
Derived process types Process type pipelines
Count Execution Count Execution
Table 9. Outbound picking process type
Derived process types Process type pipelines
Outbound Picking Standard Pick Process
Table 10. VAS process type
Derived process types Process type pipelines
VAS VAS Work Order
Table 11. Opportunity base process type
Derived process types Process type pipelines
Opportunity Fulfillment Opportunity Fulfillment