Document type configuration
Sterling Order Management System uses document types to carry information through a configured business process workflow. These documents are derived from base document types. A base document type defines the business documents that Sterling Order Management System handles, and defines a common storage structure for all derived document types.
The following base document types are defined in Sterling Order Management System:
- General
- Order
- Load
- Count
- Container
- Wave
- Work Order
- Opportunity Note: The available base document types are predefined and cannot be added to.
Document types are specific business documents that are derived from a base document type. For example, document types such as Sales Order and Purchase Order are derived from the Order base document type.
To complete a life cycle, each document type has a set of different processes that it can go through. These processes are called process types. Every base document type has a defined set of process types in Sterling Order Management System.
Following are the process types defined in Sterling Order Management System (for the base document types):
- Order Fulfillment
- Order Negotiation
- Outbound Shipment
- Planned Order Execution
- Planned Order Negotiation
- Reverse Logistics
- Return Shipment
- Return Receipt
- Template Order
- Purchase Order Execution
- Purchase Order Negotiation
- Inbound Shipment
- Purchase Order Receipt
- Transfer Order Execution
- Transfer Order Delivery
- Transfer Order Receipt
- Master Order Fulfillment
- Quote Fulfillment
- Load Execution
- General
- WMS Putaway
- WMS Layout Definition
- WMS Inventory
- Trailer Loading
- Task Execution
- Move Request Execution
- Manifesting
- Over Pack Build
- Count Execution
- Pack Process
- Outbound Picking
- VAS Process
Business rules such as payment collection rules and modification rules must be set up for each document type.