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.