Defining a process type's primary information

You can define a process type's parameters for order creation, inventory, financial transactions, and other related entities. These parameters are applied to a document throughout its life cycle in the process type.

1. From the tree in the application rules side panel, choose Process Modeling. The Process Modeling window displays in the work area.
2. In the Process Modeling window, select the Order, Load, or General tab to view the corresponding process modeling tree for that base document type.
3. In the Process Types swimlane, right-click on the applicable process type and choose Details. The Process Type Details window displays.
4. Choose the Primary Info tab.
5. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
6. Choose the Save icon.

   Table 1. Process type's primary info tab.

   Process type's primary info tab field value descriptions

   Field	Description
   Process Type	The process type ID.
   Process Type Name	Enter the name of the process type.
   Description	Enter a brief description of the process type.
   Document Classification	Select the document type you want to use for the process type.
   Use as a Template Order	Select this field if documents in this process type can be used as a template for another document.
   Validate Item During Order Creation/ Modification	Select this field if you want item IDs and units of measure to be validated against the Catalog Management application (or external Catalog Management application) upon order creation or adding an order line.
   Driver Date
   Requested Ship Date	Select this option if you want the fulfillment process to be driven by the order document's requested ship date.
   Requested Delivery Date	Select this option if you want the fulfillment process to be driven by the order document's requested delivery date.
   Order Creation Tab
   Use Template Order For Defaulting	Select this field if you want to be able to default some attributes of an existing order into a newly created order. When an order is created and this field is selected, the system looks for an existing order with the same Buyer, Seller, and Enterprise organizations, as well as the document type specified in the Template Document Type field. If an existing template is found, some of the attributes may be copied into the new order.
   Template Document Type	If you choose Use Template Order For Defaulting, select the document type you want to use for the default template order.
   Log Audits For Draft Order	Select this field if you want the system to log audit records when modifications are made to orders in draft status. Note: Changes to order status are audited whether or not you select this option.
   Refund Fulfillment Order Document Type	Select the document type you want to use from refund fulfillment orders.
   Default Delivery Method Based On Catalog	Select Default Delivery Method Based On Catalog if you want the system to default to the configured delivery method assigned to items set up as Delivery Allowed in the catalog. For more information about defining item attributes, see the Catalog Management: Configuration Guide. Note: This field should not be selected for any document types other than Sales Orders.
   Suppress Audits for Change Order Status	Select this field if the CHANGE_STATUS audits have to be suppressed by the changeOrderStatus API for any change in the order status.
   Inventory Tab
   Demand Type For Schedule	Select the demand type to be considered when the Schedule Order time-triggered transaction is run. Important: All the supply types that you have associated with the demand type in the Inventory Considerations table are considered for scheduling inventory to satisfy demand optimization. Note: The demand type should have the same supply types associated with it as the demand type of the transaction that you plan for Schedule Order to drop into for this process type.
   Demand Type for Release	Select the demand type to be considered when the Release Order time-triggered transaction is run. Important: All the supply types that you have associated with the demand type in the Inventory Considerations table are considered for release inventory calculations.
   Allow Inventory Updates For The Seller Organization	Select this field if you want the system to perform inventory updates for the Seller.
   Allow Inventory Updates For The Buyer Organization	Select this field if you want the system to perform inventory updates for the Buyer.
   Allow Inventory Check During Schedule And Release	Select this field if you want inventory supply and demand data stored in the system to be used for availability calculation during the schedule and release processes.
   Create Reservation On Order Creation	Select this field if you want to enable reservations during order creation. Note: This field is not applicable for procurement orders.
   Procurement Placed Supply Type	Select the supply type of the supply to be considered when a procurement order is placed.
   Financials Tab
   Allow Invoice Creation	Select this field to enable invoice creation for orders or shipments.
   Allow Pro Forma Invoice Creation For Shipments	Select this field to enable Pro Forma invoice creation for shipments. Note: This flag is only applicable to shipments created from orders. This flag is ignored for shipments without orders. For more information about creating Pro Forma invoices for shipments without orders, see the IBM Sterling Order Management: Javadoc.
   Allow Payment Processing	Select this field to enable payment processing.
   Allow Price Calculation For Draft Orders	Select this field if you want to be able to associate a price with an item during draft order creation. Note: If both this field and Allow Price Calculation For Confirmed Orders are not selected, no price calculations are performed on orders, even if they have price lists associated with them. If both this field and Allow Price Calculation For Confirmed Orders are selected, price calculations can be performed at any point in an order's creation cycle. If only this field is selected, price calculations are only done at the time of draft order creation.
   Allow Price Calculation For Confirmed Orders	Select this field if you want pricing to be done upon draft order confirmation and order creation. Note: If both this field and Allow Price Calculation For Draft Orders are not selected, no price calculations are performed on orders, even if they have price lists associated with them. If both this field and Allow Price Calculation For Draft Orders are selected, price calculations can be performed at any point in an order's creation cycle. If only this field is selected, price calculations are only done at any point after orders have been confirmed where it is applicable to do so (for example, after a quantity adjustment).
   Related Entities
   Allow Chained Order Creation	Select this field if you want the order document to have the ability to create chained orders during scheduling.
   Chained Procurement Inbound Order Document Type	Select the document type you want to use for the chained order document in a procurement inbound order scenario. The procurement inbound order scenario occurs when the final shipping point to the customer is one of your nodes and the shipping node does not have enough stock and needs to be replenished from an external organization's node.
   Consolidate New Order Releases	Select this field if you want the system to attempt to consolidate new releases into existing releases that have not been processed.
   Chained Procurement Transfer Order Document Type	Select the document type you want to use for the chained order document in a procurement transfer order scenario. The procurement transfer order scenario occurs when the final shipping point to the customer is one of your nodes and the shipping node does not have enough stock and needs to be replenished from another node within your organization.
   Allow Propagation Of Changes To Derived Parent	Select this field if you want changes on a derived order to be propagated to its derived parent when the appropriate listener transaction is configured. Note: If this field is not selected, a derived order's quantity can be greater than the parent order that is was derived from.
   Create Shipments For Products Being Delivered In Addition To Work Order	If this is checked, shipments should be created for all the products, which are delivered along with the work order. Note: If the flag is unchecked, you cannot create releases since releases are not required without shipments.