Order Types

Overview

Key Features

Using order type. Orders can be assigned a type. While you can have as many types as you like. Types can't be linked to steps in a workflow. If you want to change the

order type on an order. You manually select the new order type. Order types are simpler to setup and run than workflow status. But are more limited as they don't force you to.

Fields

FieldDescription
NameName of the Order type
Charge to ManufacturerAllow the service transaction to be charge to a manufacturer when selecting the order type
Built In 

This is a built in order type and can not be edited by users

Transaction TypeAllow user to select what service transaction this order type is assigned to