Process types are used to control what processes Horizon allows or performs on orders. Process types are selected for lines on transactions.
Note: This is set up in conjunction with your Professional Services consultant during your implementation, and there is usually no need to make changes in this section.
There are two process types included with Horizon:
- SCI Quest
- Electronic Order
Each process type can be configured with the following options:
- Allow allocate – checks whether the process type allows allocation. If you use Force it doesn't. The option is checked throughout the system when Allocate is used.
- Allow deliver – checks whether the process type allows delivery. The option is checked throughout the system when Deliver is used.
- Allow invoice – The process type is checked throughout the system when Invoice is used.
- Allow shop – In Shopping, the Search, or Shop for selected routines can be used. When cleared, you can still back-to-back an order.
- Trader/forms – The process type uses the form associated with the entry's process type.
- Complete to invoice – When closing a transaction, if the total invoice quantity is less than the transaction's total quantity, the user is prompted with the message Complete to Invoice Y/N?
- Pre-paid – If you are creating or modifying a sales order, then when selected, the Payment tab is visible.
- Cancel – You are able to cancel invoices.
- Ignore stock – ignores stock limits so the stock is not affected for transactions that refer to a process type with this selected.
See Also
