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Order Types

Order Types are used in the system as a general statistical dimension to measure a case. Typically, the Order Type is combined with a Product Group.  Order Types are also used in Responsibility Areas setup to control the workflow of a case.

Beyond having a statistical purpose and being used to manage case workflow, the Order Type may be used to filter the list of Product Groups.

Use of Order Types

In Order Type setup, you can decide which Status Code a case is initially assigned. When selecting the Order Type on a case, the Status Code is filled in automatically.

The Order Type setup also gives you the option to filter the available product groups once the Order Type is selected on the case. On the product group, if an Order Type is selected that is how the product group filter is established. When filtering product groups by Order Type, the filtered list will display all product groups with the given order type and any product groups with no order type filled in. When looking up the Product Group field on the Case, the user will only see the Product Group(s) that have been selected.

Eco-Label code can also be defaulted on a case based on Order Type setup. The user subsequently has the option to change/remove the Eco-Label code from the Case.

In our Responsibility Area setup, you have the option of building different Status Code workflows for the different Order Types. This is useful for when you have an Order Type that must start in a specific Status Code and then skip the normal workflow when the Change Status action is selected. An example could be an Order Type for WebOrders. This could start in a Status Code of WEBORDER for review and then jump directly to Production, bypassing the prepress related workflow.

See Also