Automation with Aptean Advanced Workflow extension

Release and Post a Sales Order

The following Aptean Advanced Workflow includes one to-do template and two Exit Point Codeunits, which can be used to process a Sales Order fully automated. This process involves setting a Sales Order on Status Release and Posting the Sales Order (Shipment + Invoice) through Batch Jobs, without a User. This could be a part of the flow to create a sales order and process a sales order fully automated. For more information, see Create a sales order based on an incoming mail attachment.

You can perform the following activities after creating a sales order:

1. In Aptean Advanced Workflow Template Card page, you can select the workflow condition.

   

2. In To-do Template Card page, you can select Field Examination.

   

3. You can set Field Examination Condition as Only for Sales Orders .

   

   • This allows you to have sales order lines only when the line type is items.

   • Sales order line cannot be created without a quantity.

     
     When the Field Examination Condition is met, the To-do page is closed.

4. The setup on Status Change is the place to assign one or more Exit Point Codeunits. If more than one is assigned, they run in a line sequence.

   

   

   • When the status of the To-do is closed, you can release the Sales Order.
   • When the status ofExit Point Codeunit is released, and status of To-do is closed, you can post the Sales Order through Batch Job.