Index

Overview¶

Order Phase Management is a tool designed to control and automate the lifecycle of sales documents within the system.

Users can define their own set of phases that reflect the company’s internal processes and configure conditions or actions that control automatic transitions between them. This tool is used mainly for managing document workflows in the system, sending automatic notifications, and tracking the status of documents throughout the entire workflow.

Supported Document Types¶

• Sales Order
• Sales Invoice
• Sales Credit Memo
• Transfer Order
• Posted Sales Invoice
• Sales Header Archive

Each document type can have its own independent set of phases and automation rules.