How to Execute Sales/Purchase Order Rules Workflows [Step-by-step guide]

Modified on Thu, 13 Feb at 2:13 PM

Sales and Purchase Order Rules can be executed either through the Application Programming Interface (API) or the User Interface (UI), depending on the configured trigger.

For order rules triggered by API, no action is needed from your end; these are automatically triggered when a Sales or Purchase Order is created in techOMS, either through the user interface or when received via API.

For rules triggered by UI, the system evaluates all enabled Sales or Purchase Order Rules and executes only those that meet the specified conditions. This article explains how to trigger these rules on selected orders.

WARNING: This process cannot be undone. Please review the configuration of your Sales or Purchase Order Rules carefully before triggering. For guidance on how to do this, refer to How to Edit Sales/Purchase Order Rules [Step-by-step guide].

NOTE: All enabled UI-triggered order rules are evaluated. If you want to modify this behavior and execute only a subset of rules, you can temporarily disable the unwanted rules. For instructions on how to do so, refer to How to Enable/Disable a Sales/Purchase Order Rule [Step-by-step guide].

To trigger order rules on selected orders:

1. Select the desired account from the header switcher.

2. Click Sales or Purchase Orders from the left menu under the Sales or Purchases section, depending on the desired order rules type.

3. Check the orders for which you want to trigger the corresponding order rules.

4. Press Actions.

5. Select the option corresponding to the type of order rule you wish to trigger:

For Sales Order Rules, select Allocate & Fulfill Orders from the dropdown menu.
For Purchase Order Rules, select Run Workflow from the dropdown menu.

6. Press OK.