Calculate Order and Create or Save Function in Naologic Actions

The Calculate Order and Create or Save function is designed to calculate the details of a sales order and either create a new order or save changes to an existing one. This function integrates various data documents to ensure accurate calculations and seamless order management.

What is the Calculate Order and Create or Save Function?

This function calculates all necessary order details, including item prices, shipping costs, and taxes, using specified data sources. After performing the calculations, it either creates a new sales order or updates an existing one, depending on the workflow requirements.

How to Add the Calculate Order and Create or Save Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Calculate Order and Create or Save" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function by specifying the following fields and connections:

   • Process Type: Define the type of process being executed, such as "Order Data." or “Create Order Document”

   • Account Document: Specify the document containing account-related details.

   • Items Document: Select the document containing the ordered items.

   • Sales Order Document: Choose the document for the sales order being calculated or created.

   • Sales Shipping Document: Specify the shipping document for calculating shipping costs.

   • Sales Settings Document: Link the settings document governing sales and shipping configurations.

   • Price Lists Document: Select the price lists document that contains pricing rules and details.

   • Price List Data Document: Specify the document that stores individual price list data.

5. Save the action settings.

Once configured, the function will calculate the order based on the connected documents and either create or update the sales order as required.

The Calculate Order and Create or Save function is a comprehensive tool for managing sales orders, ensuring all components of the order are accurately calculated and recorded in your system.