Ship a Purchase Order Function in Naologic Actions

The Ship a Purchase Order function enables users to update a purchase order's status to reflect its shipment. This function ensures that purchase orders are accurately tracked and marked as shipped when appropriate conditions are met.

What is the Ship a Purchase Order Function?

This function transitions a purchase order into a shipped state by updating its status. It also provides conditions to ensure that the shipment process follows predefined rules, such as allowing shipments only when certain statuses are met.

How to Add the Ship a Purchase Order Function

While editing the desired installed action:

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

2. Search for "Ship a Purchase Order" 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:

   • Sales Order Document: Define the sales order document related to the purchase order.

   • Allow If Status: Optionally set a condition to allow shipment only if the order matches a specific status (e.g., "Approved").

   • Order Complete Status: Specify the status indicating that the order is ready for shipment (e.g., "Ready to Ship").

   • Purchase Order Document: Select the purchase order document to be updated.

   • Purchase Order New Status: Define the status to assign to the purchase order after it is shipped (e.g., "Shipped").

5. Save the action settings.

Once configured, the function will update the purchase order's status based on the defined conditions and connections.

The Ship a Purchase Order function provides an efficient way to manage and track purchase order shipments, ensuring that the process adheres to business rules and maintains workflow consistency.