Configure > Order Type

Order types enable you to define types of transactions that will be used in plan design and calculation.  The order types companies create are typically determined by the plan components or types of transactions needed to qualify an order for crediting.

The order types you define in this area appear in various lists throughout the application when creating formulas, lookup tables and conditions in rules.

Order Type Screen

Summary of Actions

Action	Description
New	Allows you to create a new order type.
Search	Uses the criteria entered into the bold fields to search for matches in the order type list.
Clear	Becomes active when clicking a line item in the result list. Allows you to clear the fields of an order type.
Reset	Becomes active when clicking on a line item in the results list. Allows you to reset the fields populated in the order type.
Delete	Becomes active when clicking a line item in the results list. Allows you to delete the order type from the application. Note: You cannot delete an order type that is being used in the application.
Audit	Displays after clicking a line item and clicking Audit. Shows a log of changes to the order type selected from the list.

Summary of Fields

Field	Description
Order Type Name Required	The name of the order type which is the unique identifier of the order type.
Description Optional	A description of the order type for use in administering.
Hide from Incentive Estimator	Hides the order type from available order types when using the incentive estimator.

How to for Common Tasks…

This section describes the tasks you can perform when managing order types.

Create an Order Type

1. Click the Setup tab, then click Configure in the secondary menu and select Order Type from the drop-down menu. The Order Type screen appears.
2. Click the New button.
3. In the Name* field, type the name of the order type.
4. In the Description field, type a description for the order type.  For example, you may enter Used for tracking Services orders as an order type you would use when adding transaction types for calculation.
5. Click the Save button. The newly-created order type appears in the results pane.

Edit an Order Type

note: You cannot edit an order type name.

1. Click on an order type from the list in the results pane.
2. Modify the description that require changes.
3. Click the Save button.

Delete an Order Type

note: You cannot delete an order type that is being used in a transaction in the application.

1. Click the order type from the list in the results pane.
2. Click the Delete button.
3. A message appears asking “Do you really want to delete the selected item?”.
4. Click the Delete button to confirm the deletion, or click the Cancel button to cancel the action.