Workflows

Transaction Workflows represent a set of Transactions that belong together in a business process.

For each type of business, Transactions are related to each other if they share a common reference. For instance in the Retail Workflow, related Transactions all use the Purchase Order Number as a common reference.

Orderful currently supports three Transaction Workflows:

  • Retail Workflow (EDIFACT & X12)
  • Transportation Workflow (X12 only)
  • Warehouse Workflow (X12 only)

Retail Workflow

X12

In the X12 Retail Workflow the following X12 Transaction types are grouped together as long as they reference the same Purchase Order Number:

  • 850 Purchase Order
  • 855 Purchase Order Acknowledgment
  • 856 Shipment Notice Manifest
  • 860 Purchase Order Change Request Buyer Initiated
  • 865 Purchase Order Change Acknowledgement
  • 810 Invoice

Each of these Transaction types store the shared Purchase Order Number in a different path.

EDIFACT

In the EDIFACT Retail Workflow the following EDIFACT Transaction types are grouped together as long as they reference the same Purchase Order Number:

  • ORDERS Purchase Order
  • INVOIC Invoice
  • DESADV Despatch Advice

Transportation Workflow

In the Transportation (TMS) Workflow the following Transaction types are grouped together as long as they reference the same Shipment Identification Number:

  • 204 Motor Carrier Load Tender
  • 990 Response to a Load Tender
  • 214 Transportation Carrier Shipment Status Message
  • 210 Motor Carrier Freight Details and Invoice

Each of these Transaction types store the shared Shipment Identification Number in a different path.

Warehouse Workflow

In the Warehouse (3PL) Workflow the following Transaction types are grouped together as long as they reference the same Depositor Order Number:

  • 940 Warehouse Shipping Order
  • 943 Warehouse Stock Transfer Shipment Advice
  • 944 Warehouse Stock Transfer Receipt Advice
  • 945 Warehouse Shipping Advice

Each of these Transaction types store the shared Depositor Order Number in a different path.

Find related Transactions by Workflow

Orderful uses Workflows to group Transactions that share a common reference. You can find Transaction that are related to each other by looking at any Transactions related Workflow:

  1. Go to your Transactions page

  2. Click on a Transaction.

  3. Click on the Workflows tab.

  4. Under the "Related Transactions" section, you will see Transactions that are a part of this Transaction's Workflow. Clicking on one of the related Transaction will open it in the same tab.