Add actions to the Process Orders screen (SO501000)

Hello Everyone,

I would like to share my experience with the Workflow Automation steps in the Customization Project on this functionality. In the Process Order screen, we have below limited actions that are allowed to be scheduled.

• Create Shipment
• Open Order
• Remove Credit Hold
• Prepare Invoice
• Cancel Order
• Create and Authorize
• Create and Capture

Apart from these actions, we can also add the other actions to this processing screen using Workflow automation steps and also allow us to be scheduled. Please find the steps below.

Step 1: In the Customization project, add the Sales Order screen(SO301000) using Add Screen à Customize Existing Screen action.

Step 2: On the left menu expand the SO301000 screen, and click on the Actions, the system will list out all the Sales Order screen actions.

Step 3: If we wanted to add Release From HOLD action to the Process screen, then we need to click on the “releaseFromHold” action and select the Processing screen i.e. SO501000 i.e., Process Orders screen.

Step 4: Do publish the customization package.

Step 5: After the package is deployed successfully, we can see the Remove Hold action in the Process Order screen under the Actions.

Step 6: If required, we can schedule even this action for the specific periodic time using Automation Schedules screen.

I hope this information was helpful and you’re now able to add a action to the Process Orders screen. If you have any questions, comments, or neat tricks to add, please put them in the thread. I’ll get back to you quickly. Thanks for reading my post!