Defining Order Type

Order Type:
An order type is used to identify the type of transaction. It is the transaction type that we define based on how we transact, like standard order, return order, mixed order etc.

There are two levels for order types. One is at header level and the second is at line level. This is because, sometimes we may have a scenario where we need to do a transaction with both standard and return lines in the same SO.

Define Transaction Type:
When we want to define a new transaction type, we need to define line type first and then tie it to Order header.

Line:
N: Setup>Transaction Types>Define

PIC

Transaction Type: XX Sales Order Line Type
Sales Document Type: Sales Order/Sales Agreement
Order Category: Order/Return/Mixed
Transaction Type Code: LINE
Effective Dates

Order Header:
N: Setup>Transaction Types>Define

PIC

Transaction Type: XX Sales Order Header Type
Sales Document Type: Sales Order/Sales Agreement
Order Category: Order/Return/Mixed
Transaction Type Code: ORDER
Fulfillment Flow: Order Flow - Generic (It decided the user actions based on the workflow)
Effective Dates
Default Order Line Type: XX Sales Order Line Type (Tie Line to Order)

Assign Line Flows:
Line Type: XX Sales Order Line Type
Process Name: Line Flow - Generic
Start Date:

Order types can defined for return and mixed similarly using the respective workflows.