NE Order Pipeline Task Documentation
This Action Creates Tasks
Check NE Order Pipeline
<https://leavitt.crm3.dynamics.com/sfa/workflow/edit.aspx?id=%7bFA4C363C-A73F-4DD7-B11F-AD9CF68D4E2D%7d>
- Order Created with ALL required fields Entered.
- Assign Order – kicks off workflow.
- Move NE Order Pipeline to 1
- Create Task 1A
- Prep Start Date Locked
- Shop Ready Date Locked
- Actual Delivery Date Locked
- AX Posted Date Locked
- Complete Task 1A
- Complete Task 1B
- Moves NE Order Pipeline to 2
- Creates Task 2A.
- Complete Task 2A
- Complete Task 2B
- Complete Task 2C
- Moves NE Order Pipeline to 3
- Creates Task 3A.
- Complete Task 3A
- Complete Task 3B
- Complete Task 3C
- Moves NE Order Pipeline to 4
- Opens Prep Start Date
- Enter Data in Prep Start Date
- Moves NE Order Pipeline to 5
- Opens Shop Ready Date
- Enter Data in Shop Ready Date
- Complete Task 5A
- Complete Task 5B
- Moves NE Order Pipeline to 6
- Opens Actual Delivery
- Enter Data in Actual Delivery
- Moves NE Order Pipeline to 7
- Opens AX posted Date.
- Enter Data in AX Posted Date
- Moves NE Order Pipeline to 8
Dependent Workflows
On Update - Owner Order
<https://leavitt.crm3.dynamics.com/sfa/workflow/edit.aspx?id=%7bab707ab5-4d4a-4403-9576-fec78220f5df%7d>
If Order meets Criteria contained in Workflow - Moves Order Pipeline to 1 and triggers above action
On Update - Dates for Check NE Order Pipeline
<https://leavitt.crm3.dynamics.com/sfa/workflow/edit.aspx?id=%7b06cbbcdc-9f76-4f87-94dc-6f17d5eb507c%7d>
If record (date fields used) Change - triggers with workflow to go back and retrigger action.
Task status change
StatusChange
<https://leavitt.crm3.dynamics.com/sfa/workflow/edit.aspx?id=%7b1eaa564b-d51d-4bd7-b0cc-c5541949e2b5%7d>
If its one of the tasks created in Action above and its completed needs to call Action