Submit Orders

In the tool, 'Submit Orders' functions as a 'Secondary Action'. This implies that it will only be triggered if ALL the data on the sheet is valid. If any of the columns contain errors or if the upload process encounters an issue, the 'Submit Orders' action will not be executed. When a Sales Order is in a state ready to be submitted, follow the steps below:

  1. Set Submit Orders to 'Yes'.

  2. Ensure "Header Upload Action" is set to Create, Create records, Update or Update records. If the Upload Action at Header is set to Create or Create records, the order will be submitted once the order is created without any errors. If the Upload Action at Header is set to Update or Update records, the existing order will be submitted.

  3. Upload.

  4. If any section fails, the submission will not proceed.

  5. Only when all sections are valid, the submission will be successful.

SO submit

If the 'Submit Orders' process is initiated, it will not succeed unless the order aligns with the business rules and criteria established by the business. For example, if an order does not have any lines, Submit Orders will not work as an order must contain at least one order line.