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V9 - AOP rules

Automated order processing, or AOP, allows a user to set rules to establish new workflows within SOS Inventory. A user can define and enable or disable rules as necessary to provide the desired operational workflow. The rule takes effect as the transaction is saved.

Creating and editing an AOP rule

To create or edit a new rule, go to the AOP Rules list (Tools & settings > Configuration > Lists > AOP rules. Select +Add to create a new rule.

On the edit page are the following fields:

Name. The name for the rule, such as Auto-ship sales orders. Rule names must be unique.
Description. The description explaining what the rule will accomplish.
Enabled. This checkbox allows you to enable or disable the rule as needed. The rule is enabled by default.
When a/an. This is the transaction type to which the rule will apply. The available options are Estimate, Invoice, Pick ticket, Purchase order, Sales order, Sales receipt, and Shipment.
Is. This is the state of the transaction. Options vary, depending on the transaction.
1. Estimate options include Created and Edited.
2. Invoice options include Created, Edited, and Paid.
3. Pick ticket options include Created and Edited.
4. Purchase order options include Created and Edited.
5. Sales order options include Created, Edited, Invoiced, and Shipped.
6. Sales receipt options include Created, Edited, and Shipped.
7. Shipment options include Created and Edited.
With channel. You can list a channel through which the transaction is marked as passing through. The dropdown includes channels that you have defined in SOS Inventory.
At location. You can select the location from which the transaction is set to pull items.
With priority. You can select transactions with a certain priority.
For customer. You can set the rule to affect transactions for a particular customer only.
Action/Target table. If a transaction meets the above conditions as defined, you can assign any number of actions to take, the target of the action, and the order in which they are to be taken. See Available actions for Action/Target table below for a chart of the options available.

To open an existing rule for editing, go to the AOP rules list and select the blue link in the AOP rule name.

Available actions for Action/Target table

Action	Target
Assign to a user	User
Create a new transaction	Type (Invoice, Item receipt, Pick ticket, Sales order, Sales receipt, Shipment). The Type options available for a given AOP rule will vary, depending upon the kind of transaction selected in the When a/an field.
Notify a user	User (based on the user's notification preferences)
Send an email	Address (enter an email address or leave blank to send to form default)
Set the priority	Priority (1 - High, 2 - Medium, 3 - Low)
Move to stage	Order stage (based on stages you have defined in SOS Inventory)

Sample AOP rule: Auto SO Invoice

A sample AOP rule—one in which a sales order is automatically generated from an invoice when it is created—is shown in the screenshot below:

The edit page of sample AOP rule "Auto SO Invoice."

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On this page

Creating and editing an AOP rule
Available actions for Action/Target table
Sample AOP rule: Auto SO Invoice