Workflows

Transactions are grouped into Workflows based on a shared common reference. For example, an 850 and a corresponding 810 will be grouped into a Workflow if they share a common Purchase Order Number.

The overview page for all Workflows is the Order Fulfillment page: https://ui.orderful.com/order-fulfillment

The Workflow page shows you:

• The name and ISA ID and Qualifier of your Trading Partner

  • The status of this Workflow. One of the following:

    Workflow Status	Description
    Order Pending	An Order has been received, but no action has been taken on it yet, and your partner is not yet aware you have received it.
    Order Acknowledgment	The order has been received, but you are required to acknowledge that you can fulfill it as ordered, or to notify your partner if you must alter the order. This step requires sending an 855 back to your partner.
    Order Fulfillment	Your partner requires a 856 Shipment Notice to be sent to them confirming the shipment details.
    Order Billing	You are ready to invoice your customer for what has been shipped to them.
    Order Completed	You have completed all the workflow steps.
    Order Canceled	The order has been cancelled.

    
    

• The reference that is the basis for this Workflow (for example, the Purchase Order Number)

• All related Transactions, grouped by their step in the Workflow

For each incomplete step, you can either:

• Create a new Transaction with auto-populated values, or
• Skip that step

Each transaction will also have the next action available on it in the right most column:

Or a red button in the case of validation, delivery or acknowledgment errors: