Order activation conditions

Order activation conditions at a glance

An order activation condition is a named requirement that can be used in the activation-conditions area of a sales order. Maintain the names on this page, then use them on the order where you track whether each condition has been applied, completed, and dated.

The order-side table names the condition and records Applied, Completed, and Completed on. A condition name maintained here is therefore the label you recognise when reviewing the order's activation requirements.

Before you start

The Order activation conditions list is available through the configuration area. Access is guarded by the signed-in access check, and the list depends on the configuration subscription feature.

Prerequisites

• Sign in with access to the configuration area.
• Have the condition name you want to maintain ready.
• If the list is replaced by an upgrade surface, use the subscription row in Handle unavailable actions and messages.

The available actions also depend on the page's permissions. The list requests permission for import and export, and the page controls determine whether New, edit, or delete actions are available. The Name field is required when you create or edit an entry.

Find the Order activation conditions list

Reach the reference list and recognise the correct sales configuration page.

Prerequisites

• Sign in with access to the configuration area.

Steps

1. Open the configuration navigation.
2. Open the Sales settings list.
3. Select Order activation conditions.
4. Confirm that the selected Order activation conditions entry is shown in the navigation.
5. Confirm that the page title is Order activation conditions.

The list is part of the sales configuration navigation alongside Lost Reasons, Regret Reasons, Cancellation Reasons, Order Cancellation Reasons, Units, Delivery Terms, Payment Methods, Guarantee Types, Account Types, Offer Status, Order Status, Inquiry Status, and Activity Purpose. Select one of those entries when your next task uses that reference list instead.

Result: The Order activation conditions list is open. New, Refresh, and Settings are visible on the page.

Understand the list and fields

The list uses one visible subject field: Name. Four rows were visible in the list, and the rows appear without column headings.

The visible list column is Name. The list does not have a subject-specific tab; the sales configuration navigation provides the route to sibling reference lists.

Use the maintained conditions in sales orders

Use the order panel when the activation-conditions feature is included. The order-side area lets you insert the current condition names and track each one through application and completion.

Steps

1. In the order panel, select Order activation conditions.
2. If the order has no conditions, select Insert activation conditions.
3. In the condition table, review the condition name in the condition column.
4. Select Applied for a condition when the requirement has been requested.
5. Select Completed after Applied is selected.
6. Enter or select Completed on after Applied and Completed are selected.

The order-side controls follow these rules:

The Completed on date is constrained by the order date and today.

Note: Completed remains unavailable until Applied is selected. Completed on remains unavailable until both Applied and Completed are selected.

Result: The order's activation-conditions area shows the maintained condition names and the available applied, completed, and completion-date controls.

Add and maintain a condition entry

Use this procedure to maintain the names that appear in the order-side condition table.

Prerequisites

• Open the Order activation conditions list.
• Have the condition name ready for a new or changed entry.

Steps

1. Select New.

2. In the new-item popup, enter the condition name in Name.

3. Activate OK to submit the entry.

4. For an existing entry, choose the required action.

   If you need to…	Do this
   Edit the entry	Select its row or row edit action.
   Leave a delete menu without removing the entry	Open the row delete menu.
   Remove an entry	Open the row delete menu.

5. If you selected the edit option, change Name.

6. If you selected the edit option, activate OK.

7. If you selected the cancel option, select Cancel.

8. If you selected the delete option, select Delete when more than one row exists.

9. When export is available, select Export.

The new-item popup shows Name with a required marker. The row edit action has no text label. Selecting a row opens its edit surface when editing is available. Deletion is blocked when the list contains only one item. The save operation validates the form before it calls the list service; a successful create adds the new row, and a successful edit updates the existing row.

Export opens the export dialog when it is available. The dialog presents an export option and its Export action.

Result: The condition list shows the maintained entry after a successful create or update, or the row remains in the list after Cancel closes the delete menu.

Handle unavailable actions and messages

The list can show a different surface when the subscription feature is not included, and individual actions depend on the page's configuration and permissions.

When a required value is missing, the form displays Name is required. A shared required-field validation can display This Field Is Required. When a filter contains forbidden characters, the page displays Forbidden characters detected. Please remove them and try again.

Continue with sales-order work

The maintained names continue into the activation-conditions area of the sales-order record. From there, use the order-side table to review Applied, Completed, the condition name, and Completed on. For the surrounding order work, continue to Sales job record or Orders. For related setup, open Order status, Delivery terms, or Payment methods.

The order-side use remains the next step after maintaining a condition name.