Add an order phase

To add an order phase:

1. Click Request Management > Orders > Order Phases. A blank order phase definition form opens.
2. Click Search to generate a record list.
3. Click the name of a phase definition on which you want to base your new order phase. The phase definition form opens, containing the definition data of the selected order phase.
4. Clear the name from the Name field, and then type a unique name for the new order phase.
5. Modify the new phase record with your information and be sure to update the fields in the following tabs:
   • Definition
   • Alerts
   • Approvals
   • Model/Line Items
   • Scripts/Views
   • Reports

6. Click Add to add the new phase to the system.

   A list of events opens.

   Caution: Make sure that you do not click Save because doing so will replace the existing phase with the new phase you are attempting to add.

7. To restrict the new order phase to certain events, select only those events.
   1. Double-click an event and review the event form to make sure you want to add the phase to this event.
   2. To go back to the list of events and continue to browse through the events, click Back.
   3. To add the phase to this event, click OK.
   4. Continue steps a. through c. to select the applicable events for this new order phase.
   5. When you are done, click Back.
   6. Click OK.
8. To add the new order phase to all events, do the following:
   1. Click Add to All.
   2. Click OK.

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Related concepts

Phases