Order Data in Order Confirmation
Last updated
Last updated
This workflow card is designed to compare specific fields—Unit Price, Discount, or Quantity—between an order confirmation and a purchase order. It ensures consistency and compliance with agreed terms. Based on the comparison result, the card allows users to write specified text into a chosen field when the condition evaluates as true or false, streamlining document processing and reducing manual intervention.
Order Data
Description: Specifies the field to be compared between the order confirmation and the purchase order.
Options:
Unit Price: Compares the unit price in both documents.
Discount: Compares the discount percentage or value.
Quantity: Compares the ordered quantity.
Operator
Description: Defines the condition applied during the comparison.
Options:
Equals (=): Checks if the value in the selected field matches between the order confirmation and the purchase order.
Not Equals (≠): Ensures the value in the selected field differs between the two documents.
Text
Description: Specifies the text to be written into the target field upon condition evaluation.
Detail: This text can include custom notes, status updates, or predefined values.
Field Name
Description: Specifies the field where the text will be written.
Detail: The target field is selected from available editable fields within the system.
Condition Result
Description: Determines when the text should be written, based on the comparison result.
Options:
True: Writes the text if the comparison condition is met.
False: Writes the text if the comparison condition is not met.
Comparison Evaluation: The system compares the selected field between the order confirmation and the purchase order using the specified operator.
Action Execution: If the condition evaluates as true or false, the specified text is written into the designated field.
To set up this card, users first select the field to be compared—Unit Price, Discount, or Quantity. Then, they choose an operator to define the comparison condition, such as equals or not equals. Users specify the text to be written into a target field and select when this action should occur, based on the condition result (true or false).
An order confirmation lists a unit price of $50 for a product, while the purchase order specifies a price of $45. Using the Not Equals (≠) operator, the card identifies the discrepancy and writes the text "Price Mismatch" into a designated field when the condition evaluates as true.
The "[Unit Price/Discount/Quantity] in Order Confirmation" workflow card provides a practical solution for ensuring document consistency. By automatically flagging discrepancies and writing relevant text into specified fields, it enhances efficiency and reduces errors in order management processes.
