Workflow Tools - Wholesale Signed Order

WholesaleSignedOrderDocumentRequiredView

Allows the user to sign the Order Document in two ways:

1. Upload a signed document
2. See the printed version of the Order and sign it digitally 

ODP_WholesaleSignedOrderD

Creation of Signed Order Document

• Create a document of type WholesaleSignedOrder with Status Open as a copy of the Active Document from the Wholesale Lead entity (which will be the Wholesale Order)
• Connect this document with its predecessor via the U_IDMS_ParentDocEntry field
• If the user uploaded a file then the printed file is this one
• If the user signed digitally then we call the print provider so we can get the printed file with the signatures (for info on print provider setup see Setup Print Providers) 

• The Transition Required View above
• Existence of Wholesale Order Document. For example, this could have been created by the Transition Required View "ODP_WholesaleOrderD" and External Function "ODP_WholesaleOrderD", as explained here