SECTIONSVisibility Rules for Order and Inventory Management Dynamic Actions
The table below lists the dynamic actions with visibility rules in Order and Inventory Management and describes the visibility rules for each of these actions. When adding these actions to your own custom Lightning pages, we recommend that you use the same visibility rules.
Sales Order Lightning Page
| Dynamic Action | Show Component When | Filter Number | Filter |
|---|---|---|---|
| Cancel | The filter logic is met: (1 OR 2) AND (3 OR 4) | 1 | Record > Status Equal New |
| 2 | Record > Status Equal Revised | ||
| 3 | Record > Shipment Status Equal Open | ||
| 4 | Record > Shipment Status Equal Pending Allocate | ||
| Create and Review Invoice | The filter logic is met: (1 OR 2) AND 3 | 1 | Record > Status Equal DS Approved |
| 2 | Record > Status Equal Approved | ||
| 3 | Permissions > Custom Permission > Manage_Invoices Equal true | ||
| Create Purchase Order | All filters are true | 1 | Record > Status Not Equal Cancelled |
| 2 | Permissions > Custom Permission > Initiate_Acquisitions Equal true |
Sales Order Line Item Lightning Page
| Dynamic Action | Show Component When | Filter Number | Filter |
|---|---|---|---|
| Allocate | Any filters are true | 1 | Record > Status Equal New |
| 2 | Record > Status Equal Partially Allocated | ||
| 3 |
Record > Status Equal Partially Shipped |
||
| 4 | Record > Status Equal Pending Allocate | ||
| 5 | Record > Status Equal Revised | ||
| Cancel | The filter logic is met: (1 OR 2 OR 3) AND (4 OR 5) AND 6 AND 7 | 1 | Record > Status Equal New |
| 2 | Record > Status Equal Revised | ||
| 3 | Record > Status Equal Pending Allocate | ||
| 4 | Record > Sales Order > Status Equal New | ||
| 5 | Record > Sales Order > Status Equal Revised | ||
| 6 | Record > Quantity Allocated Less or Equal 0 | ||
| 7 | Record > Quantity Backordered Less or Equal 0 | ||
| Clone | Any filters are true | 1 | Record > Status Equal New |
| 2 | Record > Status Equal Revised | ||
| 3 | Record > Status Equal Pending Allocate | ||
| 4 | Record > Status Equal Backordered | ||
| 5 | Record > Status Equal Allocated | ||
| 6 | Record > Status Equal Partially Allocated | ||
| 7 | Record > Status Equal Shipped | ||
| 8 | Record > Status Equal Partially Shipped | ||
| 9 | Record > Status Equal Cancelled | ||
| 10 | Record > Status Equal Completed | ||
| Edit | Any filters are true | 1 | Record > Status Equal New |
| 2 | Record > Status Equal Revised | ||
| 3 | Record > Status Equal Pending Allocate | ||
| 4 | Record > Status Equal Backordered | ||
| 5 | Record > Status Equal Allocated | ||
| 6 | Record > Status Equal Partially Allocated | ||
| 7 | Record > Status Equal Shipped | ||
| 8 | Record > Status Partially Shipped | ||
| Reverse Allocate | The filter logic is met: (1 OR 2 OR 3 OR 4) AND (5 OR 6) | 1 | Record > Status Equal Backordered |
| 2 | Record > Status Equal Allocated | ||
| 3 | Record > Status Equal Partially Allocated | ||
| 4 | Record > Status Equal Partially Shipped | ||
| 5 | Record > Sales Order > Status Equal New | ||
| 6 | Record > Sales Order > Status Equal Revised |