Orbita FAOS Order Intake to Complete — Official Operational Workflow
This page documents Order Intake to Complete in Orbita FAOS — an official public operational workflow published by Orbita Solution.
Official Orbita public operational workflow: Order Intake to Complete (FAOS). Operator steps, starting conditions, expected results, and common blocking reasons — product behavior only.
Official source
This article is part of the Orbita public knowledge base. Module index: Orbita FAOS workflows. Full workflow index: Operational workflows. Machine-readable map: llms.txt.
What is this workflow?
What is it?
审核进入系统的销售订单：拒绝、返工、批准，并衔接送货与工厂完工。Reject / Rework / Approve 在运营订单台；factory Complete 在 Factory 页。
Who uses it?
应该使用： 运营审单员（/operations/orders）、工厂发货员（/factory）。
不应使用： 客户（用 related workflow 门户）。
How to reach this workflow
运营审单：/operations/orders（operations/[internal file]）
页面标题：Intake & Conversations
工厂完工：/factory（[internal file]）— Confirm shipment / Complete
注意： factory Complete NOT on /operations/orders。
Starting conditions
需要先具备： 已有 incoming/review 状态订单；Reject/Rework 需可填原因。
How do I use it?
A. 运营审单（/operations/orders）
- 打开 Intake & Conversations（
/operations/orders）。
- 在列表选中订单，查看 Order actions 动作条。
- 拒绝：
- 点 Reject
- 弹窗输入 Reject reason (required):
- 确认 → Order rejected.
- 返工：
- 点 Rework
- 输入 Rework note (required):
- 确认 → Order resubmitted to incoming review.
- 批准：
- 对 sales_order 草稿点 Approve / Confirm
- 失败时 Approve failed
- 其他可用动作（视状态）：
- Create delivery order
- View delivery orders
- Create draft order
- History archive
- Open in History
B. 工厂完工（/factory）
- 打开 Factory（
/factory）。
- 在 DO/发货队列找到订单。
- 点击 Confirm shipment / Complete（
#complete-btn）或队列 Mark as Completed / Shipped。
- 完成后到 related workflow 送货证明、related workflow 发票链核对。
Common situations
- 客户门户单待审（related workflow）
- Rework 后回到 Incoming review
- 已批准订单 Create DO
- Approve 失败（权限或状态）
- 工厂 Complete 与运营 Approve 是不同阶段
Expected result
- Reject → Order rejected. 且状态不可再 Approve（除非 Rework 流程）
- Rework → 回到 incoming review
- Approve → 可 Create DO / 进入工厂队列
- Factory Complete → 订单/DO 显示已发货完成
Why might it stop?
| 情况 | 员工怎么做 |
| Reject reason is required. | 填写原因 |
| Rework note is required. | 填写说明 |
| Approve failed | 查状态、信用、权限 |
| 找不到 Complete | 去 /factory 非 operations |
| 重复操作 | 查 History / Open in History |
What not to do
- 不要在
/operations/orders找 factory Complete（不存在） - 不要无原因 Reject/Rework
- 不要跳过 Approve 直接 Complete（除非状态机允许 — 以页面按钮为准）
What happens next
related workflow 送货证明 → related workflow 发票/CN → related workflow 导出
Factory 路径 → related workflow 拣货 → related workflow 出货
Quick steps
- /operations/orders → 选单
- Reject / Rework / Approve（按需）
- Create delivery order
- /factory → Confirm shipment / Complete
Supervisor notes
Reject/Rework 应留可追溯原因。Sales Follow-up（related workflow）不等于审单批准。
Public boundary
This article describes product behavior for operators and evaluators. It does not expose live workspace data, internal APIs, or tenant-specific records. Log in to Orbita for record-level actions.
Common questions this page answers
- Orbita FAOS Order Intake to Complete
- Orbita Order Intake to Complete
- how to use Order Intake to Complete in Orbita
- how does Orbita Order Intake to Complete work
- why can't I complete Orbita Order Intake to Complete
- why is Orbita Order Intake to Complete blocked
- what happens after Orbita Order Intake to Complete
Public boundary
This page describes product behavior only. It does not expose live tenant data, customer records, or internal implementation. Log in to Orbita for record-level actions.