Create Process Orchestration SLA

Configure multi-entity process tracking with milestones, segment SLAs, and escalations

Rule Details

Rule Name *

Description

Process Orchestration Type *

This rule will track all instances of the selected Process Orchestration type.

Available Participating Entities:

📋Enquiry📄Quote📦Order🧾Invoice💰Payment

Time Calculation

Time Type *

Calendar Hours

Count all hours including nights, weekends, holidays

Business Hours

Only count hours during business working time

Business Hours Configuration

Business Calendar *Configure Calendars

Check Interval

minutes

How often to evaluate SLA status for active processes

Process Milestones

Define the key checkpoints in your process. Milestones mark significant events that trigger SLA tracking.

Visual Timeline

Milestone Details

Enquiry CreatedStart

Entity: Enquiry•Trigger: Entity Created

Enquiry Qualified

Entity: Enquiry•Trigger: State Entry

Quote Created

Entity: Quote•Trigger: Entity Created

Quote Sent

Entity: Quote•Trigger: State Entry

Quote Accepted

Entity: Quote•Trigger: State Entry

Order Confirmed

Entity: Order•Trigger: State Entry

Invoice Sent

Entity: Invoice•Trigger: State Exit

Payment ReceivedEnd

Entity: Payment•Trigger: Field Updated

Drag milestones to reorder • Click [+] to add between

Back to PO SLA Rules

Create Process Orchestration SLA

Configure multi-entity process tracking with milestones, segment SLAs, and escalations

Rule Details

Rule Name *

Description

Process Orchestration Type *

This rule will track all instances of the selected Process Orchestration type.

Available Participating Entities:

📋Enquiry📄Quote📦Order🧾Invoice💰Payment

Time Calculation

Time Type *

Calendar Hours

Count all hours including nights, weekends, holidays

Business Hours

Only count hours during business working time

Business Hours Configuration

Business Calendar *Configure Calendars

Check Interval

minutes

How often to evaluate SLA status for active processes

Process Milestones

Define the key checkpoints in your process. Milestones mark significant events that trigger SLA tracking.

Visual Timeline

Milestone Details

Enquiry CreatedStart

Entity: Enquiry•Trigger: Entity Created

Enquiry Qualified

Entity: Enquiry•Trigger: State Entry

Quote Created

Entity: Quote•Trigger: Entity Created

Quote Sent

Entity: Quote•Trigger: State Entry

Quote Accepted

Entity: Quote•Trigger: State Entry

Order Confirmed

Entity: Order•Trigger: State Entry

Invoice Sent

Entity: Invoice•Trigger: State Exit

Payment ReceivedEnd

Entity: Payment•Trigger: Field Updated

Drag milestones to reorder • Click [+] to add between