Workflow Scope – Ordway Support Portal

Workflow Scope

The Ordway Objects listed in the table below can be utilized in Workflows as noted.

Example: Plans are available to update via Workflows but are not available to delete.

	Object Name	Create	Read	Update	Delete	Custom Actions
1	Billing Schedule		X	X
2	Plan	X	X	X
3	Contacts	X	X	X	X
4	Coupons	X	X	X
5	Credits	X	X	X		Reverse
6	Customers	X	X	X	X
7	Customer Notes	X	X	X	X
8	Invoices		X	X	X	Refund Negative Invoice
9	Journal Entries	X	X
10	Orders	X	X	X		Cancel
11	CoA	X	X	X
12	Payments		X			Reverse, Refund
13	Payment Methods
14	Products	X	X	X	X
15	Quotes	X	X	X	X	Cancel, Activate, Send
16	Refunds		X
17	Subscriptions	X	X	X	X	Activate, Cancel, Renew
18	Statements	X	X		X	Generate Statement, Destroy Statement
19	Usage	X	X		X
20	Revenue Schedules		X	X

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