Action reference

Actions describe what happens after all conditions in a rule match.

Common actions

Planned actions include linking parts to projects, adding tags, sending an order to review, advancing status, discarding a duplicate, and creating a notification.

then add tag lifetime-review
and  send to review queue

Review before automation

Use review actions for high-value, unclear, or vendor-specific orders. They keep the ledger accurate when automated extraction does not have enough confidence.

Warranty-related actions

Actions can mark records for warranty review, but they do not submit claims to vendors. Vendor claim steps remain manual and vendor-specific.