Enabling Orders for an Account
The ability to place orders must be enabled for each account. Three fields on the account record affect Order Management:
- no_orders__v
- order_type__v
- default_order_type__v
The selected values for order_type__v determine the order object types that can be placed for the account. If default_order_type__v contains a value, that order object type is used as the default for the account. If default_order_type__v does not contain a value, the first object type alphabetically from order_type__v is used as the default for the account.
If no_orders__v is Yes for an account, users are prevented from creating an order for the account. If order_type__v does not contain any values for an account, users are prevented from creating an order for the account.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Order Admins
Configuring Order Enablement for Accounts for
Order Admins
To configure this feature:
- Ensure Configuring Order Management is complete.
- Navigate to Admin > Configuration > Objects.
- Select account__v.
- Select Layouts.
- Select the appropriate layout.
- Add the order_type__v field to the layout.
-
Add the orders__v Related Object section to the layout.
-
Ensure the Create record in new page Creation Option is selected.
- Select Save.
Enabling Orders for Accounts as
Order Admins
To configure this feature:
- Navigate to All > Account Management or My Accounts tab.
- Select the appropriate account.
- Select Edit.
- Select No for no_orders__v.
- Select values for order_type__v for all order types that can be created for the account.
- Select a value for default_order_type__v (optional).
- Select Save.
