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
Order Admins
