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?

Configuring Order Enablement for Accounts for

To configure this feature:

  1. Ensure Configuring Order Management is complete.
  2. Navigate to Admin > Configuration > Objects.
  3. Select account__v.
  4. Select Layouts.
  5. Select the appropriate layout.
  6. Add the order_type__v field to the layout.

  7. Add the orders__v Related Object section to the layout.

  8. Ensure the Create record in new page Creation Option is selected.

  9. Select Save.

Enabling Orders for Accounts as

To configure this feature:

  1. Navigate to All > Account Management or My Accounts tab.
  2. Select the appropriate account.
  3. Select Edit.
  4. Select No for no_orders__v.
  5. Select values for order_type__v for all order types that can be created for the account.
  6. Select a value for default_order_type__v (optional).
  7. Select Save.

Related Topics

Using CLM with Orders

Creating an Order from an Account

Creating an Order from a Call