To configure this feature:

1. Ensure Configuring Order Management is complete.
2. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permissions
   account_partner__v	CRED	wholesaler__v	All	Edit
   order__v	CRED	transfer__v	All	Edit

3. Add the wholesaler_account_partner__v field to the layout for transfer__v object type for order__v.
4. Add the wholesaler__v field to the layout for price_book__v object type for account_partner__v.

To configure this feature:

1. Ensure Configuring Order Management is complete.
2. Ensure Transfer Orders is configured.
3. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permissions
   account_partner__v	R	wholesaler__v	All	Read
   order__v	RE	transfer__v price_book__v (optional)	All	Edit

4. Add the price_book__v field to the order__v layout to enable users to select a specific price book for the wholesaler. This step is optional.

To create a wholesaler:

1. Navigate to the Account Partners tab.
2. Select Create.
3. Select Wholesaler in the Object Type Selector.
4. Select Continue.
5. Complete the following fields:
   • name__v
   • account__v
   • contract __v (optional)
6. Select Save.

To link a price book to a wholesaler:

1. Navigate to the Account Partners tab.
2. Select Create.
3. Select Price Book in the Object Type Selector.
4. Select Continue.
5. Complete the following fields:
   • name__v
   • account__v
   • wholesaler__v (format is an exact text match to the account partner wholesaler name)
6. Select Save.

Users can select a wholesaler on the order header if the wholesaler’s account matches the order account.

If a wholesaler is selected, the wholesaler is included in the criteria for a pricing rule to be assigned within the Account Partner Price Book level of the Pricing Rule Hierarchy. Without a wholesaler selected on the order, a pricing rule must be linked to the account to be considered within the Account Partner Price Book level of the Pricing Rule Hierarchy. With a wholesaler selected, the pricing rule must additionally be linked to the wholesaler as well as the account or just linked to the wholesaler and not to the account:

• The price_book__v field on the pricing_rule__v object is equal to the name__v field on the account_partner__v object on an existing price book account partner record with the account__v field on the account_partner__v object equals the account__v field on the order__v object and the wholesaler__v field on the account_partner__v object is equal to the wholesaler_account_partner__v field on the order__v object
• The price_book__v field on the pricing_rule__v object is equal to the name__v field on the account_partner__v object on an existing price book account partner record with the wholesaler__vfield on the account_partner__v object is equal to wholesaler_account_partner__v field on the order__v object

If a wholesaler is selected, available price books can be restricted. For more information, see Price Books.