account__v

Accounts are the core of many Vault CRM features, including Order Management. Orders are placed for accounts.

account_partner__v

Account partners are used to associate price books, delivery locations, payers, and wholesalers with a specific account.

address__v

Addresses store location information for accounts. Addresses are specific to an account, and multiple addresses can be maintained for each account.

order__v

Orders contain order header information, including the account, order date, delivery date, currency, and other commercial conditions for the order.

order_line__v

Order lines contain detailed information about the product being ordered, including the quantity, list price, discounts, free goods, final net price, and net amount.

pricing_rule__v

Pricing rules contain the rules applied for each product depending on the commercial conditions of the order and products and quantities ordered. Pricing rules determine the list price, discounts, free goods, payment terms, and delivery periods applied to the order and order lines.

pricing_subrule__v

Pricing subrules are similar to pricing rules and are used within chain pricing rules.

product__v

The Product Catalog contains the products available for use. Users can access information about products and competitive intelligence.

product_group__v

Product Groups are an additional hierarchical level in the Product Catalog used to group products of the same type or category.

To configure this module:

1. Ensure Configuring Accounts is complete.
2. Ensure Configuring the Product Catalog is complete.
3. Ensure Order Products are created.
4. Ensure Enabling Orders for an Account is complete.
5. Navigate to Admin > Users & Groups > Permission Sets.
6. Select the appropriate permission set.
7. Select Objects.
8. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permissions
   account_partner__v	CRED	delivery_location__v price_book__v	All	Edit
   order__v	CRED	direct__v	account__v account_group__v account_id__v account_name__v billing_address__v billing_address_line_1__v billing_address_line_2__v billing_city__v billing_contact__v billing_country__v billing_postal_code__v billing_postal_code_4__v billing_state__v call2__v datetime__v delivery_date__v delivery_location__v local_currency__sys lock__v mobile_created_datetime__v mobile_id__v mobile_last_modified_datetime__v notes__v order_campaign__v order_date__v order_discount__v order_discount_rule__v order_free_goods__v order_list_amount__v name__v order_net_amount__v order_net_amount_rule__v order_status__v order_total_discount__v order_total_quantity__v object_type__v ownerid__v parent_order__v payment__v payment_rule__v ship_address_line_1__v ship_address_line_2__v ship_city__v ship_country__v ship_postal_code__v ship_postal_code_4__v ship_state__v ship_to_address__v warning__v	Edit
   			ship_to_address_text__v status__v	Read
   order_campaign__v	CRED	n/a	All	Edit
   order_line__v	CRED	direct__v	added_from_pack__v brand_discount__v brand_discount_rule__v brand_warning__v bundle_pack_name__v discount_calculation_path__v final_net_price__v final_net_price_rule__v free_goods__v free_goods_rule__v group_discount__v group_discount_rule__v group_warning__v line_discount__v line_discount_rule__v line_warning__v list_amount__v list_price_rule__v local_currency__sys mobile_id__v net_amount__v net_amount_rule__v net_price__v net_price_rule__v object_type__v order__v order_discount__v order_discount_rule__v name__v payment__v payment_brand__v payment_brand_rule__v payment_group__v payment_group_rule__v payment_rule__v product__v product_group__v product_identifier__v quantity__v quantity_from_pack__v quantity_override__v rule__v status__v total_discount__v total_discount_rule__v total_payment__v total_payment_rule__v u_m__v	Edit
   pricing_rule__v	CRED	brand_level_rule__v delivery_period__v discount_rule__v free_goods_percentage_rule__v free_goods_rule__v limit_rule__v list_price_rule__v payment_terms_rule__v product_group_level_rule__v	All	Edit
   pricing_subrule__v	CRED	n/a	All	Edit
   product_group__v	CRED	n/a	All	Edit

9. Navigate to Admin > Configuration > Tabs.
10. Add the following object tabs: 
    • account_partner__v
    • pricing_rule__v
    • pricing_subrule__v
11. Navigate to Admin > Users & Groups > Permission Sets.
12. Select the appropriate permission set.
13. Select Tabs.

14. Grant view permission to each of the new tabs.

To configure this module:

1. Ensure Configuring Accounts is complete.
2. Ensure Configuring the Product Catalog is complete.
3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the appropriate permission set.
5. Select Objects.
6. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permissions
   account_partner__v	R	delivery_location__v price_book__v	All	Read
   order__v	CRED	direct__v	account__v account_group__v account_id__v account_name__v billing_address__v billing_address_line_1__v billing_address_line_2__v billing_city__v billing_contact__v billing_country__v billing_postal_code__v billing_postal_code_4__v billing_state__v call2__v datetime__v delivery_date__v delivery_location__v local_currency__sys mobile_created_datetime__v mobile_id__v mobile_last_modified_datetime__v notes__v order_campaign__v order_date__v order_discount__v order_discount_rule__v order_free_goods__v order_list_amount__v name__v order_net_amount__v order_net_amount_rule__v order_status__v order_total_discount__v order_total_quantity__v object_type__v ownerid__v parent_order__v payment__v payment_rule__v ship_address_line_1__v ship_address_line_2__v ship_city__v ship_country__v ship_postal_code__v ship_postal_code_4__v ship_state__v ship_to_address__v warning__v	Edit
   			ship_to_address_text__v status__v	Read
   order_campaign__v	R	n/a	All	Read
   order_line__v	CRED	direct__v	added_from_pack__v brand_discount__v brand_discount_rule__v brand_warning__v bundle_pack_name__v discount_calculation_path__v final_net_price__v final_net_price_rule__v free_goods__v free_goods_rule__v group_discount__v group_discount_rule__v group_warning__v line_discount__v line_discount_rule__v line_warning__v list_amount__v list_price_rule__v local_currency__sys mobile_id__v net_amount__v net_amount_rule__v net_price__v net_price_rule__v object_type__v order__v order_discount__v order_discount_rule__v name__v payment__v payment_brand__v payment_brand_rule__v payment_group__v payment_group_rule__v payment_rule__v product__v product_group__v product_identifier__v quantity__v quantity_from_pack__v quantity_override__v rule__v status__v total_discount__v total_discount_rule__v total_payment__v total_payment_rule__v u_m__v	Edit
   pricing_rule__v	R	brand_level_rule__v delivery_period__v discount_rule__v free_goods_percentage_rule__v free_goods_rule__v limit_rule__v list_price_rule__v payment_terms_rule__v product_group_level_rule__v	All	Read
   pricing_subrule__v	R	n/a	All	Read
   product_group__v	R	n/a	All	Read

7. Navigate to Admin > Configurations > Objects.
8. Select account__v.
9. Select Layouts.
10. Add the Orders related object section to the layout for any account__v object types that allow recording orders.
11. Navigate to Business Admin > Objects.
12. Select vmobile_object_configuration__v.
13. Enable the following VMOCs for the appropriate mobile devices:
    • account_partner__v
    • order__v
    • order_campaign__v
    • order_line__v
    • pricing_rule__v
    • product_group__v