Managing an Order
End users and order admins can submit, void, or unlock existing orders using the following actions:
- Submit – Users can submit saved orders. When a user selects the Submit action, the order moves to the Submitted state. Submitted orders are locked and users cannot edit the order or order lines. Any delivery orders for the order are also moved to the Submitted state.
- Void – Users can void saved orders. Voiding a saved order marks the order for deletion without deleting the record. When a user selects the Void action, the order moves to the Void state. Any delivery orders for the order are also moved to the Void state.
- Unlock – Users can unlock submitted or voided orders. When a user selects the Unlock action, the order is moved to the Saved state. Any delivery orders for the order are also moved to the Saved state. Users can make changes to the order while it’s in the Saved state before re-submitting the order.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users, Order Admins
Configuring Managing Orders for
Order Admins
To configure this feature, ensure Configuring Order Management is complete.
End Users
To configure this feature, ensure Configuring Order Management is complete.
Configuring Voiding Orders
If end users should be able to void orders, as well as be prevented from directly deleting orders, the following additional steps must be competed:
- Remove the following permissions from all permission sets applied to the user:
Object
Object Permissions
Object Types
Fields
Field Permissions
order__v
D
All
n/a
n/a
- Grant execute permission for Void action for the order__v object.
- Add the Void action to the Submitted state in the Order Lifecycle.
Submitting an Order as
End Users
When a user selects the Submit action, the order is moved to the Submitted state. Any delivery orders for the order are also moved to the Submitted state.
Voiding an Order as
End Users
When a user selects the Void action, the order is moved to the Void state. Any delivery orders for the order are also moved to the Void state.
Unlocking an Order as
Order Admins
When a user selects the Unlock action, the order is moved to the Saved state. Any delivery orders for the order are also moved to the Saved state. The user can make any necessary changes to the order while it’s in the Saved state before re-Submitting the order.
