Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OM_Config.htm ## Configuring Order Management [![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Components](#) #### 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. ### Configuring Order Management for [![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Order Admins](#) To configure this module: 1. Ensure [Configuring Accounts](../Accounts/AcctConfig.htm) is complete. 2. Ensure [Configuring the Product Catalog](../Products/ConfigProduct.htm) is complete. 3. Ensure [Order Products](ManagingProducts/OrderProducts.htm) are created. 4. Ensure [Enabling Orders for an Account](CreatingOrders/EntryPoints/EnableOrdersAccount.htm) 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 If adding a custom record type for this object, it must be a literal match of the record type of the Order\_vod object. | * 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. [![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To configure this module: 1. Ensure [Configuring Accounts](../Accounts/AcctConfig.htm) is complete. 2. Ensure [Configuring the Product Catalog](../Products/ConfigProduct.htm) 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 If adding a custom record type for this object, it must be a literal match of the record type of the Order\_vod object. | * 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 ### Related Topics [Managing Products Overview](ManagingProducts/ManageOverview.htm) [Pricing Rules Overview](PricingRules/PricingRulesOverview.htm) [Creating Orders Overview](CreatingOrders/CreateOrdersOverview.htm)