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Inserting an Order

Last Updated: Feb 27, 2017 01:22PM PST

Overview

Inserting an Order requires key fields to be populated in order for eventual order processing. Releasing an Order will create the related Shipment, Service Deliveries, and Invoice records.

Audience : Developer

 
Order
Required Fields:
  • Account Name 
  • Additional Account Info
  • Contact Billing (recommended source Additional Account Info Contact Billing)
  • Contact Buying (recommended source Additional Account Info Contact Buying)
  • Contact Shipping (recommended source Additional Account Info Contact Shipping)
  • Order Date (set to Today)
  • Payment Method (recommended source Additional Account Info Payment Method)
  • Price Book Name (recommended source Additional Account Info Price Book)
  • Record Status (set to 'Draft')
  • Warehouse  (recommended source Additional Account Info Warehouse)

Order Product Lines
Required Fields:
  • Order Number
  • Product (source Additional Product Info)
  • Quantity
  • Sales Price
  • Date Required 
  • Contact Shipping (recommended source Order Contact Shipping)
  • Warehouse  (recommended source Order Warehouse)

Order Service Lines
Required Fields:
  • Order Number
  • Service (source Additional Product Info)
  • Quantity
  • Sales Price
  • Service Term (recommended source Additional Product Info Default Service Term)
  • Date Service Start
  • Date Service End 



Notes:

  • Rest of fields are Optional
  • Carrier and Tax Fields recommended source is Additional Account Info
 

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