Saving Valid Lines with Mass Add Products

  • CRM Desktop (Windows)
  • iPad

If not all lines are relevant, admins can configure this feature to only save valid order lines.

Valid order lines include:

  • Any user-editable field for which there is an input (manual or auto), including OOTB and custom fields
  • Any Order Line that has been auto-added by a Cross Product Rebate rule of type Free Goods, even if the user overrode the free good quantity (unless the user deleted the entire line)
  • Kit item lines are not directly updated. If there is an input on the Kit header line (any editable field), all associated Kit item lines are also saved.

To save valid lines only, enter a value of 2 for the ORDER_TOUCH_ENTRY_MODE_VOD Veeva Setting

To enable Mass Add Lines and save only valid order lines, enter a value of 3 for the ORDER_TOUCH_ENTRY_MODE_VOD Veeva Setting

Mass Add Lines

If ORDER_TOUCH_ENTRY_MODE_VOD = 1, on the Order Line toggle button, all relevant products are automatically added to the Order Lines when you tap the Order Line toggle button.

If using this feature from Order Campaigns or Contracts, the order-bound campaign is selected by the user (Order_Campaign_Bound_vod__c is enabled) and all products associated to the campaign are auto-added to the Order Lines.

If a user selects a non-bound campaign (Order_Campaign_Bound_vod__c is disabled), all products associated to the campaign are auto-added to the Order Lines, and the user is allowed to add products that are not part of the campaign.

The same logic applies for Order Contracts that are bound or unbound.

Offline, when the Mass Add setting is used, defaults are not applied because this setting works differently from Mass Entry. Products are added to the order. Quantities are not updated for products that are already considered added to the order when the user changes a Campaign.