Configuring Order Management

Initial configuration includes the setup of all default functionality. Advanced functionality requires additional configuration.

Prerequisites

Ensure the following:

• All accounts that will place orders allow orders. See Restricting Orders for an Account for more information.
• All desired Product Catalogs with Product Type Order, and Parent Product Type Detail, have been created
• Pricing Rules are defined with Record Type List_Price_Rule_vod for all products that can be ordered
• The appropriate products of type Order are selected for each user in My Setup

To configure Order Management for all users:

1. Grant the following permissions for each profile that requires access:

   To ensure consistency for the pricing engine, provide permissions to the fields in the following table even if they are not exposed on the page layout.

   Object	OLS	Record Types	Fields	FLS
   Account_vod	n/a	n/a	Account_Group_vod	Read
   			Order_Type_vod	Edit
   My_Setup_Products_vod	n/a	n/a	Product_vod	Read
   Order_vod	CRUD	n/a	List_Amount_vod Total_Discount_vod	Read
   			Account_vod Best_Discount_Rule_vod Billing_Address_vod Order_Date_vod Order_Discount_vod Order_Discount_Rule_vod Order_Free_Goods_vod Order_Net_Amount_Rule_vod Order_Total_Quantity_vod Payment_Rule_vod Ship_To_Address_vod	Edit
   Order_Line_vod	CRUD	n/a	Brand_Best_Price_Rule_vod Brand_Discount_vod Brand_Discount_Rule_vod Final_Net_Price_vod Final_Net_Price_Rule_vod Free_Good_Best_Price_Rule_vod Free_Goods_vod Free_Goods_Rule_vod Group_Discount_vod Group_Discount_Rule_vod Line_Best_Price_Rule_vod Line_Discount_vod Line_Discount_Rule_vod List_Amount_vod List_Price_Rule_vod Net_Amount_vod Net_Amount_Rule_vod Net_Price_vod Net_Price_Rule_vod Order_Discount_vod Order_Discount_Rule_vod Payment_Brand_Rule_vod Payment_Group_Rule_vod Payment_Rule_vod Quantity_vod Rule_vod Suggested_Retail_Price_Rule_vod Total_Discount_Rule_vod Total_Payment_Rule_vod	Edit
   Pricing_Rule_vod	R	n/a	All fields	Read
   Product_vod	n/a	n/a	Company_Product_vod Description_vod Parent_Product_vod Product_Type_vod	Read

2. Set the default value for the following fields on the Account object:
   • Default_Order_Type_vod
   • No_Orders_vod
   • Order_Type_vod
3. Ensure the appropriate profiles are enabled for VODDatabaseApi Apex class.
4. Select the Order Management2 Veeva Setting check box.
5. Enter a value of 1 for the Order Touch Entry Mode Veeva Setting.
6. Ensure the appropriate profiles have access to the VODRedirect_4000_vod Visualforce page.
7. Enable the following Visualforce pages for the appropriate profiles:
   • Clone_Order_vod
   • Edit_Order_vod
   • New_Order_vod
   • View_Order_vod
8. Ensure the View, Edit, and Clone buttons on the Order_vod object are overridden with the corresponding Visualforce page.

9. Place the Orders related list on the appropriate Account page layout.

10. Enable the New Orders button for the Orders related list on the appropriate Account page layout.

11. Ensure a VMOC exists and is active for all relevant device types for the following:
    • Order
    • Order Line
    • Order Campaign
    • Pricing Rule