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.

    ObjectOLSRecord TypesFieldsFLS
    Account_vod

     

     n/a

     

     n/a

     

    Account_Group_vodRead

    Order_Type_vod

    Edit

    My_Setup_Products_vodn/an/aProduct_vodRead

     

     

    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_vodRn/aAll fieldsRead

    Product_vod

    n/a

    n/a

    • Company_Product_vod
    • Description_vod
    • Parent_Product_vod
    • Product_Type_vod

    Read

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

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

  10. Ensure a VMOC exists and is active for all relevant device types for the following:
    • Order
    • Order Line
    • Order Campaign
    • Pricing Rule
  11. Set the default value for the following fields on the Account object. This step is optional:
    • Default_Order_Type_vod
    • No_Orders_vod
    • Order_Type_vod