Order Management

Navigating to Orders from the Call Report

End users can use the MyInsights widget to quickly navigate to orders related to an account, and view or edit them without leaving the call report, streamlining call preparation activities before visits and order negotiation during visits.

MyInsights Studio Content creators can quickly create and deploy the widget using the Navigating to Orders MyInsights Studio template. The template can be edited as needed before deploying to end users.

MyInsights Content developers can create an HTML report for the Call Report entry point on the Order__vod object using the editRecord (configObject) method and deploy it for users.

For example, end users can open an existing order containing pre-generated order lines and use this information during the order negotiation process. If there are multiple orders available, end users can easily navigate to and from the call report widget to view or update them. Unlocked (saved) orders can be edited. Locked (submitted) orders can be viewed.

Deep Linking to Orders from the Call Report

Content Developers

Create and deploy a MyInsights HTML_Report__vod record that uses the editRecord (configObject) to deep link to Order_vod records using the Call Report entry point. This method allows users to navigate to an unlocked order in edit mode and a locked order in detail view mode only.

This feature is not supported on iPhone.

Content Creators

To use the MyInsights Studio page template, download the Call Report to Order Page Template. See Using the Call Report to Order Page Template for information on creating the call report widget using the template in MyInsights Studio. See Using Page Templates for information on editing and deploying the template using MyInsights Studio.

Navigating to Orders from the Call Report

End users can access existing orders directly from the widget on the call report. End users can edit orders with a Saved status.

The widget displays the following information for the last five orders for the account, sorted by the most recent Order Date. Delivery orders are excluded:

• Order Date
• Order Type
• Order Campaign
• Contract
• Order Net Amount
• Order Total Quantity
• Status

For group calls, navigating to orders is enabled for the parent account only.

Viewing or Editing an Order

To view or edit a saved order:

1. Select the name of the order you want to view or edit. The Order Lines tab of the order displays as an overlay in edit mode and in full grid view.
2. Update the order as needed.
3. Select Cancel, Save, Submit, or Sign to close the order overlay and navigate back to the call report.

To view an order in Submitted, Voided, or In Approval status:

1. Navigate to the call report.
2. Select the name of the order you want to view. The order's detail view displays as an overlay. The Edit and More Actions buttons are unavailable. Links to other records are disabled.
3. Select Back to close the order overlay and navigate back to the call report.

Opening an Order Associated with a Different Call

If an order is associated with a different call report, it opens in a view-only mode, similar to a locked order, and cannot be edited. A message displays that the order cannot be edited from the current call report.