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            Create a Process Exception

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            3. Salesforce Order Management

            Create a Process Exception

            Create a process exception to manage a processing issue that isn’t automatically identified by your order management processing business logic.

            Required Editions

            1. From the Navigation bar, open the Process Exceptions list view page.
            2. Click New.
            3. Complete the fields on the New Process Exception page.
              • For Attached To, select the object to associate with the process exception. For example, select a credit memo or invoice.
              • For Included in Order Summary, enter the order summary to associate with the process exception. Specifying an order summary in this field ensures that the notification banner on the order summary record shows the correct number of process exceptions for the order summary.
            4. Save your changes.

            By default, Order Management assigns the process exception to the user who creates it. You can assign it to another user for resolution by editing the Owner Name field on the Process Exception record.

            See Also

             
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