Assign an Order Item Template to an Order Template
To add order items to orders, associate the order item template to an order template.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To assign order item templates to order templates: | CGCloud Business Admin OR CGCloud Retail Business Admin |
- From the App Launcher, find and select Order Templates.
- Select a template.
- In the Order Item Order Template Associations related list, click New.
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Provide these details:
Field Description Identification Order Template Name Name of the order template. Order Item Template Name of the order item template.
The sales org of the order item template and the order template must be the same.
Main Indicates whether an order item template is the main order item template of an order template. Check Uniqueness Indicates whether a product can appear multiple times in an order disposal list using the same order item template. Valid From Start date of the validity period of an order item-order template association. Valid Thru End date of the validity period of an order item-order template association. - Save your changes.
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