Considerations for Creating Multiple Orders from a Quote
Familiarize yourself with these limitations and functional behaviors that use the
Advanced Order Creation From Quote feature to create multiple orders from a single quote. This
information helps you determine when to use the API versus the user interface and how the system
handles pricing and bundled products during the split process.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of
Revenue Cloud where Transaction Management is enabled
Order Creation Limits and Requirements
Review these technical constraints and data handling rules before splitting quotes.
The Sales Transaction Line Editor experience excludes support for partial order creation,
also known as ordering part of a quote.
The API alone supports the manual selection of specific line items that constitute a subset
of a quote for a new order.
The Advanced Quote to Order API creates a partial order with a subset of lines and returns
later to create more orders from that same quote.
Asset transfer source and destination quotes require the Create Single Order option.
The Transaction Management system prices and configures each created order independently.
New orders exclude cross-order pricing and tax calculations.
You can’t split bundled product components or line items that have pricing dependencies.
Splitting a quote with existing header level adjustments carries over the same pricing
adjustments to the resulting orders created, but they aren’t re-applied to the orders. It’s
best practice to not reprice orders when they’re created from a quote, so all pricing remains
the same as the pricing from the original quote. Any further pricing operation causes those
adjustments to be re-applied, which can result in over-discounted pricing.
You can’t split ramp groups.
Nested groups in quotes split into multiple orders.
A single quote supports a maximum split of 200 orders.
API Processing Behavior
The Create Orders From Quote API handles order headers and line items that use different
processing methods.
Order Type
Header Creation
Line Item Creation
Multiple Orders
Synchronous
Asynchronous
Single Order
Synchronous
Synchronous
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