When you’re creating orders, make sure that you follow key guidelines.
|Available in: Salesforce Classic|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To create an order from the Orders tab:||“Create” on orders|
|To create an order on a contract:||“Create” on orders AND “Read” on contracts|
|To create an order on an account:||“Create” on orders AND “Read” on accounts|
- Associate each order with an account or a contract, depending on your Salesforce admin’s settings.
- You can create an order from the Orders tab and then manually add the associated account and contract. But if you create an order directly on an account or contract via its Orders related list, no extra step is required. The order is associated with that record.
- To create an order with the same details as another order, you can clone it.
- If you clone an order with products, you can’t change the new order’s currency or price book.