You are here:
Split Orders by Quote Line Field
Automatically group your order products into orders based on shared values for a user-selected quote line field. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ+ Summer ’16 and later |
| User Permissions Needed | |
|---|---|
| To create orders: | Field-level permissions for the order fields Contracted, Payment Term, and Quote AND Field-level permissions for the order product fields Quote Line and Required By AND CPQ Admin User and CPQ User permissions for the order product field Unprorated Net Price |
Before you begin, make sure the CPQ Orders package setting Allow Multiple Orders is selected.
Salesforce CPQ supports quote line field values for the Order By field. When you order a quote that has a non-null Order By field value, Salesforce CPQ looks for a quote line field with an API name that matches the Order By value. It then groups the quote lines into orders based on shared values by the chosen field. If any quote lines have a null value, they’re grouped into one order.
- From the object management settings for CPQ quotes, edit the Order By field, and then add a picklist value for the API name of the quote line field that you want to use for grouping quote lines into different orders.
- On your quote, select the Order By field, and then change its value to the value you added in Step 1.
-
Select Ordered, and then save your changes.
Note Only the Ordered field causes Salesforce CPQ to split orders based on the Order By field. If you click Create Order, Salesforce CPQ takes you to the Edit Order Products page for manual order splitting.
You have a quote with the following quote lines.
| Name | Quantity | Unit Color |
|---|---|---|
| Red Monitor | 3 | Red |
| Blue Monitor | 2 | Blue |
| Yellow Monitor | 5 | Yellow |
| Standard Tablet | 3 | null |
| Premium Tablet | 2 | null |
If you set Unit_Color__c as the quote’s Order By value and select Ordered, Salesforce CPQ creates four orders.
| Order | Order Product | Order Product Quantity |
|---|---|---|
| 1 | Red Monitor | 3 |
| 2 | Blue Monitor | 2 |
| 3 | Yellow Monitor | 5 |
| 4 |
|
|
If you have the Order By Quote Line Group selected while Order By also has a value, Salesforce CPQ organizes your orders first by quote line group and then by Order By field value.
