Guidelines for Creating Orders

When you’re creating orders, make sure that you follow key guidelines.

Available in: both Salesforce Classic and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
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

When you create an order, the order’s start date must fall between the associated contract’s start and end dates.
Associate each order with an account and optionally with 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’re using Lightning Experience, when you clone an order with products, the products aren’t cloned. Clone the order, and then add products as needed to the new order.)
If you clone an order with products, you can’t change the new order’s currency or price book.

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