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Editing and Deletion Limitations for Orders and Reduction Orders
Some fields aren’t editable after an order is created. Others aren’t editable after an order has been reduced.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
Orders are available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions Reduction orders are available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To edit an order or reduction order: | Edit on orders |
| To edit an activated order or reduction order: | Edit Activated Orders |
| To delete an order or reduction order: | Delete on orders |
- In Salesforce Classic, you can’t edit the status category of an order or reduction order from Draft to Activated or vice versa. The status field is updated based on other processes. For example, when you click Activate, the status category is changed from Draft to Activated. The status picklist values sometimes differ depending on your Salesforce admin’s settings.
- In Lightning Experience, Status picklist values aren’t filtered based on an order’s status, so all status values appear in the picklist.
- After an order is created, you can change its Account field only when
the following conditions are true.
- The order is in Draft status.
- If the order has an associated contract, that contract is associated with the new account.
- After an order is created, you can change its Contract field only
when the following conditions are true.
- The order is in Draft status.
- The account associated with the order is the same as the account associated with the new contract.
- The currency associated with the order is the same as the currency associated with the new contract.
- If the order has an associated price book, that price book is associated with the new contract.
- After a price book is assigned to an order, you can’t change or remove the price book assignment.
- If an order has an associated reduction order, you can’t edit the order’s end date.
- Before you delete an activated order or reduction order, deactivate it. And before you deactivate the order, deactivate and delete any associated reduction orders.
- Only the order owners, account owners, contract owners, and Salesforce admins can delete related orders.
Note When you delete a contract, all related orders, notes, attachments, events, tasks,
history, and approval requests are deleted. Associated accounts aren’t deleted with the
contract. The deleted contract is moved to the Recycle Bin. If you restore the contract, its
related items are also restored.
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