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使用订单到开单计划流
使用“订单到开单计划”流,以在订单激活后立即从订单项目中自动生成开单计划和开单计划组。
使用“订单到开单计划”流,以在订单激活后立即从订单项目中自动生成开单计划和开单计划组。
| 适用于:Lightning Experience |
| 适用于:具有收入管理的 Enterprise、Unlimited 和 Developer Edition |
| 订单到开单时间表流模板和为订单创建开单时间表 API 可通过 " 收入管理高级 " 许可证或 Agentforce 收入管理开单许可证获得。 |
保存现成的订单到开单计划流的版本,并将其激活。复制流时,我们建议您在名称中包含自定义,以将其与现成的流区分开来。
在激活订单时,将触发两个流(订单到资产和订单到开单计划)。然后,订单到开单计划流会为订单生成开单计划组和开单计划。

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