You are here:
Asset-Based Ordering Visualforce Pages
There are three standard Visualforce pages and six Visualforce pages based on the Vlocity Cards framework.
Salesforce recommends using the cards-based Visualforce pages. The standard Visualforce pages only list an account's assets, individually, without any indication of product hierarchy. The cards-based Visualforce pages include product hierarchy.
Asset-based ordering uses three Visualforce pages, which appear on the Account object:
-
AllAssets includes all assets for this account.
-
BillingAssets includes only the assets where the billing account is the same as the parent account. That is, BillingAssets displays assets where the Asset.Billing Account = Account, where Account is the current account you are viewing.
-
AssetConfiguration includes only the assets in this service location for this account.
The following cards-based Visualforce pages appear on the Account, Opportunity, Order, or Quote objects:
-
All Assets (CardFramework) includes all assets for this account.
-
Billed Assets (CardFramework) includes only the assets where the billing account is the same as the parent account.
-
Service Assets (CardFramework) includes only the assets in this service location for this account.
-
Review Order Cart readonly (CardFramework) includes all assets in this order.
-
Review Opportunity Cart readonly (CardFramework) includes all assets in this opportunity.
-
Review Quote Cart readonly (CardFramework) includes all assets in this quote.
To see the entire page name, you may need to hover over the page name in the object palette.
As the names imply, the Review Order Cart readonly, Review Opportunity Cart readonly, and Review Quote Cart readonly pages are read only. You cannot change the assets from these Visualforce pages.
Assets with the provisioning status deleted are not displayed on the Asset Visualforce pages.
By default, the service account and billing account are the same as the asset's account. However, accounts can be related to one another, so the billing account and service account may be different from one another.
Multiple assets may have the same billing account, but different service accounts.
