Enable and Customize the Creation of an Enterprise Order in Enterprise Sales Management (Managed Package)

Enable the Creation of an Enterprise Order Directly

Add the Create Enterprise Order button to the user interface so your sales representatives can find it next to the Create Enterprise Quote button on the Account record pages that they work on.

1. In Setup, click Object Manager, then click Account.
2. Click Page Layouts.
3. Select Billing (Enterprise Sales Management) Layout.
4. Add the Create Enterprise Order button to these sections:

   • Salesforce Mobile and Lightning Experience Actions

   • Account Detail, in Custom Buttons

5. Save your changes.

Enable and Customize the Creation of an Enterprise Order from a Quote

Enable your users to create an enterprise order from an enterprise quote and enrich it with additional information, including technical details such as installation date, router specifications, type of wiring required, and so on.

1. Make the Create Enterprise Order button available on the enterprise quote page:
   1. In the App Launcher, find and select Vlocity Cards.
   2. In the Layouts and Cards section, click b2bSampleAppCard.
   3. Set the value of the QuoteToEnterpriseOrderEnabled layout session variable as true.
      The default value of this session variable is "false".
2. To customize or extend the default functionality that creates an enterprise order from a quote, make appropriate changes to the quoteToEnterpriseOrderCreateSteps session variable.

   JSON Node	Description
   createSteps	A JSON list that contains Quote related objects and their details arranged in the appropriate sequence to create an enterprise order.
   stepName	Stores the name of the step.
   className	Stores the name of the implementation class for the step.
   sourceObj	Stores the name of the source object.
   destinationObj	Stores the name of the target object that is created as a result of this step.
   fieldsToExclude	A JSON array that contains source object fields that must not be copied to the target object.
   orderBy	Stores the value of the "order by" clause for source objects.
   filterOnObject	Stores the object that is used to filter the source object records.
   filterForNextStep	Stores the filter name that is used in subsequent enterprise order creation steps.
   dependentFields	Stores the mapping of destination object fields to source object fields. This mapping is used to identify equivalent destination object field values of source object field values. For example, the Order Member object contains the order ID field, that is the equivalent of the quote ID field of the Quote Member object. The order ID value is determined by mapping the order ID field to the quote ID field.
   srcToDestinationFieldMapping	Stores the mapping of source object fields to destination object fields. Populates destination object field values from corresponding source object field values with no changes.
   filterFieldName	Stores the name of the source object field that is used to filter source object records.

Update Order Layout Assignment in Enterprise Sales Management

Configure the Enterprise Order page layout assignment for the account object, so that the enterprise order details page shows appropriate enterprise order information and related actions.

Customize the Summary Tab of the Enterprise Order Page

To extend or customize the default Summary tab interface of the enterprise order page, customize the b2bOrderSummaryConfig​ session variable. This session variable is the equivalent of the b2bQuoteSummaryConfig session variable that stores the configuration of the Summary tab of the enterprise quote page.

1. In the App Launcher, find and select Vlocity Cards.
2. In the Layouts and Cards section, click b2bSampleAppCard.
3. Configure the b2bOrderSummaryConfig​ session variable as per your use case.
   

   Note To show your custom fields on the Summary tab of the enterprise order page, add the fields in the APIConfig->connectedCallBack->getCartItems->params->fields section.

   {
       "columnMap": [
           {
               "label": "Id",
               "valueMap": "Id.value",
               "visible": false
           },
           {
               "label": "Group/Member",
               "valueMap": "gm"
           },
           {
               "label": "Name",
               "valueMap": "Name",
               "collapsable": true,
               "showAttrs": true
           },
           {
               "label": "Quantity",
               "valueMap": "Quantity.value",
               "align": "center"
           },
           {
               "label": "One Time Total",
               "valueMap": "%vlocity_namespace%__OneTimeTotal__c.value",
               "dataType": "Currency",
               "align": "right"
           },
           {
               "label": "Recurring Total",
               "valueMap": "%vlocity_namespace%__RecurringTotal__c.value",
               "dataType": "Currency",
               "align": "right"
           }
       ],
       "groupMap": [
           {
               "condition": "%vlocity_namespace%__OrderMemberId__r.%vlocity_namespace%__MemberType__c == Location",
               "valueMap": [
                   "%vlocity_namespace%__OrderMemberId__r.%vlocity_namespace%__StreetAddress__c",
                   "%vlocity_namespace%__OrderMemberId__r.%vlocity_namespace%__City__c",
                   "%vlocity_namespace%__OrderMemberId__r.%vlocity_namespace%__State__c"
               ]
           },
           {
               "condition": "%vlocity_namespace%__OrderMemberId__r.%vlocity_namespace%__MemberType__c == Subscriber",
               "valueMap": [
                   "%vlocity_namespace%__OrderMemberId__r.Name"
               ]
           },
           {
               "condition": "%vlocity_namespace%__OrderGroupId__r",
               "valueMap": [
                   "%vlocity_namespace%__OrderGroupId__r.Name"
               ]
           }
       ],
       "APIConfig": {
           "connectedCallback": {
               "getCartItems": {
                   "type": "ApexRemote",
                   "remoteClass": "CpqAppHandler",
                   "params": {
                       "methodName": "getCartsItems",
                       "cartId": "this.params.id",
                       "fields": "%vlocity_namespace%__ValidationDate__c,%vlocity_namespace%__IsValidated__c,%vlocity_namespace%__BillingAccountId__r.BillingAddress,%vlocity_namespace%__ServiceIdentifier__c,%vlocity_namespace%__ConnectDate__c,%vlocity_namespace%__OrderMemberId__r.%vlocity_namespace%__StreetAddress__c,%vlocity_namespace%__OrderMemberId__r.%vlocity_namespace%__MemberType__c,%vlocity_namespace%__OrderGroupId__r.Name,%vlocity_namespace%__OrderGroupId__r.%vlocity_namespace%__MemberType__c,%vlocity_namespace%__OrderMemberId__r.Name,%vlocity_namespace%__OrderMemberId__r.%vlocity_namespace%__City__c,%vlocity_namespace%__OrderMemberId__r.State__c",
                       "pagesize": "10",
                       "price": false,
                       "priceDetailsFields": "%vlocity_namespace%__OneTimeCharge__c,%vlocity_namespace%__OneTimeManualDiscount__c,%vlocity_namespace%__OneTimeCalculatedPrice__c,%vlocity_namespace%__OneTimeTotal__c,%vlocity_namespace%__RecurringCharge__c,%vlocity_namespace%__RecurringCalculatedPrice__c,%vlocity_namespace%__RecurringTotal__c",
                       "validate": false
                   }
               }
           }
       }
   }
   

Enable the Update of the Quote Status When Enterprise Orders or Final Orders Are Created from Quotes

Enable your sales representatives to determine if enterprise orders or final orders were created from a quote, by viewing the quote status. Configure the StatusModelMappingConfig session variable as per your use case.

1. In the App Launcher, find and select Vlocity Cards.
2. In the Layouts and Cards section, click b2bSampleAppCard.
3. Set the value of the StatusModelMappingConfig session variable to the status to update the quote to—as per your use case.
   Ensure that this value is one of the quote status picklist values.