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设置报价和订单的交易处理类型
通过选择默认事务处理类型 (TPT),定义 Revenue Cloud 如何处理事务。

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通过选择默认事务处理类型 (TPT),定义 Revenue Cloud 如何处理事务。
| 适用于:Lightning Experience |
| 适用于启用了事务管理的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 创建事务处理类型记录并选择默认事务处理类型: | 自定义应用程序 和 查看设置和配置 |
为所有事务设置默认处理类型,并通过 Tooling API 定义异常。使用这些配置打开高级配置器或跳过税额计算。帮助销售代表覆盖默认值,将交易类型字段添加到报价,并订购页面布局。

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