Ignorer tilbuds- og godkendelsesfaserne for ukomplicerede transaktioner ved at generere en bestillingsregistrering direkte. Denne proces giver dig mulighed for at administrere salg, der kræver øjeblikkelig fuldførelse uden foreløbig tilbudsdokumentation.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise, Unlimited og Developer Edition af Revenue Cloud, hvor transaktionsstyring er aktiveret
Brugertilladelser påkrævet
Hvis du vil oprette bestillinger:
Tilladelsessættet PlaceOrder API
Klik på Ny bestilling på fanen Bestillinger.
Angiv bestillingsdetaljerne, f.eks. kontonavn, bestillings startdato, status og alle andre nødvendige oplysninger.
Gem dine ændringer.
Vælg fanen Relateret.
Klik på Ny i afsnittet Tildelinger for applikationsanvendelse.
For Anvendelsestype for applikation skal du skrive OmsætningLifecycleManagement.
Gem dine ændringer.
Klik på linjer.
Gennemse og føj produkter til bestillingen.
De tilføjede produkter vises i afsnittet Bestillingsprodukter.
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