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Configuring Order Management Custom Settings
Use Order Management custom settings to configure various features of Order Management.
To access Order custom settings, go to Setup > Custom Settings > Order System Properties.
Configure the following Order Management custom settings for your organization.
Setting | Description |
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Allow Greater Partial Order Quantity | Allows to add quantity greater than the actual/remaining quantity of Price Agreement line items. |
Initiate Billing On Order Creation | Indicates whether billing should be initiated on order creation. |
Initiate Billing On Order Activation | Indicates whether billing should be initiated on order activation. |
Create Asset On Order Activation | Indicates whether asset creation is delayed until order activation. |
Enable Inflight Changes And Cancellation | Indicates whether inflight order changes and cancellations are enabled. |
Agreement Fields For Partial Order2 | Enter the list of field API names from the agreement object for display when creating partial orders. Each field may be separated by a comma or a new line. |
Agreement Fields For Partial Order | Enter the list of field API names from the agreement object for display when creating partial orders. Each field may be separated by a comma or a new line. |
Agreement Item Fields For Partial Order2 | Enter the list of field API names from the agreement line item object for display when creating partial orders. Each field may be separated by a comma or a new line. |
Agreement Item Fields For Partial Order | Enter the list of field API names from the agreement line item object for display when creating partial orders. Each field may be separated by a comma or a new line. |
Quote Fields For Partial Order2 | Enter the list of field API names from the quote/proposal object for display when creating partial orders. Each field may be separated by a comma or a new line. |
Quote Fields For Partial Order | Enter the list of field API names from the quote/proposal object for display when creating partial orders. Each field may be separated by a comma or a new line. |
Quote Item Fields For Partial Order2 | Enter the list of field API names from the proposal line item object for display when creating partial orders. Each field may be separated by a comma or a new line. |
Quote Item Fields For Partial Order | Enter the list of field API names from the proposal line item object for display when creating partial orders. Each field may be separated by a comma or a new line. |
Order Item Activate Batch Size | Indicates the maximum batch size to activate the order process presented in Line numbers. The default batch size is set to 100. The Salesforce governor limit affects this batch size. Conga recommends you use this custom setting for new installations. If you have already configured the APTS_OrderItemActivateBatchSize admin entry in your organization, it will continue to work, however, the custom setting is recommended instead of an Admin Entry. For more information, see Configuring Admin Entries. |
Order Item Create Batch Size | Indicates the maximum batch size to create the order process presented in Line numbers. The default batch size is set to 100. The Salesforce governor limit affects this batch size.
Conga recommends you use this custom setting for new installations. If you have already configured the APTS_OrderItemCreateBatchSize admin entry in your organization, it will continue to work, however, the custom setting is recommended instead of an Admin Entry. For more information, see Configuring Admin Entries.
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Split Order Criteria Fields | Enter the list of field API names from Order line item objects to split items added during a large order process into multiple orders. Separate each field with a comma or a new line. |
Split Order Threshold | Indicates the maximum number of a bundle or standalone products (represented as line numbers) that may be added to a split order. Defaults to 100. |