If an order confirmation is to be generated from a confirmed quote, you can set this up in the "Order Confirmation" section.
Einstellung | Typ | Parameter Name | Parameter Textblock | Anmerkungen |
|---|---|---|---|---|
Format of order confirmation name in Salesforce | Input field | ordersavename | z.B. Orderentry Nr. {AcceptedQuoteNumber}-{AcceptedQuoteName} | Name of the order confirmation record in Salesforce |
Format of order confirmation PDF file name | Input field | orderattachmentname | z.B. {QuoteName} | Define how pdf Attachments of order confirmations should be saved with variables. The setup text has no effect on the "Download PDF" function |
Transfer to order confirmation | Option switch:
| elements_order | 1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19 | |
Editable items | Option switch:
| elements_orderEdit | 1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19 | Pre-population of the field content for the Opportunity phase after accepting a quote. |
Hide product search in order confirmation | Option switch | hideProductSearch | true / false | |
Hide copy from opportunity in order confirmation | Option switch | hideCopyOpp | true / false | |
Hide copy from quote in order confirmation | Option switch | hideCopyQuote | true / false | |
Opportunity Stage Name for Order Enty | Input field | OppCloseStageWon | Closed Won | Default Content for Opportunity Stage Name after Accepting a Quote Only needed if there are multiple Closed Won states or if DoNotCloseOpportunityOnOrderEntry is true. |
Do not close Opportunity on Order Entry | Option switch | DoNotCloseOpportunityOnOrderEntry | true / false | If active, opportunity will not be closed upon clicking Order Entry |