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If an order confirmation is to be generated from a confirmed quote, you can set this up in the "Order Confirmation" section.
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Setting |
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Type | Parameter Name | Parameter Textblock |
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Note | ||
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Format of order confirmation name in Salesforce | Input field | ordersavename |
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Default: Orderentry Nr. {AcceptedQuoteNumber}-{AcceptedQuoteName} |
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The name for the order confirmation |
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can be designed with text mergefields. | ||
Format of order confirmation PDF file name | Input field | orderattachmentname |
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Default: {QuoteName} |
Define how pdf Attachments of order confirmations should be saved with variables.
Formatting the file name for email attachments and the generated PDF attachments or files The name for the order confirmation PDF can be designed using mergefields. |
Transfer to order confirmation |
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Checkboxes:
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| elements_order |
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Default: 4,16 | Specify which items of the accepted quote are to be included in the order confirmation. |
Editable items |
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Checkboxes: |
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| elements_orderEdit | Default: 1,2,3 |
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Specify which items of the order confirmation can be edited by the user. | ||||
Hide product search in order confirmation | Option switch | hideProductSearch | true / false Default: true | If the product search is hidden, no further products can be added to the order confirmation. |
Hide copy from opportunity in order confirmation | Option switch | hideCopyOpp | true / false Default: false | Deactivates the "Copy products from opportunity" function for order confirmations. |
Hide copy from quote in order confirmation | Option switch | hideCopyQuote | true / false |
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Opportunity Stage Name for Order Enty
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Default Content for Opportunity Stage Name after Accepting a Quote
Only needed if there are multiple Closed Won states or if DoNotCloseOpportunityOnOrderEntry is true.
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Do not close Opportunity on Order Entry
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Default: false | Deactivates the "Copy products from quote" function for order confirmations. |