---
schema_version: "1"
id: 762fba3f23c62b7a76820a17e03da91e1b64b1ea82cb21964fbb788d30b77f93
title: Enterprise Quote or Enterprise Order Enrichment in Enterprise Sales Management (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_t_quote_enrichment_in_enterprise_salesmanagement_57295.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_t_quote_enrichment_in_enterprise_salesmanagement_57295.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f069340fdf19fa893963eb18741d7c06384190ffac520f7dba67d6cbffc0bb20
description: At any point while working on your enterprise quote or enterprise order, you can update the quote or order with details that weren’t available or not required earlier.
products:
  - Communications
release: "264"
---
# Enterprise Quote or Enterprise Order Enrichment in Enterprise Sales Management (Managed Package)

At any point while working on your enterprise quote or enterprise order, you can update the quote or order with details that weren’t available or not required earlier.

![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/media_package_icon.png) _This feature is part of the Communications Cloud managed package._

For example, you can assign phone numbers, update a billing account, or enter an installation date for multiple line items. Quote or order enrichment allows you to make these changes either inline one at a time, or for multiple lines simultaneously.

The **Displaying** list on the Summary page controls the columns that are displayed for each display option in the list. By default, the following columns are associated with each display option:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d44432e55">
            <p style="margin-bottom:0;">Display Option</p>
          </th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d44432e61">
            <p style="margin-bottom:0;">Associated Columns</p>
          </th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Display Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e55 ">
            <p style="margin-bottom:0;">Status</p>
          </td>

          <td data-label="Associated Columns" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e61 ">
            <ul>
              <li>
                <p>Validation Date</p>
              </li>

              <li>
                <p>Validated</p>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Display Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e55 ">
            <p style="margin-bottom:0;">Payment</p>
          </td>

          <td data-label="Associated Columns" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e61 ">
            <ul>
              <li>
                <p>Billing Account Name</p>
              </li>

              <li>
                <p>Billing Address</p>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Display Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e55 ">
            <p style="margin-bottom:0;">Number Assignment</p>
          </td>

          <td data-label="Associated Columns" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e61 ">
            <ul>
              <li>
                <p>Service Identifier</p>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Display Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e55 ">
            <p style="margin-bottom:0;">Installation</p>
          </td>

          <td data-label="Associated Columns" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e61 ">
            <ul>
              <li>
                <p>Connect Date</p>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Display Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e55 ">
            <p style="margin-bottom:0;">All</p>
          </td>

          <td data-label="Associated Columns" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e61 ">
            <ul>
              <li>
                <p>Billing Account Name</p>
              </li>

              <li>
                <p>Service Identifier</p>
              </li>

              <li>
                <p>Connect Date</p>
              </li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)

Note

These columns are always displayed on the Summary page, regardless of the display option selected:

- Member/Group
- Quantity
- Product Name
- Recurring Total
- One Time Total

The values in these columns can't be updated by using the **Enrich Quote** or **Enrich Order** button.

When you select one or more line items in the quote or order, the **Enrich Quote** or **Enrich Order** button is enabled. **Enrich Quote** or **Enrich Order** launches an OmniScript that allows you to enter or update values in the columns associated with the selected display option.

The OmniScript that is launched by **Enrich Quote** or **Enrich Order** varies depending on the selected display option. Each OmniScript allows you to update values in columns that are associated with the selected display option.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d44432e287">
            <p style="margin-bottom:0;">Display Option</p>
          </th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d44432e293">
            <p style="margin-bottom:0;">Associated OmniScript</p>
          </th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d44432e299">
            <p style="margin-bottom:0;">Columns That You Can Update</p>
          </th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Display Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e287 ">
            <p style="margin-bottom:0;">Payment</p>
          </td>

          <td data-label="Associated OmniScript" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e293 ">
            <p style="margin-bottom:0;">QuoteEnrichForPayment</p>
          </td>

          <td data-label="Columns That You Can Update" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e299 ">
            <ul>
              <li>
                <p>Billing Account </p>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Display Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e287 ">
            <p style="margin-bottom:0;">Number Assignment</p>
          </td>

          <td data-label="Associated OmniScript" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e293 ">
            <p style="margin-bottom:0;">QuoteEnrichForNumberAssignment</p>
          </td>

          <td data-label="Columns That You Can Update" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e299 ">
            <ul>
              <li>
                <p>Service Identifier</p>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Display Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e287 ">
            <p style="margin-bottom:0;">Installation</p>
          </td>

          <td data-label="Associated OmniScript" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e293 ">
            <p style="margin-bottom:0;">QuoteEnrichForInstallation</p>
          </td>

          <td data-label="Columns That You Can Update" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e299 ">
            <ul>
              <li>
                <p>Connect Date</p>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Display Option" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e287 ">
            <p style="margin-bottom:0;">All</p>
          </td>

          <td data-label="Associated OmniScript" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e293 ">
            <p style="margin-bottom:0;">QuoteEnrichForAll</p>
          </td>

          <td data-label="Columns That You Can Update" class="slds-cell-wrap" style="vertical-align:top;" headers="d44432e299 ">
            <ul>
              <li>
                <p>Billing Account</p>
              </li>

              <li>
                <p>Connect Date</p>
              </li>

              <li>
                <p>Service Identifier</p>
              </li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)

Note

The **Status** display option isn't associated with any OmniScript. This display option is intended to just show you the validation status of the quote line items or order line items. You can modify this display option and associate an OmniScript with it if required. See [Customize the Enrich Quote Options](https://help.salesforce.com/s/articleView?id=ind.comms_t_customize_the_enrich_quote_options_57749.htm&release=264.0.0&type=5 "Customize the enterprise quote and enterprise order enrichment options to suit your business needs. .").

To update quote or order information with Enrich Quote or Enrich Order, follow these instructions:

- **[Validate Quote Line Items or Order Line Items in Enterprise Sales Management (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.comms_t_validate_quote_line_items_in_enterprise_salesmanagement_57445.htm&release=264.0.0&type=5)**  
    Use the **Validate** button on the Summary page to check if any of the selected line items has a product for which the **Location Dependent** option is selected. If any of the selected line items are location dependent, the **Validate** button checks if a connection date is provided for those line items.
- **[View the Validation Status of Quote Line Items or Order Line Items (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.comms_t_view_the_validation_status_of_quote_line_items_57480.htm&release=264.0.0&type=5)**  
    The **Status** option in the **Displaying** list on the Summary page allows you to view the validation status of each quote line item or order line item.
- **[Update Billing Account Details for Quote or Order Line Items in Enterprise Sales Management (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.comms_t_update_payment_details_57531.htm&release=264.0.0&type=5)**  
    Use the Payment option in the Displaying list on the Summary page to show the billing account name and billing address for each quote line item or order line item.
- **[Enter Installation Details in Enterprise Sales Management (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.comms_t_enter_installation_details_in_enterprise_salesmanagement_57575.htm&release=264.0.0&type=5)**  
    The **Installation** option in the **Displaying** list on the Summary page allows you to update the **Connect Date** for products that require a connection date.
- **[Assign Phone Numbers in Enterprise Sales Management (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.comms_t_assign_phone_numbers_in_enterprise_salesmanagement_57636.htm&release=264.0.0&type=5)**  
    The **Number Assignment** option in **Displaying** on the Summary page is provided as a sample implementation. This option allows you to associate a phone number in the **Service Identifier** column with each quote line item or order line item.
- **[Enrich Order Product with Additional Information (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.comms_t_enrich_order_product_with_additional_information_58303.htm&release=264.0.0&type=5)**  
    In Enterprise Sales Management, any fields on the Quote Member object can be associated with corresponding fields on the Order Products object. When you provide specific values for these fields in an enterprise quote, those values are carried forward to the Order Product object. You can also update the Sub Orders page layout to display each field as a column on the Order Products page.
- **[Customize the Enrich Enterprise Quote or Enterprise Order Options (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.comms_t_customize_the_enrich_quote_options_57749.htm&release=264.0.0&type=5)**  
    Customize the enterprise quote and enterprise order enrichment options to suit your business needs. .