Update Revenue Settings to align the pricing procedure and order creation flow with your organization's requirements.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create user profiles and users: | Energy & Utilities Cloud Features |
- From Setup, in the Quick Find box, enter Revenue Settings, and then select Revenue Settings.
- Under the Set Up Salesforce Pricing section, select Utilities Sales Default Pricing Procedure from the dropdown list.
- Under the Set Up Flow for Creating Orders from Quotes section, enter Create_Orders_From_Quote as the API name, and then click Save.