Configure account roles to set the allowed orderer type (Direct or Indirect) for
customer accounts. This setup ensures that telesales reps can select only order specifications
that match the customer's authorized orderer type.
Required Editions
| User Permissions Needed |
| To configure account roles: |
Order Capture for Manufacturing |
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From the App Launcher, find and select Account Roles.
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Click New, or open an existing Account Role record.
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Enter a name for the account role.
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For Allowed Orderer Type, select the ordering
classification.
- Direct: The customer places orders directly with the
manufacturer.
- Indirect: The customer places orders that are fulfilled
through a third-party wholesaler or broker.
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Save your changes.
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Assign the AccountRole record to the customer account.
