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Create Order Specifications for Advanced Orders for Telesales

Create the order template that sets an order's rules, valid dates, delivery logic, and product authorization.

Required Editions

View supported editions
User Permissions Needed
To create order specifications: Order Capture for Manufacturing
  1. From the App Launcher, find and select Order Specification.
  2. Click New.
  3. Enter the required details.
    Field Description
    Name Name of the order specification (order template).
    Description Description of the order specification.
    Internal Organization Unit Business unit (IOU) that owns and scopes this order specification.
    Usage Type Business process that the template applies to.
    Document Type Type of order document; distinguishes Direct Store Delivery (DSD) from non-DSD orders.
    Display Sequence Numeric value setting the display sequence of templates in UI lists.
    Valid From Start date from which the specification is valid.
    Valid To End date until which the specification is valid.
    Active Indicates whether the template is active.
    Is Deletion Allowed Determines whether draft orders created from this template can be deleted.
    Referenced Approval Status Order statuses that mark an approval-required phase.
    Fulfillment Account Required Specifies whether a Wholesaler or Broker account (FulfillmentAccountId) is required on the order for indirect ordering scenarios.
    Allowed Orderer Types Types of orderers allowed (Direct/Indirect). Validates against AccountRole.AllowedOrdererType on the ordering account.
    Lookback Period In Days Number of past days to evaluate historical orders when generating product and quantity suggestions.
    Is Product Field Status Considered Indicates whether field status is evaluated when building product proposal lists.
    Delivery Date Calculation Calculation rule used to calculate and validate order delivery dates.
    Should Check Delivery Date Indicates whether the delivery date is validated.
    Should Consider Lead Time Includes lead-time considerations in delivery date calculations.
    Should Consider Saturday Indicates whether delivery is allowed on a Saturday.
    Should Consider Sunday Indicates whether delivery is allowed on a Sunday.
    Max Lead Time Maximum lead time (in days) for delivery date calculation and validation.
    Min Lead Time Minimum lead time (in days) for delivery date calculation and validation.
    Include Authorization List Enable to show the account's store assortment products on the order screen. When enabled, the order screen displays the products authorized for the ordering account through its store assortments.
    Location Authorization List Enable to show location assortment products, the products stocked at the warehouse or distribution center that supplies the account. Use this in addition to Include Authorization List for direct store delivery flows.
    Authorization List Finding Method the product authorization and listing algorithm uses to determine which products a customer can order.
  4. Save your changes.
Note
Note Assortments don't appear on the order screen unless you enable authorization listing on the order specification.

For every field on the order specification and its allowed values, see the Order Capture object reference.