--- schema_version: "1" id: 514757a31c77f5740a1fbaa1c6270a307995c0181c7350c6255a3bd1bac5455b title: OrderSpec collection: developer version: current locale: en-us portal_url: https://docs.salesforce.com/developer/current/en-us/industries/advanced-orders-for-telesales/references/standard-objects/order-spec.md canonical_url: https://developer.salesforce.com/docs/industries/advanced-orders-for-telesales/references/advanced-orders-for-telesales-objects/order-spec.html source_site: developer.salesforce.com content_type: documentation content_hash: e5209a80f791be36d8fc0904344cf4ab673f8c09650db68a35eccc629218a2ff products: - Advanced Orders for Telesales Developer Guide - Industries Developer Documentation --- # OrderSpec OrderSpec (Order Specification) is a top-level template used by the Advanced Orders feature to define the behavior and rules for a category of orders — such as which order types are allowed, how pricing is calculated and recalculated, how delivery dates and lead times are determined, and how inventory, promotions, and authorization lists are handled. Individual orders reference an OrderSpec (via the Order object's extension field) to inherit this configured behavior. This object is available in API version 68.0 and later. ## Supported Calls `create()`, `delete()`, `describeLayout()`, `describeSObjects()`, `getDeleted()`, `getUpdated()`, `query()`, `retrieve()`, `search()`, `undelete()`, `update()`, `upsert()` ## Special Access Rules Available only in orgs with the Manufacturing Cloud or Automotive Cloud Advanced Orders feature enabled. ## Fields ### AllowedOrdererTypes **Type:** multipicklist **Properties:** Create, Filter, Nillable, Update **Description:** The types of users or parties allowed to place orders under this order specification (for example, sales rep, customer self-service). ### AuthorizationListFinding **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** Determines how authorization list results are combined when validating whether a product can be ordered. Possible values are CombineAll—Combine All and FirstMatch—First Match. ### BarcodeScanBehavior **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** Determines what happens when a product barcode is scanned while building an order. Possible values are AddBatchNumber—Add Batch Number, OnlySelect—Only Select, SelectIncrease—Select and Increase, and UserExit—User Exit. ### CanUpdatePurchaseNumber **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether the purchase order number can be updated after the order is created. The default value is false. ### CnclReasons **Type:** multipicklist **Properties:** Create, Filter, Nillable, Update **Description:** The set of reasons that can be selected when an order under this order specification is canceled. ### CreationPlatform **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** The platform on which orders using this order specification can be created. Possible values are Both, Laptop, and Mobility. ### CurrencyIsoCode **Type:** picklist **Properties:** Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** The ISO code for the currency of this order specification record. Possible values are: AED (UAE Dirham), USD (U.S. Dollar), and every other active currency ISO code configured for the org. The default value is USD. ### DeliveryDateCalculation **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** Determines whether and how a delivery date is calculated for orders using this order specification. Possible values are None and Standard. ### Description **Type:** string **Properties:** Create, Filter, Group, Nillable, Sort, Update **Description:** A description of the order specification. ### DisplaySequence **Type:** int **Properties:** Create, Filter, Group, Nillable, Sort, Update **Description:** The display order of this order specification relative to other order specifications, for example in a picker UI. ### DisposalListProposal **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** Determines whether a disposal list proposal is generated for orders using this order specification. Possible values are None and Proposal. ### DocumentTransactionType **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** The transaction type of the resulting document (invoice, delivery note, and so on) generated from orders using this order specification. Possible values are CashInvoice, CashOrder, CreditInvoice, CreditMemo, CreditOrder, InvoiceCashInvoice, InvoiceCreditInvoice, NoPayment, NoPaymentOrder, NonValuatedDeliveryNote, ValuatedDeliveryNote, VanSalesCashInvoice, and VanSalesNoPaymentInvoice. ### DocumentType **Type:** picklist **Properties:** Create, Filter, Group, Restricted picklist, Sort, Update **Description:** The type of document generated for orders using this order specification. Possible values are CashCheckIn, CashCheckOut, Delivery, Invoice, OrderEntry, ProductCheckIn, ProductCheckOut, and TruckAudit. ### DoesAllowDlvrDateAdj **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether the delivery date can be adjusted on orders using this order specification. The default value is false. ### DoesAllowHdrDiscount **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether a header-level discount can be applied to orders using this order specification. The default value is false. ### DoesIncludeFormerItem **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether previously ordered (former) items are included when building an order under this order specification. The default value is false. ### IncludeAuthorizationList **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** Determines whether an authorization list is applied when selecting products for orders using this order specification. Possible values are No, UserExit—User Exit, and Yes. ### IncludeOutOfStock **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** Determines whether out-of-stock products are included when building orders under this order specification. Possible values are Add, AddAndPresetQuantity—Add and Preset Quantity, No, and PresetQuantity—Preset Quantity. ### IncludePromotions **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** Determines whether promotions are considered for orders using this order specification. Possible values are No, UserExit—User Exit, and Yes. ### InternalOrganizationUnitId **Type:** reference **Properties:** Create, Filter, Group, Nillable, Sort, Update **Description:** The internal organization unit associated with this order specification. **Relationship Name:** InternalOrganizationUnit **Refers To:** InternalOrganizationUnit ### IsActive **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether this order specification is active and available for use on orders. The default value is false. ### IsCnclReasonRequired **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether a cancellation reason is required when canceling an order under this order specification. The default value is false. ### IsDeletionAllowed **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether orders using this order specification can be deleted. The default value is false. ### IsFulfillmentAcctRequired **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether a fulfillment account is required on orders using this order specification. The default value is false. ### IsInventoryFilterConsidered **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether inventory filters are applied when building orders under this order specification. The default value is false. ### IsLocationAuthListEnabled **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether a location-based authorization list is enabled for orders using this order specification. The default value is false. ### IsMobileRelevant **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether this order specification is relevant for mobile order-taking. The default value is false. ### IsOrderSpecAsrmtFltrCsdn **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether the order specification's assortment filter is considered when building orders. The default value is false. ### IsOrderSpecAsrmtIncluded **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether the order specification's assortment is included when determining orderable products. The default value is false. ### IsPricingInfoStored **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether the pricing information is stored on the order or order item. Used for printing and print previews. The default value is false. ### IsPricingLogGenerated **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether the pricing engine generates execution logs for this order type. The default value is false. ### IsProdtFldStatusConsidered **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether product field status settings are considered when building orders under this order specification. The default value is false. ### IsStockDisplayed **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether available stock is displayed to the user when building orders under this order specification. The default value is false. ### LastReferencedDate **Type:** dateTime **Properties:** Filter, Nillable, Sort **Description:** The timestamp when the current user last accessed this record or a related record. ### LastViewedDate **Type:** dateTime **Properties:** Filter, Nillable, Sort **Description:** The timestamp when the current user last viewed this record. ### LookbackPeriodInDays **Type:** int **Properties:** Create, Filter, Group, Nillable, Sort, Update **Description:** The number of days to look back at order history when applying rules (such as former-item inclusion) for this order specification. ### MaxLeadTime **Type:** int **Properties:** Create, Filter, Group, Nillable, Sort, Update **Description:** The maximum lead time, in days, allowed for orders using this order specification. ### MaxOrderValue **Type:** double **Properties:** Create, Filter, Nillable, Sort, Update **Description:** The maximum total value allowed for an order using this order specification. ### MinLeadTime **Type:** int **Properties:** Create, Filter, Group, Nillable, Sort, Update **Description:** The minimum lead time, in days, required for orders using this order specification. ### MinOrderValue **Type:** double **Properties:** Create, Filter, Nillable, Sort, Update **Description:** The minimum total value required for an order using this order specification. ### MobileProductLevelGrouping **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Sort, Update **Description:** Determines how products are grouped when displayed on a mobile order-taking screen for this order specification. ### Name **Type:** string **Properties:** Create, Filter, Group, idLookup, Sort, Update **Description:** The name of the order specification. ### OwnerId **Type:** reference **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** The user or queue that owns this order specification record. **Relationship Name:** Owner **Refers To:** Group, User ### PriceCalcDateSource **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** The base date used for complex price calculation. Possible values are DeliveryDate—Delivery Date and OrderDate—Order Date. ### PricingRecalculationPolicy **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** The recalculation behavior when the calculation date differs from the current date. Possible values are AlwaysCalculate—Always Calculate, No, Yes, and YesNotify—Yes Notify. ### PricingType **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** The pricing category of the order specification. Possible values are Contract, Donate, FreeOfCharge—Free of Charge, Refusal, Return, Sample, and Standard. ### ReferencedApprovalStatus **Type:** multipicklist **Properties:** Create, Filter, Nillable, Update **Description:** The approval statuses referenced by this order specification when evaluating whether an order can proceed. ### ShouldAutoSelectPromotion **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether eligible promotions are automatically selected on orders using this order specification. The default value is false. ### ShouldCaptrReleaseTime **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether the release time is captured for orders using this order specification. The default value is false. ### ShouldChkDeliveryDate **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether the delivery date is validated when creating or updating orders under this order specification. The default value is false. ### ShouldConsiderLeadTime **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether lead time is considered when calculating delivery dates for orders using this order specification. The default value is false. ### ShouldConsiderSaturday **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether Saturday is treated as a working day when calculating dates for orders using this order specification. The default value is false. ### ShouldConsiderSunday **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether Sunday is treated as a working day when calculating dates for orders using this order specification. The default value is false. ### ShouldConsidrModReason **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether a modification reason must be considered when an order using this order specification is changed. The default value is false. ### ShouldCustSlsDocTrxnType **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether the customer's sales document transaction type is used for orders under this order specification. The default value is false. ### ShouldIncludeInventory **Type:** boolean **Properties:** Create, Defaulted on create, Filter, Group, Sort, Update **Description:** Indicates whether inventory availability is included when building orders under this order specification. The default value is false. ### SpecialOrderHandling **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** Determines how special (non-standard) orders are handled under this order specification. Possible values are ExclusiveSpecialOrder—Exclusive Special Order, InclusiveSpecialOrder—Inclusive Special Order, and No. ### SyncTriggerOption **Type:** picklist **Properties:** Create, Filter, Group, Nillable, Restricted picklist, Sort, Update **Description:** Determines what triggers synchronization for orders using this order specification. Possible values are Cancel, No, Release, and ReleaseCancel—Release and Cancel. ### UsageType **Type:** picklist **Properties:** Create, Filter, Group, Restricted picklist, Sort **Description:** The usage category of this order specification. Possible values are Retail. ### ValidFrom **Type:** date **Properties:** Create, Filter, Group, Sort, Update **Description:** The date this order specification becomes valid and available for use. ### ValidTo **Type:** date **Properties:** Create, Filter, Group, Sort, Update **Description:** The date this order specification is no longer valid for use. ## Associated Objects This object has the following associated objects. If the API version isn't specified, they're available in the same API versions as this object. Otherwise, they're available in the specified API version and later. - [OrderSpecChangeEvent](https://developer.salesforce.com/docs/industries/advanced-orders-for-telesales/references/associated-objects/change-event.md): Change events are available for the object. - [OrderSpecFeed](https://developer.salesforce.com/docs/industries/advanced-orders-for-telesales/references/associated-objects/feed.md): Feed tracking is available for the object. - [OrderSpecHistory](https://developer.salesforce.com/docs/industries/advanced-orders-for-telesales/references/associated-objects/history.md): History is available for tracked fields of the object. - [OrderSpecOwnerSharingRule](https://developer.salesforce.com/docs/industries/advanced-orders-for-telesales/references/associated-objects/owner-sharing-rule.md): Sharing rules are available for the object. - [OrderSpecShare](https://developer.salesforce.com/docs/industries/advanced-orders-for-telesales/references/associated-objects/share.md): Sharing is available for the object.