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OrderSource

Represents the source details of an order. This object captures the point of origin for an order and the subsequent action, ensuring full traceability for audit purposes and operational visibility across any organizational process. This object is available in API version 67.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

Users must have the Manage Pricing and Billing permission set.

Fields

CareServiceVisitId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The care service visit that’s associated with the work order.

    This field is a relationship field.

  • Relationship Name: CareServiceVisit
  • Refers To: CareServiceVisit

Comment

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The comments associated with the order.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date and time when the record was last referenced.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date and time when the record was last viewed.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the record.

OrderId

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The ID of the order associated with the source.

    This field is a relationship field.

  • Relationship Name: Order
  • Relationship Type: Master-detail
  • Refers To: Order (the master object)

ReasonType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The business reason for creating the order from the specified source.

SourceReferenceRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The ID of the reference record used as the source for the order.

    This field is a polymorphic relationship field.

  • Relationship Name: SourceReferenceRecord
  • Refers To: WorkOrder

WorkOrderId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the work order associated with the order.

    This field is a relationship field.

  • Relationship Name: WorkOrder
  • Refers To: WorkOrder

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.

OrderSourceHistory
History is available for tracked fields of the object.
OrderSourceShare
Sharing is available for the object.