Template that controls the behavior of a sales document. This
object is available in API version 54.0 and later.
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Fields
LastReferencedDate
- Type: dateTime
- Properties: Filter, Nillable, Sort
- Description: Most recent date on which a user referenced this record.
LastViewedDate
- Type: dateTime
- Properties: Filter, Nillable, Sort
- Description: Most recent date on which a user viewed this record.
Name
- Type: string
- Properties: Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
- Description: Unique identification of the record.
OwnerId
- Type: reference
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
-
Description: ID of the record owner.
This is a polymorphic relationship field.
- Relationship Name: Owner
- Relationship Type: Lookup
- Refers To: Group, User
RecordTypeId
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Represents the record type of the record.
This is a relationship field.
- Relationship Name: RecordType
- Relationship Type: Lookup
- Refers To: RecordType
cgcloud__Active__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Attribute that's used to either enable or disable the current template.
- Default value: true
cgcloud__Add_Former_Items__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Template setting controls whether items, which belong to a former sales document of the same business partner and of the same sales document template, are to be added to the disposal list. The system considers only sales documents that have reached a status of status type as Ready within the number of days specified in SdoMeta.ConsiderMaxHistoryDays.
- Default value: false
cgcloud__Add_Items_Json__c
- Type: textarea
- Properties: Create, Nillable, Update
- Description: JSON to customize the Add Items page.
cgcloud__Allow_Competitor_Products__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls whether foreign products can be used in the sales document.
- Default value: false
cgcloud__Allow_Header_Discount__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates if a user can provide a discount for the order. The app evaluates the discount percentage or amount from the valid pricing conditions for the order.
- Default value: false
cgcloud__Allowed_Orderer_Types__c
- Type: multipicklist
- Properties: Create, Filter, Nillable, Update
- Description: Allowed Orderer Types.
-
Possible values:
- Direct
- Indirect
- Replenishment
cgcloud__Barcode_Scan_Behavior__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Controls the behavior of barcode scanning of products: Select an item, and then increase the product quantity.
- Default value: SelectIncrease
-
Possible values:
- AddBatchNumber—Add Batch Number
- OnlySelect—Only Select
- SelectIncrease—Select Increase
- UserExit—User Exit
cgcloud__Can_Purchase_Number_Update_Allowed__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the driver is allowed to update the purchase number while reviewing the delivery document.
- Default value: false
cgcloud__Calculation_Schema__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Reference to the calculation schema that determines the
calculation schema that's used in truck load documents.
This is a relationship field.
- Relationship Name: cgcloud__Calculation_Schema__r
- Relationship Type: Lookup
- Refers To: cgcloud__CP_Calculation_Schema__c
cgcloud__Cancel_Reason_Required__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the user must provide a reason for order or delivery document cancellation.
- Default value: false
cgcloud__Cancel_Reason__c
- Type: multipicklist
- Properties: Create, Filter, Nillable, Update
- Description: Specifies the reason for the cancellation of the delivery document or order.
-
Possible values:
- CanceledByCall—Canceled By Call
- CashierNotAvailable—Cashier Not Available
- CustomerBlocked—Customer is credit blocked
- DoubleDelivery—Double Delivery
- Misentry
- NotEnoughMoney—Not Enough Money
- WrongDelivery—Wrong Delivery
- WrongPricing—Wrong Pricing
cgcloud__Capture_Release_Time__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Capture Release Time.
- Default value: false
cgcloud__Check__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls whether the delivery date is to be checked.
- Default value: true
cgcloud__Check_Out_Type__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Order is used for the inventory check-out.
- Default value: SKU Check-Out
-
Possible values:
- Counting Group Check-Out
- Express Check-Out
- Pallet Check-Out
- SKU Check-Out
cgcloud__Compute_Price__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Controls whether prices are computed for the items.
-
Possible values:
- 0—Save
- 1—Add and Save
- 2—No
- 3—External
- 4—Offline (Button)
- 5—Offline (Edit Mode)
cgcloud__Consider_Field_Availability__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Template setting controls whether the field state is to be considered when adding a product to the disposal list.
- Default value: false
cgcloud__Consider_History_In_Days__c
- Type: double
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Controls the number of days that are to be used to determine a last item.
cgcloud__Consider_Inventory__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Determines the products in the item list based on existing user inventories.
- Default value: false
cgcloud__Consider_Lead_Time__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the lead time is taken from the delivery recipient. Otherwise, the lead time of this template is taken. The maximum lead time is defined in both cases by the template.
- Default value: false
cgcloud__Consider_Listing__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: All products of active listings are considered according to the specified listing finding template.
-
Possible values:
- 0—No
- 1—Yes
- 2—User Exit
cgcloud__Consider_Modification_Reason__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Specifies whether modification reasons can be entered for modified items.
- Default value: false
cgcloud__Consider_OoS__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: The system adds out-of-stock products to the disposal list and/or presets their quantity.
-
Possible values:
- Add
- AddPreset—Add & Preset Quantity
- No
- Preset—Preset Quantity
cgcloud__Consider_Promotion__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: All products whose state is active and executable are considered according to the specified promotion finding template.
-
Possible values:
- 0—No
- 1—Yes
- 2—User Exit
cgcloud__Consider_Quantity_Suggestion__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Presetting of the ordered quantity via either the calculated quantity suggestion or preordered quantity.
-
Possible values:
- LQtyStock—Last Quantities & Stock
- Lqty—Last Quantities
- No
- Pqty—Preordered Quantity
cgcloud__Consider_Saturday__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: If 1 (true): deliveries on Saturdays are allowed.
- Default value: false
cgcloud__Consider_Selectable_Promotion__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Enables selectable promotions on Mobility.
- Default value: false
cgcloud__Consider_Stock__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Specifies whether the current stock is to be considered for quantity suggestion in the web display of the disposal list. Currently, it's additionally used to display the current stock in the disposal list of the Mobility device.
- Default value: false
cgcloud__Consider_Sunday__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: If 1 (true): deliveries on Sundays are allowed.
- Default value: false
cgcloud__Creation_Platform__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Indicates the platform on which this template can be used to create sales documents.
- Default value: Laptop
-
Possible values:
- Both
- Laptop
- Mobility
cgcloud__Customer_Selling_Assortment__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls whether the customer selling assortment is used to preset the disposal list. - 0/No: The system doesn't consider any customer selling assortment. - 1/Yes: The system filters the disposal list subject to the customer selling assortment. All other template attributes for the disposal list control are to be considered also.
- Default value: false
cgcloud__Deletion_Allowed__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Defines whether it’s allowed to delete any object of the template.
- Default value: false
cgcloud__Delivery_Date_Calculation__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Controls how the delivery date is determined.
- Default value: Built In
-
Possible values:
- Built In
- No
- Today
- User Exit
cgcloud__Description_Language_1__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Stores the description in language 1.
cgcloud__Description_Language_2__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Stores the description in language 2.
cgcloud__Description_Language_3__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Stores the description in language 3.
cgcloud__Description_Language_4__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Stores the description in language 4.
cgcloud__Description__c
- Type: string
- Properties: Filter, Nillable, Sort
-
Description: Description based on the user-specifiied language.
This is a calculated field.
-
Formula:
CASE($User.cgcloud__Language_Postfix__c, "Language1", cgcloud__Description_Language_1__c, "Language2", cgcloud__Description_Language_2__c, "Language3", cgcloud__Description_Language_3__c, "Language4", cgcloud__Description_Language_4__c, cgcloud__Description_Language_1__c)
cgcloud__Disposal_List_Proposal__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Controls whether and how the disposal list is built for this sales document template.
- Default value: Proposal
-
Possible values:
- None
- Proposal
- Talon
- UserExit—User Exit
cgcloud__Document_Transaction_Type__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies how to manage a sales document regarding payments.
-
Possible values:
- CashInvoice—Delivery Cash Invoice
- CreditInvoice—Delivery Credit Invoice
- CashOrder—Cash Order
- CreditMemo—Credit Memo
- CreditOrder—Credit Order
- InvoiceCashInvoice—Cash Invoice
- InvoiceCreditInvoice—Credit Invoice
- NoPayment—No Payment
- NoPaymentOrder—No Payment Order
- VanSalesCashInvoice—Van Sales Cash Invoice
- VanSalesNoPaymentInvoice—Van Sales No Payment Invoice
- NonValuatedDeliveryNote—Non Valuated Delivery Note
- ValuatedDeliveryNote—Valuated Delivery Note
cgcloud__Document_Type__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies how to handle a sales document regarding payments.
-
Possible values:
- CashCheckIn—Cash Check In
- CashCheckOut—Cash Check Out
- Delivery
- OrderEntry—Order Entry
- ProductCheckIn—Product Check In
- ProductCheckOut—Product Check Out
- TruckAudit—Truck Audit
cgcloud__Flat_Item_List_Grouping__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: When displaying the disposal list as a flat list on the Mobility device, the items are to be grouped in accordance with the product groups of the specified level.
-
Possible values:
- Brand
- Category
- Flavor
- Package
- Product
- SubCategory
cgcloud__Free_Items_Json__c
- Type: textarea
- Properties: Create, Nillable, Update
- Description: JSON to customize the Free Items page.
cgcloud__Generate_Pricing_Information__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Controls the storage of pricing information in the respective order item/order object. And these pricing details are shown during printing or print preview.
- Default value: No
-
Possible values:
- No
- Yes
- YesOV—Yes (Optimised Version)
cgcloud__Generate_Pricing_Log__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Controls whether the pricing engine writes or synchronizes pricing logs.
-
Possible values:
- No
- Yes
cgcloud__Generate_Rewards_Log__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: This attribute can be used by users to switch on/off the generation of the Rewards log file when the order is saved.
- Default value: Yes
-
Possible values:
- No
- Yes
cgcloud__Hide_Wholesaler__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls whether the attribute Broker/Wholesaler is hidden in the UI.
- Default value: false
cgcloud__Id_Generation__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Controls the behavior of the document number generation.
-
Possible values:
- Creation—Number generation at creation time
- Default—Default behavior (Web: On Save, Mobile: On Sync)
- Release—Number generation at release time
cgcloud_Inventory_Filter__C
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Determines whether the inventory products are considered for creating and validating the disposal list.
- Default value: false
cgcloud__Inventory_Reference_1__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Defines the first inventory reference usage.
-
Possible values:
- ActualUser—Actual User
- ActualVehicle—Actual Vehicle
- DefaultUser—Default User
- DefaultVehicle—Default Vehicle
- Tour
cgcloud__Inventory_Reference_2__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Defines the second inventory reference usage.
-
Possible values:
- ActualUser—Actual User
- ActualVehicle—Actual Vehicle
- DefaultUser—Default User
- DefaultVehicle—Default Vehicle
- Tour
cgcloud__Inventory_Reference_3__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Defines the third inventory reference usage.
-
Possible values:
- ActualUser—Actual User
- ActualVehicle—Actual Vehicle
- DefaultUser—Default User
- DefaultVehicle—Default Vehicle
- Tour
cgcloud__Inventory_Reference_4__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Defines the fourth inventory reference usage.
-
Possible values:
- ActualUser—Actual User
- ActualVehicle—Actual Vehicle
- DefaultUser—Default User
- DefaultVehicle—Default Vehicle
- Tour
cgcloud__Inventory_Reference_5__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Defines the fifth inventory reference usage.
-
Possible values:
- ActualUser—Actual User
- ActualVehicle—Actual Vehicle
- DefaultUser—Default User
- DefaultVehicle—Default Vehicle
- Tour
cgcloud__Invoice_Id_Generation__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Controls the way in which an invoice number is generated.
-
Possible values:
- Creation—Number generation at creation time
- Default—Default behavior (Web: On Save, Mobile: On Sync)
- NoGen—No Number generation
- Release—Number generation at release time
cgcloud_Invoice_Number_Definition__C
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Defines the format of the system-generated invoice ID. This is a relationship field.
- Relationship Name: cgcloud__System_Number__r
- Relationship Type: Lookup
- Refers To: cgcloud__System_Number__c
cgcloud__Is_Partial_Payment_Allowed__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether the driver is allowed to collect partial payment for the cash order or delivery document.
- Default value: false
cgcloud__Item_Input_Required__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: All items of the sales document must have been edited (entered quantity) before releasing the document.
- Default value: false
cgcloud__Item_Presetting_Policy__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies whether the system shows the presetting of item values in the truck load and cash documents.
-
Possible values:
- BlindMode—Blind Lines
- NonBlindMode—Non Blind Lines
- Prepopulated
cgcloud__List_Option__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies the default list option in the sales document.
-
Possible values:
- Flat List
- Hierarchy
cgcloud__Listing_Finding_Date__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Controls the date that's used for the product finding algorithms of customer authorization lists.
- Default value: ListingDate
-
Possible values:
- DeliveryDate—Delivery Date
- InitiationDate—Initiation Date
- ListingDate—Listing Date
- OrderDate—Order Date
cgcloud__Listing_Finding__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Reference to the authorization list finding template, which controls the behavior of the algorithm.
- Default value: None
-
Possible values:
- Hit—First Hit
- None
cgcloud__Manual_Adjustment__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls whether the delivery date can be edited by the user.
- Default value: true
cgcloud__Max_Lead_Time__c
- Type: double
- Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
- Description: Number of maximum days that are allowed to place an order before the planned delivery date.
cgcloud__Max_Order_Value__c
- Type: double
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Maximum order value that's accepted for orders of this template.
cgcloud__Min_Lead_Time__c
- Type: double
- Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
- Description: Number of minimum days needed to process the order and prepare the delivery.
cgcloud__Min_Order_Value__c
- Type: double
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Minimum order value that's accepted for orders of this template. The system only considers the value if it's >=0.01.
cgcloud__Mobility_Relevant__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls the validation of restrictions that are necessary for usage on mobility devices.
- Default value: false
cgcloud__Notify_Outdated_Calculation__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls whether the system issues a warning message about an outdated complex pricing calculation when opening the order.
- Default value: false
cgcloud__Number_Of_Historic_Quantities__c
- Type: double
- Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
- Description: Number of historical orders that are to be considered for quantity suggestion.
cgcloud__Order_Details_Json__c
- Type: textarea
- Properties: Create, Nillable, Update
- Description: JSON to customize the Order Details page.
cgcloud__Order_Items_Json__c
- Type: textarea
- Properties: Create, Nillable, Update
- Description: JSON to customize the Order Items section.
cgcloud__Order_Page_Header_Json__c
- Type: textarea
- Properties: Create, Nillable, Update
- Description: JSON to customize the Order Page Header section.
cgcloud__Payment_Modification_Reason__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies whether modification reasons can be entered for the difference in payments.
-
Possible values:
- Mandatory
- Notrequired—Not required
- Optional
cgcloud__Price_Type__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Determines the Price Type value for every product.
-
Possible values:
- NotRelevant—Not Relevant
- consumer—Consumer
- factory—Factory
cgcloud__Pricing_Date__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Defines the date that's to be used for complex price calculation.
-
Possible values:
- DeliveryDate—Delivery Date
- OrderDate—Order Date
cgcloud__Pricing_Type__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Defines the pricing type of the order template.
-
Possible values:
- A—Standard
- C—Free of Charge
- F—Sample/Donate
- Q—Return
- T—Refusal
- V—Contract
cgcloud__Product_Check_In_Policy__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Defines whether a complete or partial product check-in is required at the end of a tour. The truck inventory check-out document controls the way check-in is required.
-
Possible values:
- Complete—Complete check-in is mandatory
- Optional—Check-in is optional
- Partial—Check-in is mandatory, partial check-in allowed
cgcloud__Product_Selector_Groups__c
- Type: multipicklist
- Properties: Create, Filter, Nillable, Update
- Description: Used for mobility.
-
Possible values:
- All
- Basket
- Brand
- New
- Out of Stock
- Promotion
- Sub-Category
cgcloud__Promotion_Filter_Selection__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Determines the presetting of promotion filter for promotional orders. The system shows the order in the disposal list with either the first valid selectable promotion or without any selectable promotion.
- Default value: 0
-
Possible values:
- 0—No Promotion
- 1—First Promotion
cgcloud__Promotion_Finding_Date__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Controls the date that's used for product finding algorithms of promotion tactics.
- Default value: ListingDate
-
Possible values:
- DeliveryDate—Delivery Date
- InitiationDate—Initiation Date
- ListingDate—Listing Date
- OrderDate—Order Date
cgcloud__Promotion_Finding__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Reference to the promotion finding template.
-
Possible values:
- Collection—Collection Algorithm
- None
cgcloud__Quantity_Rounding__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Quantity Rounding.
- Default value: Off
-
Possible values:
- Off
- RoundingAlwaysOn—Rounding Always On
- RoundingDefaultOff—Rounding Default Off
- RoundingDefaultOn—Rounding Default On
cgcloud__Recalculation_Required__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Controls whether forced recalculation is required in complex pricing if the calculation date diverges from the current date.
-
Possible values:
- AlwaysCalculate—Always Calculate
- No
- Yes
- YesNotify—Yes (With Notification)
cgcloud__Release_Platform__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Describes the platform that can be used to release the order that references this template.
- Default value: All
-
Possible values:
- All
- Mobility
cgcloud__Report__c
- Type: string
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Controls the type of report that's used.
cgcloud__Sales_Document_Assortment_Filter__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls whether the sales document template assortment is to be considered when building and validating the disposal list.
- Default value: false
cgcloud__Sales_Document_Assortment__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls whether the sales document template assortment is used to preset the disposal list. - 0/No: The system doesn't consider any sales document template assortment. - 1/Yes: The system presets the disposal list subject to the sales document template assortment. All other template attributes for the disposal list control have to be considered also.
- Default value: false
cgcloud__Sales_Org__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description: Sales org to which the order template belongs.
-
Possible values:
- 0000
- 0001
- 0002
- 0003
cgcloud__Selling_Assortment_Filter__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Controls whether the customer selling assortment is to be considered when validating the disposal list. No: The system doesn't consider any customer selling assortment. Yes: The system filters the disposal list subject to the customer selling assortment. The validation verifies the assignment of each product to the according assortment.
- Default value: false
cgcloud__Signature_Template__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Reference to a signature template.
This is a relationship field.
- Relationship Name: cgcloud__Signature_Template__r
- Relationship Type: Lookup
- Refers To: cgcloud__Signature_Template__c
cgcloud__Sort__c
- Type: double
- Properties: Create, Filter, Nillable, Sort, Update
- Description: Position of this instance in overviews or toggles.
cgcloud__Special_Order_Handling__c
- Type: picklist
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Used for complex pricing calculations.
- Default value: No
-
Possible values:
- ExclusiveSpecialOrder—Exclusive Special Order
- InclusiveSpecialOrder—Inclusive Special Order
- No
cgcloud__Special_Order__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates the ability to use the template along with talon tactics.
- Default value: false
cgcloud__Sync_Options__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Sync Options.
-
Possible values:
- Cancel
- No
- Release
- ReleaseCancel—Release Cancel
cgcloud__System_Number__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Lookup to the System Number.
This is a relationship field.
- Relationship Name: cgcloud__System_Number__r
- Relationship Type: Lookup
- Refers To: cgcloud__System_Number__c
cgcloud__Transaction_Receiver__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Specifies for whom the inventory transactions are to be written. For example, either for the initiator or for the owner of the respective sales or inventory document.
-
Possible values:
- Initiator
- Owner
cgcloud__Use_Built_In_Pricing__c
- Type: picklist
- Properties: Create, Filter, Group, Nillable, Sort, Update
- Description: Controls whether built-in pricing is used to or the whole pricing is done by a user exit.
-
Possible values:
- No
- Yes
cgcloud__Use_Customer_Document_TA_Type__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Specifies whether the handling type of the customer is to be considered .
- Default value: false
cgcloud__User_Roles__c
- Type: multipicklist
- Properties: Create, Filter, Nillable, Update
- Description: User roles that are assigned to the order template.
-
Possible values:
- CGCloud_KAM
- CGCloud_Master_Data_Admin
- CGCloud_Retail_Admin
- CGCloud_Sales_User
- CGCloud_Security_Admin
- CGCloud_Supervisor
- CGCloud_Tour_User
cgcloud__Valid_From__c
- Type: date
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Date from which the entry is valid.
cgcloud__Valid_Thru__c
- Type: date
- Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
- Description: Date until which the entry is valid.
cgcloud__Wholesaler_Required__c
- Type: boolean
- Properties: Create, Defaulted on create, Filter, Group, Sort, Update
- Description: Indicates whether a wholesaler or broker reference is required for sales documents of this template.
- Default value: false
cgcloud__Workflow__c
- Type: reference
- Properties: Create, Filter, Group, Nillable, Sort, Update
-
Description: Reference to the workflow.
This is a relationship field.
- Relationship Name: cgcloud__Workflow__r
- Relationship Type: Lookup
- Refers To: cgcloud__Workflow__c
Associated Objects
Associated Objects
This object has these 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.
- cgcloud__Order_Template__cChangeEvent: Change events are available for the object.
- cgcloud__Order_Template__cFeed: Feed tracking is available for the object.
- cgcloud__Order_Template__cHistory: History is available for the tracked fields of the object.
- cgcloud__Order_Template__cOwnerSharingRule: Sharing rules are available for the object.
- cgcloud__Order_Template__cShare: Sharing is available for the object.