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Service Order

Represents an order that you’re submitting to Salesforce Partner Operations for processing and activation.

Field names are prefixed with CHANNEL_ORDERS__ unless otherwise noted.

Note

When you submit an order with the Channel Order App API, include these fields.

Fields

Created with New COA

Name: Created_with_new_COA__c
Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates that you’re using the latest version of the Channel Order App (COA). To ensure that your order is processed, check this field.

Contract

Name: Partner_Contract_Rules__c
Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Lookup to the related contract terms record. This field is required.

Customer Name

Name: Customer__c
Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Lookup to a customer record. Specify an existing customer record. You can’t populate customer details using the API. This field is required.

Date Partner Received Customer Order

Name: Date_Partner_Received_Customer_Order__c
Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Date you received the order from the customer. This field is required.

Date Customer Accepted SFDC Service Agreement

Name: Date_Customer_Accepted_SFDC_Svc_Agrmnt__c
Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Date the customer accepted the Salesforce service agreement. This field is required for OEM contracts.

Error Comment

Name: Error_Comment__c
Type: textarea
Properties: Create, Nillable, Sort, Update
Description: Stores comments or instructions from Salesforce Partner Operations when a submitted order can’t be processed.

I Certify a Corresponding Order is Rec’d

Name: I_certify__c
Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Confirmation that the order was received. Possible values are Yes and No. This field is required.

Order Type

Name: Order_Type__c
Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The type of order that you’re submitting for processing and activation. Possible values are Initial, Add-On, Reduction, Cancellation Order, Upgrade - Partner App, and Upgrade - Org Edition. Specify Upgrade - Partner App for a renewal order. Specify Upgrade - Org Edition for an upgrade order. This field is required.

Service Order Status

Name: Service_Order_Status__c
Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description: Status of the order. Possible values are Draft, Submitted, Received, In Process, Error, Activated, and Provisioned. You can submit only orders with a status of Draft.

Service Start Date

Name: Service_Start_Date__c
Type: date
Properties: Create, Filter, Group, Sort, Update
Description: Date to activate or provision the customer’s order. You can specify today’s date or a date in the future. This field is required.