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OrderSummary

Represents the current properties and state of an order. Corresponds to one or more order objects, consisting of an original object and any change objects applicable to it. This object is available in API version 48.0 and later.

For performance and data integrity reasons, CRUD operations on OrderSummary records don't fire Apex triggers.

Supported Calls

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

Special Access Rules

This object is only available in Salesforce Order Management orgs or if the B2B Commerce license is enabled.

Fields

Field Details
AccountId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
ID of the account or person account associated with the OrderSummary. It represents the shopper in the storefront.
If the OrderLifeCycleType field on the associated OrderSummary is set to UNMANAGED, then users with the Edit Unmanaged Order Summaries or B2B Commerce Integrator user permission can modify this field.
This field is a relationship field.
Relationship Name
Account
Relationship Type
Lookup
Refers To
Account
ActiveProcess​ExceptionCount
Type
int
Properties
Filter, Group, Nillable, Sort
Description
Total number of active process exceptions on the OrderSummary.
This field is available in API version 50.0 and later.
BillingAddress
Type
address
Properties
Filter, Nillable
Description
Billing address associated with the OrderSummary.
If the OrderLifeCycleType field on the associated OrderSummary is set to UNMANAGED, then users with the Edit Unmanaged Order Summaries or B2B Commerce Integrator user permission can modify this field.
BillingCity
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Billing address city.
BillingCountry
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Billing address country.
BillingCountry​Code
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The ISO country code for the billing address. The default value is US.
BillingEmail​Address
Type
email
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Email address on the billing address.
BillingGeocode​Accuracy
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The accuracy of the geocode for the billing address.
Possible values are:
  • Address
  • Block
  • City
  • County
  • ExtendedZip
  • NearAddress
  • Neighborhood
  • State
  • Street
  • Unknown
  • Zip
BillingLatitude
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with BillingLongitude to specify the precise geolocation of the billing address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
BillingLongitude
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with BillingLatitude to specify the precise geolocation of the billing address. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.
BillingPhoneNumber
Type
phone
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Phone number of the billing address.
BillingPostalCode
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Billing address postal code.
BillingState
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Billing address state.
BillingState​Code
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The ISO state or province code for the billing address.
BillingStreet
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Billing address street.
BillToContactId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort
Description
ID of the Contact associated with the OrderSummary. It represents the shopper in the storefront when not using person accounts.
If the OrderLifeCycleType field is set to UNMANAGED, then users with the Edit Unmanaged Order Summaries or B2B Commerce Integrator user permission can modify this field.
This field is available in API version 49.0 and later.
Relationship Name
BillToContact
Relationship Type
Lookup
Refers To
Contact
BusinessModel
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The business model of the OrderSummary.
Possible values are:
  • B2B
  • B2C
This field is available in API version 53.0 and later.
ChangeOrderId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
Reserved for future use.
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Available only with the multicurrency feature enabled. Contains the ISO code for the currency of the original Order associated with the OrderSummary.
Possible values are:
  • DKK—Danish Krone
  • EUR—Euro
  • GBP—British Pound
  • USD—U.S. Dollar
The default value is USD.
This field is available in API version 49.0 and later.
Description
Type
textarea
Properties
Create, Nillable, Update
Description
Description of the OrderSummary.
This field can be edited.
ExternalReference​Identifier
Type
string
Properties
Filter, Group, idLookup, Nillable, Sort, Update
Description
Used internally to prevent duplicate records. This value is case-sensitive.
In API version 56.0 and later, for orders ingested from B2C Commerce, this value is set to B2C realm ID + "_" + B2C instance ID + "@" + B2C Commerce catalog/domain ID + "@" + B2C Commerce order number.
In API version 55.0, the standard B2C Commerce integration set this value to "SFDC" + "@" + nanotime + "@" + UUID and High Scale Orders set it to the value used in later versions.
This field is available in API version 54.0 and later.
GrandTotalAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total amount, including adjustments and tax, of the OrderSummary.
IsSuspended
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the OrderSummary is suspended. The default value is false.
This field is available in API version 50.0 and later.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. A null value can mean that this record has only been referenced (LastReferencedDate) and not viewed.
OrderedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
Date of the original order associated with this OrderSummary.
If the OrderLifeCycleType field on the associated OrderSummary is set to UNMANAGED, then users with the Edit Unmanaged Order Summaries or B2B Commerce Integrator user permission can modify this field.
OrderLifeCycleType
Type
picklist
Properties
Filter, Group, Restricted picklist, Sort
Description
Specifies whether the OrderSummary is managed by Salesforce Order Management (MANAGED) or by an external system (UNMANAGED). An unmanaged OrderSummary is stored in Salesforce for reference purposes.
  • Some Order Management APIs reject input records that are associated with unmanaged OrderSummaries.
  • Order Management does not update financial bucket fields on some records that are associated with unmanaged OrderSummaries.
  • A user with the EditUnmanagedOrderSummaries or B2BCommerceIntegrator permission can edit certain fields on objects related to unmanaged OrderSummaries that are normally only accessible via APIs.
Possible values are:
  • MANAGED—Managed
  • UNMANAGED—Unmanaged
This field is available in API version 49.0 and later.
OrderNumber
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Name of the OrderSummary.
OrderProduct​LineCount
Type
int
Properties
Filter, Group, Nillable, Sort
Description
Total number of unique products ordered on this Order Summary.
This field is available in API version 52.0 and later.
OriginalOrderId
Type
reference
Properties
Filter, Group, Sort
Description
ID of the original order associated with this OrderSummary.
This field is a relationship field.
Relationship Name
OriginalOrder
Relationship Type
Lookup
Refers To
Order
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The ID of the user who currently owns this OrderSummary. Default value is the ID of the user who created the record.
This field is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
PoDate
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
Purchase order date associated with this OrderSummary.
If the OrderLifeCycleType field on the associated OrderSummary is set to UNMANAGED, then users with the Edit Unmanaged Order Summaries or B2B Commerce Integrator user permission can modify this field.
This field is available in API version 52.0 and later.
PoNumber
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Purchase order number associated with this OrderSummary.
If the OrderLifeCycleType field on the associated OrderSummary is set to UNMANAGED, then users with the Edit Unmanaged Order Summaries or B2B Commerce Integrator user permission can modify this field.
Pricebook2Id
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
ID of the pricebook associated with this OrderSummary.
This field is available in API version 54.0 and later.
This field is a relationship field.
Relationship Name
Pricebook2
Relationship Type
Lookup
Refers To
Pricebook2
RoutingAttempts
Type
int
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
The number of attempts that have been made to route the order summary to inventory locations.
This field is available in API version 51.0 and later.
SalesChannelId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
ID of the SalesChannel associated with this OrderSummary.
If the OrderLifeCycleType field on the associated OrderSummary is set to UNMANAGED, then users with the Edit Unmanaged Order Summaries or B2B Commerce Integrator user permission can modify this field.
This field is a relationship field.
Relationship Name
SalesChannel
Relationship Type
Lookup
Refers To
SalesChannel
SalesStoreId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
ID of the RetailStore or WebStore associated with this OrderSummary.
If the OrderLifeCycleType field on the associated OrderSummary is set to UNMANAGED, then users with the Edit Unmanaged Order Summaries or B2B Commerce Integrator user permission can modify this field.
This field is a relationship field.
Relationship Name
SalesStore
Relationship Type
Lookup
Refers To
WebStore
SourceProcess
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
Describes the order process that created the OrderSummary.
Possible values are:
  • OrderOnBehalf The OrderSummary was created by an Order on Behalf Of process
  • Standard The OrderSummary was not created by an Order on Behalf Of process
This field is available in API version 57.0 and later.
Status
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
Status of the order summary. Unlike the Status and Status Category fields on the order and FulfillmentOrder objects, this field is optional.
We recommend that you use the same values in this picklist that you use in the Status picklist for the order object.
TaxLocaleType
Type
picklist
Properties
Filter, Group, Nillable, Restricted picklist, Sort
Description
The system used to handle tax on the original Order associated with the OrderSummary. Gross usually applies to taxes like value-added tax (VAT), and Net usually applies to taxes like sales tax.
Possible values are:
  • Gross (displays most prices and taxes as combined values)
  • Net (displays most prices and taxes as separate values)
If the OrderLifeCycleType field on the associated OrderSummary is set to UNMANAGED, then users with the Edit Unmanaged Order Summaries or B2B Commerce Integrator user permission can modify this field.
This field is available in API version 49.0 and later.
TotalAdjDelivery​AmtWithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total amount of all OrderItemSummaries of type Delivery Charge belonging to this OrderSummary, inclusive of item-level adjustments and tax. This amount is equal to TotalAdjustedDeliveryAmount + TotalAdjustedDeliveryTaxAmount.
This field is available in API version 49.0 and later.
TotalAdjDistAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of distributed adjustments applied to OrderItemSummaries belonging to this OrderSummary. This amount is equal to TotalProductAdjDistAmount plus TotalDeliveryAdjDistAmount.
TotalAdjDist​AmountWithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of distributed adjustments applied to OrderItemSummaries belonging to this OrderSummary, inclusive of tax. This amount is equal to TotalAdjDistAmount plus TotalAdjDistTaxAmount.
This field is available in API version 49.0 and later.
TotalAdjDist​TaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalAdjDistAmount.
TotalAdjFee​AmtWithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total amount of all OrderItemSummaries of type Fee belonging to this OrderSummary, inclusive of item-level adjustments and tax. This amount is equal to TotalAdjustedFeeAmount plus TotalAdjustedFeeTaxAmount.
This field is available in API version 56.0 and later.
TotalAdjProduct​AmtWithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total amount of all OrderItemSummaries of type code Product belonging to this OrderSummary, inclusive of item-level adjustments and tax. This amount is equal to TotalAdjustedProductAmount plus TotalAdjustedProductTaxAmount.
This field is available in API version 49.0 and later.
TotalAdjusted​DeliveryAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total, including item-level adjustments but not order-level adjustments or tax, of all OrderItemSummaries of type Delivery Charge belonging to this OrderSummary.
TotalAdjusted​DeliveryTaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalAdjustedDeliveryAmount.
TotalAdjusted​FeeAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total, including item-level adjustments but not order-level adjustments or tax, of all OrderItemSummaries of type Fee belonging to this OrderSummary.
This field is available in API version 56.0 and later.
TotalAdjusted​FeeTaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalAdjustedFeeAmount.
This field is available in API version 56.0 and later.
TotalAdjusted​Product​Amount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total, including item-level adjustments but not order-level adjustments or tax, of all OrderItemSummaries of type code Product belonging to this OrderSummary.
TotalAdjusted​Product​TaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalAdjustedProductAmount.
TotalAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total, including adjustments but not tax, of all OrderItemSummaries belonging to this OrderSummary. Equal to TotalAdjustedProductAmount plus TotalAdjustedFeeAmount plus TotalAdjustedDeliveryAmount.
TotalDeliveryAdj​DistAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all order-level price adjustments applied to OrderItemSummaries of type Delivery Charge belonging to this OrderSummary. This value includes OrderItemAdjustmentLineSummaries that belong to OrderAdjustmentGroupSummaries of type Header.
TotalDeliveryAdj​DistAmtWithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all order-level price adjustments applied to OrderItemSummaries of type Delivery Charge belonging to this OrderSummary, inclusive of tax. This value includes OrderItemAdjustmentLineSummaries that belong to OrderAdjustmentGroupSummaries of type Header. It is equal to TotalDeliveryAdjDistAmount + TotalDeliveryAdjDistTaxAmount.
This field is available in API version 49.0 and later.
TotalDeliveryAdj​DistTaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalDeliveryAdjDistAmount.
TotalDeliveryAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Sum of the Total Line Amounts of all OrderItemSummaries of type Delivery Charge belonging to this OrderSummary, not including adjustments or tax.
This field is available in API version 54.0 and later.
TotalDeliveryAmount​WithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all OrderItemSummaries of type Delivery Charge belonging to this OrderSummary, including tax but not including adjustments. It is equal to TotalDeliveryAmount + TotalDeliveryTaxAmount.
This field is available in API version 54.0 and later.
TotalDelivery​TaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalDeliveryAmount.
This field is available in API version 54.0 and later.
TotalFeeAdj​DistAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all order-level price adjustments applied to OrderItemSummaries of type Fee belonging to this OrderSummary. This value includes OrderItemAdjustmentLineSummaries that belong to OrderAdjustmentGroupSummaries of type Header.
This field is available in API version 56.0 and later.
TotalFeeAdj​DistAmtWithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all order-level price adjustments applied to OrderItemSummaries of type Fee belonging to this OrderSummary, inclusive of tax. This value includes OrderItemAdjustmentLineSummaries that belong to OrderAdjustmentGroupSummaries of type Header. It is equal to TotalFeeAdjDistAmount + TotalFeeAdjDistTaxAmount.
This field is available in API version 56.0 and later.
TotalFeeAdj​DistTaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalFeeAdjDistAmount.
This field is available in API version 56.0 and later.
TotalFeeAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Sum of the Total Line Amounts of all OrderItemSummaries of type Fee belonging to this OrderSummary, not including adjustments or tax.
This field is available in API version 56.0 and later.
TotalFeeAmount​WithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all OrderItemSummaries of type Fee belonging to this OrderSummary, including tax but not including adjustments. It is equal to TotalFeeAmount + TotalFeeTaxAmount.
This field is available in API version 56.0 and later.
TotalFeeTaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalFeeAmount.
This field is available in API version 56.0 and later.
TotalProductAdj​DistAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all order-level price adjustments applied to OrderItemSummaries of type code Product belonging to this OrderSummary. This value includes OrderItemAdjustmentLineSummaries that belong to OrderAdjustmentGroupSummaries of type Header.
TotalProductAdj​DistAmtWithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all order-level price adjustments applied to OrderItemSummaries of type code Product belonging to this OrderSummary, inclusive of tax. This value includes OrderItemAdjustmentLineSummaries that belong to OrderAdjustmentGroupSummaries of type Header. It is equal to TotalProductAdjDistAmount + TotalProductAdjDistTaxAmount.
This field is available in API version 49.0 and later.
TotalProductAdj​DistTaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalProductAdjDistAmount.
TotalProductAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Sum of the Total Line Amounts of all OrderItemSummaries of type code Product belonging to this OrderSummary, not including adjustments or tax.
This field is available in API version 54.0 and later.
TotalProductAmount​WithTax
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all OrderItemSummaries of type code Product belonging to this OrderSummary, including tax but not including adjustments. It is equal to TotalProductAmount + TotalProductTaxAmount.
This field is available in API version 54.0 and later.
TotalProduct​TaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Tax on the TotalProductAmount.
This field is available in API version 54.0 and later.
TotalTaxAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
Total tax on all OrderItemSummaries belonging to this OrderSummary. Equal to TotalAdjustedDeliveryTaxAmount plus TotalAdjustedFeeTaxAmount plus TotalAdjustedProductTaxAmount.

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.

OrderSummaryFeed
Feed tracking is available for the object.
OrderSummaryOwnerSharingRule
Sharing rules are available for the object.
OrderSummaryShare
Sharing is available for the object.