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

Field Details
Label
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.
Label
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.
Label
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.
Label
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.
Label
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.
Label
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.
Label
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.
Label
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.
Label
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.
Label
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.