OrderSpec

OrderSpec (Order Specification) is a top-level template used by the Advanced Orders feature to define the behavior and rules for a category of orders — such as which order types are allowed, how pricing is calculated and recalculated, how delivery dates and lead times are determined, and how inventory, promotions, and authorization lists are handled. Individual orders reference an OrderSpec (via the Order object’s extension field) to inherit this configured behavior. This object is available in API version 68.0 and later.

Supported Calls 

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

Special Access Rules 

Available only in orgs with the Manufacturing Cloud or Automotive Cloud Advanced Orders feature enabled.

Fields 

AllowedOrdererTypes 

Type: multipicklist

Properties: Create, Filter, Nillable, Update

Description: The types of users or parties allowed to place orders under this order specification (for example, sales rep, customer self-service).

AuthorizationListFinding 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Determines how authorization list results are combined when validating whether a product can be ordered. Possible values are CombineAll—Combine All and FirstMatch—First Match.

BarcodeScanBehavior 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Determines what happens when a product barcode is scanned while building an order. Possible values are AddBatchNumber—Add Batch Number, OnlySelect—Only Select, SelectIncrease—Select and Increase, and UserExit—User Exit.

CanUpdatePurchaseNumber 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the purchase order number can be updated after the order is created. The default value is false.

CnclReasons 

Type: multipicklist

Properties: Create, Filter, Nillable, Update

Description: The set of reasons that can be selected when an order under this order specification is canceled.

CreationPlatform 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The platform on which orders using this order specification can be created. Possible values are Both, Laptop, and Mobility.

CurrencyIsoCode 

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The ISO code for the currency of this order specification record. Possible values are: AED (UAE Dirham), USD (U.S. Dollar), and every other active currency ISO code configured for the org. The default value is USD.

DeliveryDateCalculation 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Determines whether and how a delivery date is calculated for orders using this order specification. Possible values are None and Standard.

Description 

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: A description of the order specification.

DisplaySequence 

Type: int

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The display order of this order specification relative to other order specifications, for example in a picker UI.

DisposalListProposal 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Determines whether a disposal list proposal is generated for orders using this order specification. Possible values are None and Proposal.

DocumentTransactionType 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The transaction type of the resulting document (invoice, delivery note, and so on) generated from orders using this order specification. Possible values are CashInvoice, CashOrder, CreditInvoice, CreditMemo, CreditOrder, InvoiceCashInvoice, InvoiceCreditInvoice, NoPayment, NoPaymentOrder, NonValuatedDeliveryNote, ValuatedDeliveryNote, VanSalesCashInvoice, and VanSalesNoPaymentInvoice.

DocumentType 

Type: picklist

Properties: Create, Filter, Group, Restricted picklist, Sort, Update

Description: The type of document generated for orders using this order specification. Possible values are CashCheckIn, CashCheckOut, Delivery, Invoice, OrderEntry, ProductCheckIn, ProductCheckOut, and TruckAudit.

DoesAllowDlvrDateAdj 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the delivery date can be adjusted on orders using this order specification. The default value is false.

DoesAllowHdrDiscount 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether a header-level discount can be applied to orders using this order specification. The default value is false.

DoesIncludeFormerItem 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether previously ordered (former) items are included when building an order under this order specification. The default value is false.

IncludeAuthorizationList 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Determines whether an authorization list is applied when selecting products for orders using this order specification. Possible values are No, UserExit—User Exit, and Yes.

IncludeOutOfStock 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Determines whether out-of-stock products are included when building orders under this order specification. Possible values are Add, AddAndPresetQuantity—Add and Preset Quantity, No, and PresetQuantity—Preset Quantity.

IncludePromotions 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Determines whether promotions are considered for orders using this order specification. Possible values are No, UserExit—User Exit, and Yes.

InternalOrganizationUnitId 

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The internal organization unit associated with this order specification.

Relationship Name: InternalOrganizationUnit

Refers To: InternalOrganizationUnit

IsActive 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether this order specification is active and available for use on orders. The default value is false.

IsCnclReasonRequired 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether a cancellation reason is required when canceling an order under this order specification. The default value is false.

IsDeletionAllowed 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether orders using this order specification can be deleted. The default value is false.

IsFulfillmentAcctRequired 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether a fulfillment account is required on orders using this order specification. The default value is false.

IsInventoryFilterConsidered 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether inventory filters are applied when building orders under this order specification. The default value is false.

IsLocationAuthListEnabled 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether a location-based authorization list is enabled for orders using this order specification. The default value is false.

IsMobileRelevant 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether this order specification is relevant for mobile order-taking. The default value is false.

IsOrderSpecAsrmtFltrCsdn 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the order specification’s assortment filter is considered when building orders. The default value is false.

IsOrderSpecAsrmtIncluded 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the order specification’s assortment is included when determining orderable products. The default value is false.

IsPricingInfoStored 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the pricing information is stored on the order or order item. Used for printing and print previews. The default value is false.

IsPricingLogGenerated 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the pricing engine generates execution logs for this order type. The default value is false.

IsProdtFldStatusConsidered 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether product field status settings are considered when building orders under this order specification. The default value is false.

IsStockDisplayed 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether available stock is displayed to the user when building orders under this order specification. The default value is false.

LastReferencedDate 

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The timestamp when the current user last accessed this record or a related record.

LastViewedDate 

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The timestamp when the current user last viewed this record.

LookbackPeriodInDays 

Type: int

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The number of days to look back at order history when applying rules (such as former-item inclusion) for this order specification.

MaxLeadTime 

Type: int

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The maximum lead time, in days, allowed for orders using this order specification.

MaxOrderValue 

Type: double

Properties: Create, Filter, Nillable, Sort, Update

Description: The maximum total value allowed for an order using this order specification.

MinLeadTime 

Type: int

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The minimum lead time, in days, required for orders using this order specification.

MinOrderValue 

Type: double

Properties: Create, Filter, Nillable, Sort, Update

Description: The minimum total value required for an order using this order specification.

MobileProductLevelGrouping 

Type: picklist

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: Determines how products are grouped when displayed on a mobile order-taking screen for this order specification.

Name 

Type: string

Properties: Create, Filter, Group, idLookup, Sort, Update

Description: The name of the order specification.

OwnerId 

Type: reference

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: The user or queue that owns this order specification record.

Relationship Name: Owner

Refers To: Group, User

PriceCalcDateSource 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The base date used for complex price calculation. Possible values are DeliveryDate—Delivery Date and OrderDate—Order Date.

PricingRecalculationPolicy 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The recalculation behavior when the calculation date differs from the current date. Possible values are AlwaysCalculate—Always Calculate, No, Yes, and YesNotify—Yes Notify.

PricingType 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The pricing category of the order specification. Possible values are Contract, Donate, FreeOfCharge—Free of Charge, Refusal, Return, Sample, and Standard.

ReferencedApprovalStatus 

Type: multipicklist

Properties: Create, Filter, Nillable, Update

Description: The approval statuses referenced by this order specification when evaluating whether an order can proceed.

ShouldAutoSelectPromotion 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether eligible promotions are automatically selected on orders using this order specification. The default value is false.

ShouldCaptrReleaseTime 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the release time is captured for orders using this order specification. The default value is false.

ShouldChkDeliveryDate 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the delivery date is validated when creating or updating orders under this order specification. The default value is false.

ShouldConsiderLeadTime 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether lead time is considered when calculating delivery dates for orders using this order specification. The default value is false.

ShouldConsiderSaturday 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether Saturday is treated as a working day when calculating dates for orders using this order specification. The default value is false.

ShouldConsiderSunday 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether Sunday is treated as a working day when calculating dates for orders using this order specification. The default value is false.

ShouldConsidrModReason 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether a modification reason must be considered when an order using this order specification is changed. The default value is false.

ShouldCustSlsDocTrxnType 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether the customer’s sales document transaction type is used for orders under this order specification. The default value is false.

ShouldIncludeInventory 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort, Update

Description: Indicates whether inventory availability is included when building orders under this order specification. The default value is false.

SpecialOrderHandling 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Determines how special (non-standard) orders are handled under this order specification. Possible values are ExclusiveSpecialOrder—Exclusive Special Order, InclusiveSpecialOrder—Inclusive Special Order, and No.

SyncTriggerOption 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Determines what triggers synchronization for orders using this order specification. Possible values are Cancel, No, Release, and ReleaseCancel—Release and Cancel.

UsageType 

Type: picklist

Properties: Create, Filter, Group, Restricted picklist, Sort

Description: The usage category of this order specification. Possible values are Retail.

ValidFrom 

Type: date

Properties: Create, Filter, Group, Sort, Update

Description: The date this order specification becomes valid and available for use.

ValidTo 

Type: date

Properties: Create, Filter, Group, Sort, Update

Description: The date this order specification is no longer valid for use.

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.