OrderSource

Represents the source details of an order. This object captures the point of origin for an order and the subsequent action, ensuring full traceability for audit purposes and operational visibility across any organizational process. This object is available in API version 67.0 and later.

Supported Calls

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

Special Access Rules

Users must have the Manage Pricing and Billing permission set.

Fields

CareServiceVisitId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The care service visit that’s associated with the work order.

This field is a relationship field.
Relationship Name: CareServiceVisit
Refers To: CareServiceVisit

Comment

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The comments associated with the order.

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The date and time when the record was last referenced.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The date and time when the record was last viewed.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of the record.

OrderId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The ID of the order associated with the source.

This field is a relationship field.
Relationship Name: Order
Relationship Type: Master-detail
Refers To: Order (the master object)

ReasonType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The business reason for creating the order from the specified source.

SourceReferenceRecordId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The ID of the reference record used as the source for the order.

This field is a polymorphic relationship field.
Relationship Name: SourceReferenceRecord
Refers To: WorkOrder

WorkOrderId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The ID of the work order associated with the order.

This field is a relationship field.
Relationship Name: WorkOrder
Refers To: WorkOrder

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.