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The Order record type, although already available in Oracle CRM On Demand, has been enhanced to improve Life Sciences functionality. You use the Order pages to create, update, and track orders and the associated order items for products. For example, sales representatives can use the Order pages to do the following:

  • Create a direct request for sample fulfillment as well as submit an order to the main office for samples to be sent directly to customers.
  • Place an internal order with the main office to replenish samples that have been exhausted. Sales representatives periodically run out of samples, and so they can reorder them as required.

The Order record type is linked to all custom objects and can be enabled for integration by using Web integration events and workflows. If the Orders section is not visible on a custom object detail page, click the Edit Layout link in the upper-right corner of the page, and add the Orders section to your page layout. If the section is not available to add to your page layout, contact your company administrator.

Before you begin: To work with orders, the Order Usage value on the company profile page must be set to CRM On Demand Order Management, and your user role must include the Enable Order Access privilege.

NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking orders and the associated order line item information, then the Orders tab might be excluded from your setup.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.