Key Scenario Capabilities | Placing Orders with Custom Objects

1. Background

When creating a new Sales Order, users typically select items either from the Price List details or from Products. The out-of-the-box capability does not support selecting line items directly from other custom objects. In practice, enterprises often maintain custom documents — such as Contracts, Stock Preparation Plans, Special Price Requests, or Pre-orders — that already define product ranges and prices. They expect to pick products directly from those custom documents when creating an order.

Many projects work around platform limitations by synchronizing custom objects into the Price List or by implementing complex workflows (for example: select a Price List first, then trigger UI events to update product and price).

2. Feature Overview

During implementation, teams considered opening the product-selection entry on the order line so users can choose products more freely. The solution described below delivers that capability.

2.1 Gradual Rollout: Multi-Data-Source Support

Multi-data-source means Order Line Items can be selected from multiple objects. Previously, selection was limited to Products or Price List Products. Now you can add lines from custom objects such as Contract line items, Special Price Requests, Stock Preparation Plan line items, etc.

This capability requires the following implementation steps:

1. Configure the Order Line Item to relate Sub-objects for Special Price Requests, Stock Preparation Plan Details, and other custom objects.
2. Define mapping rules from the custom object fields to the Order fields.
3. Create a new Record Type for Orders and add an entry point on the New/Edit layout that allows creation of line items from the Sub-object.

Note: For the exact gradual-rollout procedure, ask your CSM to contact internal development for support.

After configuration, users can create Sales Orders and select items from custom objects. Example:

2.2 Optional Gradual Rollout: “Select Products and Place Order” Component

After enabling the multi-data-source capability, the standard CRM order form supports it; however, ShareOrder (订货通) is not automatically supported. Because custom objects are not synchronized to the Price List and Salesable Scope, the standard storefront cannot adapt to this capability. We provide an optional “Select Products and Place Order” component that offers superior UX and significantly improves Distributor ordering efficiency.

Preview of the final UX:

To enable this component you must first complete the gradual rollout and then perform configuration:

1) Submit the gradual-rollout request in FS (contact your CSM to apply). Choose the rollout item “[Select Products and Place Order] component rollout.”

2) Edit the Order list page layout, add a tab container, and add the [Select Products and Place Order] component. Configure the component and reuse the mapping rules from Section 2.1 (Multi-Data-Source Support).

Full manuals: - ShareOrder — Administrator Guide: https://help.fxiaoke.com/b2b6/de6c/8b20/8310 - ShareOrder — User Guide: https://help.fxiaoke.com/b2b6/de6c/8b20/01cd