Key Scenario Capabilities | Custom Object Order Selection

Background

When creating a Sales Order, users traditionally could only select data from either the Price List or Products. The standard functionality didn’t support selecting from other custom objects. However, businesses often use custom documents like Contracts, Stocking Plans, Special Price Approvals, and Pre-orders, which already contain product specifications and pricing. There’s a common need to directly select products from these custom documents when creating orders.

Many projects have been constrained by existing limitations, forcing them to either synchronize custom objects to Price Lists or implement complex workarounds—such as first selecting a Price List and then using UI events to update products and prices.

Solution Overview

Many have likely considered how much simpler it would be if orders could directly pull product data from multiple sources. This is exactly the solution we’re introducing.

2.1 Multi-Source Data Capability (Beta)

The multi-source data feature allows order products to be selected from different objects. Previously limited to Products and Price List items, it now supports adding products from custom objects like Contract Line Items, Special Price Approvals, and Stocking Plan Details.

Implementation requires the following configuration steps:

1. Associate order products with Sub-objects of custom objects (e.g., special price products or stocking plan details).
2. Configure mapping rules from custom objects to orders.
3. Create a new Record Type for orders and set up creation entry points for Sub-objects in the new/edit layout.

Note: For beta access, contact your CSM to coordinate with internal R&D.

Once configured, users can select products directly from custom objects when creating orders, as shown below:

2.2 “Order from Products” Component (Optional, Beta)

While the multi-source capability works with standard CRM orders, Order Connector requires additional configuration since custom objects aren’t synced to Price Lists or available products. The “Order from Products” component delivers an optimized user experience, significantly improving Distributor order efficiency.

Final result preview:

Implementation steps:

1. Submit a beta access request via FS (contact your CSM) for the “Order from Products” component.
2. In the order list page layout, add a tab container and configure the “Order from Products” component. Reuse the mapping rules from the multi-source capability setup.

Full documentation:
Order Connector - Admin Guide
Order Connector - User Manual