< Back to List
Orders - ability to change Price Book for existing Order, like on Opportunity
Opportunities & Quotes
My users sometimes create an Order and add Products to the Order, but then they realize that they are using an incorrect Price Book. Currently, Salesforce does not provide a function to change the Price Book for an existing Order, even if its not activated yet. The user must create a new Order and delete the incorrect Order.
(For an Opportunity, there is a button called "Choose Price Book" on the Opportunity Products related list on the Opportunity page layout, that lets a user change the Price Book. The function also warns the user that all Products will be lost when the Price Book is changed. My users are naturally expecting the same functionality for an Order.).
- 3 days ago
- 2 months ago
- 3 months ago
- 6 months ago
Karelia Sanoja Figueroa
- 1 year ago
- 2 years ago
- 4 years ago
The Landmark © One Market St.,
San Francisco, CA 94105
If you can't find what you're looking for,
contact Salesforce Customer Support.
Powered by Community Cloud.
Learn More >
Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.
Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.
Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.
Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.