Centralized Order Entry Setup

To sell products through Centralized Order Entry, you must set up the AddProductTypesAdditionalWhere system option. This system option contains a list of all the product types that you want to sell through Centralized Order Entry.

Setting up the COE System Options

To sell products through Centralized Order Entry, you must set up the AddProductTypesAdditionalWhere system option. This system option contains a list of all the product types that you want to sell through Centralized Order Entry.

To set up the system options:

1. Click the Admin tab.

2. On the Overview page, click system option.

3. Search for AddProductTypesAdditionalWhere.

4. In the current setting text box, enter the product keys (also known as GUIDs).

5. Click Save.

Technical Information

Note: In order for a source code to display on the order form in Centralized Order Entry, the source code must exist in CRM Customer Setup. The source code must have Invoice selected as the source code type the customer must purchase the product within the time period set up for the start date and end date.