This CPQ Order Details template allows a user to add different account information for an order.
Additional information could be added at this point as well, but we recommend using the Order Fields template instead.
This guide explains how to modify the template to use an Alternate Account rather than a CPQ account (this could be used to connect your CRM Accounts to a DriveWorks CPQ Order).
Rather than creating a new control for the Alternate Accounts, simply modify the existing Account Combo Box from the Template.
|Account 1|Account 2
The value from the control needs to be passed into the AltAccount field of our Order. This is passed into the Order DriveApp via a Specification Property.
If a new control had been created (rather than editing the existing one), pass in the value from your new control into the NewOrderAltAccount Specification Property.
We recommend storing an Id value also, rather than the Accounts name in the Order. To do this, simply build a rule in the NewOrderAltAccount Specification Property that results in the Id (from a CRM system for example) of the Account to link to the Order.
The last thing to do is to ensure that when an Order is edited, the value stored for the Alt Account is shown in the OrderAccount Control. This is being done using a Macro called DriveControls. This Macro sets all Control Values when you first load the Project as a Specification.
This Constant is populated by the Order DriveApp when an Order is edited. You may need to perform some additional functions on this Constant, if, for example, you are storing an Id value and want to find the corresponding Account Name in your CRM system. In this case we are storing the Account name in the Order, so we don’t need to do anything else.
This Project can now be used when creating new Orders. Please also note that all old Orders will now use the template.
If you have used normal CPQ Accounts in the past, you should leave the OrderAccounts Control in the Projects, and create a new Control for AlternateAccounts.
You can then control the visibility of each control dependent on whether or not the OrderAltAccount Constant is empty (it will be empty for all old Orders which used CPQ Accounts).