Data to Send to Web Service
To have the ability to calculate discounts using the Web Service, all mappings and the following data should be sent to the server.
| Only administrators can modify this data. For more information, refer to User Permissions. |
Mapping with Sales Organization
It is required to send all mappings so that the Web Service can return the value for discounts and freebies into the correct fields.
-
A mapping is created for each Sales Organization and combines both global settings and settings for the Sales Organization.
-
The mapping is sent via one of the sync processes based on the Sync Transaction records. These records are created after mapping updates or in the case of a new Sales Organization and deleted after a successful mapping transfer to Web Service.
Master Data to Send
The objects below are responsible for a type of discount and define a freebie to apply for the products in the order.
-
The master data is sent via one of the sync processes based on the Sync Transaction records. These records are created after master data updates and deleted after a successful master data transfer to Web Service.
| Object Name | Field Name | Field API Name | Type | Required | ||
|---|---|---|---|---|---|---|
Sales Organization |
||||||
Id |
Id |
Id |
Yes |
|||
Sales Organization |
Name |
Text(80) |
Yes |
|||
Pricing Procedure |
||||||
Id |
Id |
Id |
Yes |
|||
Procedure Name |
Name |
Text(80) |
Yes |
|||
Active |
orders__IsActive__c |
Checkbox |
Yes |
|||
Order Type |
orders__OrderType__c |
Picklist(Multi-select) |
Yes |
|||
Pricing Procedure |
orders__PricingProcedure__c |
Long Text Area (32768) |
No |
|||
Sales Organization |
orders__SalesOrganizationId__c |
Master-Detail(Sales Organization) |
Yes |
|||
Procedure Calculation Type |
||||||
Id |
Id |
Id |
Yes |
|||
Calculation Type |
orders__CalculationTypeId__c |
Master-Detail(Calculation Type) |
Yes |
|||
Pricing Procedure |
orders__PricingProcedureId__c |
Master-Detail(Pricing Procedure) |
Yes |
|||
Calculation Type |
||||||
Id |
Id |
Id |
Yes |
|||
External Id |
orders__ExternalId__c |
Text(255)(External ID) (Unique Case Sensitive) |
Yes |
|||
Name |
Name |
Text (80) |
Yes |
|||
Record Type |
RecordType |
Record Type |
Yes |
|||
Apply Condition Type |
orders__ApplyConditionType__c |
Picklist |
Yes
|
|||
Calculation Method |
orders__CalculationMethod__c |
Picklist |
Yes |
|||
Condition Field List |
orders__ConditionFieldList__c |
Long Text Area (32768) |
No |
|||
Condition Recalculation Fields |
orders__ConditionRecalculationFields__c |
Long Text Area (32768) |
No |
|||
Discount Recalculation Fields |
orders__DiscountRecalculationFields__c |
Long Text Area (32768) |
No |
|||
Level Based On |
orders__LevelBasedOn__c |
Picklist |
Yes |
|||
Level Formula |
orders__LevelFormula__c |
Long Text Area(32768) |
No |
|||
Unit of Measure |
orders__UnitOfMeasure__c |
Picklist |
Yes |
|||
Condition Group |
||||||
Id |
Id |
Id |
Yes |
|||
Active |
orders__IsActive__c |
Checkbox |
Yes |
|||
Calculation Type |
orders__CalculationTypeId__c |
Master-Detail(Calculation Type) |
Yes |
|||
Condition Fields |
orders__ConditionFields__c |
Long TextArea (32768) |
No |
|||
End Date |
orders__EndDate__c |
Date |
No |
|||
Order |
orders__Order__c |
Number(18,0) |
Yes |
|||
Start Date |
orders__StartDate__c |
Date |
No |
|||
Condition |
||||||
Id |
Id |
Id |
Yes |
|||
Active |
orders__IsActive__c |
Checkbox |
No |
|||
Advanced Criteria |
orders__AdvancedCriteria__c |
Long Text Area(32768) |
No |
|||
Calculation Method |
orders__CalculationMethod__c |
Picklist |
Yes |
|||
Calculation Type |
orders__CalculationTypeId__c |
Master-Detail(Calculation Type) |
Yes |
|||
Condition Details |
orders__ConditionDetails__c |
Long Text Area(32768) |
No |
|||
Condition Group |
orders__ConditionGroupId__c |
Lookup(Condition Group) |
No |
|||
Discount Rate (%) |
orders__DiscountRatePercent__c |
Percent(16, 2) |
No |
|||
Discount Rate (Amt) |
orders__DiscountRateAmount__c |
Number(16, 2) |
No |
|||
Discount Rate Location |
orders__DiscountRateLocation__c |
Picklist |
Yes |
|||
Discount Rate Source Field (%) |
orders__DiscountRateFieldPercent__c |
Text(255) |
No |
|||
Discount Rate Source Field (Amt) |
orders__DiscountRateFieldAmount__c |
Text(255) |
No |
|||
End Date |
orders__EndDate__c |
Date |
No |
|||
Exception Condition |
orders__ExceptionCondition__c |
LongText Area(32768) |
No |
|||
Order |
orders__Order__c |
Number(18,0) |
Yes |
|||
Payment Term
|
orders__PaymentTermId__c |
Lookup(PaymentTerm) |
No |
|||
Promotion |
orders__PromotionId__c |
Lookup (Promotion) |
No |
|||
Start Date |
orders__StartDate__c |
Date |
No |
|||
Condition Level |
||||||
Id |
Id |
Id |
Yes |
|||
Condition |
orders__ConditionId__c |
Master-Detail(Condition) |
Yes |
|||
Discount (%) |
orders__DiscountRatePercent__c |
Percent(16, 2) |
No |
|||
Discount (Amt) |
orders__DiscountRateAmount__c |
Number(16, 2) |
No |
|||
Discount Rate Source Field (%) |
orders__DiscountRateFieldPercent__c |
Text(255) |
No |
|||
Discount Rate Source Field (Amt) |
orders__DiscountRateFieldAmount__c |
Text(255) |
No |
|||
Payment Term
|
orders__PaymentTermId__c |
Lookup(PaymentTerm) |
No |
|||
Starting From |
orders__StartingFrom__c |
Number(18, 0) |
Yes |
|||
Organization Freebie Type |
||||||
Id |
Id |
Id |
Yes |
|||
Freebie Type |
orders__FreebieTypeId__c |
Master-Detail(Freebie Type) |
Yes |
|||
Sales Organization |
orders__SalesOrganizationId__c |
Master-Detail(Sales Organization) |
Yes |
|||
Freebie Type |
||||||
Id |
Id |
Id |
Yes |
|||
Freebie Type |
Name |
Text(80) |
Yes |
|||
Record Type |
RecordType |
Record Type |
Yes |
|||
Active |
orders__IsActive__c |
Checkbox |
Yes |
|||
Condition Fields List |
orders__ConditionFieldsList__c |
Long Text Area(32768) |
No |
|||
Order Type |
orders__OrderType__c |
Picklist(Multi-Select) |
Yes |
|||
Freebie Condition |
||||||
Id |
Id |
Id |
Yes |
|||
Freebie Condition Name |
Name |
Text(80) |
Yes |
|||
Active |
orders__IsActive__c |
Checkbox |
Yes |
|||
Adding Method |
orders__AddingMethod__c |
Picklist |
Yes |
|||
Condition Details |
orders__ConditionDetails__c |
Long TextArea(32768) |
No |
|||
Criteria Details |
orders__CriteriaDetails__c |
Long TextArea(32768) |
No |
|||
Delivery Control |
orders__DeliveryControl__c |
Picklist |
No |
|||
End Date |
orders__EndDate__c |
Date |
No |
|||
Freebie Type |
orders__FreebieTypeId__c |
Master-Detail(Freebie Type) |
Yes |
|||
Freebie Value Field |
orders__FreebieValueField__c |
Text(255) |
No |
|||
Ignore Product Availability |
orders__IgnoreProductAvailability__c |
Checkbox |
Yes |
|||
Level Formula |
orders__LevelFormula__c |
Long TextArea(32768) |
No |
|||
Order |
orders__Order__c |
Number(18, 0) |
Yes |
|||
Promotion |
orders__PromotionId__c |
Lookup |
No |
|||
Proportional |
orders__IsProportional__c |
Checkbox |
Yes |
|||
Start Date |
orders__StartDate__c |
Date |
No |
|||
Freebie Level |
||||||
Id |
Id |
Id |
Yes |
|||
Freebie Level # |
Name |
Auto Number |
Yes |
|||
Freebie Condition |
orders__FreebieConditionId__c |
Master-Detail |
Yes |
|||
Freebies Quantity Max |
orders__FreebiesQuantityMax__c |
Number(18, 0) |
No |
|||
Freebies Quantity Min |
orders__FreebiesQuantityMin__с |
Number(18, 0) |
No |
|||
Freebie Ratio |
orders__FreebieRatio__c |
Number(18, 0) |
No |
|||
Product Ratio |
orders__ProductRatio__c |
Number(18, 0) |
No |
|||
Starting From |
orders__StartingFrom__c |
Number(18, 0) |
Yes |
|||
Freebie Line Item |
||||||
Id |
Id |
Id |
Yes |
|||
Freebie Line Item # |
Name |
Auto Number |
Yes |
|||
Product |
orders__ProductId__c or orders__Product2Id__c |
Lookup (SalesforceProduct/CT Product/Pharma Product) |
No |
|||
Freebie Level Line Item |
||||||
Id |
Id |
Id |
Yes |
|||
Freebie Level Line Item # |
Name |
AutoNumber |
Yes |
|||
Bundle |
orders__IsBundle__c |
Checkbox |
Yes |
|||
Freebie Level |
orders__FreebieLevelId__c |
Master-Detail(Freebie Level) |
Yes |
|||
Freebie Line Item |
orders__FreebieLineItemId__c |
Master-Detail(Freebie Line Item) |
No |
|||
Freebies Quantity Max |
orders__FreebiesQuantityMax__c |
Number(18, 0) |
No |
|||
Freebies Quantity Min |
orders__FreebiesQuantityMin__c |
Number(18, 0) |
No |
|||
Condition Dependency |
||||||
Id |
Id |
Id |
Yes |
|||
Condition Dependency # |
Name |
Auto Number |
Yes |
|||
Active |
orders__IsActive__c |
Checkbox |
Yes |
|||
Controlling Condition |
orders__ControllingConditionId__c |
Lookup(Condition) |
No |
|||
Controlling Freebie Condition |
orders__ControllingFreebieConditionId__c |
Lookup(Freebie Condition) |
No |
|||
Dependency Action |
orders__DependencyAction__c |
Picklist |
Yes |
|||
Dependency Type |
orders__DependencyType__c |
Picklist |
Yes |
|||
Dependent Condition |
orders__DependentConditionId__c |
Lookup(Dependent Condition) |
No |
|||
Dependent Freebie Condition |
orders__DependentFreebieConditionId__c |
Lookup(Dependent Freebie Condition) |
No |
|||
Order |
orders__Order__c |
Number(18, 0) |
Yes |
|||
OM Settings of the Split Mapping record type |
||||||
Id |
Id |
Id |
Yes |
|||
Order Type |
orders__OrderType__c |
Text(255) |
No |
|||
Price Book |
orders__PriceBookId__c |
Lookup(CT Price Book) |
No |
|||
Sales Organization |
orders__SalesOrganizationId__c |
Lookup(Sales Organization) |
No |
|||
Split Fields |
orders__SplitFieldsList__c |
Text(255) |
Yes |
|||
Split Parameters Path |
orders__SplitParametersPath__c |
Long Text Area(32768) |
Yes |
|||