Cloud Kicks (CK) wants to ensure its sales reps are able to edit non-contracted and non-activated Orders to redistribute Order Products from one Order to another.
What are two considerations the CPQ admin must take into account to meet the requirement?
Choose 2 answers
Suggested Answer: B, C
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31 comments · newest first
BE
Bernardine
11 months ago
I thought 'Allow Multiple Orders' was a must too?
CA
Carmelina
11 months ago
Agree, but what about the Order ownership?
ET
Ethan
11 months ago
Definitely need that Edit Order Products button!
JU
Julie
11 months ago
Wait, can they really edit non-contracted Orders?
DO
Dominga
11 months ago
Gotta have Modify All for full access!
LE
Lemuel
12 months ago
I believe both ownership and the button visibility are key, but I’m not confident about the Modify All permission being necessary for this scenario.
AR
Arlie
12 months ago
I’m a bit confused about the 'Allow Multiple Orders' setting. Does that really affect the ability to redistribute Order Products?
VA
Vannessa
1 year ago
I remember a practice question about editing orders, and I feel like the Edit Order Products button being exposed is definitely a consideration we need to keep in mind.
DO
Dorinda
1 year ago
I think ensuring the sales rep is listed as the owner of the Order is important, but I'm not entirely sure about the Modify All permission.
EV
Evangelina
1 year ago
I'm feeling pretty confident about this one. The key things to consider are the sales rep's profile, the order ownership, and the CPQ package settings. As long as those are all set up properly, the sales reps should be able to edit the orders as needed.
GA
Gail
1 year ago
Okay, I've got a plan. I'll start by ensuring the sales rep has the necessary permissions to modify all orders, then make sure the order owner is set correctly. After that, I'll double-check the CPQ settings to allow multiple orders.
NO
Noel
1 year ago
Hmm, I'm a bit unsure about this one. There seem to be a few different considerations the CPQ admin would need to take into account. I'll need to think through this carefully.
LE
Leslee
1 year ago
This looks like a pretty straightforward question. I think the key is to focus on the requirements around editing non-contracted and non-activated orders.
TR
Truman
1 year ago
Wait, we can't just go around redistributing order products willy-nilly! What is this, some kind of wild west of CPQ? I demand a rule that says the sales rep has to do a silly dance before making any changes!
MA
Maile
1 year ago
I'm going with C and D. Allowing multiple orders is key, and the sales rep needs that button to get the job done. Easy peasy!
MI
Mike
1 year ago
D) Ensure the Edit Order Products button is exposed in the Order Page Layout.
CA
Carin
1 year ago
C) Ensure the CPQ Orders package setting 'Allow Multiple Orders' is selected.
VA
Van
1 year ago
I'm not sure about option C. Do we really need to select 'Allow Multiple Orders' in CPQ Orders package setting?
BE
Benedict
1 year ago
Hmm, I'd say B and D are the way to go. Can't have the sales rep editing orders they don't own, and the Edit Order Products button needs to be there for them to do their thing.
ME
Meghan
1 year ago
D) Ensure the Edit Order Products button is exposed in the Order Page Layout.
EL
Ellsworth
1 year ago
B) Ensure the sales rep is listed as the owner of the Order.
ST
Stephane
1 year ago
I'm thinking C and D are the way to go. If the Orders package isn't set up to allow multiple orders, how are they going to redistribute the products, you know?
NA
Nana
1 year ago
Yeah, and making sure the Edit Order Products button is easily accessible will make the process smoother for the sales reps.
LA
Lamonica
1 year ago
I agree, having the option to create multiple orders is essential for redistributing products.
LU
Lucy
1 year ago
I agree with Vallie. Option D is also crucial to expose the Edit Order Products button.
VA
Vallie
1 year ago
I think option A is important because Modify All access is needed to edit Orders.
JO
Jovita
1 year ago
B and D seem like the obvious choices here. Gotta make sure the sales rep has the right permissions and the right buttons are visible on the page.
EL
Elbert
1 year ago
D) Ensure the Edit Order Products button is exposed in the Order Page Layout.
JA
Jackie
1 year ago
C) Ensure the CPQ Orders package setting 'Allow Multiple Orders' is selected.
KR
Kris
1 year ago
B) Ensure the sales rep is listed as the owner of the Order.
FE
Felicitas
1 year ago
A) Ensure the sales rep has Modify All in their profile.