Salesforce CPQ: Creating Multiple Orders from a Single Quote

We have covered the topic of order generation in Salesforce CPQ in a previous blog post. Now let's consider the specific business situations when creating one order per quote doesn't meet the company's needs, and it's necessary to split the quote into multiple orders. 

First of all, it's necessary to ensure that the Allow Multiple Orders setting is set to True (by default it is set to False when the CPQ Managed Package is installed). Navigate to Setup > Installed Packages > Configure > Order tab in order to check this setting:

 Multiple Orders from a single Quote can be generated in two different ways:

• Automatically
• Manually

1.  
2.  Splitting Orders Automatically (Ordered checkbox)
3.  

This can be achieved with the help of the Ordered checkbox. By default, this checkbox generates a single order but, when used in conjunction with either Order By Quote Line Group checkbox field, or the Order By picklist field, it can split a single quote into multiple orders.

A. Orders can be split automatically by Group

If groups are added to a quote, with the help of the Order by Quote Line Group checkbox field on the quote, orders can be split based on the quote line groups.

B. Orders can be split automatically by a quote line field

You can split orders by certain shared values of the quote lines. All you have to do is add the API name of the quote line field to the Order By picklist field. By the way, for this purpose, it's possible to use formula fields.  

C. Orders can be split based on both quote line groups and other quote line fields. 

If both these fields are checked, an order is generated for every combination of group and separate shared value. Thus, two groups and two Size__c values will result in four separate orders.

 Splitting Orders Manually (Create Order button)

After you click the Create Order button on a quote and complete the details, and then you get to the Edit Products page, you have the possibility to select only some of the quote lines, and not all of them. The selected products will be converted into Order Products. Later you can return to the same quote and create another order (or orders) with the quote lines that haven't been selected in the first place.

You can also indicate a quantity that is less than the quoted quantity. It's important to keep in mind that the quantity you indicate for a quote line should be less than or equal to the available quantity. If you try to order too much, you'll get an error upon Save.