Activate location-based transactions

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Turn on location-based transactions for opportunities, quotes, and orders by using the sn_sales_common.enable_location_based_transactions system property.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    The sn_sales_common.enable_location_based_transactions system property enables your agents to select a customer location and view only the eligible products for that customer location when adding product lines to an opportunity, quote, or order. This feature also enables agents to copy line items to another location within the same transaction (opportunity, quote, or order).

    Prozedur

    1. Navigate to All and in the filter enter sys_properties.list.
    2. Open the sn_sales_common.enable_location_based_transactions system property.
    3. In the Value field, enter true.
    4. Select Update.
      The location filter is displayed in the product catalog interface. Agents can use the filter to select a location when adding product lines to an opportunity, quote, or order. The catalog displays the eligible product offerings for the location. After adding products from the catalog, agents can then copy selected products (line items) to another location within the same transaction, without having to create another opportunity, quote, or order for a different customer location.

    Nächste Maßnahme

    Define the product eligibility rule filters and matrices that control the product offerings displayed by location.