Use Cases
Update Information of Activated Orders
2 min
currently, when activating an order in salesforce, it is synchronized with nue and billed according to the customer's and order's billing settings frequently, users need to update the information of active orders for instance, if a customer changes their billing address, invoices must be sent to the new address, or if the shipping address is altered, taxes need to be recalculated based on the updated address information this article provides a comprehensive guide on how to update specific fields of an active order in nue automatically add auto updated fields to fieldset for any fields of the active order that need to be updated automatically in nue, please follow the steps below to add them to the fieldset on the order object login to salesforce and navigate to setup > object manager go to the detail page of the order object find the fieldset 'fields updated to nue' under the 'field sets' menu and click on the name of the fieldset on the fieldset detail page, drag fields need to be updated in the fieldset click the save button note please note that only fields in the fieldset will be updated in nue when users change their values for custom fields, before adding them to the fieldset, please make sure the fields have been synced to nue order already for more details, checkout manage custom fields docid\ tguor j2gqmocfcc bu3m the following nue standard fields are not allowed to be updated, so users should not add them to the fieldset bill cycle day billing period total amount total price start date end date subscription term status account name billing account you may now update the active order, such as its shipping address the modified field values will be automatically synchronized with nue should the shipping address be updated and tax integration is enabled, the next generated invoice for this order will utilize the revised shipping address for tax calculations
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