Requirement Overview:
* Sales reps need to redistribute Order Products across multiple Orders.
Key Considerations:
* Ownership Requirement: Only the Order owner or users with elevated permissions (e.g., Modify All) can edit an Order.
* Allow Multiple Orders Setting: This setting must be enabled in the CPQ Orders package to allow splitting or redistributing Order Products.
Steps to Enable:
* For Ownership:
* Confirm the sales rep is listed as the owner of the Order.
* For Package Settings:
* Navigate to CPQ Package Settings > Orders.
* Enable the "Allow Multiple Orders" checkbox.
Testing:
* Ensure that the Edit Order Products button is exposed on the Order Page Layout and verify redistribution functionality.