Order - Veles Docs

A Veles Order is the commercial commitment created when a customer accepts a quote — the bridge between pricing negotiation and durable contract state. See Order Overview for how orders behave in Veles; this page is the field reference for the mirrored Salesforce record. Orders are master-detail children of the Proposal, not of the Quote. Veles allows one active (not Cancelled) order per proposal at a time, so that constraint belongs at proposal level; the quote the order came from is a separate lookup. Dynamic user-defined values carried into an order are exposed as child Order Attribute Values, listed under Attribute Values on the order’s Related tab. Application-owned values remain first-class Order fields.

Orders are immutable once finalized. Changing agreed terms means cancelling the order and creating a new one, so a proposal can accumulate several Order records over time. At most one is active - and there may be none, since cancelling the only order leaves the proposal with no active order at all. Filter on Veles__Primary__c (Active) whenever you report across orders.

Fields at a glance

Field	API Name	Type
Order Name	`Name`	Text (standard name field)
Veles External ID	`Veles__External_Id__c`	Text(255), unique, external ID
Proposal	`Veles__Proposal__c`	Master-Detail(Veles Proposal)
Quote	`Veles__Quote__c`	Lookup(Veles Quote)
Contract	`Veles__Contract__c`	Lookup(Veles Contract)
Active	`Veles__Primary__c`	Checkbox
Order Number	`Veles__Order_Number__c`	Number(9, 0)
Status	`Veles__Status__c`	Picklist
Rep	`Veles__Rep__c`	Lookup(User)
Veles Link	`Veles__App_URL__c`	URL
Start Date	`Veles__Start_Date__c`	Date
End Date	`Veles__End_Date__c`	Date
Effective On	`Veles__Effective_On__c`	Date
Expiration Date	`Veles__Expiration_Date__c`	Date
Term (Months)	`Veles__Term_Months__c`	Number(4, 0)
Phase Count	`Veles__Phase_Count__c`	Number(3, 0)
Signed On	`Veles__Signed_On__c`	Date
Executed On	`Veles__Executed_On__c`	Date
Executed By	`Veles__Executed_By__c`	Lookup(User)
TCV	`Veles__TCV__c`	Currency(16, 2)
Recurring TCV	`Veles__Recurring_TCV__c`	Currency(16, 2)
One-Time TCV	`Veles__One_Time_TCV__c`	Currency(16, 2)
Currency Code	`Veles__Currency_Code__c`	Text(3)
Purchase Order	`Veles__Purchase_Order__c`	Text(255)
Void Reason	`Veles__Void_Reason__c`	Long Text Area(32768)
Billing Name	`Veles__Billing_Name__c`	Text(255)
Billing Email	`Veles__Billing_Email__c`	Email
Billing Address Line 1	`Veles__Billing_Address_Line_1__c`	Text(255)
Billing Address Line 2	`Veles__Billing_Address_Line_2__c`	Text(255)
Billing Address Line 3	`Veles__Billing_Address_Line_3__c`	Text(255)
Billing City	`Veles__Billing_City__c`	Text(255)
Billing State	`Veles__Billing_State__c`	Text(255)
Billing Postal Code	`Veles__Billing_Postal_Code__c`	Text(255)
Billing Country	`Veles__Billing_Country__c`	Text(255)
Synced At	`Veles__Synced_At__c`	DateTime

Field details

Text (standard name field)

Order Name - “Order #” and the order number padded to six digits (e.g. Order #001042), as Veles labels the order.

Text(255), unique, external ID

Veles External ID — The Veles order ID. All sync writes upsert on this field; never edit.

Master-Detail(Veles Proposal)

Proposal — The Veles proposal this order belongs to. Master-detail: orders are owned by their proposal and are deleted with it.

Lookup(Veles Quote)

Quote — The Veles quote this order was converted from: the option whose published version the customer accepted. Empty when that quote is not in Salesforce (never pushed, or since hidden or deleted in Veles), and filled in again when the quote comes back. Lookup rather than master-detail, because the order is owned by the proposal and outlives any later re-quoting.

Lookup(Veles Contract)

Contract — The Veles contract this order created or amended, set when the order is executed. Empty until then, so an order that is never executed has none. A renewal order points at the new contract it created; the contract it renewed is that contract’s Source Contract. Empty while that contract is not in Salesforce, and filled in once it is.

Checkbox

Active - Whether this is the proposal’s active order: true for the order that is not Cancelled, false once it is voided. Veles allows one active order per proposal at a time, and there may be none. Salesforce never holds two: marking an order active clears the flag on the proposal’s other orders, so a replacement order is the active one even before its voided predecessor syncs. Filter on this field when reporting across orders to leave voided orders out. The API name is Primary__c, the same as the quote’s flag.

Number(9, 0)

Order Number — The sequential order number within the Veles account, and the number shown on the order document.

Picklist

Status — Where the order sits in its lifecycle. For any order that is not Cancelled, the parent proposal’s Stage names the same step (a Draft order’s proposal is at Draft Order), which makes the two a useful cross-check. Veles allows one order per proposal that is not Cancelled. Unrestricted so new Veles statuses never break the sync.Values: Draft, Finalized, Pending Signature, Signed, Executed, Cancelled. Executed means the order created or amended a contract and can no longer be cancelled.

Lookup(User)

Rep — The order’s owner in Veles, as the Salesforce user they connected Veles with. Empty when the owner has never connected Salesforce. Use this rather than Created By for rep-level reporting.

URL

Veles Link — Deep link to open this order in Veles.

Date

Start Date — The first day of the ordered term: the first phase’s start date.

Date

End Date — The last day of the ordered term: the last phase’s end date.

Date

Effective On — When the order’s commitment takes effect. Deliberately separate from Start Date: on an amendment order this is the amendment date, which falls inside the existing contract’s window rather than at the start of a new term. For new business the two usually match.

Date

Expiration Date — The date the order offer expires if not signed. Empty when no expiry was set.

Number(4, 0)

Term (Months) — The order’s term in months, from its Start Date to its End Date, as the Veles order page shows it.

Number(3, 0)

Phase Count — Number of phases (time-segmented windows, e.g. ramp years). 1 means flat pricing for the whole term.

Date

Signed On — When the order was signed, by whichever route: all signers completing in the e-signature provider, a rep marking it signed, the offline sign path, or an externally-signed PDF being recorded. Empty until then. There is no Signed By field, because on the e-signature path the signer is a customer contact rather than a Veles user.

Date

Executed On — When the order was executed: the moment it created or amended a contract, and the point after which it can no longer be cancelled. This is the booking date for revenue reporting.

Lookup(User)

Executed By — The Veles user who executed the order, as the Salesforce user they connected Veles with. Empty until the order is executed, and when that user has never connected Salesforce.

Currency(16, 2)

TCV — Total Contract Value: One-Time TCV + Recurring TCV, everything the customer pays over the full ordered term, prorated to actual windows. In the order’s own currency (see Currency Code).

Currency(16, 2)

Recurring TCV — The sum of all Recurring Revenue Prorated across the order’s phases. One-Time TCV + Recurring TCV = TCV.

Currency(16, 2)

One-Time TCV — The sum of all One-Time Revenue across the order’s phases. One-Time TCV + Recurring TCV = TCV.

Text(3)

Currency Code — ISO currency code of the order (e.g. USD, EUR). All amount fields on this record and its lines are in this currency.

Text(255)

Purchase Order — The customer’s purchase order number, when one was supplied.

Long Text Area(32768)

Void Reason — Why the order was cancelled. Only ever set on Cancelled orders, where Veles requires a reason, so it is the record of why a commitment fell over. Synced as plain text.

Text(255)

Billing Name — The bill-to contact name on the order.

Billing Email — The bill-to contact email, where invoices are sent. Empty when the address in Veles is not one Salesforce accepts: malformed, or longer than 80 characters.

Text(255)

Billing Address Line 1 — First line of the bill-to address.

Text(255)

Billing Address Line 2 — Second line of the bill-to address.

Text(255)

Billing Address Line 3 — Third line of the bill-to address.

Text(255)

Billing City — City of the bill-to address.

Text(255)

Billing State — State or province of the bill-to address.

Text(255)

Billing Postal Code — Postal code of the bill-to address.

Text(255)

Billing Country — Country of the bill-to address.

DateTime

Synced At — When the Veles sync last wrote this record. The order mirror updates at each step of the order’s lifecycle: created, edited in draft, finalized, sent for signature, signed, executed and cancelled.