Can't create an order from this type of quote: Process Automation Error

Understanding the "Can't create an order from this type of quote" Error

This error occurs when a Salesforce process automation ("Case - Update KYB Status on Account Record") fails during an attempt to create an order from a quote. The error prevents the record from being saved and indicates there's an issue with either the quote configuration or the process that updates KYB (Know Your Business) status.

Causes of the "Can't create an order from this type of quote" Error

1. Quote is not marked as Primary: Salesforce CPQ only creates orders from quotes where the Primary checkbox is checked. Only one quote related to an opportunity can be flagged as Primary.

2. Quote Status is not Approved: If your Salesforce org is configured to require quote approval, orders can only be generated if the Status field of the primary quote is set to "Approved" (not "Draft"). This ensures that quotes complete the approval process before order generation.

3. Process Automation Failure: The "Case - Update KYB Status on Account Record" process is failing when it attempts to run during order creation, suggesting potential issues with field validations or dependencies.

4. Quote Lines with Negative Quantities: Order generation can fail if there are quote lines with negative quantities, unless the "Enable Negative Quantity Order Setting" is set to True.

How to Handle the "Can't create an order from this type of quote" Error

1. Verify Quote is Primary: Ensure the quote is marked as Primary by checking the "SBQQ__Primary__c" field. The order can only be created against the primary quote among potentially many quotes attached to the opportunity.

2. Check Quote Approval Status: If your organization requires approved quotes, verify that the Quote Status equals "Approved." If a quote isn't first approved and someone attempts to generate an order, they'll get an error message.

3. Review the KYB Process: Ask your Salesforce administrator to review the "Case - Update KYB Status on Account Record" process for any validation rules or required fields that might be causing the failure.

4. Check for Quote Line Issues: Review quote lines for negative quantities that might be causing the error, especially if the "Enable Negative Quantity Order Setting" is not enabled.

Conclusion

The "Can't create an order from this type of quote" error typically stems from either incorrect quote configuration or process automation failures. By ensuring your quote is properly marked as Primary, has the correct approval status, and meets all requirements for order generation, you can resolve this error. If the issue persists, your Salesforce administrator should review the "Case - Update KYB Status on Account Record" process for potential conflicts.