Rev.io Field Order of Precedence

Customer-level Fields

Customer Class
  • CustomerClass field
  • Default Class on the External Order Config
  • "Business"
Bill Profile ID
  • BillProfileID field
  • Default Bill Profile ID on the External Order Config
  • Selects the default Bill Profile based on the customer's class (Business vs Residential)

Line-level Fields

Package ID
  • PackageID field
  • Package field - selects Rev.io Package with that Description
Carrier ID
  • CarrierID field
  • Selects the Carrier ID on the Package if selected
  • Carrier field - selects Rev.io Carrier with that Description
  • Default Carrier on the External Order Config
  • Selects the Rev.io Carrier with the lowest sort order
Carrier Account ID
  • CarrierAccountID field
  • CarrierAccount field - selects Rev.io Carrier Account with that Description (for that Carrier)
  • Selects the Rev.io Carrier Account for that Carrier with the lowest sort order
Line Type ID
  • LineTypeID field
  • LineType field - selects Rev.io Line Type with that Code
  • Selects the Package's Line Type if the Package has a Default Line Type selected (and a Package is used)
  • Default Line Type on the External Order Config
Program ID
  • ProgramID field
  • Program field - selects Rev.io Program with that Description
  • Selects the Package's Program if a Package is used and it has a Program selected
  • Selects the first Program that is active in Rev.io
Package ID
  • PackageID field
  • Package field - selects Rev.io Program with that Description
  • Otherwise, no package is chosen

Product-level Fields

Notes

  • Products can be added as individual items (e.g. OrderItems in Salesforce)
  • You can use the PackageID field and all of the Products on that Package will be added
  • Product Groups are honored - add the single Product that is a Lead Product and the others will be added automatically
Product ID
  • ProductID field
  • Code field - matches first to a Product from the Carrier used with that value for Product_Code1
  • Code field - matches next to a Product not from that Carrier used with that value for Product_Code1