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Hi Everyone,

I am currently configuring Salesforce Consumer Goods Cloud and I’m facing three specific blockers on the Offline Mobile App. Despite following the standard configuration steps, I am hitting a wall.

Problem 1: Assessment Tasks not showing data

Inside the Retail Store Cockpit, I can see the Task headers (e.g., Inventory Check, Assets Check), but when I click into them, the screen is completely blank or shows no records.

Steps I have already performed:

  1. Definitions: Created Assessment Indicator Definitions and Assessment Task Definitions.
  2. Templates: Created an Action Plan Template (Target Object: Visit) and added the Task Definitions.
  3. Publication: Set the Action Plan Template to 'Active'.
  4. Visit Linkage: Created a Visit for a Retail Store and successfully generated the Action Plan from the template.
  5. Mobile Sync: Performed a 'Full Sync' on the mobile app.
  6. Permission Sets: Assigned CG Cloud Sales User and CG Cloud Refresh permissions to the user.

Problem 2: Order Creation Error ("Order is lesser than minimum value")

When attempting to save or submit an Advanced Order, I receive the following error: "The total value 0.00 of the Order is lesser than the minimum value 10 of the Order template. Choose a delivery date at least 0 workdays in the future."

Steps I have already performed to troubleshoot:

  1. Orderer Role: Verified that the Account has a Customer Extension record with the Orderer role set to 'Direct'.
  2. Templates: Linked the Order Item Template to the main Order Template.
  3. Pricing: Created a Condition Template (Absolute/Price) and a Customer Specific Product Condition for the items.
  4. The Issue: Even though quantity is entered, the Price and Receipt Value remain 0.00 in the basket, causing the minimum value validation to fail.    

     

Problem 3: "You can't create orders for a customer who isn't an orderer"

 

Even though I am visiting a Retail Store, I get an "Info" popup blocking me from starting a new order. 

Steps I have performed:

  1. Verified the Account linked to the Retail Store.
  2. Ensured the Account has a Customer Extension record.
  3. Checked the Orderer role checkbox and set it to 'Direct' with valid dates (2026-2070).
  4. Verified the user is assigned as a Customer Manager for that Account.
  5. Performed a Full Sync on the mobile app.    

     

    Questions for the Community:
    • Is there a specific Sales Org or Account Hierarchy setting that might cause the app to ignore the 'Orderer' flag?
    • Why would Assessment Tasks show as empty rows if the Action Plan is correctly generated?
    • Is there a "hidden" Search Sequence or Pricing Procedure step required for the offline mobile app to pick up new Condition records?

 

CG Cloud Offline Mobile App - Assessment Tasks not visible and

 

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Any help would be greatly appreciated! 

 

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#Consumer Goods Cloud

 

@* Consumer Goods Cloud *

2 个回答
  1. 7月1日 18:34

     Sorry, 

     I'm actually experiencing a similar issue - Items aren't showing up after selecting an Order Template. I went back to check for the 'Orderer' checkbox field in the Customer Extension, but I can't find this field. Which field is this exactly, and how do I set it up so I can select Items? 

     

    Thank you in advance. 

     

     

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