Activating Orders
Once you have accepted the Quote/Proposal, an Order is created with the Status = New. All the Proposal Line Items are copied to the Asset Line Items and Order Line Items. To proceed further with creating Assets for the products/services listed in your Quote/Proposal, you must activate this Order.
You can activate an Order by following any of the below-mentioned procedures:
- By selecting Auto-Activate
Order check box on the Quote/Proposal page:
If you choose this option, once you accept a Quote/Proposal, the Order is created and activated simultaneously.
- By manually entering an Order-Activation Date:
If you choose this option, you have to manually enter a Date and Time in the Order Activation Date field on the Quote/Proposal page.
Once activated, you can see the status of the Asset Line Items and Order Line Items is changed to Activate. See Managing Assets for more details.
Limitations and Best Practices
When activating bulk orders in Salesforce CPQ, consider the following limitations and best practices:
- Bulk Activation Limitation: When updating the activation date for multiple orders in a single transaction, only one order completes the full activation process. The others may not trigger necessary downstream processes (such as order lines, assets, and billing) due to Salesforce governor limits. Consequently, only one order is fully activated, while others may display a "Fulfilled" status without complete activation at the line-item or asset level.
- Recommended Approaches to ensure proper activation of all orders:
- Utilize batch or asynchronous processing to handle each order in its own transaction.
- Activate orders sequentially by updating the activation date in separate transactions. These methods ensure all downstream records are created as expected.
- Order Activation API: The API operates synchronously if the total order line item (OLI) count is below the default threshold of 100. For larger volumes or when Async=True, it runs asynchronously and provides a job ID to monitor the activation status.
- Batch Settings: For handling bulk data, use order settings like "Order Item Activate Batch Size" and "Order Item Create Batch Size" to manage large volumes. Ensure the Order object has a Profile Type of Enterprise for large carts. The "Create Asset on Order Activation" property controls asset creation.
- Batch Settings: For bulk data, use order settings like "Order Item Activate Batch Size" and "Order Item Create Batch Size" to handle large numbers. The Order object should have Profile Type as Enterprise for large carts. The "Create Asset on Order Activation" property controls asset creation.
Best Practice: Always use batch or asynchronous jobs for bulk order activation in CPQ to avoid governor limits and ensure complete downstream processing for every order and order line.