How asset and contract flows work
There are two process flows you must consider:
- Contract + Proposal Flow: In this flow, both Contract and Quote/Proposal are involved.
- Contract Flow: In this flow, only Contract is involved (no Quote/Proposal). The assets are created through contracts/agreements using the normal contract life cycle flow. After you finalize and activate a contract (containing agreement line items), the corresponding asset line items are created.
The following table explains the CPQ behavior when the Auto Create Order setting is configured.
Flow | Auto Create Order (Proposal System Properties) | Auto Create Order (Comply System Properties) | CPQ behavior |
|---|---|---|---|
Contract + Proposal Flow | False | True | A Quote/Proposal is created followed by a Contract. The Asset Line Items and Order Line Items are created when you activate a Contract. |
Contract Flow | False | True | Contract is created without a Quote/Proposal. The Asset and Order Line Items are created when you activate a Contract. |
It is recommended to refrain from enabling Auto Activate Order from Comply System Properties and Proposal System Properties simultaneously.
The Conga Contract Lifecycle Management package version must be 8.4.0325 (8.325.1) or higher to use the features mentioned above.
