Conga Product Documentation

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Setting up Order Management

Conga Order Management setup enables the admin to manage the Order Settings so that Orders can work independently or in sync with other Conga apps.

Order Setup

This section provides information on configuring the Order Settings. To access the Order Setup page:
  1. Log in to the Advantage Platform.
  2. Click the Order Management tile.
    The Order Management page is displayed.
  3. Click the Settings icon () to open the Order Setup page.
You are on the Order Setup page. You can manage the settings that are listed in the following table:
SettingValueDescription

General settings

Create Asset on Order Activation
  • Yes
  • No

No is the default value.

Indicates when an asset should be auto-created.
Billing Auto-generate Event
  • None
  • Order Activation
Order Activation is the default selection.
Indicates whether and when billing should be auto-initiated for a given order/asset line item.
  • None: billing records are not auto-generated.
  • Order Creation: Auto-generate the billing records along with the order creation.
    Note: This functionality is not supported yet.
  • Order Activation: Auto-generate the billing records when the entire order is activated.

Order Activation Threshold100Threshold beyond which the order activation is done asynchronously.
Order Line Threshold for Billing Generation100The order line threshold beyond which the billing is generated asynchronously.

Inflight Order Management

Manage Inflight Orders?
  • Yes
  • No

No is the default value.

Indicates whether to manage the inflight orders or not.
Cutoff Event for Inflight Order Cancellation

Picklist showing different Order Statuses..

Pending is the default selection.

The business event beyond which an inflight order cannot be canceled. For more information, see Configure In-flight Order Cancellation.