ABO

Asset-based ordering (ABO) functionality enables the customers to manage their existing subscriptions or install base using actions such as change, renew, swap, and terminate.

Administrators

Individual responsible for installing, configuring, and maintaining Order Management software, including creating direct orders, customer purchase orders, and managing partial order fulfillment and automation.

Assets

Assets define a purchased product or service. An asset is associated with an account. After being processed and fulfilled, the line items associated with new quotes, agreements, or orders result in the creation of new assets, which can then be viewed or managed from the customer's account.

Amend Order

An action a user can take from the order record page. You can use Amend Order to create a new version of the Order classified as an amendment with changes to the field values of the order.

Attributes

Features of a product, such as color, size, weight, and more.

Bundled Products

A combination of standalone products that offer added value to the customer while increasing overall sales.

Cart

A product and pricing view for the user to review all configuration and pricing information at a glance.

Catalog

A view that allows hierarchical categorization of products for users to search through and add to their configuration.

Clone

To replicate a field, record, template, etc.

Clone Order

An action a user can take from the order record page which creates a copy of the order record.

Contract Price List

A price list that helps the customer keep track of specific price agreements as applicable for that account.

Customer Purchase Order

A customer document that represents the initial offer of negotiated types, quantities, and prices for products or services. Customer Purchase Orders can be created by sales users or administrators as sales orders for long-term contracts.

In-Flight Order

The flow status of an order that is in the process of fulfillment.

Order

A document that serves as a confirmation of a purchase created for a customer before delivering goods or services. The Order object is used in Order Management to capture and track orders created from quotes, agreements, or other sources, such as customer purchase orders.

Order Fulfillment Line Items

A line item on the order record that comprises order fulfillment information for the record. Order fulfillment line items are displayed in the Order Fulfillment Line Items related list.

Order Line Item

A line item on the order record corresponding to a product, bundle, or service that is part of the order. Order line items are displayed in the Order Line Items related list.

Order Line Item Status

A column on the Order Line Items related list. This status refers to the current status of the corresponding line item. The possible status values are: PartiallyFulfilled, InFulfilment, Pending, Draft, Accepted, In-Amendment, BeingAmended, Superseded, Activated, Pending Cancellation, BeingCancelled, Cancelled, and Fulfilled.

Order Number

The unique ID of an order.

Order Source

A field on the order record that specifies the source from which an order is created. For example: Account, Quote, or an Agreement.

Order Status

A field on the order record that denotes the status of an order that you have created or updated. The possible status values are: PartiallyFulfilled, InFulfilment, Pending, Draft, Accepted, In-Amendment, BeingAmended, Superseded, Activated, PendingCancellation, BeingCancelled, Cancelled, and Fulfilled.

Partial Order

An order placed against a price agreement or customer purchase order for a partial amount of the committed quantities captured for an order.

Price Agreement

An agreement associated with a generated contract price list that represents the negotiated pricing and quantity commitments for one or more configurations of products and services.

Price Lists

Containers of items that are grouped in a price list. A price list controls which products are visible to the end user. A price list contains several price list items; each linked to a product. A product can be set up with one or more price list items.

Price Matrix (Matrices)

These are an advanced pricing concept used to define tiered pricing paradigms, or complex pricing structures with multiple criteria. Common examples are pricing tiers for a product based on user count or particular customer or transactional dimensions.

Price Rule

Represents a single rule in a price ruleset.

Price Rule Sets

Price Rulesets are a mechanism to allow particular families, categories or groupings of products to have either line item pricing adjustments applied or summary pricing adjustments applied. Typical examples of these are volume discounting rules or promotional pricing rules.

Product

A product or service that can be sold on its own as a standalone item, an option of other products, or as part of a bundled product.

Product Attribute Group

Represents a product attribute group that contains attributes shared by products.

Product Attribute Value

Represents the attribute values for a product class. For example, color has attribute values such as red, green, blue, orange and so on.

Product Group

A logical grouping of one or more product records. This construct allows you to create combinations of products with similar characteristics/qualities for use in a Rule.

Quote or Proposal

A structured definition of a prospective sale that contains product configurations, pricing, and customer opportunity information.

Standalone Products

Refers to a device or software that is self-contained, one that does not require any other devices or software to function.