Conga Product Documentation

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Configuring Order Management Status

To ensure that the Order Management flow assigns the correct status for orders at different stages of the lifecycle, you must add and configure all applicable statuses for the Order and Order Line Item objects.

To configure Order object status

  1. From the Order tab, go to Quick Access > View Fields.
  2. From Custom Fields & Relationships, click Status.
  3. Click New. The Status Picklist Values page is displayed.
    1. In the picklist entry field, enter the following status values: Pending, Activated, Fulfilled, Cancelled, Superseded, Draft, Partially Fulfilled, In Fulfillment, In Amendment, Being Amended, Pending Cancellation, Being Cancelled, Processing, and Completed.
  4. Click Save.
  5. Next to the Draft status, click Edit.
  6. From the Picklist Edit page click the check box Make this value default for the master picklist.
  7. Click Save.

To configure Order Line Item object status

  1. Go to Setup > Objects > Order Line Item.
  2. From Custom Fields & Relationships, click Status.
  3. Click New.
    The Status Picklist Values page is displayed.
  4. In the picklist entry field, enter the following status values: Pending, Activated, Fulfilled, Cancelled, Superseded, Draft, Partially Fulfilled, In Fulfillment, In Amendment, Being Amended, and Pending Cancellation.
  5. Click Save.
  6. Next to the Draft status, click Edit.
  7. From the Picklist Edit page, select the check box Make this value default for the master picklist.
  8. Click Save.

For detailed descriptions of Order and Order Line Item statuses, refer to the topic "Understanding Order Status" in the Order Management for Users.