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Order and Order Line Item Behavior on Amendment

Action

Behavior

In-flight Order changes allowed

  • Change to Start Date and/or End Date
  • Change the term as needed based on new start date/end date
  • Recalculate Net Price as needed
  • Add a new Product (order line) for the existing order:

    For instance, after placing an order for salesforce licenses, you can add more products for the SFDC Admin Training.

  • Cancel an order line:

    Cancel a particular order line from an existing order and keep rest of the order lines unchanged.

  • Change an existing order line for the existing order:Change the quantity or start/end date for a particular order line on an existing order.

    Price and Term are recalculated after changing quantity and dates (start/End) respectively.

Order Versioning

  • New order and order line version created to make the in-flight change
  • The previous version superseded once the new change is confirmed

Delayed Asset Creation

  • Option added to “Create Assets on Order Activation” in Order System Properties. This option needs to be enabled for In-flight change capability.
  • With this option, assets are created and activated only when the order/order line is activated
  • For bundles / multi-charge types, assets created/updated when last related option or charge type is fulfilled

Billing Changes

  • Billing can only be initiated after order/order line activation
  • “Initiate Billing on Order Activation” is not relevant for In-flight Order changes and is always treated as if the property is enabled.

Revenue Recognition

  • No impact on Revenue Recognition as scheduled, after activation

DRAFT or IN AMENDMENT Order

Setting Ready for Activation Date or (Ready for Billing Date) on Order Line Item on orders in Draft / In Amendment Order

When the orders are in "Draft" or "In Amendment" status, users can set "Ready for Activation Date" or "Ready for Billing Date" on the order or order line item level. This will not initiate order/order line item activation or billing while order stays in "Draft" or "In Amendment" status.

If "Ready for Activation Date" is set on the order or order line item then this will become a trigger to activate order or order line item respectively when the order is accepted.

ACCEPT ORDER / QUOTE

Order line item activation on Accept Order or Quote

When the order or quote is accepted, the system uses the following behavior on the order line items irrespective of delayed asset creation flag.

READY FOR ACTIVATION DATE ON THE ORDER HEADER

Mark all the line items as Fulfilled

Initiate logic for order line item activation, which will activate all the line items as well as order header. It will also create and activate assets.

INDEPENDENT LINE ITEM:

If ready for activation date is set on the order line item and status of the order line is in “In Amendment” or “Draft”, then system will mark the line item as “Fulfilled” and initiate “order line item activation logic

BUNDLES OR MULTI-CHARGE TYPES WHEN Create Asset on Order Activation = TRUE

If ready for activation date is set and status of the order line is in “In Amendment” or “Draft”, then system will mark the line item as “Fulfilled”

Initiate activation logic, if the current fulfilled item is the last item in the bundle or multi-charge items

BUNDLES OR MULTI-CHARGE TYPES WHEN Create Asset on Order Activation = FALSE

If ready for activation date is set and status of the order line is in “In Amendment” or “Draft”, the system will mark the line item as “Fulfilled”

Initiate activation even if there are other items in the bundle or multi-charge types that are still NOT in “Fulfilled” status

PENDING / IN FULFILLMENT / PARTIALLY FULFILLED ORDERS

· Activating Order Line Items

READY FOR ACTIVATION DATE ON THE ORDER HEADER

  • Mark all the line items as Fulfilled
  • Initiate logic for order line item activation

INDEPENDENT LINE ITEM:

  • If ready for activation date is set on the order line item and status of the order line is in “Pending” or “In Fulfillment”, then the system will mark the line item as “Fulfilled” and initiate “order line item activation logic
  • If Fulfilled Quantity >= Delta Quantity and status of the order line is in “Pending” or “In Fulfillment” or “Partially Fulfilled”, then mark the line item as “Fulfilled” and initiate “order line item activation logic

BUNDLES OR MULTI-CHARGE TYPES WHEN Create Asset on Order Activation = TRUE

  • If ready for activation date is set and status of the order line is in “Pending” or “In Fulfillment”, then mark the line item as “Fulfilled”
  • If Fulfilled Quantity >= Delta Quantity and status of the order line is in “Pending” or “In Fulfillment” or “Partially Fulfilled”, then mark the line item as “Fulfilled”
  • Initiate activation logic, if the current fulfilled item is the last item in the bundle or multi-charge items

BUNDLES OR MULTI-CHARGE TYPES WHEN Create Asset on Order Activation = FALSE

  • If ready for activation date is set and status of the order line is in “Pending” or “In Fulfillment”, then mark the line item as “Fulfilled”
  • If Fulfilled Quantity >= Delta Quantity and status of the order line is in “Pending” or “In Fulfillment” or “Partially Fulfilled”, then mark the line item as “Fulfilled”
  • Initiate activation logic, activates the order line item only if all the order line items in the bundle or multi-charge types are in the 'Fulfilled' state.