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Order Management for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Order Management for Salesforce

Capturing Orders

Cloning an Order

Clone an order when you want to save time to create a new order with existing data, order line items, and cart configuration (this is called a "deep clone").

Note:

Ensure that you or an administrator have added the Clone button to the Order page layout. Refer to the Order Management Administrator Guide for more details.

To clone an order

  1. Go to the Order Detail page of the order you want to clone.
  2. Click Clone Order With Line Items. A new order is created. The following changes are made:
    • The status of the order and order line items are set to "Draft."
    • The fields Read for Activation Date and Ready for Billing date on the order header, and Asset Line Item on the order line item is reset.
    • Product Configurations are cloned along with corresponding cart and cart line items. Cart line items can then be configured and changed similar to drafting a new order.
    Note:

    Asset-Based Ordering (ABO) Line Items cannot be cloned using this process. For more information ABO, refer to the CPQ for Users.

User Guide
Order Management

January 8, 2025