It is important to consider that the most common use case for generating an order is through a Quote or Agreement. In these cases, orders are almost always automatically activated, meaning that the Order Management application plays a limited or no role in managing the order as it is usually automatically converted into an asset.

Order Management primarily focuses on providing users with the capability to make in-flight order changes, create partial orders from price agreements, and manage and create orders from customer purchase orders. You can create a direct order using Order Management, but even a direct order is mainly initiated by a CPQ or CLM user from the Quote or Agreement record.

For more information on creating and managing orders and assets from a quote, refer to the CPQ for Users and supporting documentation.

For more information on creating and managing orders and assets from an agreement (contract), refer to the CLM for Users and supporting documentation.