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Automating In-Flight Order Changes

You can automate In-Flight order changes by creating Order Workflow Rulesets. Order Workflow Rulesets comprise specific Order Workflow Rules that execute in-flight order changes when certain criteria are met. The following are the main triggering events that execute these rules:

  • A quote is accepted and converted to an order.
  • An agreement is activated and converted to an order.
  • A direct order or order amendment is accepted.
  • The “Ready for Workflow” field is set to true on the order header for orders in “Pending”, “In Fulfillment,” or “Partially Fulfilled” status. (If the field is not present, add it to the Order page layout.)
  • The execOrderWorkflow API is called directly to manually trigger one or more workflow rules.

For more information on APIs, refer to the Conga Order Management for SOAP API Developers.