Orders Overview
The Order Details page provides a comprehensive view of an individual order record within Conga Billing. It displays all key attributes, lifecycle status, billing information, and related data for a selected order. This page is the primary interface for reviewing, managing, and acting on an order throughout the process. Users can navigate to this screen from the Orders landing page by clicking a specific order.
- Review complete order metadata (amounts, dates, parties, currency)
- Track the current order status across the full lifecycle pipeline
- Activate an order which is in in Draft, Pending, Confirmed, Fulfilled, or Partially Fulfilled status.
- Generate billing for an already activated order.
- Access related records such as assets, invoices, and billing schedules
It is divided into four main areas: a header element at the top, metadata fields, status bar, and two tabbed navigation tabs — Details and Related. It displays Actions for orders that are eligible for activation or billing.
Header Element and Metadata Fields: The top of the screen displays the Order identifier and its current approval status at a glance. It also displays the metadata information through three key metadata fields for quick reference. These fields are read-only and cannot be edited directly from this page.
| Element | Description |
|---|---|
| Original Order Number + Status Badge | Displays the Original Order Number alongside a colored workflow status ("Activated" in green, and "Draft" in blue). |
| Bill To | The customer account associated to this order. |
| Order Amount | Displays the total monetary value of the order (e.g., $7,300.00). |
| Order Date | Shows the date the order was created or placed. |
Status Bar: The status bar is a horizontal progress indicator at the top of the record that visualizes the Order's lifecycle. Each stage is represented as a labeled chevron. Completed stages display a check mark and are highlighted in light green; the current active stage is filled in dark navy blue.
Navigation Tabs:
| Navigation Tab | Description |
|---|---|
| Details | Contains all field-level information about the order, organized into Key Details and Additional Details sections. |
| Related | Provides access to associated records, such as order line items, custom plans, and forecast billing schedules. |
The Details Tab
| Field | Description |
|---|---|
| Order Number | A unique, system-generated identifier for the order (e.g., CO-0020506). |
| Id | The unique ID of the order record (e.g., 9855e6fb-d68d-40d9-8339-8f5662daa14a). |
| Legal Entity | The legal entity associated with this order for billing and accounting purposes. |
| Bill To | The account or contact to which invoices will be billed. |
| Ship To | The account or address to which products or services will be delivered. |
| Sold To | The account that purchased the order. |
| Primary Contact | The main point of contact for this order. |
| Location | The Bill To, Physical or Logical location associated with this order. |
| Description | A free-text field providing context or notes about the order (e.g., Create Quote Description). |
| Currency | The transaction currency for this order (e.g., USD). |
| Order Amount | The total monetary value of the order (e.g., $7,300). Calculated from all order line items. |
| Order Date | The date and time the order was created. |
| Order Start Date | The date on which the order period or service delivery begins. |
| Order End Date | The date on which the order period or service delivery ends. |
| Payment Term | The agreed-upon payment terms (e.g., Net 30). |
| Status | The current lifecycle status of the order (e.g., Activated). |
| Ready For Activation Date | The date on which the order became eligible for activation. |
| Source | Identifies the originating source. |
| Source Channel | Specifies the sales or distribution channel through which the order was placed. |
| Purchase Order | Captures the customer-provided purchase order number for procurement tracking. |
| Price List | Links to the price list record used to determine product and service pricing for this order. |
| Quote/Proposal | References the quote or proposal from which this order was created, providing traceability to the pre-sales document and ensuring pricing and terms consistency. |
| Agreement | Links to an active contract or master agreement governing the terms, pricing, or entitlements for this order. |
| Related Opportunity | Associates the order with a CRM opportunity record to support sales. |
| Billing Preference | Specifies the customer's preferred billing configuration such as billing frequency, invoicing, etc. |
| Ready For Billing Date | Indicates the date from which the order is eligible to be included for billing. |