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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

Splitting an Order

Creating Order Workflows to Automate Split Order

The Order Workflow Rulesets enables the automatic triggering of the split action on quote acceptance, Agreement Activation (Agreement Flow), or Order acceptance ( Direct Order Flow) for a specific selection of order lines as defined by the criteria on the workflow rule.

Perform the following tasks to set up a Workflow Rule for automating the split order process.

To create an Order Workflow Rule for a Split Order

Note:

You can create only one workflow rule per ruleset. Each workflow rule can contain one or more Workflow Rule Entries.

  1. Create an Order Workflow Ruleset and define the criteria for the workflow ruleset. Refer to To create a new Order Workflow Ruleset and To define criteria for the Workflow Ruleset for step by step instructions.
  2. Click New Order Workflow Rule from the Order Workflow Ruleset page.
    The New Order Workflow Rule page is displayed.
  3. Enter a Sequence value (begins at "1").
  4. Click the Action drop-down and select Split Order.
    • Split Order: Automatically split an order as per the flow defined in the order workflow rule.
  5. Enter a Description (Optional).
  6. Click the lookup icon and select the ruleset to associate with the rule (automatically filled when the rule is created from a ruleset detail page).
  7. Click Save.

To create an Order Workflow Rule Entry

  1. Click New Order Workflow Rule Entry from the Order Workflow Rule page.
    The New Order Workflow Rule Entry page is displayed.
  2. Enter a Sequence value (begins at "1"). This defines the sequence in which to execute the workflow rule entries when the workflow ruleset is triggered.
  3. Click the Context Type drop-down and select Order Line Item.
  4. Click Save.
User Guide
Order Management

January 8, 2025