Creating Partial Orders from Price Agreements
Perform the following tasks to create a partial order from a Price Agreement (quote or agreement).
To create a partial order
Refer to the Order Management for Administrators for steps to configure which fields are displayed in the partial order form, price agreement list, and order list.
Rolling Up Order Line Item Information to Quote and Agreement Line Items
Prerequisite: Order Line Item must be linked to the Quote Line Item or Agreement Line Item.
Information is rolled up from the order line items to the quote or agreement line items when a partial order is created from the quote or agreement. For example: Whenever there is a change in the ordered line item for a given agreement line item, the Ordered Quantity is updated. If there is 1 ordered line item for a given agreement line item, the Ordered Quantity is 1. As per this feature:
- Quantity from the order line item is rolled up to the ordered Quantity on the proposal line item.
- Fulfilled quantity is rolled up from the order line item to the fulfilled quantity on the agreement line item when the fulfilled quantity is updated on the order line item
- Fulfillment status is updated on the agreement line item when the fulfilled quantity is updated on the order line item as stated below:
-
- Fulfilled Quantity = 0: Not Fulfilled
- Fulfilled Quantity < Quantity and > 0: Partially Fulfilled
- Fulfilled Quantity > = Quantity: Fulfilled
- Order line items in all statuses except (Cancelled, Superseded, Being Amended, Being Cancelled) are rolled up.