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Order Management for Salesforce

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Conga Product Documentation

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Order Management for Salesforce

Working with Customer Purchase Orders

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Amending Customer Purchase Orders User Guide

Amend a Customer Purchase Order to create a new version after accepting a purchase order and correcting any errors. You can only amend a CPO when the status is in "Accepted" or "Partially Processed."

To amend a Customer PO

  1. Navigate to the Customer Purchase Orders tab.
    The Customer Purchase Orders page is displayed.
  2. Use the type-ahead to filter the list of purchase orders. Click the PO Number for the purchase order you want to view.
    The Customer Purchase Order detail page is displayed.
  3. Click Amend.
    A confirmation dialog is displayed.
  4. Click Yes to confirm the amend action:
    • A new version of the CPO is created and assigned the "In Amendment" status.
    • The Accept Button and Undo Amend buttons are enabled.
    • The status of the previous version is updated to "Being Amended."
  5. Add, Edit, or Delete a PO Item as required. For details, refer to Creating Customer Purchase Orders. You can add a new PO item or edit the quantity of an existing PO item as appropriate.
  6. Click Accept.
    The status of the PO and its line items changes to "Accepted." The status of the previous version changes to "Superseded."

Reverting Changes to an Amended Customer Purchase Order

You can revert the changes that you made to the CPO by using Undo Amend Order action. You can only revert Customer POs in the "In Amendment" status.

To undo an amendment to a Customer PO

From the Customer Purchase details, click Undo Amend Order:
  • Any changes made to Customer PO and its line items are rolled back to the previous version.
  • The status of the previous Customer PO and its line items changes to "Accepted."
User Guide
Order Management

January 8, 2025