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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

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Order Management for Salesforce

Working with Customer Purchase Orders

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Cancelling Customer Purchase Orders User Guide

You can cancel a Customer PO when it is in the "Accepted" status.

To cancel a Customer PO

  1. Navigate to the Customer Purchase Orders tab.
    The Customer Purchase Order 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 Cancel Order
    • The Status of PO and its line items changes to Pending Cancellation.
    • The Accept button is enabled.
    • A new version of the PO is created.
    • The status of previous version changes to Being Cancelled and the status of PO items remains Accepted.
  4. Click Accept.
    The status of the Customer PO and its line items changes to "Cancelled." The status of previous version changes to "Superseded."

Reverting Cancelled Customer Purchase Orders

You can revert cancelling a Customer PO and its items by using the Undo Cancel Order action.

To undo cancel a customer PO

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

January 8, 2025