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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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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 The status of previous version changes to "Superseded."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