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Order Management for Salesforce

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Order Management for Salesforce

Working with Customer Purchase Orders

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Understanding Customer Purchase Order Status

As a Customer Purchase Order moves through the order lifecycle, the purchase order and its line items are assigned a status. The following table describes the mapping between Customer Purchase Order (PO) and PO Item statuses:

PO Status

PO Item Status

Draft
  • All items are in "Draft" status.

Accepted
  • All items are in "Accepted" status and the Customer PO is not in "In Amendment" status.
  • One or more items are in "Accepted" status while remaining items are in "Cancelled" status and Customer PO is not in "In Amendment" status.
  • PO Items and header may have errors.

Partially Processed
  • Any one item is in "Partially Processed"status and Customer PO is not in "In Amendment" status.
  • One or more items are in "Processed" status while remaining items are in "Accepted" status and Customer PO is not in "In Amendment" status.

Processed
  • All PO items are in "Processed" status.
  • One or more items are in "Processed" status while remaining items are in "Cancelled" status.

Rejected
  • All PO Items are in "Rejected" status.
  • PO Items and header may have errors.

In Amendment
  • PO Is explicitly amended and the current version is the latest one.
  • PO items can be in "Draft," "In Amendment," "Pending Cancellation," "Cancelled," "Partially Processed," or "Processed" statuses.
  • PO Items and header may have errors.

Pending Cancellation
  • All PO Items are in "Pending Cancellation" status.

Cancelled
  • All PO Items are in "Cancelled" status.

Being Cancelled
  • Next version exists in "Pending Cancellation" status.

Being Amended
  • Next Version exists in "In Amendment" status.

Superseded
  • Next version in "Accepted" status.
User Guide
Order Management

January 8, 2025