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Order Management for Salesforce

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Adobe Sign ServicesAgreementsAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)ContractsContracts for SalesforceContribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest AuthorTransportation and LogisticsTurboEnginesX-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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Order Management for Salesforce

Working with Customer Purchase Orders

Use Case: Accepting Customer Purchase Orders

Business Context

Accepting the Customer PO lets authorized users review a submitted customer PO and formally mark it as accepted within the system, moving it from a "received" or "pending review" state to an "accepted" state that unlocks downstream billing and fulfillment activity.

Requirement

The requirement is to accept the Customer PO to unlock the downstream billing and fulfillment activity.

  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. If there are any errors or warnings in the purchase order, a warning icon is displayed along with the number of errors and warnings. Click View Details to view the list of errors and warnings.


  4. Click Accept. The status of the CPO and its PO Items changes to Accepted.
    Note:

    The Accept button is only enabled when the PO is in "Draft," "In Amendment," or "Pending Cancellation" status and at least one line item has been added.

  5. Click the info () icon to view a list of warnings and errors. Click Correct Problem to take mitigating action for any errors.
  6. After you have corrected all errors, you can create a sales order.
The customer PO is accepted. The status of the Customer Purchase Order (CPO) and all its line items changes to "Accepted".
You can create a single order, Split the created order into multiple orders, or create partial order from this order. Additionally you can amend or cancel this order.
User Guide
Use Case
Order Management

October 5, 2026