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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

Conga Product Documentation

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Order Management for Salesforce

Working with Customer Purchase Orders

Use Case: Amending Customer Purchase Orders

Business Context

When a pricing or discount correction is needed after a customer purchase order (PO) has been accepted, Conga Order Management for Salesforce enables the order to be amended without losing the history of the original transaction. A customer PO represents the negotiated products, quantities, and prices, and Conga validates it against the associated quote, contract, or price agreement.

You can 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.

Requirement

The requirement is to amend a customer PO after it is accepted.

  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."
User Guide
Use Case
Order Management

October 5, 2026