Enhancements

The following enhancement is new to Conga Order Management in this release.

Ability to Add Lookup Filters on the Create Order Page of the Price Agreement Tab

Order Management now supports the creation of custom lookup fields and setting up the lookup filters for them on the Create Order Page of the Price Agreement Tab. This functionality helps you to filter the records containing the desired value. You can create a custom lookup field and then add the lookup filter criteria to that field to achieve the desired result.

Ability to Edit the Identifiable Fields on a Price Agreement Detail Page

The identifiable fields are now made editable on the Price Agreement Detail page. You can add identifiable custom fields like Description, Shipping Instructions, PO Date, etc. on the Price Agreement Detail page and edit the data in these fields.

Partial Order Creation Page to Show a Spinner

A spinner is shown on the Partial Order Creation page as an indication of an undergoing process when you create a new order.