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What's New
The following table lists changes in the documentation to support each release.
Document | Topic | Description |
---|---|---|
Spring 2020 | About Order Management | Updated topic with additional key terminology. |
Creating Order Workflows to Automate In-Flight Order Changes | Updated topic with additional contextual information and tasks. Added a workflow ruleset use case. | |
Creating Data Enrichment and Validation Rules | Updated topic to include a detailed use case. | |
Winter 2019 | About This Guide | Updated topic. |
About Order Management | Updated topic. | |
Order Management in the Quote-to-Cash Process | Deleted topic. | |
Getting Started | Deleted topic. | |
Logging in to Order Management | New topic (replaced "Getting Started"). | |
Navigating the Order Management User Interface | New topic. | |
Understanding the Order Management Lifecycle | Topic renamed from "Getting Around with Order Lifecycle and Status." Updated topic. | |
Order Status | Deleted topic. | |
Order Line Item Status | Deleted topic. | |
Understanding Order Status | New topic (replaced "Order Status" and "Order Line Item Status"). | |
Capturing Orders | Updated topic. | |
Creating Orders from Quotes | Deleted topic. This information refers to a CPQ process. | |
Creating E-Commerce Orders | Deleted topic. This information is redundant and covered in the API Guide. | |
Creating Direct Orders for Accounts | Updated topic. | |
Configuring and Pricing Orders | Deleted topic. Note on configuring and pricing added to Creating Direct Orders for Accounts. | |
Finalizing Configurations | Deleted topic. | |
Confirming Orders | Deleted topic. Content added to parent topic. | |
Legal Entity on Order Line Item | Deleted topic. Content added to Activating an Order. | |
Cloning an Order | Updated topic. | |
Managing In-Flight Order Changes and Cancellation | Updated topic. | |
Amending an Order | Renamed topic from "Changing an In-flight Order." Updated topic. | |
New UI for Amend Order | Deleted topic. | |
Cancelling an Order | Updated topic. | |
Creating Order Workflows to Automate In-Flight Order Changes | Renamed and updated topic. | |
Versioning of an Order | Deleted topic. Content added to "Managing In-Flight Order Changes." | |
Sample Scenarios for Amending Orders Using Workflow Rules | New topic. Content moved from Admin Guide. | |
Order Management Workflows | Deleted topic. | |
Agreement to Order | Deleted topic. This is a CLM task. | |
Quote to Order | Deleted topic. This is a CPQ task. | |
Direct Order Configuration | Deleted topic. Content added to Creating Direct Orders for Accounts and Releasing Orders to Fulfillment Systems. | |
Asset Manager | Deleted topic. | |
Total Order Amount on Order Header | Deleted topic. Content added to Capturing Orders. | |
Working With Customer Price Agreements | Renamed and updated topic. | |
Creating Partial Orders from Price Agreements | Renamed topic. | |
View List of Quotes/Agreements | Deleted topic. | |
View List of Line Agreements from Price Agreements | Deleted topic. | |
Rollup Order Line Item Information to Agreement Line Item | Deleted topic. Content added to Creating Partial Orders from Price Agreements. | |
Rollup Order Line Item Information to Quote Line Item | Deleted topic. Content added to Creating Partial Orders from Price Agreements. | |
Creating Partial Order from Agreement Enhancements | Deleted topic. Content added to Working With Customer Price Agreements. | |
Working With Distributed Order Fulfillment | Updated topic. | |
Releasing Orders to Fulfillment Systems | Renamed topic. Updated topic. | |
Tracking Order Fulfillment | Renamed topic. Updated topic. | |
Order Fulfillment | Deleted topic. Content added to Releasing Orders to Fulfillment Systems. | |
Order Fulfillment Line Items | Deleted topic. Content added to Releasing Orders to Fulfillment Systems. | |
Order Fulfillment Line Item Lifecycle | Deleted topic. Content added to Releasing Orders to Fulfillment Systems. | |
Activating an Order | Updated topic. | |
Billing for an Order | Updated topic. | |
Working with Customer Purchase Orders | Updated topic. | |
Understanding Customer Purchase Order Status | Renamed topic from "Customer Purchase Order and PO Item Status Mapping." Updated topic. | |
Managing CPO Validation and Enrichment Rules | Updated topic. | |
Creating Data Enrichment and Validation Rules | Renamed topic from "Creating Rulesets." Updated topic. | |
Creating Rulesets | Deleted topic. Content added to Creating Data Enrichment and Validation Rules | |
Creating Rules | Deleted topic. Content added to Creating Data Enrichment and Validation Rules | |
Mitigating Data Validation Issues | Updated topic. | |
Creating Customer Purchase Orders | Updated topic. | |
Accepting Customer Purchase Orders | Renamed topic from "Confirming or Accepting Draft Customer Purchase Orders." Updated topic. | |
Amending Customer Purchase Orders | Updated topic. | |
Cancelling Customer Purchase Orders | Updated topic. | |
Creating Sales Orders from a Customer Purchase Order | Renamed topic from "Managing Customer PO." Updated topic. | |
Creating a Single Order | Updated topic. | |
Creating Multiple Sales Orders | Updated topic. | |
Creating Partial Orders | Updated topic. | |
Summer 2019 | Creating Order Workflow to Automate In-flight Order Changes | New topic. New feature for this release. |
Spring 2019 | No Updates | No new topics are added for this release. The guide is updated to reflect product name changes. |
Winter 2018 | Total Order Amount on Order Header | New topic. New feature for this release. |
Legal Entity on Order Line Item | New topic. New feature for this release. | |
Creating Partial Order from Agreement Enhancements | New topic. New feature for this release. | |
Summer 2018 | Managing CPO Validation and Enrichment Rules | New topic. New feature for this release |
Mitigating Data Validation Issues | New topic. New feature for this release | |
Managing Customer PO | New topic. New feature for this release | |
Order Fulfillment Line Item Lifecycle | New topic. New feature for this release | |
Creating Customer Purchase Orders | New topic. New feature for this release | |
Creating Partial orders from Customer Price Agreement (Quote/Contract) | New topic. New feature for this release | |
Intelligent Order Assistant (Max for OM) | New topic. New feature for this release |