About this Guide

This guide is designed to provide administrators with information on configuring Apttus Order Management for use by sales and customer support representatives. This guide covers the most common use cases for Apttus Order Management Administration and assumes a level of familiarity with basic Salesforce and Apttus CPQ.

TopicDescription
What's CoveredThis guide walks the Order Management Administrators through the entire process of installing and configuring Apttus Order Management. It provides conceptual information, step-by-step instructions, and use cases for the administration tasks provided by Apttus Order Management.
Primary Audience

Order Management Administrators.

IT EnvironmentRefer to the latest Order Management on Salesforce Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, see the What's New topic.
Other Resources

This guide describes the following tasks:

  • Installing Order Management
  • Configuring Order Management settings 

  • Enabling and configuring settings for In-Flight Orders

  • Automating In-Flight Order changes
  • Configuring Direct Order settings (CPQ)
  • Configuring settings for capturing orders from Price Agreements
  • Configuring quotes and agreements to use a Contract Price List for Price Agreement orders
  • Configuring Customer Purchase Order and Customer Purchase Order Item settings
  • Configuring Custom Purchase Order Admin settings

Before using Order Management, you must be familiar with the following:

  • Basic Salesforce administration knowledge
  • Apttus CPQ and Apttus CLM administration
  • Salesforce and Apttus terms and definitions