About this Guide

The Order Management on Salesforce User Guide is designed to provide customer sales and support representatives with information for managing the life of a generated order before it creates or updates an asset. This guide covers the major features that are provided with the Apttus Order Management license, including changes to in-flight orders, partial orders from contract price agreements, and management of customer purchase orders. Many of the topics in this guide cover tasks that can be considered part of an overall workflow for Apttus purchase and revenue management products — therefore familiarity with Apttus Configure Price Quote (CPQ) products are highly encouraged to understand and execute Order Management concepts and tasks.

What's CoveredThis guide walks sales users through the Order Management workflow and lifecycle, from the generation of order to creation of assets, fulfillment tracking, and integration with downstream services. It provides conceptual information, step-by-step instructions, and use cases for the features provided by Apttus Order Management.
Primary Audience
  • Customer Support Representative
  • Sales Representative
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:

  • Managing orders in the Quote-to-Cash Process
  • Managing order lifecycle and status
  • Creating direct orders for accounts
  • Creating partial orders from customer price agreements (quote/contract)
  • Managing in-flight order changes and cancellation
  • Managing distributed order fulfillment
  • Activating an order
  • Billing for an order
  • Creating customer purchase orders

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