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.

Topic	Description
What's Covered	This 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 Environment	Refer to the latest Order Management on Salesforce Release Notes for information on System Requirements and Supported Platforms.
Updates	For a comprehensive list of updates to this guide for each release, see the What's New topic.
Other Resources	Order Management on Salesforce Admin Guide: Refer to this guide for installing and setting up Order Management in your organization. Order Management on Salesforce Release Notes: Refer to this guide for the new feature, enhancements, resolved, and known issues. Order Management on Salesforce SOAP API Guide: Refer to this guide for documentation of public-facing SOAP APIs for Order Management. CPQ on Salesforce Administrator Guide: Refer to this guide for setting up products, price lists, and constraint rules.

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

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Order Management on Salesforce Summer 2020 User Guide

About this Guide