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What's New in Order Management Documentation

The following table lists changes in the documentation to support each release.

Document

Publication Date

Topic

Description

June '24 Release

12 Jun 2024

Working With Customer Price Agreements

Revised topic to add the following sections:

Links to Redirect to Quote or Agreement.
Displaying Full Column Names.

Setting Up Partial Orders from Price Agreements

Revised topic to add note in the Manage Customer PO List View in the table.

Creating Partial Orders from Price Agreements

Revised topic to add the following:

Added a screenshot in the section; To create partial order.
Added notes for displaying full column names and Quotes and agreement ID as a clickable link to navigate to the Quote and Agreement records page.

Document

Publication Date

Topic

Description

February '24 Release

07 Feb 2024

Setting Up Partial Orders from Price Agreements

Revised topic to add the following sections:

To create a custom lookup field for an Object.
To set lookup filter criteria for the custom field.

Creating Partial Orders from Price Agreements

Revised topic to add the following:

Note for the addition of editable identifiable custom fields.
Note for displaying spinner to indicate ongoing process.

Document	Publication Date	Topic	Description
October '23 Release		Order System Properties	Added details about new Order System Property Allow Greater Partial Order Quantity.

Document	Publication Date	Topic	Description
June '23 Release	06 Jun 2023	Amending an Order	Added details about enhancement to the header status in the note.

Document	Publication Date	Topic	Description
February '23	03 Feb 2023	NA	No new features were added in this release. The guide was updated to reflect product name changes.

Document	Publication Date	Topic	Description
September '22 Preview	09 Aug 2022	Creating a Partial Order from a Quote or Agreement	Modified topic to update the code sample.
September '22 Preview	09 Aug 2022	About Order Management	Updated topic with new Conga Order Management overview image.

Document	Publication Date	Topic	Description
Summer '21	07 Jul 2021	Configuring Order Management Custom Settings	Updated topic. Updated the Order System Properties table with a new custom setting (Order Item Activate Batch Size and Order Item Create Batch Size).
Summer '21	07 Jul 2021	Configuring Admin Entries	New topic.

Document	Topic	Description
Spring '21	Configuring Order Management Custom Settings	Updated the Order System Properties table with a new custom setting (Initiate Billing On Order Creation).

Document	Topic	Description
Winter '20	N/A	No new features were added in this release. The guide was updated to reflect product name changes.

Document	Topic	Description
Summer 2020 REV A	Splitting an Order	Updated the description of the Manual Split.
Summer 2020	Configuring Order Management Custom Settings	Updated the Order System Properties table with new custom settings (Split Order Criteria Fields & Split Order Threshold).
	Upgrading Apttus Order Management	Updated topic with the specific upgrade information.
	Configuring Order workflow Rule for Split Order	New Topic describing how to add Split Order to the Action field in the Order Workflow Rule Detail page.
	Splitting an Order	New Topic.
	Creating Order Workflows to Automate Split Order	New Topic.
	Integrating Apttus with External Systems	New Topic.
	Splitting an Order	New Topic.
	Splitting an Order by criteria	New Topic.
	Splitting an Order by threshold	New Topic.
	Creating an Order	Updated Topic.
	Creating a Cart for an Order	Updated Topic.
	Synchronizing a Cart to an Order	Updated Topic.
	Order Web Service	Updated Topic.
	Accepting an Order	Updated Topic.
	Cancelling an Order	Updated Topic.
	Reverting a Cancelled Order	Updated Topic.
	Cloning an Order	Updated Topic.
	Customer Purchase Order (CPO) Web Service	Updated Topic.
	Accepting Customer Purchase Orders	Updated Topic.
	Amending Customer Purchase Orders	Updated Topic.
	Reverting Amended Customer Purchase Orders	Updated Topic.
	Cancelling Customer Purchase Orders	Updated Topic.
	Reverting Cancelled Customer Purchase Orders	Updated Topic.
	Creating Orders from PO	Updated Topic.

Document	Topic	Description
Spring '20	Upgrading Apttus Order Management	Updated topic with specific upgrade information and cross-reference to CPQ topic.
	Displaying Order Fulfillment Line Items for an Order	Updated task topic steps.
	Configuring Order Workflow Rulesets	New topic describing how to add the required buttons for configuring workflow rulesets.
	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.
	Order Management for Users	Updated topic.
	About Order Management	Updated topic.
	Getting Started	Renamed topic from "Overview." Updated topic.
	API Supported Packages	Deleted topic.
	API Reference	Updated topic.
	Creating an Order	Updated topic.
	Creating a Cart for an Order	Updated topic.
	Synchronizing a Cart to an Order	Updated topic.
	Accepting an Order	Updated topic.
	In-Flight Order Changes and Cancellation	New contextual parent topic for Amend Order, Undo Amend Order, and Cancel Order APIs.
	Amending an Order using API	Updated topic.
	Reverting an Amendment to an Order	New topic. Content is taken from "Amending an Order."
	Cancelling an Order using API	Updated topic.
	Reverting a Cancelled Order	New topic. Content is taken from "Cancelling an Order."
	Cloning an Order using SOAP API	Updated topic.
	Fetching Price Agreements	Updated topic.
	Fetching Price Agreement Items	Updated topic.
	Creating a Partial Order from a Quote or Agreement	Renamed topic. Updated topic.
	Creating a Direct Order	Updated topic.
	Executing Order Workflow	Updated topic.
	Customer Purchase Order (CPO) Web Service	Updated topic.
	Accepting Customer Purchase Orders	Updated topic.
	Amending Customer Purchase Orders	Updated topic.
	Reverting Amended Customer Purchase Orders	Updated topic.
	Cancelling Customer Purchase Orders	Updated topic.
	Reverting Cancelled Customer Purchase Orders	Updated topic.
	Creating Orders from PO	Updated topic.

Document	Topic	Description
Winter 2019 (1903)	Order Management for Administrators	Update topic.
	About Order Management	Updated topic.
	Getting Started	Deleted topic.
	Setting Up Order Management	New topic to replace deleted topic "Getting Started." Updated topic content.
	Installing Order Management	Updated topic. Moved topic under "Setting Up Order Management."
	Logging in to Order Management	New topic.
	Configuring Order Management	New topic.
	Configuring Order Management Custom Settings	New topic.
	Configuring Order Management Status	New topic.
	Upgrading Apttus Order Management	New topic.
	Partial Order Fulfillment	Deleted topic.
	Displaying Order Fulfillment Line Items for an Order	New topic.
	Configuring In-Flight Order Changes and Cancellation	Topic renamed from "In-Flight Order Changes." Updated topic. Merged content that was previously part of the deleted topic "Automation of In-Flight Order Changes."
	Automation of In-Flight Order Changes	Deleted topic.
	Configuring the Direct Order Workflow	Topic renamed from "Direct Order Configurations." Updated topic.
	Setting Up Partial Orders from Price Agreements	Topic renamed from "Generating Partial Orders from Quote or Agreement." Update topic.
	Configuring the Contract Price List for Orders With Commitment Compliance	Topic renamed from "Generating Contract Price List." Updated topic.
	Setting Up Customer Purchase Orders	Topic renamed from "Create Customer Purchase Order and Customer Purchase Order Items." Updated topic.
	Setting Up Purchase Order Admin	New topic for configuring the PO Admin (Admin UI for creating Enrichment and Validation Rules for Purchase Orders).
	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.
	About Order Management	Updated topic.
	Overview	Updated topic.
	Document Setup	Deleted topic. Will be added back when scenarios are documented.
	API Supported Packages	Updated topic. Updated table to reflect the latest package versions.

Document	Topic	Description
Summer 2019 (1902)	Automation of In-Flight Order Changes	New topic. New feature for this release.
	Creating Order Workflow to Automate In-flight Order Changes	New topic. New feature for this release.
	Executing Order Workflow	New topic. New feature for this release.

Document	Topic	Description
Spring 2019 (1901)	No updates	No new topics are added for this release. The guide is updated to reflect product name changes.

Document	Topic	Description
Winter 2018 (1803)	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.

Document	Topic	Description
Summer 2018 (1802)	Generating Partial Orders from Quote or Agreement	Updated admin level settings for generating partial orders from agreements/quotes.
	Create Customer Purchase Order and Customer Purchase Order Items	New topic. New feature for this release.
	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