When business needs cannot be met by converting a quote or contract into a single order, you can use Order Management to create partial orders against a negotiated Price Agreement. In this case, when the quote is accepted or the contract is finalized, a Contract Price List is generated that is part of the Price Agreement. Users can then create partial orders to fulfill quantities at the negotiated price for product and service line items (on the quote or contract). Using Price Agreements, you can also track commitment compliance — how many line items were initially committed to the order initially versus how many have already been ordered or fulfilled — so that you can then take action based on that information. 

Contract Price Lists are created from a quote or agreement where Intent = Price Agreement, Order, or None. You can then create partial orders from the line items stored in that Price List.

The Price List and Price List Item (PLI) objects store line item information from the quote or agreement in the following ways:

  • For PLIs with the list price, the new net unit price is copied to the contract price field of the new PLI.
  • For PLIs with matrix pricing (recurring), the matrix is copied from the original PLI to the new PLI.
  • For PLIs with matrix pricing (usage), the matrix is copied from the usage price tiers of the line item to the new PLI.

When a partial order is generated, product attributes and related line information is copied from the source line item (quote or agreement) to the target line item:

  • Quote to order: When attributes are present on the quote line items, the order is created from the quote, and CopyBundleConfigurationFromSource = true, the attributes are copied to the order line items.
  • Agreement to order: When attributes are present on the agreement line items, the order is created from the agreement, and CopyBundleConfigurationFromSource = true, the attributes are copied to the order line items.

Creating partial orders from Price Agreements allows you to:

  • Select one or more line items and the subset of quantity
  • Select items from one or multiple quotes or contracts
  • Track committed quantity and ordered quantity
  • Track commitment compliance 

Navigating the Price Agreements User Interface

You can create partial orders using the Price Agreements UI. Click the Price Agreement tab to open the Price Agreements page.

The default view of the Price Agreements page displays a list of Quotes with Intent=Price Agreement. Click the drop-down from the upper left-hand corner of the page to switch between Quotes and Agreements.

You can perform the following actions on the Price Agreements page:

  • Use the Search Price Agreements type ahead to filter the list of price agreements by keyword.
  • Click the filter icon () next to a column heading to filter the list of price agreements by that field.
  • Click a column heading to sort the list of price agreements by that column.
  • Click the drop-down in the upper right-hand corner to change the number of price agreements displayed in the list per page.
  • Use the pagination controls in the upper right-hand corner to navigate the list of price agreements.

If you cannot locate the Price Agreements tab, then it is not configured for your org. Refer to the Order Management for Administrators for configuration steps. Administrators can also configure which columns are displayed in the list of price agreements.

Links to redirect to Quote or Agreement

The Proposal ID or the Agreement Name is a clickable link on the Price Agreement Page.  On clicking, it navigates you to the actual record page of the Conga Proposal or Conga Agreement in Salesforce.

Displaying Full Column Names

The columns in the Price Agreement Detail page display the full column name. This is true for both the Price Agreement Line Items and Order List-1 tabs.