An In-Flight Order refers to an order that has been confirmed but has not yet reached fulfillment. By default, Conga Order Management does not have this functionality enabled. You can also configure Workflow Rulesets to automate the execution of workflows for In-Flight Orders Changes and Cancellation.
To enable In-Flight Order Changes and Cancellation, you must configure and make additions or changes to system properties, custom and object settings, and page layouts.
To configure In-Flight Order Change and Cancellation settings
Perform the tasks in the following table in the order described:
1. Enable In-Flight Changes and Cancellation
2. Change the flow for the Amend Order action (optional if you want a different flow)
For more information about Flow Settings, refer to the latest CPQ Administrator Guide.
3. Display the Cancel Order Lines action on the cart
Specify the Order Line Item and Order Line Status in the Config System Properties or include them in the Display Column settings for a flow.
Go to Config Settings > System Properties > View Cart Custom Fields and set the API names as follows:
Go to Config Settings > Display Column Settings > Select the Display Type and Flow > Add Order Line Item and Order Line Status and Save the custom settings.
|4. Add the Deleted value to the Pricing Status field in the Line Items (Cart Line Item) object|
5. Add the Amend Order, Undo Amend Order, Cancel Order, and Undo Cancel Order actions to the Order Detail page
Go to Order Detail page > Edit Layout > Order Layout > Buttons > Search the required button > Drag and drop the button to the relevant section in order to make the following buttons available on the Orders UI and click Save.
6. Expose version details information on order and order line items
7. Display the Change Status field on the Order Line items related list
|8. Add the In Amendment value to the Status field in the Product Configuration object|
Configuring Automation for In-Flight Order Changes and Cancellation
In-Flight Order Changes and Cancellation can be automated through the use of Order Workflow Rulesets and Rules that define when to automatically amend or cancel orders based on specified criteria. No additional configuration is required to make Workflow Rulesets available to users of Order Management.
Refer to the Order Management for Users for step-by-step instructions and examples of workflow automation rules. For detailed information on invoking the execOrderWorkflow API, refer to the Order Management for SOAP API Developers.