Order Management for Users

The 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 Conga 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 Conga purchase and revenue management products — therefore familiarity with Conga 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 Conga Order Management.
Primary Audience	Customer Support Representative Sales Representative
IT Environment	Refer to the latest Order Management 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 in Order Management Documentation topic.
Other Resources	Conga Order Management for Administrators: Refer to this guide for installing and setting up Order Management in your organization. Conga Order Management Release Notes: Refer to this guide for the new feature, enhancements, resolved, and known issues. Conga Order Management for SOAP API Developers: Refer to this guide for documentation of public-facing SOAP APIs for Order Management. CPQ for Administrators: 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
Conga CPQ and Conga CLM administration
Salesforce and Conga terms and definitions

Select one of the following topics for more information: