In Order Management, a Customer Purchase Order is a customer document (usually PDF or email) that represents the initial offer of negotiated types, quantities, and prices for products or services. Customer Purchase Orders can be created by sales users or administrators as sales orders for long-term contracts.
The following diagram illustrates the customer purchase order lifecycle.
When a customer places a purchase order, they submit a document that references the quote or agreement line item numbers from an associated customer price agreement. When Conga Order Management receives that purchase order the purchase order is validated against the line items and negotiated pricing in the price agreement, and any data enrichment rules are applied. The user must then mitigate any of the existing validation errors or warnings and accept the purchase order. Sales orders can then be placed against the purchase order and follow the same lifecycle from that point as with any other order processed by Conga Order Management.
Refer to the following table for the tasks described in the portion of the user guide.
|Capture Customer Purchase Orders|
|Manage Validation / Enrichment Rules|
|Validate PO against Quotes/Contracts|
|PO Exception or Issue Logs|
|View PO header and line item validation issues|
|Fix data validation and match issues|
|Create or Generate Sales Orders|
|Amend or Cancel Inflight Customer PO|
|Track orders and fulfillment against PO|