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What's New in Order Management Documentation
The following table lists changes in the documentation to support each release.
February '24 Release
Document | Publication Date | Topic | Description |
---|---|---|---|
February '24 Release |
| Revised topic to add the following sections:
| |
Revised topic to add the following:
|
October '23 Release
Document | Publication Date | Topic | Description |
---|---|---|---|
October '23 Release | Order System Properties | Added details about new Order System Property Allow Greater Partial Order Quantity. |
June '23 Release
Document | Publication Date | Topic | Description |
---|---|---|---|
June '23 Release |
| Amending an Order | Added details about enhancement to the header status in the note. |
February '23 Release
Document | Publication Date | Topic | Description |
---|---|---|---|
February '23 |
| NA | No new features were added in this release. The guide was updated to reflect product name changes. |
September '22 Release
Document | Publication Date | Topic | Description |
---|---|---|---|
September '22 Preview |
| Creating a Partial Order from a Quote or Agreement | Modified topic to update the code sample. |
About Order Management | Updated topic with new Conga Order Management overview image. |
Summer '21
Document | Publication Date | Topic | Description |
---|---|---|---|
Summer '21 |
| 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). |
Configuring Admin Entries | New topic. |
Spring '21
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). |
Winter '20
Document | Topic | Description |
---|---|---|
Winter '20 | N/A | No new features were added in this release. The guide was updated to reflect product name changes. |
Summer '20
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. | |
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. | |
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. | |
Updated Topic. | ||
Order Web Service | Updated Topic. | |
Updated Topic. | ||
Updated Topic. | ||
Updated Topic. | ||
Cloning an Order | Updated Topic. | |
Updated Topic. | ||
Updated Topic. | ||
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. |
Spring '20
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. |
Winter '19
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. |
Summer '19
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. |
Spring '19
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. |
Winter '18
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. |
Summer '18
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 |