Order fulfillment refers to the order life cycle process from the time the order is confirmed by the customer to the time the order is activated. This includes the following key processes:
- Order release to fulfillment systems
- Order fulfillment status tracking with partial order fulfillment
- Order and Order Line Item activation
The following diagram provides an overview of the data Conga captures to manage the order and order line items through fulfillment and activation.
The following objects are used in the distributed order fulfillment process to track and fulfill order line items from the beginning of order fulfillment to activation.
|Account Location||Specifies the buyer's location where the products or services are installed. This is an optional field that can be used as part of an integration with fulfillment systems.|
|Service Location||Specifies the warehouse, plant, factor, fulfillment center, service center of the seller from which the products or services are delivered. This is an optional field that can be used as part of an integration with fulfillment systems.|
|Order Fulfillment||Order Fulfillment captures the details of the fulfillment coming from the fulfillment systems. A given fulfillment is for one or more orders for a given account for fulfillment completed on a specified date.|
|Order Fulfillment Line Item||Order Fulfillment Line item captures the quantity fulfilled against a given order line item. This is the information provided by the fulfillment systems and is used to track the total quantity fulfilled against the order line item. A given order line item can have multiple order fulfillment line items across one or more order fulfillment.|
The following fields are used in the distributed order fulfillment process to track and fulfill order line items from the beginning of order fulfillment to activation.
|Order Line Item > Ready for Fulfillment Date||Set this field on the parent order to apply it to all order line items associated with that order. (Note: Setting this date does not have any effect on Order Fulfillment Line Items or fulfillment status.|
|Order Line Item > Fulfilled Quantity||This field is automatically updated when the Order Fulfillment Line Item > Fulfilled Quantity for the given Order Line Item is saved.|
|Order Fulfillment > Account||The Account associated with one or more Order Fulfillment Line Items over one or more orders.|
|Order Fulfillment > Fulfillment Date||The date that corresponds to a single Order Fulfillment.|
|Order Fulfillment Line Item > Fulfilled Quantity||Set this field and save it to automatically updated the Fulfilled Quantity field value on the corresponding Order Line Item.|
|Order Fulfillment Line Item > Fulfillment In Progress?||Enable this flag on an Order Fulfillment Line Item to track stages of fulfillment for the corresponding Order Line Item. The Order Line Item Fulfilled Quantity and Status will not be changed regardless of fulfillment quantity as long as this flag is enabled.|
|Order Fulfillment Line Item > Status||Set this field to indicate the fulfillment status of an Order Fulfillment Line item. The Status is automatically updated to "Fulfilled" when the Fulfilled Quantity is greater than or equal to the Delta Quantity on the corresponding Order Line Item and "Fulfillment in Progress?" is disabled.|