Using Order Management, customer support representatives can track an order through its entire lifecycle to asset creation. Order fulfillment status can be tracked at the order level or at the individual line item level.
The following diagram represents a high-level lifecycle flow for orders created in Conga Order Management.
Orders begin in Draft status, either through direct order creation or conversion from a Quote or Agreement (in Conga CPQ or CLM). From here, a Pending order can be confirmed or Amended. After an order is confirmed, it moves to fulfillment status, either as a Partially Fulfilled order, or Fulfilled and Activated. Orders can also be Cancelled, either initiated manually, or superseded by a new version.