The following table lists changes in the documentation to support each release.

DocumentPublication DateTopicDescription
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 EntriesNew topic.
DocumentTopicDescription
Spring '21Configuring Order Management
Custom Settings
Updated the Order System Properties table with a new custom setting (Initiate Billing On Order Creation).
DocumentTopicDescription

Winter '20

N/A

No new features were added in this release. The guide was updated to reflect product name changes.

DocumentTopicDescription

Summer 2020 REV A

Splitting an OrderUpdated the description of the Manual Split.
Summer 2020

















Configuring Order Management Custom SettingsUpdated the Order System Properties table with new custom settings (Split Order Criteria Fields & Split Order Threshold).
Upgrading Apttus Order ManagementUpdated topic with the specific upgrade information.

Configuring Order workflow Rule for Split Order

New Topic describing how to add Split Order to the Action field in the Order Workflow Rule Detail page.
Splitting an OrderNew Topic.
Creating Order Workflows to Automate Split OrderNew Topic.

Integrating Apttus with External Systems

New Topic.
Splitting an OrderNew Topic.
Splitting an Order by criteriaNew Topic.
Splitting an Order by thresholdNew Topic.
Creating an OrderUpdated Topic.
Creating a Cart for an OrderUpdated Topic.

Synchronizing a Cart to an Order

Updated Topic.
Order Web ServiceUpdated Topic.

Accepting an Order

Updated Topic.

Cancelling an Order

Updated Topic.

Reverting a Cancelled Order

Updated Topic.
Cloning an OrderUpdated 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 OrdersUpdated Topic.
Cancelling Customer Purchase OrdersUpdated Topic.
Reverting Cancelled Customer Purchase OrdersUpdated Topic.
Creating Orders from POUpdated Topic.
DocumentTopicDescription
Spring '20



























Upgrading Apttus Order ManagementUpdated topic with specific upgrade information and cross-reference to CPQ topic.
Displaying Order Fulfillment Line Items for an OrderUpdated task topic steps.
Configuring Order Workflow RulesetsNew 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 ChangesUpdated topic with additional contextual information and tasks. Added a workflow ruleset use case.
Creating Data Enrichment and Validation RulesUpdated topic to include a detailed use case.
Order Management for UsersUpdated topic.
About Order ManagementUpdated topic.
Getting StartedRenamed topic from "Overview." Updated topic.
API Supported PackagesDeleted topic.
API ReferenceUpdated topic.
Creating an OrderUpdated topic.
Creating a Cart for an OrderUpdated topic.
Synchronizing a Cart to an OrderUpdated topic.
Accepting an OrderUpdated topic.
In-Flight Order Changes and CancellationNew contextual parent topic for Amend Order, Undo Amend Order, and Cancel Order APIs.
Amending an Order using APIUpdated topic.
Reverting an Amendment to an OrderNew topic. Content is taken from "Amending an Order."
Cancelling an Order using APIUpdated topic.
Reverting a Cancelled OrderNew topic. Content is taken from "Cancelling an Order."
Cloning an Order using SOAP APIUpdated topic.
Fetching Price AgreementsUpdated topic.
Fetching Price Agreement ItemsUpdated topic.
Creating a Partial Order from a Quote or AgreementRenamed topic. Updated topic.
Creating a Direct OrderUpdated topic.
Executing Order WorkflowUpdated topic.
Customer Purchase Order (CPO) Web ServiceUpdated topic.
Accepting Customer Purchase OrdersUpdated topic.
Amending Customer Purchase OrdersUpdated topic.
Reverting Amended Customer Purchase OrdersUpdated topic.
Cancelling Customer Purchase OrdersUpdated topic.
Reverting Cancelled Customer Purchase OrdersUpdated topic.
Creating Orders from POUpdated topic.
DocumentTopicDescription
Winter 2019 (1903)Order Management for AdministratorsUpdate topic.

About Order ManagementUpdated topic.

Getting StartedDeleted topic.

Setting Up Order ManagementNew topic to replace deleted topic "Getting Started." Updated topic content.

Installing Order ManagementUpdated topic. Moved topic under "Setting Up Order Management."

Logging in to Order ManagementNew topic. 

Configuring Order ManagementNew topic.

Configuring Order Management Custom SettingsNew topic.

Configuring Order Management StatusNew topic.

Upgrading Apttus Order ManagementNew topic.

Partial Order FulfillmentDeleted topic.

Displaying Order Fulfillment Line Items for an OrderNew topic.

Configuring In-Flight Order Changes and CancellationTopic 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 ChangesDeleted topic.

Configuring the Direct Order WorkflowTopic renamed from "Direct Order Configurations." Updated topic.

Setting Up Partial Orders from Price AgreementsTopic renamed from "Generating Partial Orders from Quote or Agreement." Update topic.

Configuring the Contract Price List for Orders With Commitment ComplianceTopic renamed from "Generating Contract Price List." Updated topic.

Setting Up Customer Purchase OrdersTopic renamed from "Create Customer Purchase Order and Customer Purchase Order Items." Updated topic.

Setting Up Purchase Order AdminNew topic for configuring the PO Admin (Admin UI for creating Enrichment and Validation Rules for Purchase Orders).

About This GuideUpdated topic.

About Order ManagementUpdated topic.

Order Management in the Quote-to-Cash ProcessDeleted topic.

Getting StartedDeleted topic.

Logging in to Order ManagementNew topic (replaced "Getting Started").

Navigating the Order Management User InterfaceNew topic.

Understanding the Order Management LifecycleTopic renamed from "Getting Around with Order Lifecycle and Status." Updated topic.

Order StatusDeleted topic.

Order Line Item StatusDeleted topic.

Understanding Order StatusNew topic (replaced "Order Status" and "Order Line Item Status").

Capturing OrdersUpdated topic.

Creating Orders from QuotesDeleted topic. This information refers to a CPQ process.

Creating E-Commerce OrdersDeleted topic. This information is redundant and covered in the API Guide.

Creating Direct Orders for AccountsUpdated topic.

Configuring and Pricing OrdersDeleted topic. Note on configuring and pricing added to Creating Direct Orders for Accounts.

Finalizing ConfigurationsDeleted topic.

Confirming OrdersDeleted topic. Content added to parent topic.

Legal Entity on Order Line ItemDeleted topic. Content added to Activating an Order.

Cloning an OrderUpdated topic.

Managing In-Flight Order Changes and CancellationUpdated topic.

Amending an OrderRenamed topic from "Changing an In-flight Order." Updated topic.

New UI for Amend OrderDeleted topic. 

Cancelling an OrderUpdated topic.

Creating Order Workflows to Automate In-Flight Order ChangesRenamed and updated topic.

Versioning of an OrderDeleted topic. Content added to "Managing In-Flight Order Changes."

Sample Scenarios for Amending Orders Using Workflow RulesNew topic. Content moved from Admin Guide.

Order Management WorkflowsDeleted topic.

Agreement to OrderDeleted topic. This is a CLM task.

Quote to OrderDeleted topic. This is a CPQ task.

Direct Order ConfigurationDeleted topic. Content added to Creating Direct Orders for Accounts and Releasing Orders to Fulfillment Systems.

Asset ManagerDeleted topic.

Total Order Amount on Order HeaderDeleted topic. Content added to Capturing Orders.

Working With Customer Price AgreementsRenamed and updated topic.

Creating Partial Orders from Price AgreementsRenamed topic.

View List of Quotes/AgreementsDeleted topic. 

View List of Line Agreements from Price AgreementsDeleted topic.

Rollup Order Line Item Information to Agreement Line ItemDeleted topic. Content added to Creating Partial Orders from Price Agreements.

Rollup Order Line Item Information to Quote Line ItemDeleted topic. Content added to Creating Partial Orders from Price Agreements.

Creating Partial Order from Agreement EnhancementsDeleted topic. Content added to Working With Customer Price Agreements.

Working With Distributed Order FulfillmentUpdated topic.

Releasing Orders to Fulfillment SystemsRenamed topic. Updated topic.

Tracking Order FulfillmentRenamed topic. Updated topic.

Order FulfillmentDeleted topic. Content added to Releasing Orders to Fulfillment Systems.

Order Fulfillment Line ItemsDeleted topic. Content added to Releasing Orders to Fulfillment Systems.

Order Fulfillment Line Item LifecycleDeleted topic. Content added to Releasing Orders to Fulfillment Systems.

Activating an OrderUpdated topic.

Billing for an OrderUpdated topic.

Working with Customer Purchase OrdersUpdated topic.

Understanding Customer Purchase Order StatusRenamed topic from "Customer Purchase Order and PO Item Status Mapping." Updated topic.

Managing CPO Validation and Enrichment RulesUpdated topic.

Creating Data Enrichment and Validation RulesRenamed topic from "Creating Rulesets." Updated topic.

Creating RulesetsDeleted topic. Content added to Creating Data Enrichment and Validation Rules

Creating RulesDeleted topic. Content added to Creating Data Enrichment and Validation Rules

Mitigating Data Validation IssuesUpdated topic.

Creating Customer Purchase OrdersUpdated topic.

Accepting Customer Purchase OrdersRenamed topic from "Confirming or Accepting Draft Customer Purchase Orders." Updated topic.

Amending Customer Purchase OrdersUpdated topic.

Cancelling Customer Purchase OrdersUpdated topic.

Creating Sales Orders from a Customer Purchase OrderRenamed topic from "Managing Customer PO." Updated topic.

Creating a Single OrderUpdated topic.

Creating Multiple Sales OrdersUpdated topic.

Creating Partial OrdersUpdated topic.

About Order ManagementUpdated topic.

OverviewUpdated topic.

Document SetupDeleted topic. Will be added back when scenarios are documented.

API Supported PackagesUpdated topic. Updated table to reflect the latest package versions.
DocumentTopicDescription
Summer 2019 (1902)Automation of In-Flight Order ChangesNew topic. New feature for this release.
Creating Order Workflow to Automate In-flight Order ChangesNew topic. New feature for this release.
Executing Order WorkflowNew topic. New feature for this release.
DocumentTopicDescription
Spring 2019 (1901)No updatesNo new topics are added for this release. The guide is updated to reflect product name changes.
DocumentTopicDescription
Winter 2018 (1803)Total Order Amount on Order HeaderNew topic. New feature for this release.
Legal Entity on Order Line ItemNew topic. New feature for this release.
Creating Partial Order from Agreement EnhancementsNew topic. New feature for this release.
DocumentTopicDescription

Summer 2018 (1802)






Generating Partial Orders from Quote or AgreementUpdated admin level settings for generating partial orders from agreements/quotes.
Create Customer Purchase Order and Customer Purchase Order ItemsNew topic. New feature for this release.
Managing CPO Validation and Enrichment RulesNew topic. New feature for this release
Mitigating Data Validation IssuesNew topic. New feature for this release
Managing Customer PONew topic. New feature for this release
Order Fulfillment Line Item LifecycleNew topic. New feature for this release
Creating Customer Purchase OrdersNew 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