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Overview of Canceled and Amended In-Flight Orders in Order Management
You can amend an in-flight order before it has reached the point of no return (PONR).
When a fulfillment operator clicks the Amend or Cancel button on an order in CPQ, Order Management immediately freezes the order, changing the state of many orchestration items (completed items are not changed). Then the operator submits a supplemental order, which supersedes the original order. Completed orchestration items are associated with the original order.
For information about canceling an in-flight order in CPQ, see Cancel an In-Flight Order
Order Management associates the original orchestration plan with the supplemental order, updates the orchestration plan, and then follows the workflow in the rollback or amendment plans. See Configuring Plan Definitions for Rollback or Amendment
Order Management moves orchestration items into different states depending on the logic in Orchestration Plan Update algorithm. See In-Flight Amendment Orchestration Plan Update Algorithm
Order Management adds a note to any manual task that was running when the supplemental order was submitted. This note is in the Notes & Attachments section of the task, and explains that the order has changed.
To see examples and descriptions of orchestration item states, see Orchestration Item States
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Items being amended that were already complete move from the Completed state to the Amended state. These items are yellow.
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Items being amended (except for manual tasks) that were previously running and then frozen when the Amend button was clicked (and are therefore in the Frozen-Running state) are moved from the Completed state to the Amended state.
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Manual tasks are moved back into the Running state, with the amended attributes.
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Items that are no longer required, but have already completed, move to the Canceled state. These items are black.
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Items that were not yet started (those items in the Pending or Ready states) are discarded, and move to the Discarded state. These items are brown.
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Items that had already failed before the order was canceled are moved to the Failed Discarded state. These items are rust-colored.
NoteIf the Failed Discarded item is a callout or autotask, then a manual task is added as a compensating item to help the fulfillment operator remember to check for any fallout.
If you don't want this manual task to be added, delete the Resolve Fallout item definition from the Resolve Orchestration Fallouts orchestration plan definition. See Delete the Resolve Fallout Orchestration Item Definition
Complete table of state changes
The following table shows how state changes are applied by Order Management.
