Automating Order Generation from Primary Quote at Key Opportunity Stages

users can convert a quote into an order and proceed with order activation once activated, subscriptions, assets, and entitlements are provisioned based on each order product’s product category to further streamline the order creation and activation process, nue provides two system options that enable automatic order generation and/or activation from an opportunity’s primary quote when it reaches a designated stage, such as closed won setting name description options automatically finalize primary quote into a draft order when the opportunity reaches this stage when an opportunity reaches the specified stage, its primary quote will be automatically converted to a draft order all available active opportunity stages defaults to none automatically finalize primary quote into an active order when the opportunity reaches this stage when an opportunity reaches the specified stage, its primary quote will be automatically converted to an active order, which also provisions subscriptions, assets and entitlements based on each order product's product category all available active opportunity stages defaults to closed won this article explores the functionality of these two system options and the various use cases they help address overview by default, when an opportunity is closed/won , the system automatically finalizes the primary quote into an active order , triggering the provisioning of subscriptions, assets, and entitlements however, in cases where customers need to adjust subscription start dates or other information post deal closure, a draft order can be created first, which can later be activated once details are finalized in this case, admin users canconfigure the system to automatically convert a primary quote into a draft order when an opportunity reaches a specified stage both system options can be used simultaneously if both are set to a value other than ‘none,’ the stage for automatically generating the active order must occur after the stage for generating the draft order important note if your approval process automatically locks quotes once they are approved, nue will only be able to update the primary order field and sync order changes back to the primary quote if the following salesforce setting is enabled steps to enable the required setting in salesforce 1 log in to salesforce 2 go to setup → process automation settings 3 enable this option allows apex code to set and remove approval process locks ✅ enable record locking and unlocking in apex how this affects nue’s functionality if the quote is locked by the approval process, when the opportunity reaches the designated stage, nue will 1 programmatically unlock the quote 2 update the primary order field and synchronize any draft order changes back to the quote 3 re lock the quote after making the necessary updates if this setting is not enabled when the opportunity reaches the designated stage, nue will be unable to unlock the quote programmatically, resulting in an error stating that there is insufficient permission to edit the record example scenarios the table below provides example scenarios along with their required configurations scenario finalize into draft order when opportunity reaches stage finalize into active order when opportunity reaches stage automatically generate an active order from the primary quote when the opportunity is closed/won none closed/won automatically generate a draft order from the primary quote when the opportunity is closed/won closed/won none automatically generate a draft order from the primary quote at the contracting stage and activate manually later contracting none automatically generate a draft order from the primary quote at the contracting stage, and activate when the opportunity is closed/won contracting closed/won business use cases an opportunity can have only one primary quote a primary quote can be converted into multiple draft orders, but only one active order when an opportunity reaches the designated stage for draft order creation, the generated draft order will be assigned as the primary order on the primary quote if the opportunity stage is reversed to an earlier stage, and later reaches the draft order stage again, a new draft order is created, replacing the existing primary order if the stage of "automatically finalize primary quote into a draft order when the opportunity reaches this stage" and the stage of "automatically finalize primary quote into an active order when the opportunity reaches this stage" are the same, when the opportunity reaches this stage, the draft order is generated from the primary quote, and is immediately activated if the opportunity reaches the stage where a draft order is generated and a user manually activates the draft order, then when the opportunity later reaches the stage designated for order activation, no further action will be taken, as the primary order is already activated syncing primary order updates back to the primary quote users can modify the primary order, such as adjusting the start date optionally, updates made to the primary order can be synchronized back to the primary quote , which will then sync to the opportunity , ensuring the opportunity pipeline remains up to date this functionality requires the following system setting to be enabled setting category description sync draft orders with their associated quotes when the orders serve as the primary orders quotes and orders → orders when a draft order is linked to a primary quote, any updates to the order will trigger a reverse synchronization of its header attribute values and all line items to the associated quote by default, it is not enabled sync primary quote line items for closed opportunity quotes and orders → quotes if enabled, the closed opportunities will still be sync'ed with their primary quotes by default, it is not enabled this option must be enabled to ensure that changes to the draft primary order are synchronized back to the primary quote, which will then be updated in the opportunity even after it is closed and reflected in the opportunity pipeline when users update the start date, line quantity, total prices, or other fields in an order using the order line editor and save the changes, these updates will be synchronized back to the associated primary quote—but only if the order is designated as the primary order for that quote this synchronization follows the quote to order header level and field level mappings configuration additionally, custom fields on the order header and each order product will also be synchronized however, if only custom fields are updated, synchronization will not be triggered quote split use cases in the quote and order split docid\ uywunaqmbqgsrpessui68 use case, both system configuration settings are also applicable when the opportunity reaches the stage where the draft orders are generated when quote split is enabled, all line buckets associated with the primary quote will automatically finalize into draft orders each generated draft order will be assigned as the primary order for its respective bucket when the opportunity reaches the stage where the orders are activated,each primary order for the line buckets will be activated if an opportunity stage is reversed and then reaches the designated stage again, new draft orders are created for each line bucket, replacing previous ones