Create an order from a quote

The Sales CRM Quote experience supports creating an order from the current quote.

Before you begin

Role required: admin

Activate the following plugins:

• Quote Experience plugin (App ID: sn_quote_mgmt_adv).
• Order Management plugins

About this task

The create-order-from-quote capability requires a custom integration and a custom event configured in the blueprint. Complete the following phases in order, and then deploy the blueprint.

Procedure

1. Create a custom integration.

   For more information about integrations, see Quote transaction integrations.

   1. Configure the following integration settings.

      Setting	Value
      HTTP Method	POST
      Additional Path	/api/sn_quote_mgmt_adv/v1/quotes/{{txn.id}}/orders
      Timeout	5000
      Line Item Details to Include	None
      Async	Disabled
      Headers	Not applicable

   2. Leave the Request Transformation unconfigured.

      No request transformation is required for this integration.

   3. For Connection to Endpoint, select serviceNowJwtConnection.

   4. Leave the Response Transformation unconfigured.

      No response transformation is required for this integration.

2. Create a custom event.

   1. In the event properties, set Event Access to Active.

   2. Associate the integration you created with the event.

   3. Add a button to the layout to trigger the event.

   4. Enable the event button.

   5. From the Event picklist, select the event you created.

   6. In Views, adjust the access to the event for each stage.

   7. Select Save.

      The layout is saved.

   8. Select Deploy on the blueprint.

Result

When a user selects the create-order button on a completed quote, the integration calls the Order Management create-order API and creates an order from the quote data. Orders associated with the current quote appear in the Related Lists: Orders section of the Contextual Side Panel (CSP).

What to do next

After you deploy the blueprint, configure the quote-to-order field mapping to define how quote data maps to the resulting order.