Enable order creation from a quote

task australia Updated Sep 10, 2026 1 min read configure-create-order-integration.md
Raw file servicenow.com

Add the Create Order event to a blueprint layout so that users can create an order from a quote in the ServiceNow CPQ Quote experience.

Before you begin

Role required: admin

Activate the following plugins:

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

Configure the following dependencies:

  • Enable the transaction.oneQuoting.orders.enabled tenant setting.
  • Configure the serviceNowJwtConnection connection in CPQ Administration > Utilities > Connection.

About this task

The integration and event that create an order from a quote are seeded in your blueprints. To make the capability available to users, add the seeded Create Order event to the layout, set its access, and then deploy the blueprint.

Procedure

  1. Navigate to All > CPQ Administration > Transaction.

  2. Navigate to Events, select the Create Order event, set Event Access to Active, and save the event.

  3. Add the Create Order event to the layout.

    1. Add a button to the layout.

    2. Open the button properties.

    3. Toggle the Event Button property to Active.

    4. From the Event picklist, select the Create Order event.

    5. Save the button properties.

    6. Save the layout.

  4. In Views, adjust the access to the Create Order event for each stage.

  5. Select Deploy on the blueprint.

    Create Order is enabled on the quote, and the Create Order button appears on the Quote user interface.

Result

The Create Order button is available on the quote layout for the stages you configured. Users can now create an order from a quote.

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.

Related topics

Create an order from a quote line item

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