Using Enterprise Edition with CPQ. On a CPQ quote a sales rep pushes a custom button to book the order, which creates a case that moves on to Contracts, then the Sales Order team for entry into the ERP. There is a one-to-one lookup relationship between CQP Quote and Case. On the case, once the Sales Order teams confirms the quote is good, I would like to put a button or a checkbox on the case that runs a flow that goes to the quote and checks the box Ordered, which creates an order. The flow should then get the newly created order and do the same actions that clicking the Activate button does. I suspect it runs the two CPQ Apex triggers, on named OrderTrigger and the other named OrderProductTrigger. The main question is, would this take care of all the things that the order's Activate button does if you select it manually? Any other advice on how to "press the Activate button" via automation rather than manual action?
Setting the Order Status to Activated should run the triggers and perform the same actions as using the button.
Note that Order creation runs some async processes that must complete before you Activate. Check the documentation for this. Some of the processes include creating price schedules (if needed) or contracting an amendment (if needed). You may need to build in a delay before triggering activation automatically. There may be some documentation or a knowledge article with more details.
-Frank
