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An Order Phase is a binding commitment interval within an Order. It defines a contiguous time period during which a specific set of commercial terms applies. Order Phases are the execution-layer counterpart of Quote Phases — they carry the same structure forward but with a critical difference: the dates and terms are no longer negotiable. They are contractually enforceable.

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How Order Phases are created

Order Phases are not created manually. They are produced automatically during promotion when a Quote becomes an Order. Each Quote Phase becomes an Order Phase with the same service boundaries: 
QuotePhase (Year 1: Jan-Dec 2026)  →  OrderPhase (Year 1: Jan-Dec 2026)
QuotePhase (Year 2: Jan-Dec 2027)  →  OrderPhase (Year 2: Jan-Dec 2027)
QuotePhase (Year 3: Jan-Dec 2028)  →  OrderPhase (Year 3: Jan-Dec 2028)
At the moment of promotion, the commitment schedule defined on the Quote becomes authoritative. The start and end dates are no longer modeling constructs — they are binding execution intervals embedded in the Order.

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What an Order Phase contains

FieldDescription
Start dateWhen this commitment interval begins. Inherited from the originating Quote Phase and locked at promotion.
End dateWhen this commitment interval ends.
Order LinesThe product-level obligations for this interval. See Order Lines.
Parent OrderThe Order this Phase belongs to.

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Structure rules

Order Phases follow the same structural rules as Quote Phases: Sequential. Phases are ordered chronologically. Phase 2 starts after Phase 1 ends. Non-overlapping. No two Phases within the same Order cover the same time period. Complete coverage. Together, the Phases span the full duration of the commercial commitment from the Order’s effective start date to its end date. Because these rules are enforced at the Quote level before promotion, the resulting Order structure is always internally consistent. Downstream Contract updates can operate deterministically: each Order Phase defines a clear commitment window, and each Order Line within that Phase defines the product-level obligations for that window.

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Order Phases and the Contract

When an Order is activated, each Order Phase produces a Contract Phase on the associated Contract. 
OrderPhase  →  ContractPhase
OrderLine   →  ContractLine
The behavior depends on the Order’s commercial classification: New Business. Each Order Phase creates a new Contract Phase. The Contract’s commitment schedule is established from scratch. Amendment. New or modified Order Phases are appended to the existing Contract or adjust future Contract Phases. Previously executed Phases on the Contract remain intact. Only future commitment windows are affected. Renewal. Order Phases replace expiring Contract Phases with new ones that may contain updated pricing, quantities, or terms. The historical record of prior Phases is preserved.

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Example: multi-year ramp

A 3-year ramp deal promoted from Quote to Order to Contract: At promotion (Quote → Order):
Quote Phase→Order Phase
Year 1: 50 seats × $40/user→Year 1: 50 seats × $40/user (locked)
Year 2: 75 seats × $45/user→Year 2: 75 seats × $45/user (locked)
Year 3: 100 seats × $50/user→Year 3: 100 seats × $50/user (locked)
At activation (Order → Contract): Each Order Phase produces a Contract Phase with identical terms. The Contract now contains the full 3-year commitment schedule as durable commercial state. Mid-term amendment: If the customer wants to add an Analytics product starting in Year 2, an amendment Quote creates new Quote Lines in the Year 2 and Year 3 Phases. At promotion, these become new Order Lines in the corresponding Order Phases. At activation, the Contract’s Year 2 and Year 3 Phases are updated to include the new product. The Year 1 Phase (already executed) is untouched.

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What’s next

Order Lines

The product-level obligations within each Phase.

Order Overview

The full Order object: classifications, activation, and lifecycle.

Quote Phases

How Phases are modeled during the quoting process.

Contract Management

How Order Phases create and mutate Contract Phases.