orchestration process assignment rules

Oracle Cloud OM Business Rules – A Primer

By gene gysin on february 1st, 2021 | ~ minute read.

Oracle Cloud OM Business Rules are a great way to take the wheel and drive your business. They provide great flexibility and can help take the drudgery and human factors out of decision making. The best thing about them is that in most cases you don’t have to make modifications or create extensions to make things happen. There is flexibility right out of the box to address most business issues and practices.

Overview of Oracle Cloud OM Business Rules

You can use Oracle Cloud OM Business rules to transform Orders, Transform Products, assign Orchestration Processes, route orders to different fulfillment systems and serve as a tool to manage orders.

They come in a number of varieties and serve different purposes.  OM rules are created one of two methods; the Oracle Business Rule engine or the Visual Builder.  Oracle Business Rules is the more complex platform and it may require experienced Technical Developers to achieve complex rules.  Visual Builder is as the name implies visual object based in its approach.

Transform with Oracle Cloud OM Business Rules

Use Rules to modify Orders either before order transformation (Pre-transformation) or after (Post Transformation). In addition, a user can transform the item(s) with Product Transformation rules.

              Pre-Transformation

If you’re familiar with Oracle Order Management in EBS, Pre-transformation rules are the equivalent to defaulting rules. They can be used to default just about any  Sales Order field based on an attribute or attributes.

       Some Examples of possible Pre-Transformation rule uses are :

• Setting the Payables Transaction Type based on Order Type or Line Type
• Defaulting a Salesperson based on an Order Source

Set Ship Method based on order type or item class

Set the line type based on an item attribute.

Users can create Pre-transformation rules using either the Oracle Business Rules or the Visual Builder tools.

                                                                                     Example Pre-Transformation Rule using Visual Builder

                                                                                               Example  – Pre-Transformation Rule using Oracle Business Rules

Product Transformation

Does your business have products are complicated or have sales relationships between them?  You can use Product Transformation rules to control the configuration or combinations of items that you ship.  Product Transformation allows the creation of rules to control items that ship together, prohibit certain items from going to certain places (in the absence of GTM) or even to reward customers with a gift for purchases of certain items or quantities

Some use cases for Product Transformation Rules:

• Enforce shipment of the correct power adapter for a laptop based on product or ship to country/region
• Ensure that a piece of equipment ships with order lines that ship the necessary tools, documentation or auxiliary equipment to operate the equipment
• Prohibit the shipment of certain components with a product based on incompatibility
• Automatically delete related items from a sales order if a main component item is deleted from the order.
• Reward a customer for an order quantity with a bonus item or items.

You write Product Transformation Rules using the Oracle Business Rule engine (as of this writing there is not an option to use Visual Builder). Product Transformation rules are a little more complex to write. This is because the driver for item identification in the engine is the Item ID and not the item number. This necessitates the use of Bucket Sets to act as translators between the CSR world and the system.  You might need to create a rules dictionary to help achieve your end goal.

Post Transformation

You can write Post Transformation rules make changes to Sales Orders between Transformation and submission to the fulfillment system. Post-transformation rules allow you to deal with attributes that may change or are not yet set at Transformation time.  This includes attributes such as dates or finalized products in the sales order lines.

The need for Post Transformation can widely vary from business to business and as such have a wide range of uses such as defaulting dates, changing date formats, changing warehouses by item.

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Some of the attributes available for use with Post Transformation Rules

Post-Transformation rules are very complex. As such, it takes a fair amount of practice to get completely familiar with them. Technical staff can create Post Transformation Rules using the Oracle Business Rules engine.  OBR allows the use of Bucket Sets and Dictionaries that can be defined for your purposes.

Assign with Oracle Cloud OM Business Rules

Process assignment.

Oracle Order Management rides on something known as Order Orchestration Processes (Look for future writings on this subject). The Orchestration Process performs the same function as the Workflows do in Oracle EBS.  They route orders to the correct paths for fulfillment or other order functions.

A developer can create Custom Orchestration processes to suit your business needs. Process Assignment Rules are a means of linking your custom orchestration processes (or controlling standard processes) to specific events or conditions.

Processes can be assigned based on a number of attributes, Some Examples are:

• Destination
• Item Quantity
• Item/Item Category
• Order Line Type.

User have a choice of either the Visual Builder or Oracle Business Rules engines to design Process Assignment Rules.

Route  with Oracle Cloud OM Business Rules

Routing Rules

If your business is supported by multiple fulfillment systems, You can create rules to route fulfillment lines to the appropriate system(s).  Using Routing rules can avoid manual processes in fulfillment such as export from Fusion and uploading to another system.

Routing Rules work in conjunction with Orchestration to send fulfillment lines where they are best fulfilled. For example, you may run a business line that is manufactured to order but are running some manufacturing software other than Oracle Cloud Manufacturing.  If the products are shipped directly to the customer from the plant, a routing rule is handy. Routing rules would allow you to send the order lines to the manufacturing software via an interface rather than some other more time intensive process.

You can use either Oracle Business Rules or Visual Builder to create Routing Rules.

Orchestrate  with Oracle Cloud OM Business Rules

Orchestration Process Rules

Orchestrations require rules to be defined in order to make certain parts of the process function the way the business needs them to work. These rules are similar in nature to Post Transformation Rules in that they can be very complex and need some planning to create an effective rule.

Some things about Orchestrations are the Line Selection Criteria, Lead Time Expression, Change Compensation behavior and Pause.

For Example, Your company ships the same item from different warehouses based on availability.  You can write a lead time rule that considers the location of the warehouse and location of the customer.

It is very important that rules on seeded Orchestrations do not get modified. If you need a rule change to change the behavior of an Orchestration Process, copy an existing seeded orchestration and modify that.

Approve  with Oracle Cloud OM Business Rules

Sales order approval rules.

Oracle recognized the need for control over sales orders in the Cloud and developed the Sales Order Approval process.  Sales Order Approval Rules give a business more control over what happens to a sales order doesn’t meet the rule.  They provides a range of options for action from automatic rejection to approval processes based on an individual, a group or a hierarchy.  Also, Sales Order Rules can also be used to provide warnings to users if the sales order doesn’t conform to defined characteristics.

SO Approval Rules can be used for many situations, here are some examples;

• Managing Price Overrides

2.  Managing Order Totals

a. Order Minimums

b. Order Totals

• Disallowing certain types of Discounts

4.  Require Alerts or Approvals for a given source system or systems

Sales Order Approval rules are triggered at submission of the draft sales order.  If an order requires approval Oracle sets the status ‘Pending Approval’.  So no further processing of the order can take place until the approver(s) approve the order.  If an approver rejects the order, then the order status reverts to ‘Draft’. Then the creator can adjust the order to meet parameters.

Use either the Oracle Business Rules Engine or the Visual Builder to build Approval Rules.

Oracle Cloud OM Business Rules provide flexibility, and control. They allow the Order Management Cloud to conform to your needs without having to resort to extensions or manual workarounds to manage your orders.   They  provide the flexibility to meet business needs when it comes to managing sales orders. In addition, they can be fairly simple to write.  If necessary, your technical staff can use the Oracle Business Rule engine to handle more complex rules.

For more about Oracle Fusion Business Rules check this out:   https://blogs.perficient.com/2021/02/04/7-best-practices-for-oracle-fusion-business-rules/

For more detailed information about Oracle Cloud OM Business Rules, try this link:  https://docs.oracle.com/en/cloud/saas/supply-chain-management/21a/faiom/orchestrate-fulfillment.html#FAIOM1702198

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Gene Gysin, Senior Solutions Architect

Gene Gysin is a Senior Solutions Architect with over twenty years of experience with Oracle SCM ERP and Cloud implementations. Before that, he served in the US Navy, retiring as a Chief Petty Officer. He lives in Northern Michigan with his wife where they enjoy hiking, canoeing and touring the vast number of light houses in the area.

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A Complete Guide to Process Orchestration – What it is, When and Why do you Need It

As customer expectations continue to rise, the expected standard of services and products also increases proportionally. Embracing digital transformation is essential for companies to remain competitive and efficient. Process orchestration is a highly useful tool that facilitates seamless interaction between humans and digital teams.

Although business process orchestration is a relatively new process improvement technique, it has the potential to improve process performance considerably. According to a Markets and Markets report, the Global Process Orchestration Market is poised to grow at a CAGR of 17.5% to reach 8.50 billion by 2023.

Read on to understand what process orchestration is, the need for business process orchestration, and examples of process orchestration. 

What is Process Orchestration?

Orchestration means coordinating, synchronizing, and monitoring multiple automated workflows in an organization. The orchestration process ensures that workflows are operating smoothly and guarantees the expected results for each process. Orchestration in processes is similar to an orchestral group, in which musicians collaborate and play according to their tempo so that the melody processes as intended. 

Process orchestration can be defined as the flow of all work in an operation between humans and digital teams. Business process orchestration enables end-to-end design and management of the business process, which helps businesses streamline processes , organize operations, assign tasks to the right resources, and complete all SLAs on time. Orchestration is a relatively new concept that is being explored by progressive businesses looking to improve productivity and efficiency. 

Various moving parts of the business process are coordinated and multiple processes are tied together with business process orchestration. Business process orchestration helps you work with the people, systems, and devices, and achieve ambitious goals like end-to-end process automation.

Process orchestration tools enable IT to develop, manage, and monitor end-to-end processes from a centralized location. The orchestration process gives IT leaders the visibility and control they are looking for with a centralized platform. Concentrating all the processes in one place helps organizations manage, monitor, and optimize their processes .

With process orchestration, it is easy to implement standardized processes, identify and remediate issues, and ensure that no resources are spent running multiple schedulers or automation platforms. 

Process orchestration brings multiple automated processes together. Orchestration is more than just isolated or fragmented automation usually applied to reduce the time spent on certain tasks in some departments.

Process orchestration is about implementing a strategy for connected automation, fostering collaboration and better communication between teams. When orchestrating processes, leaders need to take a holistic view of all the execution. This is made possible by adopting a platform that integrates all software or applications across different teams. 

Process Orchestration versus Other Approaches to Automation

Perhaps the most common alternative or complementary approach to task-based automation is process orchestration. The main difference between process orchestration and process automation lies in the holistic approach to handling connectable processes. Orchestration takes place when the analysis relies on the whole, not just disparate components.

The main intent of process orchestration is to identify how to optimize the entire suite of processes through improvements to individual processes, and to explore how they connect. 

Automation on the other hand represents a technological solution for individual tasks or activities in the process. With automation, professionals can save time and prioritize tasks that require the unique analytical and creative skills of a human being.

Automation is the result of using technology to automatically perform certain tasks without human intervention. Both manual and automated tasks can be tied together with the help of process orchestration tools.

Automation can –

• Reduce human errors and increase reliability
• Remove the need for human intervention, making processes more efficient
• Improve productivity by enabling employees to achieve more in less time
• Boost employee morale by eliminating tedious and repetitive tasks

Conventionally, automation has been achieved on an opportunistic basis. For example, a job scheduler may be used to manage overnight batch processes, a data-gathering tool may be used for collecting customer data, and a collection of custom scripts may be used to move data between environments. 

Process orchestration on the other hand may be used to unify individual tasks into an end-to-end process with the help of an extensible automation tool. Such unification allows IT teams to manage the entire process lifecycle from a single location.

Process orchestration can –

• Reduce complexity by consolidating and coordinating individual tools
• Increase resilience by reducing the need for custom trips
• Simplify compliance management by managing audit and credential requirements from a centralized location
• Integrate new tools and technologies through a single orchestration platform

While we understand the difference between automation and process orchestration, it is important to understand what automation lacks that orchestration may fulfill. One of the main drawbacks of a siloed automation strategy is that integrating new tools turns into a nightmare.

For instance, when a business wants to deploy a new platform and then integrate the platform with multiple, disparate tools across siloed environments. To rapidly adapt to new challenges, whether they are economic, regulatory, technological, or consumer-driven, the IT team must be able to quickly integrate new tools, platforms, and technologies. 

Process orchestration tools are designed to be extensible, streamlining system integrations by providing universal connectors, API adapters, and direct integrations. This is different from traditional automation tools that are designed to support specific vendors.

Process orchestration tools make it possible to rapidly integrate virtually any tool or technology. Data and dependencies from those tools can be seamlessly incorporated into existing end-to-end processes using low-code, drag-and-drop workflow designers . These disparate processes, including resources and applications they depend on, can be monitored and maintained through the process orchestration platform. 

Why do you Need Process Orchestration?

When do you need process orchestration? There are several reasons for companies to strive towards business process orchestration. Process orchestration could be a game changer in all kinds of businesses. Implementing process orchestration at the right time in the right manner is crucial for its success.

You need process orchestration when –

1. Your process has end-point diversity

When your process spans across several possible process endpoints, then it is time you consider orchestrating your process. For a process to be executed smoothly, the tasks need to be coordinated. Process orchestration software executes the process as a whole without breaking it into individual tasks. Tasks being considered as endpoints, orchestration software lets you integrate those send points seamlessly. 

2. Your process complexity increases

Coordination between various tasks in the process depends on its complexity. The coordination is based on a certain logic, which in the real world is rarely a straightforward sequence of steps. Process orchestration helps simplify the complexity of business processes. 

Now that we have decoded the “when” part of process orchestration, let us get into the “why” part. 

3. Increase in remote-working models

The concept of remote working was widely adopted by companies during the pandemic. Even with the pandemic gone, the remote or hybrid model of working remains. Such a working model requires sharp and quick decision-making to ensure that productivity remains unaffected and information security and communication remain intact. Orchestration can help businesses achieve all these by taking care of end-to-end processes. 

4. Increased demand for customer-focused agility

Online shopping has set a faster pace for product and service delivery. Companies need to explore ways to accelerate workflows and prevent bottlenecks to boost deliveries without hurting quality. 

5. Need for optimizing existing automation

Companies may already have several automations functioning, but they may not be performing at optimal levels. You can make the most of existing automation systems by orchestrating them to save money and time across the company. Process orchestration brings together multiple departments and citizen developers that are directly involved in the automated action. 

6. Need to keep up with the competition

Staying ahead of the competition requires companies to embrace digital transformation to improve the efficiency and productivity of processes. As per IDC forecasts, 70% of organizations will accelerate the use of digital technologies like automation for their key business processes. When multiple systems are automated, the need for process orchestration will increase proportionally. 

Use Cases of Business Process Orchestration

Not all automation systems require process orchestration. It is important to identify the automation systems that would benefit from process orchestration to derive the full benefits of orchestrating them. In general, orchestration is adopted by the finance , banking, insurance, and health industries. However, implementation of orchestration is not limited to these industries, any enterprise that handles large teams, processes, and data could benefit from orchestration. 

Let us look at some use cases of process orchestration so we can make an informed decision on which processes to orchestrate. 

1. Ticketing and email processing

Processing service tickets usually involves multiple departments. Submitting a ticket, categorizing and assigning it to the right person, resolving it, and updating the status of the ticket – are some of the tasks involved in ticket and email processing. Process orchestration brings standardization in ticket and email processing across the organization. 

2. Claims processing

This is another data-intensive process that involves a series of validations and verifications. Successful claim processing involves pulling data from disparate sources and getting approvals at multiple levels. Process orchestration streamlines claims processing by facilitating a seamless exchange of data between disparate systems. 

3. HR onboarding

Onboarding new employees involves access allocations, document verification, allocation of resources, and other induction-related tasks. Some of these tasks are ripe for automation mainly due to their data-intensive and repetitive nature. Process orchestration speeds up HR onboarding and makes it more efficient. 

4. Underwriting

Processing loans cannot be done without the underwriting process. The underwriting process involves the assessment of income, assets, and other property details of the borrower before approving the loan. This process must be completed totally to mitigate the risk for the lending party. Process orchestration standardizes and accelerates the underwriting process by bringing together several automated tasks. 

5. Accounts payable function

The accounts payable function is in charge of all the payments that are carried out by the organization. Accuracy and timeliness of payments are crucial to maintaining strong business relationships. Process orchestration within the AP function ensures that payment verification and payout happen at the right time and without any errors or inconsistencies. 

6. Know Your Customer

Digitization brings several benefits to businesses, but also increases the incidence of identity theft and personalization. This mandates the Know Your Customer (KYC) process that helps identify and verify the identity of the customer while opening an account and also through the course of holding the account.

The investment and financial services industry uses KYC as a standard for verifying customers and identifying their risk and financial profile. The KYC process can be streamlined with the help of business process automation . This way all the tasks related to gathering customer information can be streamlined. 

7. Lead nurturing

When prospects are evaluating your brand and products, you would want to be aware of their exact activities and the timeline of these activities. Armed with this awareness, you can respond to them intelligently and resourcefully. Process orchestration can help you here. Automating the lead nurturing process issues alerts to the reps, which enables them to act on those insights in near real-time. Automated alerts not only inform the reps about the new activity but also provide additional information on the account from other apps. 

8. Apart from these use cases, some of the real-world examples of process orchestration include

dynamic parallel execution, correlation and abortion of messages, and time-sensitive escalations. Process orchestration helps you dynamically coordinate many tasks simultaneously. Correlating messages while solving support tickets can be a challenge, especially at scale. The customer may get frustrated if the agent is not updated on what has been attempted already. Process orchestration solves the lack of message correlation. 

Time-sensitive tasks like invoice approvals or PO approval when not completed by the deadline, can cause significant losses to the business. Orchestration helps escalate processes that aren’t completed on time or within a specific window of time.

The need for orchestration often depends on the degree of process complexity and endpoint diversity at your organization. The decision to orchestrate need not always be binary, you can combine business process orchestration with other technologies to get a comprehensive coverage of the automation needs of the organization. 

End-to-end workflow automation

Build fully-customizable, no code process workflows in a jiffy., positive outcomes of business process orchestration.

There are several positive outcomes of business process orchestration. Process teams can streamline their operations and achieve multiple benefits through orchestration. Some of the key benefits are listed below. 

Reduced costs

Process orchestration streamlines the way processes are executed, thereby, minimizing errors and overlooks. When the task is executed accurately in the first instance itself, the need for rework is reduced considerably. The work hours that are spent on rework or corrections are minimized, and associated costs are reduced in turn.

Moreover, the end-to-end transparency that orchestration brings to process execution makes it easier and faster to identify pain points or bottlenecks in the process . Effective identification of pain points in turn minimizes resource wastage and time taken to resolve issues. 

Improved collaboration

Orchestration connects platforms and systems across departments for superior work collaboration. When disparate systems are connected seamlessly, data silos are eliminated and communication between teams also increases. Process orchestration aligns teams with the overall organizational goals and objectives. 

Increased employee satisfaction

When repetitive manual tasks are taken care of by the orchestration process, employees get to spend more time on elaborate and important projects. This makes them feel more valued and that their skills are utilized in a better fashion. 

Data-driven decision making

When orchestration is enabled by proper software, it helps generate useful insights into process performance. When process-related data is available in real-time, the managers can stay informed on performance and make data-driven decisions for making continuous improvements. 

Improved customer satisfaction

When process workflows are synchronized across the organization and data is error-proof, product/service delivery is accelerated. Faster and accurate service delights customers and enhances their brand loyalty. 

Improved scalability

As the business scales up, the need for well-connected automated workflows increases proportionally. Process orchestration helps teams scale up to expanding business operations, without the need to hire new employees or install new automation systems. Coordinating various automation systems through process orchestration supports business growth and enables scalable production. 

Now that the need for process orchestration is clear, where and how do you start with business process orchestration? The first step in process orchestration is choosing the right process orchestration tool.

A workflow automation tool like Cflow is highly effective in bridging the gap between processes and technology. The no-code workflow automation platform helps orchestrate processes with automated workflow apps . Cflow brings several capabilities to process orchestration like track and review on the go, seamless integration with 1000+ business tools, highest levels of data encryption and security.

Cflow provides all that you need to not just start process orchestration but also features that enable process management and workflow building. Interested in trying our Cflow? Sign up for the free trial right away. 

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• Enable Retry Policies in the Custom Record Type Settings
• Configure an Integration Retry Policy
• Associate a Retry Policy with an Orchestration Item Definition
• Schedule the Integration Retry Job in Order Management Standard
• Custom Settings for Integration Retry and System Interface Online Mode
• System-Wide Timeouts and Retry Policies in OM Plus
• OM Plus: Managing System Instances
• OM Plus: Set the State for a System Instance
• Creating a Callout Orchestration Item for Asynchronous Integration
• Add a sub-action to the Order Product Object or Orchestration...
• Deactivate Metadata Fields for Plan Items in the Orchestration Plan...
• Modify a List of Fields Displayed for Plan Items in the...
• Add a Missing Custom Label in OM Plus
• Naming Conventions for Custom Labels
• Custom Labels and Translation
• Translate Custom Labels
• OM Plus: Synchronizing Labels
• Technical Inventory
• How Technical Inventory Works
• Impact of Technical Inventory on Decomposition
• Impact of Technical Inventory on Fulfillment
• Impact of Technical Inventory on Migration of Existing Assets
• Managing Technical Inventory
• Viewing and Updating Technical Inventory from Within Salesforce
• Order Fields
• Manual Queues for Fallout Handling
• Managing Fallout at Runtime
• Delete the Resolve Fallout Orchestration Item Definition
• Jeopardy Dates
• Set the Requested Completion Date for an Order in Order Management
• Configure the JeopardyNotificationQueueName Custom Setting
• Create a Queue for Items in a Jeopardy State
• Configuring a Calendar for Manual Tasks in Order Management
• Configuring Batch Jobs
• Start the Schedule Jeopardy Management Job
• Order Management Plus Integration Reference Documents
• OM Plus: Database Structure
• OM Standard: Optimize Large Order Submission with OrderSubmitMode
• Order Fulfillment Status When OrderSubmitMode is Set to Queueing
• OM Standard: Optimize Large Order Decomposition with...
• Deploy Custom Extensions to the DEV Environment
• Migrate inventory items and fulfillment request lines to...
• View the Order Management Custom Settings
• List and Description of Order Management Custom Settings
• Set all DataRaptors to be synced
• Use an Auto Task Implementation in the Catalog with OM Plus
• Use a Callout in the Catalog with OM Plus
• Example of Alerts
• Activate the NotifySumoLogic Event Listener for OM Plus
• Set Up a Sumo Logic Named Credential for OM Plus
• Deploying Vlocity Order Management Plus to a System Integration Test...
• OM Plus: Test the Performance of SQL Queries
• Add Required Indexes for Industries Order Management Implementations
• Enable Complex Conditions in Custom Settings
• Schedule and Manage an Order Management Purge Job
• Configure Settings for the Order Management Purge Job
• Check the Status of the Purge Job
• Configuring OM and OM Plus Interfaces
• Order Management LWC Components
• Add a Lightning Component to a Record Page
• OM Standard: Request and Response Data Storage
• OM Standard: Configure Request and Response Storage in Custom Settings
• Verify That the OM Plus Administration Screen Appears Properly
• Synchronize with OM Plus and check the status
• Verify that the OM+ Status job is scheduled
• Settings for Order Management Permission Sets and Permission Set...
• Upgrading OM: Activate or Delete...
• Data Security
• Data Protection Requirements Summary
• OM Plus: Manage Secrets
• Perimeter Security
• Set Object Security in Order Management Plus
• Set Attribute Security in Order Management Plus
• Setting Up Key-Manager and Encrypt Service
• Perform Data-in-Transit (DIT) Key Change using AWS Lambda
• Exposing an API Service to the Internet with Basic Authentication
• How OM Plus Prevents Exposure of Personally Identifiable Information...
• OM Standard: Considerations about PlatformEvents Mode
• Order Management Standard: Edit the OrchestrationMode Custom Setting
• Order Management Standard before Fall '19: Set Platform Events to...
• Order Management Standard: Schedule the Orchestration Recovery Job
• Order Management Standard: Platform Event Error Handling
• Restoring Lost Data
• OM Plus: Corrupt Data
• Restore Corrupt Data
• Backup and Restore Operations
• Order Management Plus: Syncing Delta Objects
• OM Plus Data Event Streaming
• Configuring or Running the OM Plus Status Job
• Add a Custom Setting to Order Management
• Configure Automatic Order-Submit Queuing
• Order Object Model Components for Submitting Queued Orders
• Set SuppressUsersSync to control user synchronization between...
• Enable user access to Order Management Plus
• Test that user info exported from OM Standard to OM Plus
• OM Plus:­ Assign a User Profile to a User
• Named Credentials Support for Order Management Standard
• Open the XOM Administration Panel
• XOM Administration Panel Options
• Order Management Plus: Pushing an Order to Salesforce
• Apex CPU Time Limit Exceeded Error in Industries Order Management
• Correct the OdinAPIHandler interface implementation
• Correct the XOMSupplementalOrderLifeCycle interface implementation
• Configure the Environment for Order Management Standard
• OM Plus: Attribute Values aren't Visible in a Log
• Cannot Change Tab Names in the All Tabs Page in Salesforce
• After You Set the Language to Hebrew, Orders No Longer Decompose...
• OM Plus: ? Appears on Some Buttons or Labels
• OM Plus: Delta Sync Doesn't Show Change to Email Address Field for...
• OM Plus: Order Sync Failure
• Enable Custom Settings
• If You Are Upgrading from a Version Earlier Than Fall '20: Upgrade...
• Add the Sales Bundle Scope to the Appropriate Picklists
• OM Plus only: As a test, submit an order from Salesforce to OM Plus
• OM Plus only: Set appropriate DataRaptor bundles and DataRaptor map...
• OM Standard: Ensure the Order Value Has Been Added to the Scope...
• OM Standard Only: Run XOMPopulateMainOrderItemIDBatchJob
• Order Management Plus: Set DataRaptors to Sync from Salesforce to OM...
• Add and Enable the OMStdBundleActivationBackCompatibility Custom...
• Applying Record Types and Page Layout Assignments for OM Fall '19...
• Verifying that Order Management Plus is Working with Salesforce
• Configure Settings from the XOM Admin Panel
• Order Management Standard (optional): Set up Platform Events
• Creating a Remote Site Setting for the Callout
• Enabling Triggers for Order Management Fall '19 and Later

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• Industries Order Management

Queue Assignment Rules

As a Fulfillment Designer, you can configure rules to automatically assign tasks to a specific team or user in a designated work group. This enables certain orchestration items to have priority over others, based on orchestration queue assignment rules.

For example, you can prioritize the activation of gold-level or high priority customers so they are put in a faster-running queue. Rules describe the conditions, which when met, result in specific queues being chosen.

More specific conditions have priority over less specific conditions. The default queue is described as a rule with all conditions being empty, with only queue name specified.

To support round-robin and least-loaded task assignment algorithms, Order Management defines memberships for queues, where user accounts can relate to a manual queue. Many user accounts can belong to the same manual queue. At the same time, one user account can belong to multiple manual queues.

Attributes-based assignments allow you to set up assignment rules that define how to route a manual task. A user can create one or many assignment rules on a Manual Queue record. Each assignment rule may have a condition similar to any other condition on an orchestration scenario, Orchestration item definition, or decomposition relationship, so that you determine whether you need to process a given assignment rules for each individual case. Each assignment rules can point to a Destination queue or a Destination user.

• Configure Manual Queue Assignment Rules Configure a manual queue with rules that automatically assign tasks to a specific team or user in a designated work group. This enables certain orchestration items to have priority over others, based on orchestration queue assignment rules.

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• Using Supply Chain Financial Orchestration

Financial Orchestration Events

Financial Orchestration tasks are generated for different financial orchestration flows when the ownership of the goods changes from one profit center business unit to another.

The following table lists the supply chain events when ownership change is assumed to have happened for the different business processes in supply chain financial orchestration.