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#Order Management2 discussing

after all orchstreation items are completed still order is in progress and orchestration in not completed in salesforce vlocity orchestration. 

LastOrchestration Item type is Milestone.  

 

#Vlocity

 

#Flow-Orchestration

 

#Omnistudio  #Order Management

1 answer
  1. Sep 24, 7:05 PM

    A Milestone being the last item is usually the clue here. In Industries (Vlocity) Order Management a Milestone is only a marker: it completes automatically once all of its "Depends On" items are complete, and it never fails, but it does not do any work itself. Completing the milestone does not by itself update the Order record, so an order can sit "In Progress" even though every item on the plan looks green. These are the checks I would go through: 

     

    1. Confirm every item on the plan really is finished. In the orchestration plan view (or by querying the Orchestration Item records for that plan), look for any item that is not Completed, for example Pending, Ready, Running, Failed or Frozen, including items in other swimlanes or in plans of other decomposed/fulfilment-request orders. A single item still pending (often a manual task or a callout waiting for a response) keeps the plan open. 

     

    2. Check that the background processing is running. Orchestration items are progressed by Industries OM asynchronous jobs. Look at Setup > Apex Jobs and Scheduled Jobs for failed or aborted vlocity_cmt jobs and at the debug logs for the user running orchestration. If the jobs are not scheduled or are failing, the plan state is never re-evaluated. 

     

    3. Make sure something actually updates the Order status. Order status normally changes because of an Auto Task in the plan (commonly the asset-creation / order-completion step near the end), not because the last milestone completed. If your plan ends with only a Milestone, add an Auto Task after it (dependency: Depends On the milestone) whose item implementation updates the Order status or runs your standard "create assets / complete order" logic, and re-test with a new order. 

     

    4. For the stuck order itself, once you have found the cause you can retry the failed item from the plan view, or complete the remaining item manually, and the plan should move to Completed. 

     

    References: 

    Understanding Order Management Orchestration Basics (Trailhead):

    https://trailhead.salesforce.com/content/learn/modules/industries-order-management-orchestration-foundations/dive-into-industries-order-management-orchestration

     

    The Industries Order Management Solution:

    https://help.salesforce.com/s/articleView?id=ind.comms_t_the_industries_order_management_solution_229538.htm&type=5

     

    Troubleshooting Industries Order Management:

    https://help.salesforce.com/s/articleView?id=ind.comms_t_troubleshooting_industries_order_management_242806.htm&type=5

     

     

    Assumption: I am assuming this is managed-package (vlocity_cmt) Industries Order Management with a standard plan where the Order status is expected to be updated by a task in the plan. Exact job names and item implementations differ by release and by how your plan definition was built, so please share the state of each orchestration item and whether any Auto Task follows the milestone if the checks above don't resolve it.

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Introducing Salesforce Industries Health Check Analysis. 

 

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Introducing Salesforce Industries Health Check Analysis. Each Comms/Media/Health/... Cloud implementation deserves a Health Check run from time to time.

 

#Omnistudio  #CPQ  #Order Management  #Telecommunications

2 comments
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We have a Business Requirement to map ERP Sold To, Ship To, and Bill To related data at the Account Level. We are implementing Order Management and need to initiate from Salesforce, which requires the dropshipping concept in Salesforce. This was earlier done in ERP where One Sold To have multiple Ship To. We have developed a Custom Solution; however, it is not scaleable. Any input on how businesses are managing this? I would love to hear from someone and would like to speak. #Order Management #AccountEngagement #Sales Cloud

1 answer
  1. Andrew Russo (BACA Systems) Forum Ambassador
    Feb 14, 2024, 3:16 PM

    what about a custom object called ship to addresses with a MD relationship back to the account, then create a record for each ship to address?

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I've generated a report to ensure the Active Contacts with renewable products always have a new Renewal Opportunity created for the next annual period.  However, I've run into cases where we booked a Renewal Opportunity and an Order was created, but new Contract was NOT created for the renewal period.  Is there a report I can generate to find all Closed Won Renewal Opportunity that did not result in an Contract being created?

 

#Opportunity Renewal Management  #Contracts Object  #Opportunities Pipeline  #Active Subscriptions  #Order Management

1 answer
  1. Feb 15, 2024, 10:48 PM

    How are you tracking "Contracts"?  Is that a standard or Custom Object record that is connected to the Opportunity record via a Lookup(Opportunity) field or something like that? 

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Hi all. Reaching out to you for input on a hiccup we’re trying to solve for. We are implementing B2B and OMS. Here is my scenario. 

I must ship to an account with 1000 locations.  2 different products are being shipped to each location at a qty that varies according to the customer’s request. 

The current solution is to create 2000 staging orders (custom object) that are grouped into orders per Contact Point Address. Once the 1k orders/order summaries are ready to go to the shipping vendor, 1k fulfillment orders are created via a custom button. Shipping confirmation back from the shipping vendor changes the status of the fulfilment orders and set the order summaries status to closed. (Fyi, a job runs nightly to delete the staging orders).

This gives us row lock error while creating order summaries from a large number of orders at one time. What is the best practice here? I am new to OMS so trying to understand better the implications. Since we have a high volume of orders every day, should we be creating orders summaries the way we do? One suggestion is to create fulfillment orders directly. I’m curious. How are you handling high volume order creation via OMS? Thank you in advance for your input. 

  #Order Management

2 answers
  1. Oct 28, 2023, 1:37 PM

    Hi @Astie Yovo-Kpela,

    When there are multiple Apex transactions that are creating Order Summary records by Connect API, the related Account of the Order will be queried by that Connect API which will cause the lock row issue. If it was B2C, I'd say go with multiple Apex Batches since most of the time the Account will be different but in your case, I'd go with Apex Batch but one at a time/serial (in order to prevent having lock issues).

     

    Regarding Fulfillment Order creation, I'd separate that process from the Order Summary creation process by creating another Apex Batch.

     

    Also please check this Salesforce Architect article which provides useful information for Record-Triggered Automation | Salesforce Architects

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I want to know how to cancel a whole FO and OS. There is a core action for cancel a FO item but is there something similar for the Order Summaries or complete Fulfillment Orders?

We have also seen that you can reduce orders (orderitems), but from my understanding you can do this before the fulfillment orders.

 

The main reason for this is when a package is lost during shipping

 

 #Order Management 

2 answers
  1. Nov 23, 2023, 4:07 PM

    Hey @Charalampos Georgiadis,

    Fulfillment Order object have a standard field called Status which also contains Status Category as well. Rather than Status, Status Category decides what will happen to the Fulfillment Order record. By default, the Canceled status is assigned to the Canceled Status Category. Status category means Salesforce performs some actions behind the scene that's why you can't change the status after once Fulfillment Order record is Canceled.

    In order to cancel the whole Fulfillment Order record, all you need to do is select the appropriate status (Canceled) and Fulfillment Order will be canceled.

    There is no such core action for Order Summary because it doesn't have Status Category which means you can go back and forth with the Order Summary records but you can't do the same with Fulfillment Order records.

     

    Regarding adjustments, you can use after Fulfillment Order creation as well. See Post-fulfillment https://help.salesforce.com/s/articleView?id=sf.flow_ref_elements_om_actions_adjust_ois_submit.htm&type=5

    Hey ,Fulfillment Order object have a standard field called Status which also contains Status Category as well.

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Customers and Partners its time again for Commerce Cloud Product Management team to share the Commerce Cloud Roadmaps for Spring '24! You will have the choice to attend up to 3 different sessions.  Please reach out to your Account Teams for the registration information!

 

The first session happening on November 14, 2023 will be the B2C Commerce roadmap for Spring ’24 and the roadmap vision for 2024. We will walk you through the innovations and products for our Commerce Cloud products on the B2C Commerce platform - B2C, Storefront, OMS, Payments, and Einstein GPT.

 

Note: B2C Commerce Roadmaps will now be in the same cadence as the Salesforce release cadence and no longer H1 and H2 but with Spring, Summer, and Winter.

 

The second session will be November 15, 2023 This session will focus on the innovations and products for the Salesforce Commerce solution. Products and innovations covered in this session will be all around those built for the Salesforce platform - B2B, D2C Commerce, OMS, Payments, and Einstein GPT. While this session will be focused on the Commerce Solutions for the Salesforce Platform, this is a great session for all Commerce Cloud Customers and Partners and we highly encourage all our Customers and Partners to attend!

 

The third session will be November 16, 2023. This session will cover the Order Management Roadmap for Spring ’24. This roadmap session is geared to all Order Management customers and prospects regardless if you are a current Commerce Cloud B2C Commerce or Salesforce Commerce customer. We do recommend that Commerce Cloud B2C Commerce and Commerce Cloud Salesforce Commerce customers also attend those respective roadmap sessions for their product specific Order Management roadmaps.

 

Again, please reach out to your Account Teams to get the registration information!

 

#B2C Commerce #B2B Commerce #Order Management #EinsteinGPT 

3 comments
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Customers and Partners its time again for Commerce Cloud Product Management team to share the Commerce Cloud Roadmaps for Spring '24! You will have the choice to attend up to 3 different sessions.  Please reach out to your Account Teams for the registration information!

 

The first session happening on November 14, 2023 will be the B2C Commerce roadmap for Spring ’24 and the roadmap vision for 2024. We will walk you through the innovations and products for our Commerce Cloud products on the B2C Commerce platform - B2C, Storefront, OMS, Payments, and Einstein GPT.

 

Note: B2C Commerce Roadmaps will now be in the same cadence as the Salesforce release cadence and no longer H1 and H2 but with Spring, Summer, and Winter.

 

The second session will be November 15, 2023 This session will focus on the innovations and products for the Salesforce Commerce solution. Products and innovations covered in this session will be all around those built for the Salesforce platform - B2B, D2C Commerce, OMS, Payments, and Einstein GPT. While this session will be focused on the Commerce Solutions for the Salesforce Platform, this is a great session for all Commerce Cloud Customers and Partners and we highly encourage all our Customers and Partners to attend!

 

The third session will be November 16, 2023. This session will cover the Order Management Roadmap for Spring ’24. This roadmap session is geared to all Order Management customers and prospects regardless if you are a current Commerce Cloud B2C Commerce or Salesforce Commerce customer. We do recommend that Commerce Cloud B2C Commerce and Commerce Cloud Salesforce Commerce customers also attend those respective roadmap sessions for their product specific Order Management roadmaps.

 

Again, please reach out to your Account Teams to get the registration information!

 

#B2C Commerce #B2B Commerce #Order Management #EinsteinGPT 

0/9000

Customers and Partners its time again for Commerce Cloud Product Management team to share the Commerce Cloud Roadmaps for Spring '24! You will have the choice to attend up to 3 different sessions.  Please reach out to your Account Teams for the registration information!

 

The first session happening on November 14, 2023 will be the B2C Commerce roadmap for Spring ’24 and the roadmap vision for 2024. We will walk you through the innovations and products for our Commerce Cloud products on the B2C Commerce platform - B2C, Storefront, OMS, Payments, and Einstein GPT.

 

Note: B2C Commerce Roadmaps will now be in the same cadence as the Salesforce release cadence and no longer H1 and H2 but with Spring, Summer, and Winter.

 

The second session will be November 15, 2023 This session will focus on the innovations and products for the Salesforce Commerce solution. Products and innovations covered in this session will be all around those built for the Salesforce platform - B2B, D2C Commerce, OMS, Payments, and Einstein GPT. While this session will be focused on the Commerce Solutions for the Salesforce Platform, this is a great session for all Commerce Cloud Customers and Partners and we highly encourage all our Customers and Partners to attend!

 

The third session will be November 16, 2023. This session will cover the Order Management Roadmap for Spring ’24. This roadmap session is geared to all Order Management customers and prospects regardless if you are a current Commerce Cloud B2C Commerce or Salesforce Commerce customer. We do recommend that Commerce Cloud B2C Commerce and Commerce Cloud Salesforce Commerce customers also attend those respective roadmap sessions for their product specific Order Management roadmaps.

 

Again, please reach out to your Account Teams to get the registration information!

 

#B2C Commerce #B2B Commerce #Order Management #EinsteinGPT 

0/9000

Customers and Partners its time again for Commerce Cloud Product Management team to share the Commerce Cloud Roadmaps for Spring '24! You will have the choice to attend up to 3 different sessions.  Please reach out to your Account Teams for the registration information!

 

The first session happening on November 14, 2023 will be the B2C Commerce roadmap for Spring ’24 and the roadmap vision for 2024. We will walk you through the innovations and products for our Commerce Cloud products on the B2C Commerce platform - B2C, Storefront, OMS, Payments, and Einstein GPT.

 

Note: B2C Commerce Roadmaps will now be in the same cadence as the Salesforce release cadence and no longer H1 and H2 but with Spring, Summer, and Winter.

 

The second session will be November 15, 2023 This session will focus on the innovations and products for the Salesforce Commerce solution. Products and innovations covered in this session will be all around those built for the Salesforce platform - B2B, D2C Commerce, OMS, Payments, and Einstein GPT. While this session will be focused on the Commerce Solutions for the Salesforce Platform, this is a great session for all Commerce Cloud Customers and Partners and we highly encourage all our Customers and Partners to attend!

 

The third session will be November 16, 2023. This session will cover the Order Management Roadmap for Spring ’24. This roadmap session is geared to all Order Management customers and prospects regardless if you are a current Commerce Cloud B2C Commerce or Salesforce Commerce customer. We do recommend that Commerce Cloud B2C Commerce and Commerce Cloud Salesforce Commerce customers also attend those respective roadmap sessions for their product specific Order Management roadmaps.

 

Again, please reach out to your Account Teams to get the registration information!

 

#B2C Commerce #B2B Commerce #Order Management #EinsteinGPT 

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