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            Create Custom Fulfillment Scope Configuration

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            Create Custom Fulfillment Scope Configuration

            Custom scopes use a configurable field in the line item or product object as the scope identifier. This identifier defines how fulfillment line items and steps are instantiated. During decomposition and orchestration, custom scopes group fulfillment order line items and steps according to the scope identifier.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create custom fulfillment scope configuration:

            DRO Admin User

            To create a custom scope, define a custom scope configuration with a context tag mapped to a scope identifier field in the order product or a sales transaction item. Configure the custom scope as the custom decomposition scope in the technical product and the custom fulfillment scope in the fulfillment step definition. Update the scope identifier field in the configured order line item and order product. During decomposition, fulfillment order line items are grouped per scope identifier and during orchestration, fulfillment steps are grouped per scope identifier.

            1. From Setup, in the Quick Find box, enter Dynamic Revenue Orchestrator Settings and select it.
            2. Click Custom Fulfillment Scope Config.
            3. Click New Custom Fulfillment Scope Config.
            4. Enter a label for the Custom Fulfillment Scope Config.
            5. Enter the item context tag.
              This tag in the Sales Transaction Context Definition points to the field in Order Product or Fulfillment Order LIne Item that specifies the custom scope identifier. To use the custom tag during decomposition, define it in the Context Node for Sales Transaction Item. For usage in plan generation, define the custom tag in either Context Node for Sales Transaction Item or Context Node for Fulfillment Transaction Item. Map the custom tag in Context Node for Sales Transaction Item to the custom scope identifier field in Order Product. Map the context tag in Context Node for Fulfillment Transaction Item to the custom scope identifier field in Fulfillment Order LIne Item.
            6. Select the Participating Asset Impact checkbox if you want technical assets related to sales transactions to affect the decomposed line item actions.
              When the Participating Asset Impact checkbox is selected, adding a product with the same scope identifier as an existing asset to the order will amend the existing asset. If the Participating Asset Impact checkbox isn't selected, adding any products to the order will create a new fulfillment asset, regardless of the scope identifier.
            7. Select the Assetized checkbox to assetize the decomposed line items.
            8. Save your work.
            Note
            Note Line Item scope is the default fallback scope and is used when no custom scope is derived.
            Creation of a new custom fulfillment scope configuration.
             
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            Salesforce Help | Article