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Dynamic Revenue Orchestrator Essentials
Browse through this collection of terms, key objects, and key concepts. This collection is designed to give Salesforce admins, sales reps, and developers a clear and consistent understanding of Dynamic Revenue Orchestrator (DRO) concepts and helps them navigate the Dynamic Revenue Orchestrator landscape.
- Context-Based Task Assignment Rule
- The manual tasks are assigned to the users in the queue based on predefined algorithms to effectively manage the workforce. The queue selection is determined by context rules.
- Compensatory Steps
- When you reconcile the plan, compensatory steps are added to the fulfillment plan, replacing the amended fulfillment steps.
- Cross-Plan Dependency
- The dependency between steps in different fulfillment plans.
- Decomposition Rule
- The rule that determines which technical product a commercial product decomposes into.
- Execute on Rule
- The rule that defines whether to execute the decomposition rule, fulfillment scenario, or fulfillment step depending on where it’s used.
- Field and Attribute Mapping
- The mapping of fields and attributes of a source product in a decompostion rule to a field or attribute on the destination product in the same decomposition rule. The mapped values reflect on the fulfillment line items created after decomposition of an order.
- Fallout Management
- The configuration of how callout fulfillment steps handle communications with an external system in the event of failures.
- FOLI Quantity Calculation Method
- This field is used during order decomposition to determine if the quantity on the fulfillment order line item is always 1 or if it aggregates the quantities of the order line items that have decomposed into the fulfillment order line item.
- Fulfillment Adaptor
- Defines how DRO behaves with respect to creating and updating fulfillment lines and technical assets when orchestrating requests from entities such as Order from QOC, Order from Industries CPQ.
- Fulfillment Asset
- Fulfillment assets are created from fulfillment order line items when the fulfillment plan is completed and assets are created. A fulfillment asset is related to commercial assets.
- Fulfillment Asset State Period
- The period during which a fulfillment asset configuration, such as quantity and attributes, is applicable.
- Fulfillment Dependency Definition
- Represents the sequence in which two steps are executed in a fulfillment plan.
- Fulfillment Order
- A fulfillment order groups fulfillment order line items. It can represent a technical order that’s placed on a fulfillment subsystem.
- Fulfillment Order Line Items
- Technical products are converted into fulfillment order line items as a result of the order decomposition process.
- Fulfillment Plan
- A dynamically constructed workflow of fulfillment steps arranged in the sequence in which they’re executedto fulfill the order.
- Fulfillment Scenario
- The rule that determines which fulfillment step group to consider for a combination product and order action when you compose a fulfillment plan for an order.
- Fulfillment Step
- The run-time instance of fulfillment step definition.
- Fulfillment Step Group Definition
- The design time entity that groups fulfillment step definitions in a certain sequence.
- Future-Dated Steps
- Steps whose execution doesn't start immediately after the preceding step in the plan is completed. Its execution is scheduled at a specific date and time, which is determined based on user configuration.
- Least Loaded Task Assignment Rule
- An assignment rule that delegates a task to the user with the least number of open tasks.
- Jeopardy Management
- The configuration of the estimated duration and the jeopardy threshold for a fulfillment step that’s monitored during fulfillment plan execution. This process raises an alert when the step isn’t completed within the configured SLA settings.
- Manual Queues
- Queues are used to group manual steps that are similar in terms of the teams or users who must execute them.
- Many-to-One Decomposition
- Many order line items within an order are decomposed to a single fulfillment order line item by order.
- One-to-One Decomposition
- One order line item is decomposed to a single fulfillment order line item.
- Order Decomposition
- When an order is submitted, the products that the customer orders, known as order line items, are decomposed into technical products referred to as fulfillment order line items.
- Order Priority
- A parameter in the Submit Sales Transaction invocable action that sets the fulfillment priority for an order.
- Orchestration Submission Status
- A field on the order that indicates the status of order submission and fulfillment in DRO.
- Plan Reconciliation
- Refers to the regeneration of a fulfillment plan that occurs when an in-progress order is changed, impacting its associated order lines and fulfillment order lines.
- Point Of No Return
- You can mark a fulfillment step as a point of no return (PONR) step. After a line item reaches the PONR, the item can’t be canceled or amended.
- PONR Override
- Override the PONR validation so that a changed in-flight order can be submitted for fulfillment.
- Resume on Rule
- Defines the conditions under which to resume execution of a pause step.
- Rollback Steps
- When you reconcile the plan, compensatory steps are added to the fulfillment plan, replacing the canceled fulfillment steps.
- Round Robin Task Assignment Rule
- An assignment rule that distributes tasks associated with manual steps to the users in the queue in a sequential manner.
- Scope
- DRO generates multiple instances of technical products, fulfillment steps, or step dependencies as a result of the decomposition or plan composition process. Sometimes, you need to merge several instances based on whether they belong to the same product bundle or account that owns the order. This is determined by the value in the Scope field. You can define the Scope field for technical products, fulfillment step definitions, and fulfillment step dependency definitions.
- Staged Assetization
- A step in the fulfillment plan used to assetize a specific standalone product or bundle to the order.
- Supplemental Action
- An action calculated and applied to fulfillment lines because of the impact of in-flight changes to an order.
- Task Assignment Rules
- Route steps within a queue based on rules or criteria.
- Technical Product
- Technical products are used to fulfill orders and are often defined by the requirements of the downstream system, such as billing, fulfillment, logistics, and other systems involved in the fulfillment process.
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