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            Set Up Order Routing Rules

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            Set Up Order Routing Rules

            Admins can define routing logic to direct orders to either DRO or OM+. This implementation provides a phased migration. Rules are based on criteria such as product catalog, price list, or product family.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Edition.
            User Permissions Needed
            Permission required to configure Order Routing Rules: RevenueLifecycleManagementAddOn

            For pilot, you can set up a custom rule to route orders to either DRO or OM+ based on your required implementation. Although the system default is to route all orders to DRO, specific code snippets help you easily implement this custom logic.

            Admin can configure a rule that automatically routes orders to either DRO system or OM system, based on a custom field with these steps:

            1. Create a custom field on the Order object to act as the routing trigger, such as a picklist Fulfillment_System__c with a DRO value.
            2. Use the code snippet to create a custom Apex rule that checks the trigger field.
            3. If the value is DRO, route the order to DRO; otherwise, route it to the OM system.
            4. In the Interface Implementation settings, set your new Apex class as the default rule for order routing to activate it.
             
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