Setup, Operations, and Integration for Order Management

These topics give developers a diverse range of technical information, including the setup and configuration of development environments as well as creating integration logic to fulfillment systems. In order to create integration logic, a set of REST APIs is also available to support developers.

• Order Management Plus Integration Reference Documents
  Vlocity provides a set of reference documents to help you understand how classes and objects work in Order Management Plus integration. You can download them to your computer to view them locally.
• Large Order Optimization in Order Management
  If your org handles mostly large business to business orders with long process lifetimes, you can take some steps to optimize Order Management for those orders.
• Installing Custom Order Management Extensions
  Project teams can develop custom integration adapters, auto tasks, and other code required by a customer, and then deploy this code to different environments: DEV, SIT, UAT, and others.
• View the Order Management Custom Settings
  Order Management has many custom settings that enhance the way it operates and performs. To see the list of custom settings, follow the instructions on this page.
• List and Description of Order Management Custom Settings
  Order Management has many custom settings that enhance the way it operates and performs. This table gives a quick description of each one.
• Order Management Plus Only: Set Dataraptors to be Synced to OM Plus
  When you create a new DataRaptor bundle, it's automatically set to be synced from Salesforce to OM Plus. You change that setting by clearing the OMplus Enabled box. If you're not sure which ones need to be synced, then you can run a script to sync them all.
• Using Order Management Plus Custom Adapters in Catalog
  Once a custom integration adapter or auto task implementation is deployed to Kubernetes, you can use it in the catalog.
• OM Plus: Send Details to Sumo Logic if OM Plus is Not Operational
  You can have OM Plus send automatic alerts to Sumo Logic whenever OM Plus changes from operational to any other state. The alerts include information about what caused the downtime.
• Deploying Vlocity Order Management Plus to a System Integration Test Environment
  To deploy Industries Order Management Plus to a System Integration Test environment:
• OM Plus: Test the Performance of SQL Queries
  Test your SQL queries in Order Management Plus databases to see if they are working or need further optimization.
• Add Required Indexes for Industries Order Management Implementations
  If your organization has, or expects to have, more than 200K records of an object in the Required Indexes table, you should add the required indexes to support them.
• Enable Complex Conditions in Custom Settings
  From Spring '21 and later, complex conditions are enabled by default, so you don't need to create the custom setting described in this topic. For earlier releases than Spring '21, you must create the custom setting.
• Order Management Standard: Automatic Purging of Orchestration Data
  Administrators in OM Standard can schedule jobs in Order Management to automatically purge old orchestration data from the records. You can set how often the data is purged, how old data should be before being purged, and other details.
• Configuring OM and OM Plus Interfaces
  Once the upgrade or installation package has been installed, you must ensure that the OM and OM Plus interfaces are configured correctly. You can do so from the XOM Administration panel.
• Order Management LWC Components
  Order Management includes tailored LWC components that you can add to various pages in your org, such as a Record page or Home page. Some LWC components are already added to the layout by default, but some you'll need to add yourself.
• Set Up Record Pages for Industries Order Management
  Get your Order Management viewing preferences just right by using the Lightning App Builder to add and arrange Lightning components in your Record page.
• OM Standard: Request and Response Data Storage
  When a callout's Request and Response fields contain too much data, database performance slows down. To avoid that issue, you can instead have Order Management store request and response data in a big object, somewhere else, or not store it at all.
• OM Standard: Configure Request and Response Storage in Custom Settings
  The OrchestrationItemLog custom setting sets whether and where orchestration item requests and responses are stored. To reduce load on the database, you can set the custom setting to "BigObject" or "Off", or set a different value to store the information somewhere else.
• Verify That the OM Plus Administration Screen Appears Properly
  If the OM Plus Administration screen doesn't appear, or shows errors, report it to Salesforce Customer Support (they might ask for a screen shot, or for you to share your screen).
• Synchronize with OM Plus and check the status
  The Vlocity XOM Administration panel contains controls that allow you to administrate OM Plus.
• Verify that the OM+ Status job is scheduled
  After you've verified that OM Plus is properly connected to Salesforce, ensure that two custom settings have been set properly. This job is also known as the OM + Status job.
• Settings for Order Management Permission Sets and Permission Set Groups
  For some Order Management permission sets and permission set groups, you must configure additional settings for the right object access to be granted, or to avoid issues.
• Upgrading OM: Activate or Delete OMStdBundleActivationBackCompatibility
  Depending on which release you've upgraded from, you must either activate or delete this bundle from the Custom Settings. If you've been directed to this page, then follow the appropriate instructions. Otherwise, you can ignore this page.