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Configure Context Definition Fields for Future Dated Fulfillment Steps

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Configure Context Definition Fields for Future Dated Fulfillment Steps

You can configure the execution of steps in your orchestration plan based on custom dates that correspond to date or datetime tags in context definition.

Required Editions

Available in: Both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To define how a product decomposes:

Fulfillment Designer

OR

DRO Admin User

Follow these steps when you configure the context definition:

  • Extend the Sales Transaction context definition with new Date/Datetime fields. Optionally, you can add the Date/Datetime fields in SalesTransactionItem and FulfillmentTransactionItem context nodes. Generate tags for the new fields.
  • If you intend to use a combination of order line items and fulfillment line items as step sources for the future dated step, create context fields with the same name in both SalesTransactionItem and FulfillmentTransactionItem context nodes. Create unique context tags for these fields.
  • Map the context tags to Date/Datetime fields on the Order Product and Fulfillment Order Product standard objects.
 
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