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Import Vlocity Actions for Contract Discounts for Frame Agreements for CME Spring '22
Import and activate the Vlocity actions you use for frame agreements using DP_CUSTOM_Frame_Contracts file..
- From Setup, in the Quick Find box, enter Static.
- Click Static Resources.
- Click the letter D.
- Click DP_CUSTOM_Frame_Contracts file.
- On the Static Resource Detail page, right-click View file and select Save Link As....
- Save the file using the JSON format.
- Using the App launcher, open the Omnistudio app and the Omniscripts page.
- Click the Import button to browse to the location of the saved DP_Custom_Frame_Contracts.json file and click Open.
- Click Next twice.
- If you see Import errors, click Ignore This Error.
- Click Activate Now.
- Review the files and click Next to activate the files.
- Click Done.
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Using the App launcher, open Vlocity Actions and
verify that the following actions appear in the list:
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Activate Frame Agreement - Oppty
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Activate Frame Agreement - Order
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Activate Frame Agreement - Quote
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Amend Frame Agreement - Oppty
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Amend Frame Agreement - Order
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Amend Frame Agreement - Quote
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Create Frame Agreement - Oppty
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Create Frame Agreement - Order
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Create Frame Agreement - Quote
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Create Frame Amendment - Oppty
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Create Frame Amendment - Order
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Create Frame Amendment - Quote
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Update Frame Agreement - Oppty
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Update Frame Agreement - Order
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Update Frame Agreement - Quote
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Update Frame Amendment - Oppty
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Update Frame Amendment - Order
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Update Frame Amendment - Quote
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Using the App launcher, open Interface
Implementations and verify the following interfaces appear in
the list:
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ActivateFrameContractInterface
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CloneAdditionalObjects
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DiscountSelector
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- If you don't see an interface, use the App launcher and open Vlocity CMT Administration.
- Under Admin Console, click Maintenance Jobs.
- Find the Interface Implementation Maintenance (Merge) job and click Start.
- Click OK.
