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The Order Process
A customer wants to buy a product. You use the Vlocity application to determine what you can offer that customer.
The interface calls an implementation to interrupt the workflow and apply Rules. For any account, you can create an opportunity, order, or quote.
Opportunities use the Opportunity Manager, orders use the Order Manager, and quotes use the Quote Manager. These Managers enable you to search for products. The products returned as search results are based on availability and eligibility rules. When a Manager runs, the Availability interface runs first, followed by the Eligibility interface.
When you add a product to the cart, Vlocity calls the ProductEligibilityInterface, the PricingInterface, the ProductValidationInterface, and other interfaces.
Each interface calls an implementation. The implementation, which is written in Apex code, may call a flow. A flow has steps and each step is one action. A flow step may call a Rule. Interface implementations interrupt the CPQ process workflow.
CPQ process workflows include:
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The business-to-business (B2B) workflow starts with the account. An opportunity, quote, or order is created. Finally, the order is submitted, creating an asset.
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The business-to-consumer (B2C) workflow starts with an order that is then submitted, creating an asset.
Vlocity uses the following components in order capture:
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Vlocity Cart
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Review cart
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Price Book Entries
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Convert to Quote using Field MapperMapping Fields Using Field Mapper
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Configure the Quote
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Generate the Quote
Order capture uses availability, eligibility, compatibility, and pricing rules. Ineligible and unavailable products are not offered to the customer. Select products are verified for compatibility and priced based on the rules. When the order is submitted, verification can be repeated. Rule execution is business logic that is defined by the interfaces and implementations. Order business process logic includes the following:
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Filter the products using the availability and eligibilityAvailability and Eligibility Interface Implementations interfaces.
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Select the product.
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Check product compatibility.
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Create the order.
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Submit the order.
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Update the order.
