You create new order lifecycle policies to control which transactions a role can perform while the order is in a particular order state.
To create an order lifecycle policy:
From the Studio menu, select New, select Order and Service Management, select Order Management, then select Order Lifecycle Policy.
In the Project field, select the OSM project in which to save this entity.
In the Name field, enter a name for the policy.
The name must be unique among order lifecycle policy entity types in the same namespace.
(Optional) Select a location for the order lifecycle policy.
By default, Design Studio saves the order lifecycle policy to your default workspace location. You can enter a folder name in the Folder field, or select a location different from the system-provided default. To select a different location:
Click the Folder field Browse button.
Navigate to the directory in which to save the entity.
Click OK.
Click Next.
(Optional) Create the policy with a custom configuration.
You can create custom configuration using the Create default order lifecycle policy for the selected roles check box. Do one of the following:
To create the policy with no default transactions and no role assignment, deselect the check box.
To create the policy with the default set of transactions but modify the role assignment, leave the check box selected and move the selected roles to the available roles as appropriate.
Click Finish.
The newly created policy is displayed under the selected project in the Studio Projects view.
Configuring Order Lifecycle Policies