Order Lifecycle Manager Editor

Use the Order Lifecycle Manager editor to configure the Order Lifecycle Manager entities that support the optional OSM Order Lifecycle Management UI.

The following fields are common to all of the Order Lifecycle Manager editor tabs:

Field Use
Description Edit the display name of the order lifecycle manager.

When configuring order lifecycle managers in the Order Lifecycle Manager editor, see the following topics:

Order Lifecycle Manager Editor Properties Tab

Use the Properties tab to set the properties and presentation-level information, such as Customer Name and Customer ID, for the Order Lifecycle Management UI. You can define, per role and view, where in the order the values for those fields come from. In the Order Lifecycle Management UI, users belonging to a specified role see values for Customer Name and Customer ID as extracted from fields with the associated view.

Note:

See "Order Lifecycle Manager Editor" for information about fields that appear on both Fulfillment Pattern editor tabs.
Field Use
Order Click Select and select the order to which this order lifecycle manager applies.

This field is mandatory if you are defining an order summary binding (that is, if you are defining properties for an order) in this order lifecycle manager. If you are only using this order lifecycle manager to define the state mappings, it is optional. If you do not select a value for this field, the configuration of this entity applies to all orders.
Roles Specify the roles that require access to the order.

Do any of the following:

  • Click Add to select an existing role and view or add a new one.

  • Click Remove to remove a role from the list.
Role Displays the role selected in the Roles table. Click Select to select a different role.
View The view associated with the role selected in the Roles table. Click Select to select a different view.
Order Summary Headers area Select the data elements that contain the header information to use in the Order Lifecycle Management UI. All data elements you select must be in the view specified in the View field. Users with the role selected in the Roles table will see the values obtained from these data elements.

Select a role in the Roles table and do any of the following:

  • Click Select after the Customer Name field to select a data element from the order template to use as the customer name.

  • Click Select after the Customer ID field to select a data element from the order template to use as the customer ID.

  • Click Select after the External Order ID field to select a data element from the order template to use as the order ID.
Additional Properties (Optional) Specify additional properties to send to the Order Lifecycle Management UI.

Do any of the following:

  • Click Add to define a property name and select a data element from the appropriate view.

  • Click Remove to remove a property from the list.
Name Displays the property selected in the Additional Properties table. Click Select to select a different property.
Path Displays the path associated with the data element to use. The data element must be in the view displayed in the View field. Click Select to select a different data element.

Related Topics

Creating New Order Lifecycle Managers

Order Lifecycle Manager Editor

Order Lifecycle Manager Editor Fulfillment State Mapping Tab

Order Lifecycle Manager Editor Fulfillment State Mapping Tab

Use the Fulfillment State Mapping tab to map the fulfillment states for the order and the standard states displayed in the Order Lifecycle Management UI. See "Working with Fulfillment State Maps" and OSM Concepts for more information about fulfillment states.

Note:

See "Order Lifecycle Manager Editor" for information about fields that appear on both Fulfillment Pattern editor tabs.
Field Use
Fulfillment State Mapping area Specify the mappings between the fulfillment states configured on the order and the standard Order Lifecycle Manager states.

Create a mapping by dragging a fulfillment state from the Fulfillment States list to the appropriate state in the Order Lifecycle Manager States list.

If you want to remove mappings, do one of the following:

  • Right-click a fulfillment state and select Remove Mapping to remove the mapping for that fulfillment state.

  • Right-click an order lifecycle manager state and select Remove Mappings to remove all of the mappings for that order lifecycle manager state.

If you have seen an error in the Problems view saying that you have invalid mappings, click any (mapped or unmapped) state in either list, right-click the state and select Remove Invalid Mappings. A mapping could become invalid if, for example, the corresponding fulfillment state was deleted.

To see the state to which a given state is mapped, do one of the following:

  • Right-click a mapped state in the Fulfillment States list and select Show Target Elements for Mapping to highlight the element in the Order Lifecycle Manager States list to which the selected state is mapped.

  • Right-click a mapped state in the Order Lifecycle Manager States list and select Show Source Elements for Mapping to highlight the elements in the Fulfillment States list to which the selected state is mapped.

Related Topics

Creating New Order Lifecycle Managers

Order Lifecycle Manager Editor

Order Lifecycle Manager Editor Properties Tab