Creating an Orchestration to Retrieve Customer Credit Status

Before You Begin

This 10-minute tutorial shows you how to create an orchestration to retrieve a customer’s credit status from EnterpriseOne. You will use the following service requests created in the preceding tutorials to create the orchestration:

• Customer Credit Limit data request
• Unpaid Orders data request
• Percent Usage service request

Creating the “Customer Credit Status” Orchestration

1. Access the Orchestrator Studio and click the Orchestrations icon.
2. On the Orchestrations page, click New Orchestration.
3. On the Orchestration design page, complete the following fields:
   • Orchestration Name = Customer Credit Status
   • Enter Short Description = Compare the amount of credit being used by a customer to their allowed credit limit.
4. Click the Product Code drop-down list and select 55 for a customer product code.
5. Expand the Orchestration Input section, and for the input, enter customer_number in the Input column and select Numeric in the Value Type column.
6. Save the orchestration.
7. Add the Customer Credit Limit data request to the orchestration:
   1. In the Orchestration Steps grid, click Add Step and select Service Request.
   2. At the end of the new step, click the drop-down arrow and select Customer Credit Limit.
8. Map the orchestration input to the input in the Customer Credit Limit data request:
   1. Select the data request step.
      Notice that the Orchestrator Studio displays the Address Number 1 input, the input to this data request, in the Transformations grid.
   2. Next to the Address Number 1 input, click the Additional Values drop-down list and select customer_number.
      This maps customer_number to Address Number 1.
9. Add the Unpaid Orders data request to the orchestration:
   1. In the Orchestration Steps grid, click the Insert Step After button and select Service Request.
   2. At the end of the new step, click the drop-down arrow and select Unpaid Orders.
10. Map the orchestration input to the input in the Unpaid Orders data request:
    1. Make sure the Unpaid Orders step is selected.
    2. In the Transformations, click the Available Values drop-down list next to Address Number Sold and select the Customer_Number orchestration input.
11. Add the Percent Usage service request to the orchestration:
    1. With the Unpaid Orders step highlighted, click the Insert Step After button and select Service Request.
    2. At the end of the new step, click the drop-down arrow and select Percent Usage.
12. Map the orchestration input to the input in the Percent Usage form request:
    1. Make sure the Percent Usage step is selected.
    2. In the Transformations area, map the credit_limit to CreditLimit and TotalOpenAmount to the UnpaidAmount.
13. Save the orchestration, which should look like this when complete: