Redwood: Validate Configured Items on Sales Orders

Validate configured items on sales orders that you import through the Sales Orders for Order Hub REST API. Identify and fix errors when you import instead during fulfillment.

  • Make sure the configured item that you import is valid.
  • Make sure your rules work correctly with the item's structure. For example, make sure you specify required attributes, meet the item's minimum quantity and maximum quantity, nodes have the correct effective dates, correctly set options that are mutually exclusive, and so on.
  • Import your configured item on a sales order then modify it in the Order Management work area. Add or modify new or existing lines on Order Management's redesigned pages.

Realize these benefits:

  • Work more efficiently. Automate order entry and processing.
  • Make your data more accurate and consistent. Validate your configuration when you import to avoid having configurations that aren't valid and that you can't build.
  • Be flexible and scale. Integrate with other source systems and channels.

Here's an example payload:

    "SourceTransactionNumber": "RW_PTO_01",

    "SourceTransactionSystem": "ORA_BM_CPQ",

    "SourceTransactionId": "RW_PTO_01",

    "TransactionalCurrencyCode": "USD",

    "BusinessUnitName": "Vision Operations",

    "BuyingPartyNumber": 1006,

    "TransactionTypeCode": "STD",

    "SubmittedFlag": false,

    "RequestingBusinessUnitId": 204,

    "FOBPointCode":"Destination",

    "PaymentTerms": "30 Net",

    "RequestedShipDate":"2019-10-19T20:49:12+00:00",

    "FreezePriceFlag": false,

    "FreezeShippingChargeFlag": false,

    "FreezeTaxFlag": false,

    "billToCustomer": [{

        "CustomerAccountId": 1006,

        "SiteUseId": 1025

    }],

    "shipToCustomer": [{

        "PartyId": 1006,

        "SiteId": 1036

    }],

    "lines": [{

            "SourceTransactionLineId": "1",

            "SourceTransactionLineNumber": "1",

            "SourceScheduleNumber": "1",

            "SourceTransactionScheduleId": "1",

            "OrderedUOMCode": "Ea",

            "OrderedQuantity": 1,

            "ProductNumber": "PTO54222",

            "RequestedFulfillmentOrganizationId": 204

        },

        {

            "SourceTransactionLineId": "2",

            "SourceTransactionLineNumber": "2",

            "SourceScheduleNumber": "1",

            "SourceTransactionScheduleId": "1",

            "OrderedUOMCode": "Ea",

            "OrderedQuantity": 1,

            "ProductNumber": "OP44136",

            "RequestedFulfillmentOrganizationId": 204,

            "ParentSourceTransactionLineId": "1"

        },

        {

            "SourceTransactionLineId": "3",

            "SourceTransactionLineNumber": "3",

            "SourceScheduleNumber": "1",

            "SourceTransactionScheduleId": "1",

            "OrderedUOMCode": "Ea",

            "OrderedQuantity": 1,

            "ProductNumber": "KB18761",

            "RequestedFulfillmentOrganizationId": 204,

            "ParentSourceTransactionLineId": "2"

        },

        {

            "SourceTransactionLineId": "4",

            "SourceTransactionLineNumber": "4",

            "SourceScheduleNumber": "1",

            "SourceTransactionScheduleId": "1",

            "OrderedUOMCode": "Ea",

            "OrderedQuantity": 1,

            "ProductNumber": "KB18759",

            "RequestedFulfillmentOrganizationId": 204,

            "ParentSourceTransactionLineId": "2"

        } 

    ]

}

Steps to Enable

If you want to use the Redwood: Validate Configured Items on Sales Orders feature, then you must opt in to its parent Redwood: Manage Configured Items on Sales Orders feature. If you already opted in to the parent, then you don’t have to opt in again.

Key Resources

Access Requirements

No new privileges were introduced to support this feature. For the existing privileges, see these topics: