Add Status Conditions to Fulfillment Lines

Add status conditions to a fulfillment line that includes more than one item, and where each item needs a different status.

If different fulfillment lines must use different statuses, then you must determine how you will use catalogs and categories to group the lines. You do this when you create the orchestration process.

Assume you must set up orchestration processes that can handle sales orders for different types of t-shirts. You could use the same orchestration process for different types of merchandise, but you prefer to define statuses for each type of clothing separately because each clothing type requires a different status. To do this, you select the status catalog, then add the status conditions for a single category of items in the orchestration process.

Summary of the Set Up

• Set the status catalog.

• Add the status condition for each default.

• Add the status condition for the item.

You typically create more than one status condition for each fulfillment line. For brevity, in this topic you create only one status condition for the default category and another status condition for the item.

This topic uses example values. You might need different values, depending on your business requirements.

Set the Status Catalog

1. In the Setup and Maintenance work area, go to the task.

   • Offering: Order Management

   • Functional Area: Orders

   • Task: Manage Orchestration Process Definitions

2. On the Manage Orchestration Process Definitions page, locate the CallCustomerWhenLargeInvoice orchestration process, then click Actions > Edit.

   Learn how to create this process. For details, see Add Branches to Orchestration Processes.

3. On the Edit Orchestration Process Definitions page, set the value.

   Attribute	Value
   Status Catalog	Retail_Merchandising_Catalog Retail_Merchandising_Catalog is an example catalog. You must use the Product Information Management work area to define it and the values that it references before you can specify it for this orchestration process.

   If a warning dialog displays, then click OK.

4. Click Save.

Add the Default Status Condition

Add the status condition that the orchestration process will use, by default.

1. In the Process Details area, click Status Conditions > Fulfillment Line Status Values.

2. In the Default row, in the Status Rule Set attribute, click the arrow, then click Create.

   You will select the statuses that this orchestration process uses, by default. Every row in the Fulfillment Line Status Values list must reference a status rule set, and each rule set must contain at least one status condition.

3. In the Create Status Rule Set dialog, set the values.

   Attribute	Value
   Code	LargeOrders
   Name	Large Orders
   Create New	Chosen

4. Click Save and Close > Save.

5. In the Default row, click Edit Status Rule Set.

6. On the Edit Status Rule Set page, click Actions > Add Row.

7. In the Sequence attribute, enter 1.

8. Set the status value.

   • In the Status Value attribute, click the arrow, then click Search.

   • In the Search and Select dialog, in the Status Code attribute, enter SCHED, then click Search.

   • In the list, click Scheduled, then click OK.

9. Add the expression.

   • On the Edit Status Rule Set page, in the Expression column, click the icon.

   • In the Expression Builder dialog, click CallCustomerWhenLargeInvoice, Schedule, then click Insert Into Expression. Make sure you don't expand CallCustomerWhenLargeInvoice, Schedule.

     Notice that the dialog added a value of "Schedule" in the Expression window of the Expression Builder.

   • In the Expression window, click anywhere after "Schedule", then enter an equal sign (=).

   • Expand CallCustomerWhenLargeInvoice, Schedule, click SCHEDULED, then click Insert Into Expression.

   • Notice that the Expression window contains "Schedule"="SCHEDULED", then click OK.

10. On the Edit Status Rule Set page, add a check mark to Notify External Systems, then click Save and Close.

    Notify External Systems allows Order Management to communicate the status to a system that resides outside of Order Management. For details, see Send Notifications from Order Management to Other Systems.

Add the Status Condition for an Item

1. In the Process Details area, in the Fulfillment Line Status Values list, click Actions > Select and Add: Category.

2. In the Select and Add: Category dialog, select Retailer, then click Save and Close.

3. In the Fulfillment Line Status Values list, in the Retailer row, in the Status Rule Set column, click the arrow, then click Create.

4. In the Create Status Rule Set dialog, set the values.

   Attribute	Value
   Code	Shirts
   Name	Shirts
   Create New	Chosen

5. Click Save and Close > Save.

6. In the Fulfillment Line Status Values list, in the Retailer row, click Edit Status Rule Set.

7. Repeat steps 6 through 10 of the Add the Default Status Condition section, earlier in this topic.