Guidelines for Assigning Orchestration Processes

Create an assignment rule that assigns an orchestration process to one or more fulfillment lines of a sales order.

• Assign the orchestration process according to your unique requirements.

• Order Management doesn't create different versions of an assignment rule so the changes that you release take effect immediately. You can save rules without releasing them.

• Use the Otherwise logic to assign an orchestration process that will apply by default. Use it for each orchestration group.

• Create an assignment rule that references data from a different product model. For details, see Get Data from Product Information Management.

• You don't need to specify a version or effective date for an assignment rule because the orchestration process controls them.

• Use the rules editor to help you filter the attributes that you can use in your assignment rule. For details, see Use Tools and Environments to Create Business Rules.

Note

• You must set up your orchestration processes before you create your assignment rule.

• Order Management can't reassign an existing order line to a different orchestration process when you revise a sales order. For details, see Fix Problems That Happen When Assigning Orchestration Processes.

• If a group of fulfillment lines are part of a shipment set, then you can't assign different orchestration processes to different lines in the set. For example, if fulfillment line w and fulfillment line x are part of a shipment set, then you can't assign line w to process y and line x to process z.

  Order Management assigns the first line that it encounters in the set to an orchestration process, and then assigns all subsequent lines in the set to the same orchestration process. If you create an assignment rule that attempts to assign a subsequent line in the set to a different orchestration process, then Order Management will ignore that rule. Order Management uses this configuration to make sure it can schedule, reserve, and ship the lines together.

• Don't create an assignment rule that assigns a fulfillment line to an orchestration process when you revise a sales order. If you need to reassign a fulfillment line to an orchestration process that's different from the one that the fulfillment line currently uses, then you must cancel the sales order or the order line and create a new one.

Examples

Assign an Orchestration Process According To	Description
Item	Each sales order for the AS54888 Desktop Computer must use the same processing steps. You write an assignment rule that assigns an orchestration process named AS54888 Desktop Computer Process to each order line that includes the AS54888 in the Item attribute of the order line.
Customer	Customer Computer Service and Rentals requires an inspection step for each sales order. You write an assignment rule that assigns an orchestration process named Computer Service and Rentals Process to each order line that includes Computer Service and Rentals in the Customer attribute of the order header.
Destination	Each sales order that the fulfillment system must ship to a country that resides outside of your current location requires different handling, such as completing customs forms. You write an assignment rule that assigns an orchestration process named International Orders Process to each order line that includes a foreign country in the Ship-To Address attribute of the order header.

Use Orchestration Groups

An orchestration group is a collection of fulfillment lines that Order Management processes together. Each orchestration group is a subset of a sales order. You can assign an orchestration process for an orchestration group.

• You create an orchestration group as a shipment set, configured item, or set of order lines.

• Your assignment rule processes each orchestration group at runtime, so you must add a test that links each fulfillment line with the group. The predefined assignment rules already include this test.

Here are the predefined groups that you can use.

Orchestration Group	Groups All Fulfillment Lines That Fulfill
Standard	A standard item.
Configured Item or Kit	A configured item or kit.
Shipment Set	A shipment set.

Predefined Assignment Rules

Order Management comes with predefined assignment rules. To view them, go to the Manage Orchestration Process Assignment Rules page, then click View Predefined Rules.

Predefined Rule	Description
CreateSTDGroups	Assign the orchestration process when the fulfillment line has an item that isn't configured or that's configured but that the user has finished configuring.
AddSTDLines	Add a fulfillment line when you assign an orchestration process according to lines that have items that aren't configured or that are finished items.
CreateShipSets	Assign an orchestration process according to fulfillment lines that have a shipment set.
AddShipSetLines	Add a fulfillment line when you assign an orchestration process according to lines that have a shipment set.
CreateModels	Assign an orchestration process according to fulfillment lines that have a configured item.

To view the predefined AssignProcess rule on the Manage Orchestration Process Assignment Rules, set the View attribute to AssignProcess.

If you create your own rule, then consider the predefined rules when you set priority. If you want Order Management to apply your custom rule first, then set the priority higher on your custom rule than the value that's on the predefined rule.