How Order Management Transforms Source Orders Into Sales Orders

Order Management transforms the source order that you create in Order Management or that it receives from a source system so it can optimize order fulfillment.

how Order Management transforms a source order.

Here's how Order Management transforms a source order:

  1. Receives a source order that you submit in Order Management or that it gets from a source system. The source order in this example includes three order lines.

  2. Separates the source order into order lines.

  3. Assigns each order line to a new orchestration process that it creates to orchestrate fulfillment for the order line.

    For example, it might assign order line 1-1 to orchestration process 300100090333478, and order line 1-2 to orchestration process 300100090333457.

    The diagram includes part of the view that you use to monitor fulfillment. For details, see Monitor Order Fulfillment.

  4. Starts the orchestration process that fulfills the order line. You use the Switch to Fulfillment View action on the order page of the Order Management work area to monitor the orchestration process.

Order Management typically finishes transformation within a few seconds after you click Submit.

Order Management sets the completion date of the final step in the orchestration process to the requested date of the source order. The Last Fulfillment Completion Step sets the final step of the orchestration process.

When Transformation Runs

Transformation runs depending on what starts transformation.

Transformation runs depending on what starts transformation.

What You Do

Transformation

Import a sales order from a source system.

Pretransformation, product transformation, and posttransformation runs during order import.

These transformations run before you submit the sales order to order fulfillment.

Create a new sales order in the Order Management work area.

Pretransformation runs each time you modify the customer, modify the order type, or add an order line.

Product transformation and posttransformation runs one time after you click Submit.

Revise a sales order in the Order Management work area.

No transformation runs.

Parts of Sales Orders You Can Use After Transformation

Use these parts to monitor and manage order fulfillment.

Part of Sales Order

Description

Order

Includes order lines.

  • The relationship between a sales order and an order line is similar to the relationship that exists between a source order and a source order line.

  • A sales order in Order Management might not exactly mirror the structure of a source order in a source system.

Order line

  • The relationship between a sales order and order lines preserves some of the original structure of the source order, making it easier to keep track of the original intent of the source order, even if Order Management splits order lines for the sales order.

Order line that you have submitted to fulfillment

Part of a sales order you can modify in the Order Management work area. For example:

  • Schedule or unschedule an order line.

  • Reserve items for an order line.

  • Substitute an item on an order line.

  • Change the warehouse, shipping method, or demand class on an order line.

Orchestration process

An order administrator can set up an orchestration process to determine the tasks that the process does.

You can't modify an orchestration process in the Order Management work area, but you can monitor an instance of it while it manages the order line, and monitor progress.

Return order line

Represents an order line that Order Management uses to return items. Its similar to an order line, but it includes a set of attributes that are specific to returning items.