Before you can use DRO with Order Management, enable the feature, clone the necessary flows, and set up Revenue Cloud DRO.
Required Editions
| View supported editions. |
Make sure you have the necessary licenses enabled:
- Order Management Growth license
- Revenue Cloud RevenueLifecycleManagementAddOn license
- DROAddOn license
Navigate to Setup | Feature Settings | Dynamic Revenue Orchestrator | Dynamic Revenue Orchestrator Settings. Enable Dynamic Revenue Orchestrator and In-flight Amendments.
Assign permission sets based on personas.
Clone and activate these flows:
- Decomposition Flow
- Freeze Orchestration Plan Flow
- Unfreeze Plan Flow
- DRO Cancel Item
- DRO Return Item
- DRO Return Item RMA
If you have already cloned these flows and made any modifications, the new clone won’t contain your customizations.
Navigate to Setup | Object Manager. Make the following additions:
- Order Item Summary: Add QuantityOrchestrated and QuantitySubmittedForDro.
- Order Summary Object: Add OrchestrationSbmsStatus and FulfillmentPlan.
- Order Summary Page Layout: Add the Decomposition Viewer LWC component.
Set up DRO for Revenue Cloud.
- Create Custom Context Definition and Map Business Objects
- Map Custom Context Definition with Sales Transaction
- Configure Procedure Plan Definition for Business Process Orchestration
Configure DRO to pause at status changes.
- Configure optional DRO setup.
- Design Your Order Decomposition
- Design Your Order Orchestration