Enable CME - DRO Interoperability

This configuration activates the Dynamic Revenue Orchestrator (DRO) and Inflight features for managing complex order fulfillment and mid-stream changes. It grants necessary user permissions for designing and applying workflows while enabling CME DRO Interop.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Edition.
User Permissions Needed
Set of permissions required for CME-DRO Setup: RevenueLifecycleManagementAddOn

The steps to add permissions and setup DRO in the customer's org.

  1. Log in to the org.
  2. In Setup, find and select Dynamic Revenue Orchestrator.
  3. On its Settings page, turn on DRO and then turn on Inflight.
  4. From Setup, in the Quick Find box, enter Users, and select the user.
  5. Select the permission set for the user and assign the listed permissions:
    1. DRO Admin User
    2. Fulfillment Designer
    3. Fulfillment Manager or Operator
    4. Save Transactions and Fulfillment User
  6. Go to the Vlocity CMT Administration tab and click Enable Features.
  7. Find and select CME DRO Interop setting.
CME DRO Interop Feature