Admins can define routing logic to direct orders to either DRO or OM+. This implementation provides a phased migration. Rules are based on criteria such as product catalog, price list, or product family.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Edition. |
| User Permissions Needed | |
|---|---|
| Permission required to configure Order Routing Rules: | RevenueLifecycleManagementAddOn |
For pilot, you can set up a custom rule to route orders to either DRO or OM+ based on your required implementation. Although the system default is to route all orders to DRO, specific code snippets help you easily implement this custom logic.
Admin can configure a rule that automatically routes orders to either DRO system or OM system, based on a custom field with these steps:
- Create a custom field on the Order object to act as the routing trigger, such as a picklist Fulfillment_System__c with a DRO value.
- Use the code snippet to create a custom Apex rule that checks the trigger field.
- If the value is DRO, route the order to DRO; otherwise, route it to the OM system.
- In the Interface Implementation settings, set your new Apex class as the default rule for order routing to activate it.