Setting the Product Scope

Order Management generates a number of Fulfillment Request Lines (FRL) for downstream order items as a result of the decomposition process. Sometimes there is a need to merge several instances of the same technical product into the same FRL on the downstream order item.

Note
Note If there is no Scope field, then you can add one to the Product2 object. See Define an Object Layout with Fields and Attributes in Product Designer.

For example, assume the following structure: One bundle breaks down to two commercial products, and each of those decompose to the same technical product.

A small chart showing the structure as described in the text, using boxes.

where:

  • Blue boxes represent commercial (orderable) products

  • The green box represents a technical product

  • Black lines represent parent-child relationships

  • Blue lines represent decomposition relationships

Based only on this information, it is not clear how many instances of a technical product are required to generate for a given order. To configure the proper behavior, you use a field on the Vlocity product (Product2) object named Scope.

The Scope drop-down menu showing the following values: Account, Order Item, Downstream Order Item, Top Order Item, Order and Relies On.

The Scope field appears for all products, whether they are commercial or technical. However, Order Management considers Scope only for technical products because they are used in decomposition results.

Note
Note

If there is no Scope field, then you can add one. Add a vale: Relies On to the Scope field in the Product2 object. See Add or Edit Picklist Values.

In Order Management Standard and Plus, Scope has these picklist values:

  • Account Scope

  • Order Item

  • Downstream Order Item

  • Top Order Item

  • Order

  • Relies On

Note
Note If you don't see the Order Item or Relies On values in the Scope picklist, then you must add one or both of them to the Scope picklist in the Product2 object. See Adding Picklist Values

For all examples, assume that a customer ordered two bundles in the same order:

A simple chart showing two bundles, each breaking down to two commercial products.

Parent and Child Product Scope

If one technical product is set as a child item for another technical product, then their scopes are set accordingly.

A child product scope cannot be broader than the parent product scope.

Parent Product

Child Product

Account

Order

Top Order Item

Order Item

Downstream Order Item

Account

✓

X

X

X

X

Order

✓

✓

X

X

X

Top Order Item

✓

✓

✓

X

X

Order Item

✓

✓

✓

✓

X

Downstream Order Item

✓

✓

✓

✓

✓

Incorrect setup results in incorrect decomposition results.