As part of creating fulfillment steps, you can configure inflight plan settings to handle customer requests to add, amend, cancel, or otherwise change their order before the order is committed by a sales rep.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To configure inflight plan settings: |
Fulfillment Designer OR DRO Admin User |
To configure inflight plan settings, first create a fulfillment step using the fulfillment workspace. For more information, see Define Orchestration Plan Components.
- Select an Amend Step Group.
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Select a Cancel Step Group.
To apply the cancel step groups in reverse order of execution, see Set Dependencies Between Fulfillment Steps.
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Configure the Point of No Return behavior. In the Available pane, select the type of source
change (Changes Denied) to be applied to the line item, then click
to move the source change to the Chosen field. This selection ensures that when the
fulfillment plan reaches this step, no changes to the order items in the bundle are allowed.
- Optional: Force Plan Freeze During Execution. Select an option other than the default option
to allow order representatives to forcefully freeze the plan. Specify how to complete
the step before resuming the plan. Choose an action to apply to the In Progress step:
- Never: The plan freezes only after the step is completed. Until then, the plan is in a Freezing state. This is the default option.
- Yes But Forcefully Complete the Step: Moves the plan to a Frozen state, forcefully completes the step, and then resumes the plan if the related line item is amended or canceled.
- Save your work.
