After you create a fulfillment step definition group in the workspace, add a fulfillment step definition to it. When an order is submitted, Dynamic Revenue Orchestrator (DRO) creates a fulfillment step in the Orchestration Plan for the order based on this definition.
Here's how to create a fulfillment step definition:
- From the App Launcher, find and select Fulfillment Workspaces.
- Choose a fulfillment step definition group and click Add Step.
- Enter a Fulfillment Step Definition Name.
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Select a Step Type.
Some step types require additional information. For details on how to configure each step type, see Fulfillment Step Types.
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Select a Scope.
The scope determines how many instances of the fulfillment step is created once the orchestration plan is underway. The scope options are:
- Plan: One instance of the step appears in the entire orchestration plan.
- Bundle: One instance of the step appears per bundle in the order.
- Line Item: One instance of the step appears per line item.
- Custom: One instance of the step appears per scope identifier. To create a custom fulfillment scope, see Create Custom Fulfillment Scope Configuration.
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Optional: Enter a Custom Config Parameter.
A Custom Config Parameter is a step-specific configuration value passed from an autotask step to a Salesforce Flow. Use it to drive custom logic in the flow based on the parameter's value.
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Optional: Select a Run As User.
When DRO executes this step, it uses the selected user's permissions. If you don't select a Run As User, then the step is executed as the Fulfillment User as defined in the DRO settings.
- Optional: Select an Execution Schedule. For more information, see Configure Steps for Future Execution.
- Optional: If you have In-flight amendment enabled in DRO settings, configure In-Flight Order Changes.
- Optional: To configure the conditions for running the step, see Define Conditions for a Fulfillment Step to Run.