Order Capture

Exercise Guide
Version 1.0
Order Capture
Exercise Guide

TABLE OF CONTENTS
Preface 3
Overview 4
What You Will Learn 4
Prerequisites 4

Overview of Order Capture 5

The Cart 5
Industries CPQ 5

Exercise 2-1: Getting Started with Order Capture 7

Task 1: Create and configure a change order 8
Task 2: Configure the order 9
Task 3: Create assets from the order 17

Exercise 2-2: Getting Started with Asset-Based Ordering 19

Task 1: Create and configure a change order 20
Task 2: Create a move assets order to move existing assets to a new account 24

Exercise 2-3: Canceling an Order 31

Task 1: Create a new order 32
About Order Cancellation 35
Task 2: View Status from the Orders tab (before cancel) 35
Task 3: Cancel the original in-flight order 36
Task 4: View Status from the Orders tab (after cancel) 37
Task 5: Canceling an order (additional Order Management information) 38

Exercise 2-4: Creating Quotes from Assets 46

Task 1: Create a quote from existing assets 47
About Industries Document Templates 49
Task 2: Review the quote document template 49
Task 3: Link the document template to an OmniScript Action 50
Task 4: Generate a PDF document from the quote 54
Task 5: Create an order from the quote 56

Exercise 2-5: Working with Field Mapper 60

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What is Field Mapper? 61

Task 1: Set a product as Not Assetizable 62
Task 2: Review the custom Not Assetizable field on Order Product 64
Task 3: Create a filter to honor the Not Assetizable field when creating assets 66
Task 4: Create a new order with a Not Assetizable product 70

Exercise 2-6: Working with B2B Order Capture Challenge 72

Task 1: Create an opportunity 73
Task 2: Create a quote from the opportunity 73
Task 3: Create an order from the quote 73
Task 4: Submit the order 73
Task 5: Investigate Item Name mapping 74

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Preface
These training exercises are based on the Spring ‘22 release of Salesforce Industries
Communications, Media, and Energy & Utilities Clouds. For additional information about
the topics covered in this module, see the documentation available in Success Community
at https://success.vlocity.com.

Overview
This training covers the fundamental features and functionality of the Cart. You will learn
about the order-capture capabilities of Salesforce Industries Communications, Media, and
Energy & Utilities Clouds, how to use the Cart, and how to perform asset-based ordering. As
you progress through this training, you complete practical, hands-on lab exercises designed
for use with a training playground.

What You Will Learn

When you complete this training, you will be able to:

● Create orders using the Cart

● Navigate the Cart’s user experience
● Configure products in the Cart
● Create assets from an order
● Create a change order
● Create a move assets order
● Cancel an order
● Illustrate the purpose of line item status fields
● Work with Field Mapper
● Create a filter using Field Mapper
● Create orders with products that are not assetized

Prerequisites
The prerequisites for this training include a solid understanding of basic Salesforce concepts
and functionality. You should also have a working knowledge of telecommunications,
media, or energy and utilities industry business objectives.

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Overview of Order Capture

This section gives you an overview of the order-capture capabilities of Salesforce Industries
Communications, Media, and Energy & Utilities Clouds by introducing the Cart and
Industries Configure, Price, Quote (CPQ).

The Cart
The Cart perfects the purchasing experience with a rich, responsive user interface powered
by Industries CPQ. The Cart optimizes the shopping experience and ensures that every
order is an accurate order based on the rules defined in Industries CPQ. Using the Cart, you
can:

● Simplify selling, pricing, and order capture through any channel or device.

● Dynamically configure products based on rules and attributes.

● Allow users to search easily through the product catalog using text searches or
filterable attributes.

● Ensure users resolve product requirements and availability conflicts prior to

submitting orders.

In addition to the robust and fully featured functionality available out-of-the-box, the Cart is
designed and engineered as an extensible framework using modern web technologies, such
as Angular JS, HTML5, and SMACSS. You can tune the Cart to the unique requirements of
your business, providing n-degrees of possibility, while dramatically reducing development
time and cost as compared to building an order-capture application from scratch.

Industries CPQ
Industries CPQ has a powerful rules engine built on the Salesforce platform that ensures
that quotes and orders are valid before submission, minimizing order delays, customer
confusion, and customer dissatisfaction. Industries CPQ picks up where CRM ends,
providing real-time product, pricing, and business rules based on natural language and
declarative administration. Using Industries CPQ, you can:

● Design basic and advanced availability, eligibility, compatibility, and pricing rules.

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● Standardize new product and service introductions.

● Ensure accurate capture of new, move, add, change and disconnect orders.

Industries CPQ supports both business-to-business (B2B) and business-to-consumer (B2C)

lead-to-cash processes. The open architecture of the platform allows you to use Industries
CPQ components, services, and user interface selectively as individual components and to
integrate process flows with external systems, all using a unified user interface.

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Exercise 2-1: Getting Started with Order Capture

Scenario
Infiwave has homegrown order capture software that is no longer meeting their needs. Not
only does it lack direct integration to web self-service tools, but it’s also difficult to configure
and inflexible with complex pricing and product relationship rules. Enter Brooks Bacher, the
Customer Service Representative (CSR) for Infiwave. Brooks is looking forward to using the
new software and introducing the CSR team to all its functionality. Brooks’ first step is to
review the Cart, so that he can demonstrate the product-ordering process to the rest of his
team.

Goal
● Create orders using the Cart
● Navigate the Cart’s user experience
● Configure products in the Cart
● Create assets from an order

Tasks
1. Create and configure a change order
2. Configure the order
3. Create assets from the order

Time: 15 mins

ALERT:
If you’ve just received your training playground, add your email address to the
system administrator profile to ensure you receive all system notifications. In
the upper-right, click on the Avatar and select Settings. Enter your email
address in the Email field on the Personal Information page and click Save.

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Task 1: Create and configure a change order

1. Using the Lightning App Launcher , click Configure Price Quote (CPQ).

2. This brings you to the Orders tab. If not, in the Lightning navigation bar, click
Orders.

3. In the upper-right, click New.

4. Enter the following information.

Field Value

Order Name New Phone + New Plan

Account Name White, Carole

Order Start Date [today’s date]

5. Click Save.

6. Click on the Power Launcher’s search field and select Configure Order. The Cart
opens. You can also utilize the Power Launcher using typeahead functionality to
narrow the list of OmniStudio Actions.

NOTE:
The Power Launcher is a Lightning Web Component (LWC) that gets and
displays a list of OmniStudio Actions. Configure Order is set up for your
convenience in the training environment.

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Task 2: Configure the order

1. Review the main sections of the Cart: the Cart Header, Product List, Cart, and Total
Bar.

NOTE:
The Cart is developed using Omnistudio FlexCards. You can customize the
appearance and behavior of the Cart by cloning and configuring the cards,
layouts, and templates that are provided as part of the Salesforce Industries
managed package.

2. Notice the cart header. The cart header displays the order, quote or opportunity
name, status, and Account PhotoURL fields. It also shows OmniStudio Action
buttons, in this case, View Record and Decompose Order.

NOTE:
The Decompose Order button is used in Industries Order Management for
order processing and fulfilment.

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3. Notice the total bar, which dynamically totals line items for recurring and one-time
charges.

4. Notice that no products are available in the PRODUCTS list. This is because a price
list is not yet selected.

NOTE:
The Cart uses price lists and Industries CPQ rules to determine which products
to display in the PRODUCTS list.

5. In the cart header, click the Price List dropdown menu.

6. Click B2C Price List. The PRODUCTS list dynamically refreshes.

7. In the Search box, type apple.

NOTE:
The Cart’s Search capability is not case-sensitive. It conducts a text search
across product name and product description fields.

8. Next to Apple iPhone X, click More.

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9. Review the product details.

10. Click Add to Cart once.

NOTE:
Do not click Add to Cart more than once, doing so adds multiple iPhones.
(Maybe not such a bad thing, you’re thinking?)

11. A new product is added to the Cart. Industries CPQ monitors the state of the items
in the Cart and does not let you submit the order until you have specified all the
required details.

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12. In the total bar, notice the Incomplete button. This button helps ensure that every
order you submit is an accurate order. Because configuration is still required, the
Incomplete button stays greyed-out in the total bar.

NOTE:
The price list provides the base or list prices, and they appear in the
PRODUCTS list on the left. Once the product is added to the cart, the Cart
calculates the price for each item based on any active pricing rules or
promotions that have been applied, and so the price in the cart may be
different than the base price.

13. In the Search box, type plan.

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14. In the PRODUCTS list, find Individual Simple Choice Plan, and click Add to Cart.
This adds the plan to the cart, and a second notification message appears.

15. Click the Messages (2) notification to expand the messages.

16. Click the Take Me There icon for 4G LTE Data Plan.

17. In Line Item Details, notice the Number of Lines attribute that is read-only with a
default value of 1. The required value is 1, because this is an individual plan. You
need to choose the amount of data for the plan.

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18. Using the Data Plans dropdown menu, select 16 GB.

19. Click Close.

Now you just have one missing attribute to set. You’ll look at another way to configure line
items next.

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20. Open the Cart Line-Item Actions dropdown menu for Apple iPhone X and click
Configure.

21. In the line-item configuration window, for Color, choose Silver.

Notice that the configuration errors are resolved, because the red notification bar is gone.
Also, the Incomplete button is replaced by the Submit Order button. You now have a
perfect order!

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NOTE:
Notice in the line-item configuration window, in addition to setting device
attributes, you can edit the Billing Account, Service Account and Total
Quantity. Product, Superseded Order Product, First Order Product Version,
and Order Group are populated by the system to support in-flight amendment
changes in product selection and are not to be edited. Though it appears as if
you are able to modify the Effective One Time Total and Effective Recurring
Total fields, the original values remain intact and are not editable.

22. In the line item configuration window, scroll down to Item Name, and enter
Primary Line Handset. This is an optional field that can be used to provide
additional information about the line item.

23. Click the X to close the configuration window.

24. Notice the line item Action status field. Because this is an order of new items, all the
line items have an Action status of Add.

NOTE:
A line item can have an action status of Add, Existing, Change, Disconnect,
Suspend, or Resume.
Add = Order has been placed but the product or service has not been
provisioned or activated.
Existing = Asset has been provisioned to the customer, and no changes have
been requested.
Change = A change has been requested for the asset.
Disconnect = A request has been made to terminate the service or asset.
Suspend = A request has been made to temporarily halt the service.
Resume = A request has been made to reinstate the temporarily halted
service.

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Task 3: Create assets from the order

1. In the total bar, click Submit Order.

2. Click Next.

3. This submits the order and returns you to Carole White’s account page.

NOTE:
Notice Clicking the Submit Order button invokes a chain of events, as follows:

Create Assets Action>CPQ/SubmitOrder OmniScript>Submit Order

Integration Procedure

These assets are installed as part of the managed package, and they call
various classes and methods to transform the order line items into service
assets. You can review them in your training playground to get a better look at
what’s happening during the create assets flow.

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4. On Carole’s account page, scroll down to the Orders related list, and notice that the
order you just submitted has a status of Activated. This field is the Salesforce order
status field, and its possible values are Draft or Activated.

5. Scroll up to the Service Asset Management section. Notice that each line item of
Carole’s last order has been transformed into assets alongside the DSL Service asset,
which she ordered previously.

6. In the Service Asset Management section, click the information icon for the
Apple iPhone X asset. Notice that the attributes for the iPhone X have been
captured for the asset but none of the values can be edited.

7. In the asset configuration window, click X to close the window.

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Exercise 2-2: Getting Started with Asset-Based

Ordering
Scenario
Brooks also needs to tour the MACD or asset-based ordering features. CSR team members
always need to create new orders based on existing assets because–good news--customers
always seem to come back for products they’ve already ordered. It's a true time-saver.

Goal
● Create a change order
● Create a move assets order

Tasks
1. Create and configure a change order
2. Create a move assets order to move existing assets to a new account

Time: 15 mins

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Task 1: Create and configure a change order

1. Navigate to the Service Asset Management section of Carole White’s account if not
there already.

2. In the Service Asset Management section, click the information icon for the DSL
Service asset. Notice that the Download Speed attribute has a value of 20 Mbps.

3. In the Service Asset Management section, scroll up until you can see the Change to
Quote, Change to Order, and Move Action buttons. They will be grayed out.

NOTE:
The calendar date picker in the asset management sections provides a way to
simulate pricing. Changing the date reruns pricing rules on assets. For
example, if a promotion provides a discount for three months, changing the
date on an asset to fewer than three months will change the price displayed to
the non-promotional price. However, this is only a simulation. In order to
actually change the asset’s price, you would need to run repricing.

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4. Check the box next to DSL Service, and then click Change to Order.

5. The Change to Order Action button invokes the MACD/FDO “Future Dated Orders”
OmniScript that is installed as part of the managed package.

6. In Request DateTime, enter a date and a time earlier than today. Notice the error
message that appears.

7. Change the Request DateTime to today’s date. The error message will disappear.

8. Click Next. This creates a new order and invokes the Cart.

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9. Notice the action status of the DSL Service line item. In the last exercise, you saw
that new items have an action status of Add. Since this order is working with an
existing asset, the line item has an action status of Existing.

NOTE:
If an asset has a one time charge (rather than a recurring charge) and you
create a change order, the line item in the cart will display a zero price. Why?
Because the cart doesn’t want to charge you twice for the same thing!

10. Open the line item action dropdown menu and click Configure.

11. In the line item configuration window, change the Download Speed attribute to 40
Mbps.

12. Notice the line item action status is now Change.

13. In the total bar, click Submit Order and click Next.

14. You return to Carole White’s account page.

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15. In Service Asset Management, find the DSL Service asset. Click the information icon

. Notice that the Download Speed attribute has been changed to 40 Mbps.

16. In the asset configuration window, click X to dismiss the window.

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Task 2: Create a move assets order to move existing assets to a new

account

1. On the Account page of Carole White, in the Service Asset Management section,
check the boxes next to DSL Service and Apple iPhone X.

NOTE:
Notice that the Move action button is disabled, it is only possible to move one
asset at a time.

2. Uncheck the box next to Apple iPhone X, so that DSL Service is the only asset
selected, and click Move.

3. This invokes the MACD/Move OmniScript that is provided as part of the managed
package.

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4. In the script next to Move-In Account, click the search icon.

5. In the Service Account Lookup dialog, click the New Account tab.

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6. Enter the following information and click Save.

Field Value

Account Name White Whistler Residence

Account Record Type Consumer

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7. In the Service Account Lookup dialog, click the Search tab.

8. Notice that the only accounts that can be selected are the parent account and any
accounts in the account hierarchy.

9. Click the White Whistler Residence to select it.

10. Click Next.

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11. Check the box next to the DSL Service asset.

12. Click Next.

13. Set the move-out date for today and the move-in date for tomorrow.

14. Click Next.

15. Review the Move Order.

16. Click Done to create the order and launch the Cart.

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17. Notice the two DSL Service products in the cart. The first one is now the active
service. Notice it has an Action status of Existing, has a Recurring Total price, and can
be configured, and the second one is the previous asset. It now has an Action status
of Disconnect and has no Recurring Total price.

18. For the first DSL Service line item, open the dropdown menu and click Configure.

19. Notice that if you wanted to make additional changes to the service, you could
change the line item configuration also.

20. Notice that while the Billing Account is White, Carole, the Service Account has
become White Whistler Residence.

21. In the total bar, click Submit Order and click Next.

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22. In the Service Asset Management section of Carole White’s account page, notice
that the DSL Service is no longer listed as a service asset. However, the DSL Service is
listed as a billed asset in the Billed Asset Management section.

23. Next to the Account Name field, click View Account Hierarchy.

24. On the Account Hierarchy page, click White Whistler Residence.

25. On the White Whistler Residence account page, scroll down to the Service Asset
Management section.

26. Notice that the DSL Service has been correctly moved as a service asset to the new
account.

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Exercise 2-3: Canceling an Order

Scenario
Brooks is getting a handle on both the shared catalog and Industries CPQ but is thrilled that
Infiwave is starting to roll out Industries Order Management as well! The ability to cancel a
submitted order is a big deal. He figures it’s time to test out order cancelation. First from a
CPQ only perspective, then he’ll let Order Management flex some of its muscles too.

Goal
● Cancel an order
● Check statuses during the cancellation process
● Describe order cancellation from both a CPQ and IOM perspective

Tasks
1. Create a new order
2. View Status from the Orders tab (before cancel)
3. Cancel the original in-flight order
4. View Status from the Orders tab (after cancel)
5. Canceling an order (additional Order Management information)

Time: 30 mins

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Task 1: Create a new order

A quick visit to his nephew’s house over the weekend convinced Brooks that Disney+ is an
even bigger hit than he realized. Many of InfiWave’s customers are adding Disney+ to their
streaming internet TV packages. You can’t cancel an order that doesn’t exist, so Brooks
starts by creating a new order, and adding Disney+ to the cart.

1. In the Lightning navigation bar, click Orders.

2. Right-click on the Orders tab and click Open Link in New Tab. (You will leave one
browser tab open and periodically refresh it to view order statuses. The other Orders
tab you will use to create, configure and cancel orders.)

3. In the upper-right corner, click New.

4. Enter the following information.

Field Value

Order Name Disney Order Cancel

Account Name White, Carole

Order Start Date [today’s date]

Price List B2C Price List

5. Click Save.

6. From the Power Launcher select Configure Order. The Cart opens.

7. Enter Disney in the Search box.

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8. Click Add to Cart to enter Disney+ to the order.

9. Click Submit Order. CPQ submits the order to Order Management and displays the
results.

10. Click Next to continue.

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Thankfully, InfiWave is rolling out the full stack of communications applications: Shared
Catalog, Industries CPQ, and Industries Order Management (IOM). That means that once
Submit Order is clicked in CPQ, CPQ and IOM communicate back and forth while IOM
works toward fulfilling the order. For an order to be cancelled before the fulfillment process
completes requires a few things to go on under the hood. The IOM hood that is. Brooks has
never actually seen the IOM hood, but is pretty sure it has stylish flames like his dad’s
vintage hot rod car hood.

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About Order Cancellation

After an order is submitted from CPQ to IOM for fulfillment, several tasks may be required
before the order fulfillment process is completed. For example, account creation, new TV
channel addition and activation, billing changes, etc. Some tasks only take seconds to
complete, such as activating a new channel. Other tasks are more complex and could take
days, weeks or even months to complete! For example, shipping a new router to the
customer and scheduling a technician to install, configure and test it on site. What happens
if the customer needs to cancel an order that has not completed yet? It’s an unfortunate but
common scenario that InfiWave needs to support.

Before cancelling an order, take a quick look at the various order statuses.

Task 2: View Status from the Orders tab (before cancel)

1. Refresh your browser that has the Orders tab displayed.

TIPS:
Change the view to All Orders and pin it so that all orders are displayed instead
of Recently Viewed. You can click the up/down arrow in the Order Number
column to toggle between displaying orders in an ascending and descending
order. Setting Order Number to a descending view will put your most recent
orders up top, making them easy to find.

The Salesforce Order Status is Draft. The Industries Order Status of the original in-flight
order is In Progress. You will look at this a few more times before finishing the lab exercise.

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Task 3: Cancel the original in-flight order

1. From the Orders tab, click on the Disney+ order you just entered.

2. Select Configure Order from the Power Launcher.

Notice the Order Status in the upper left matches what you saw previously from the Orders
tab. This is the original in-flight order, meaning the order has been configured and
submitted from Industries CPQ to IOM for fulfillment. The order status is in progress, and
hence has not been completed. Prior to completion the order can be cancelled. You’ll do
that next.

3. From the drop-down Action buttons in the upper right, click Cancel. CPQ
automatically creates a new supplemental order and submits it to IOM for
processing.

4. Click Next on the Order Submission Results dialog.

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Task 4: View Status from the Orders tab (after cancel)

1. Open up a new Orders tab, or return to an existing Orders tab and refresh your
browser.

Recall that CPQ generates a Supplemental Order based on the original in-flight Order. What
else does the Orders tab reveal?

● The Original Order Status is Superseded. (The Supplemental Order has

superseded the original in-flight order.)

● The Supplemental Order Status is Cancelled. (Confirmation that Order

Management completed the order fulfillment process for your order
cancellation request.)

● The Superseded Order field is used to associate the Supplemental Order with
the original in-flight Order.

2. Click on the link in the Order Number column for the Supplemental Order that was
Cancelled.

3. Select Configure Order from the Power Launcher.

Notice the order status confirms the order is canceled and the line item for Disney+ has a
line through it further indicating it has indeed been canceled.

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Nicely done! You have created, configured and cancelled an order! In this simple example,
the order consists of a single order line item for Disney+. However, CPQ and IOM do
support the cancellation of an entire order, or parts of an order.

Task 5: Canceling an order (additional Order Management information)

ALERT:
The remainder of this exercise is considered optional but is highly encouraged.

Having canceled an order from primarily a CPQ perspective Brooks decides to take a slightly
closer look from both a CPQ and IOM perspective. He is confident it will help him
understand the end-to-end process better.

Brooks figures he’ll place a similar order and cancel it again. But this time he’ll take a closer
look at status, and even dip into Industries Order Management decomposition and
orchestration screens.

1. Click on the Orders tab.

2. Right-click on the Orders tab and click Open Link in New Tab. (Once again, you can
leave one browser tab open and periodically refresh it to view order statuses. The
other Orders tab you can use to create, configure and cancel orders. Other IOM tabs
will also be used in this lab.)

3. In the upper-right corner, click New.

4. Enter the following information.

Field Value

Order Name Disney Order Cancel with OM

Account Name White, Carole

Start Date [today’s date]

Price List B2C Price List

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5. Click Save.

6. Select Configure Order from the Power Launcher.

7. Enter Disney in the Search box.

8. Click Add to Cart to enter Disney+ to the order.

9. Click the Decompose Order button.

NOTE:
The Decompose Order button was configured for the training playground. It
makes stepping through Industries Order Management decomposition and
orchestration applications a bit easier. Clicking Submit Order from CPQ
initiates everything without providing an IOM view.

Order Management Decomposition maps commercial product information (what the

customer sees) to technical product information (what downstream systems understand).
This is a very basic decomposition screen. The details are not important, but it’s worth
realizing the following from the screenshot above for now:

● Source order is on the left. (An order with one line item: Disney+)

● Decomposition results are on the right.

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NOTE:
Fulfilment Requests usually include technical information that is needed for
IOM’s orchestration engine. (The information is used to communicate with 3rd
party downstream systems to activate SIM cards, bill customers, schedule
installs, free up ports or other resources, etc. This introductory example has
left the mapping blank to keep things as simple as possible.).

The output of decomposition is used as input to orchestration… so you’ll look at that next.

10. Click View Orchestration Plan.

Once again, don’t worry about the details. This is a simple example with a single swimlane
(Order Capture Order Cancel). The swimlane has three tasks: OC2 Start, OC2 Pause, OC2
Stop. Notice the following concerning the example orchestration plan above:

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● An Orchestration Plan has its own State. (The State above is In Progress.)

● Tasks in a plan execute in a pre-configured sequence. (Start, then Pause, and then
Stop.)

● Each Task also has a state. The color reveals the state at a glance. (More on Task
states soon.)

This plan is a pragmatic example for training purposes. Note that the Pause task is named
that because it was intentionally set up to “pause” the progression of the orchestration plan.
In a real orchestration plan, it might communicate with a billing system, or start an
OmniScript, etc.

11. Hover over the header of the OC2 Start task.

The status for the task is displayed. (Completed.)

12. Similarly, hover over the remaining tasks. OC2 Pause task is Ready (blue) and OC2
Stop is Pending (gray). To recap, an order has been placed for Disney+, and
submitted to Order Management by CPQ. IOM has decomposed the order and
started (but not completed) orchestration. Now it’s time to cancel the order and
continue to follow the process through.

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13. Return to the Orders tab and refresh your browser, or open another Orders tab if
needed. Notice the original in-flight Order Status is In Progress. (There is no
Supplemental Order, because you have not canceled the order yet.)

14. Click the hyperlink in the Order Number column to view the original in-flight order.

15. Select Configure Order from the Power Launcher.

16. From the Actions toolbar, click Cancel from the dropdown menu (in the upper right).
Just like before, CPQ generates a Supplemental Order and submits it to IOM for
immediate processing.

17. Click Next on the Order Submission Results dialog.

18. Refresh your browser that has the Orders tab displayed.

This should look familiar to you. Similar to the previous order you canceled, the original
Order Status is Superseded and the supplemental Order Status is Cancelled. However, let's
spend a few minutes and look a bit further at what IOM has done to cancel the order.

19. Click the hyperlink in the Order Number column for the Supplemental Order. (Recall
that the original order has been superseded, and the supplemental order has been
canceled. Usually, the supplemental’s order number will be one greater than the
original in-flight order number.)

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20. Enter View Decomposition in the Power Launcher’s search field and select it.

Although similar to the decomposition you saw earlier, notice the decomposition for the
Supplemental Order contains a Cancel (Supplemental Action). Don’t worry if you are not
sure what to make of that… IOM orchestration knows what to do!

21. Click View Orchestration Plan. The executing Orchestration Plan has been updated
to reflect your order cancel request.

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There are a few things worth understanding here that are slightly different from what you
saw earlier.

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● The State of the executing plan is Completed. (The order cancellation worked!)

● There are two new Task states.

○ Start has been canceled (black). Why? The system was configured so that a
completed task triggers an “undo” task in a new swimlane (ROLLBACK OC2
START). In our example, OC2 Undo Start is the only task in the rollback
swimlane. (A more realistic example might be to stop billing a customer for a
service that they were previously being billed for.)

○ OC2 Pause and OC2 Stop have been discarded (brown). Both of these tasks
had not been started or completed… so there was nothing to effectively
“undo” when the order was canceled. This is the case even if they were
configured to rollback by way of their Rollback Plan Definition setting.

Orchestration Plans are dynamically generated and executed based on prior design time
configuration by the administrator or fulfillment designer. Updates to the plan happen
quickly, but if your plan does not look like the one above, you can refresh your browser and
it should show the canceled and discarded tasks.

22. Return to the Orders tab and refresh your browser, or open another Orders tab if
needed.

The Status and Order Status values for both Disney+ orders are the same. This holds true for
both the original and supplemental orders. Why? The exact same thing happened. The
second cancellation of the Disney+ channel just gave a glimpse as to what was going on
behind the scenes with IOM as well.

Brooks is still scratching his head why anybody would ever cancel the Disney+ channel, but
he takes great comfort knowing the system can be configured to support the order
cancellation use case.

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Exercise 2-4: Creating Quotes from Assets

Scenario
On a MACD roll, Brooks decides to move from asset to quote. The CSR team has always
wanted the ability to create dynamic quotes based upon a variety of criteria but using old
tools the answer was always “no can do.” Now, using Industries Document Templates, it’s
“yes I can.”

Goal
● Create quotes from existing assets
● Configure Document Templates
● Set up an OmniScript Action to generate a quote PDF

Tasks
1. Create a quote from existing assets
2. Review the quote document template
3. Link the document template to an OmniScript Action
4. Generate a PDF document from the quote
5. Create an order from the quote

Time: 30 mins

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Task 1: Create a quote from existing assets

Let’s say your customer Carole White wants a quote comparing the price of the Individual
Simple Choice Plan with the Family Simple Choice Plan. You can begin by creating a quote
from her existing asset.

1. In the Lightning search box, type White and press Enter.

2. In the search results list, under Accounts, click White, Carole.

3. Scroll down to the Billed Asset Management section of the page.

4. Check the box next to Individual Simple Choice Plan. Notice that this asset has a
recurring total price of $49.98.

5. Click the Change to Quote Action button.

6. This creates a new quote and launches the Cart.

7. In the search box of the PRODUCTS list, type family.

8. Next to Family Simple Choice Plan, click Add to Cart.

9. Click the Take Me There icon, and in the Line Item Details window, configure the
Data Plans attribute to 16 GB.

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10. Click Close.

11. In the Total Bar, notice that there is no Submit Order button. Instead, you can
Create Order. Since this is a quote, the next stage of the selling process is an order.
This button transforms the quote and its line items to become an order and order
line items.

12. In the cart header, notice the Quote to PDF action button. Currently, clicking this
button takes you to an undefined page. You need to put the brains behind the
button!

13. In case you clicked the Quote to PDF button, click the Back button in your browser
to return to the Cart.

14. In the cart header, click View Record to exit the Cart.

In the next section, you configure the Quote to PDF action, which will invoke a document
template to dynamically create a custom PDF quote document.

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About Industries Document Templates

Industries Document Template is a document-creation tool for defining the structure,
content, and format of documents. This tool is designed primarily for contract documents in
Contract Lifecycle Management (CLM). However, Industries Document Template is also
used to dynamically create PDFs for opportunities, quotes and orders.

Task 2: Review the quote document template

1. In the Lightning navigation bar, click Vlocity Document Template. (If you don’t see
it, click More to expand the overflow dropdown menu.)

2. Expand Quote PDF Template and click Quote PDF Template (Version 2) to review
the template.

3. Notice the various document sections. Sections contain tokens in double percentage
syntax, for example, %%Status%%. Tokens merge information from Salesforce
object fields or JSON data into the document.

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Task 3: Link the document template to an OmniScript Action

Once the document template is created by the design team, Infiwave’s system
administrator will hook it up (to use a technical term.) To do that, the system administrator
must set the PDF Document Template in Custom Settings and then create an OmniScript
Action to call the Visualforce page that performs the PDF generation magic!

1. Go to Setup.

2. In the Quick Find box, type Custom, and click Custom Settings.

3. In the alpha sort index, click P.

4. Find the PDF Document Template setting and click Manage.

5. Click New.

6. Enter the following information.

Field Value

Name Quote

Document Template Name Quote PDF Template

7. Click Save.

NOTE:
This custom setting is used by the document generator engine to specify the
sObject and the Document Template Name that will be used by the
Visualforce page QuoteDocumentPdf to generate the PDF file.

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8. Close the current browser tab and return to the browser tab that has the Document
Template open.

9. In the Lightning search dialog, enter quote to pdf.

10. In the search results list, click Quote to PDF Vlocity Action.

11. Click Edit to open the Quote to PDF action for editing.

NOTE:
The Quote to PDF action is a custom action and not part of the managed
package. It has been partially set up in your training playground and linked to
the Cart Quote header layout.

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12. Enter the following information exactly and with no spaces.

Field Value

/apex/vlocity_cmt__QuoteDocumentPdf?id={0
Target URL }

URL Parameter Id

Open URL in New Tab / Window

Link Type Other

13. Click Save.

NOTE:
The Target URL above invokes the QuoteDocumentPDF Visualforce page that
is included with Industries CPQ. It contains the logic that calls the PDF
Document Template custom setting, which in turn calls the specified
document template.

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14. Review your Quote to PDF action to ensure it matches the screenshot below exactly
(except for the Created By and Last Modified By timestamps).

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Task 4: Generate a PDF document from the quote

1. In the Lightning navigation bar, click More, and then click Quotes.

2. Under Recently Viewed, click the most recent quote for Carole White.

3. From the Power Launcher, click Configure to launch the Cart.

4. In the cart header, click the Quote to PDF action button. Review the PDF file that has
been generated from your quote.

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NOTE:
You can save the PDF file to your computer and attach it to the quote or email
the file to a contact.

If your Quote Document does not display properly, it may be that your
browser cache is not clearing properly, so your quote action has not been
updated. Try switching to an incognito window in your browser and selecting
the Quote to PDF from a quote.

5. Close the current browser tab to return to the quote.

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Task 5: Create an order from the quote

1. In the total bar in the Cart, click Create Order. This transforms the quote into an
order. Once the order is loaded, you will see the button in the total bar change from
Create Order to Submit Order, and the actions in the cart header also change.

After Carole has reviewed the quote, she decides to switch from the Individual Simple Choice
Plan to the Family Simple Choice Plan. To do that, Brooks deletes or disconnects the existing
service, and then submits the order with the Family Simple Choice Plan, with an action status
of Add.

2. Click the line item action menu for the Individual Simple Choice Plan, and then
click Delete.

3. In the Delete Item dialog, click Delete to confirm.

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4. Notice that the line-item action status for the Individual Simple Choice Plan
changes to Disconnect.

5. Click Submit Order.

6. Click Next on the Order Submission Results screen.

7. Find the Service Asset Management section of Carole White’s account page. Notice
that the Individual Simple Choice Plan asset’s recurring total price has changed from
$49.98 to $0.00. Also, the Family Simple Choice Plan has been added. (You may
need to scroll down to see the Family Simple Choice Plan.)

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8. Scroll to the top of the Service Asset Management section. Using the calendar date
picker, select tomorrow’s date.

9. Notice that the Individual Simple Choice Plan no longer appears in the Service
Asset Management list.

10. In the Lightning search dialog, enter individual.

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11. In the search results list, click Individual Simple Choice Plan Asset.

12. In the asset Details, notice that the Provisioning Status is now Deleted.

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Exercise 2-5: Working with Field Mapper

Scenario
Now that Brooks is fully comfortable creating assets, orders, and quotes from every
direction, he realizes at times in the course of human events some products do not need to
be assetized. A Not Assetizable field exists on products but is not copied to orders when
products are added to the Cart. He enlists Infiwave’s system administrator to configure this
capability using Field Mapper.

Goal
● Set products as Not Assetizable
● Create a filter using Field Mapper
● Create orders with products that are not assetized

Tasks
1. Set a product as Not Assetizable
2. Review the custom Not Assetizable field on Order Product
3. Create a filter to honor the Not Assetizable field when creating assets
4. Create a new order with a Not Assetizable product

Time: 15 mins

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What is Field Mapper?

Salesforce Industries support crossline item (xLI) actions, in which line items move from an
opportunity to a quote to an order to an asset and then back again. Industries CPQ
processes move order information between objects and support moving data to or from
any object. Field Mapper is the tool that is used to configure this data movement.

Field Mapper is a field mapping tool to map fields between the Opportunity, Quote, Order,
and Asset objects. Using Field Mapper, you can move any field from any source object to
any field of the same type in any destination object.

As part of the managed package, Salesforce Industries CPQ includes a Not Assetizable field
on products, but it does not include a Not Assetizable field on Order Products (which are
order line item sObjects). However, it is your lucky day because we have prebuilt an Order
Products Not Assetizable field in your training playground.

In the following exercise, after you set a product as Not Assetizable, you will review the
custom Not Assetizable field on Order Product, and then create a mapping using Field
Mapper to honor the Not Assetizable field when moving order line items to assets.

NOTE:
To enable this exercise, we have added the Not Assetizable field to the
commercial product layouts in your training playground, and we have created
the Not Assetizable field on the Order Products sObject. These are
customizations and are not included in the managed package.

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Task 1: Set a product as Not Assetizable

The Vlocity Product Console allows you to manage products in the shared catalog. For this
exercise, you will mark one of the phone case accessory products as Not Assetizable,
meaning it should not be stored in the asset table after a customer orders it.

1. In the Lightning navigation bar, click Vlocity Product Console.

2. Under Product Management, click the search icon next to Product.

3. In the Search Product… dialog, enter Charlotte and then press [Enter].

4. Click the edit icon or the product name to edit the product.

5. Click the Not Assetizable checkbox.

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6. Click Save.

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Task 2: Review the custom Not Assetizable field on Order Product

In addition to having a Not Assetizable field on the product record, you also need a Not
Assetizable field on the order line item, which is the Order Product sObject. This does not
exist in the application out of the box but is easily configured. In the next task, you will
review the custom field that we created on Order Product in your training playground.

1. Go to Setup.

2. In the Quick Find box, enter object manager, and click Object Manager.

3. In the Quick Find box, enter order product.

4. Click Order Product.

5. Click Fields & Relationships.

6. In the Quick Find box, enter not.

7. From the drop-down menu for Not Assetizable, click Edit.

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8. Review the Custom Field Definition. The Data Type for this field was set to Formula,
and the Formula Return Type is Checkbox. The formula looks up the
IsNotAssetizable field from the product object.

9. Click Cancel.

10. Close your current browser window to exit Setup.

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Task 3: Create a filter to honor the Not Assetizable field when creating
assets

The last step is to define a filter using Field Mapper to ensure that any line items that are
marked as Not Assetizable are not assetized.

1. In the Lightning navigation bar, click More, and then click Field Mapper.

2. Using the Source Object dropdown menu, select Order Product<OrderItem>.

3. Using the Destination Object dropdown menu, select Asset<Asset>.

4. Click Load Settings.

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5. Review the existing field mappings.

NOTE:
The Fields Map is how you can configure custom field mappings for your
crossline item objects in your implementation. The mappings shown here are
those that are installed as part of the managed package.

6. Next to Fields Map, click Filters List.

NOTE:
Use filters to limit source fields based on configured conditions. Filters are
inclusive, and you can define the conditions in a formula expression. If a
formula is not indicated, the filters are joined through an AND statement.

7. Click Add.

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8. Using the first dropdown menu, select the custom Order Product field that you
reviewed in the previous task, Not Assetizable<IsNotAssetizable__c>.

9. Using the second dropdown menu, set the operator to =.

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10. In the third data entry box, enter false.

11. Click Save.

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Task 4: Create a new order with a Not Assetizable product

The last step is to define a filter using Field Mapper to ensure that any line items that are
marked as Not Assetizable are not assetized.

1. In the Lightning navigation bar, click Orders.

2. Click New.

3. Enter the following information.

Field Value

Order Name New Phone + New Case

Account Name White, Carole

Order Start Date [today’s date]

Price List B2C Price List

4. Click Save.

5. From the Power Launcher, click Configure Order. This invokes the Cart.

6. In the search dialog on the product list, enter charlotte.

7. In the product list, next to Charlotte Stripe iPhone 8 Case, click Add to Cart.

8. In the search dialog on the product list, enter apple.

9. In the product list next to Apple iPhone 8, click Add to Cart.

10. Use the Take Me There icon to configure the Color attribute to be Gold.

11. Click Close.

12. Click Submit Order.

13. Click Next.

14. In Carole White’s account page, find the Service Asset Management section.

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15. Review Carole’s current assets. Notice the only new asset that has been added to the
list is the Apple iPhone 8 asset.

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Exercise 2-6: Working with B2B Order Capture

Challenge
Scenario
Infiwave has a thriving B2C business, and the next frontier for them is to extend their
success into the B2B marketplace. They have already made substantial progress into the
B2B marketplace, and now they must focus on operational success. To that end, Infiwave
needs you to close a key opportunity with one of their strategic enterprise customers, Acme.

Goal
● Review the requirements below and challenge yourself to move the opportunity to a
quote and then to a completed order
● Challenge exercises solidify what you learned in the exercises, build your skills, and
allow you to make mistakes -- which is how you will master this application

Tasks
1. Create an opportunity
2. Create a quote from the opportunity
3. Create an order from the quote
4. Submit the order
5. Investigate Item Name mapping

Time: 45 mins

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Task 1: Create an opportunity

1. Go to Opportunities and create a new opportunity for the Acme account.

2. Click Configure to launch the Cart. In the cart, select the B2B Price List. In the
Products list, find the Office Internet Solution product, and add it to the cart.

3. Increase the Quantity to 10, and in the Item Name field, enter West Coast offices.

Task 2: Create a quote from the opportunity

In one click, transform the opportunity to a quote. Then, Acme would like you to add the
following products to their quote.

1. Office Internet Solution for 20 East coast offices. Acme wants the exact configuration
of the West coast offices but separated in the quote for easier evaluation.

2. Use the Item Name field to specify which bundle of products is intended for each
set of offices.

TIPS:
Hint: To duplicate a line item’s configuration, take a look at the options
available in the line item action menu.

Task 3: Create an order from the quote

In one click, transform the quote to an order. Then, Acme would like you to add the
following products to their order.

1. Office Hub Modem for the East coast offices only.

Task 4: Submit the order

Acme approves the order, and you are ready to submit the order. Once the order is
submitted, review the assets that are created. What do you notice about them?

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Task 5: Investigate Item Name mapping

When you created a quote from the opportunity, what did you notice about the Item Name
field on the line item? How can that be improved?

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Yay! All done!

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