Sales and Order Management Request Tracker
Track the status of Sales and Order Management workflows and enable agents to track the status of any synchronous and asynchronous flows. It also supports processing dependent records sequentially to make sure that the data stays accurate and consistent.
Inbound request table
Add a record to the modified Inbound Request table [sn_tmt_core_inbound_queue].
The following fields have been added to enhance the Inbound Request table:
- Requested flow
- Account
- Contact
- Consumer
- Response payload
- Source record ids
- Status
- Run in the background
- Initiated by
- Domain
- Execute after
- Request configuration
| Fields | Description | Field type |
|---|---|---|
| Requested flow | The reference to the Lead to Cash Entity mapping, for example Sold Product to Order mapping. | Reference: sn_l2c_core_entity_mapping |
| Run in background | Determines whether the flow is synchronous or asynchronous. | True/False Default value: True |
| Resource | The name of the flow that creates the record in the Inbound Request table. | String |
| Source record ids | System-generated id of the source records. | List |
| Source table | Primary Lead to Cash Entity table on which the request is triggered. | Table name |
| Record id | System-generated id of the target record. | String |
| Reference table | Name of the target entity table for the request. | Table name |
| Payload | Request received as input to trigger the flow. | String |
| Response payload | Response of the request that contains the result of the flow and captures the record-level action and transaction status. | JSON |
| State | Current state of the transaction. | String (choice) New, In progress, Completed, Error, Pending |
| Status | The status of completion of the flow, for example success, partial success, failure | String (choice) Success, partial success, failure |
| Error message | Error message that is returned for an exception. | String |
| Account | The account associated with the source or target record. | Reference: customer_account |
| Contact | The contact associated with the source or target record. | Reference: customer_contact |
| Consumer | The consumer associated with the source or target record. | Reference: csm_consumer |
| Initiated by | The user id from the current user session. | Reference: sys_user |
| Domain | The current domain scope of the record, for example global | Domain id |
| Request Configuration | The reference to the Inbound Request Configuration table. | Reference: sn_tmt_core_inbound_queue_config |
| Execute After | Inbound request that must be processed before the current request. | Reference: Inbound Request |
Note:
Use the Requested flow <is not empty> to filter
out records using the Lead to Cash core APIs. The Inbound Request table [sn_tmt_core_inbound_queue] provides the status and other details related to the request. For example, while creating an order through a quote record, a
confirmation message with the order header number and a link to check the request status appears.The requested_flow and response_payload fields aren’t visible to agents.
Select the links in the confirmation message to view the status of the Inbound Request record and other details related to the request.
Note:
The flow designer SOM Request Processor is deprecated. Requests are directed to the flow designer IBQ Request Processor.
Security roles
| Role | Permission |
|---|---|
| Inbound Queue Admin [sn_tmt_core.inbound_queue_admin] | This user can create, read, and update actions on the requests in the inbound request table. Note: For Sales and Order management requests, the user doesn't have access to the requested_flow field. |
| Inbound Queues Create User [sn_tmt_core.inbound_queue_create_user] | This user can perform only the read operation on sales and order management requests in the inbound request table. Note: For Sales and Order management requests, the user doesn't have access to the response_payload, payload, or
requested_flow fields. |
| Inbound Queues Write User [sn_tmt_core.inbound_queue_writer] | This user can perform only the read operation on sales and order management requests in the inbound request table. Note: For sales and order management requests, the user doesn't have access to the response_payload, payload, or
requested_flow fields. |
| Inbound Queue Read User [sn_tmt_core.inbound_queue_read] | This user can read all requests related to sales and order management requests. Note: For sales and order management requests, the user doesn't have access to the response_payload, payload, or
requested_flow fields. |
Archival policies
Archive the records in the Inbound Request table and determine when to clean up records on the table after a certain number of days. You can implement a different retention period for successful and failed requests.
| Archival rule | Time period |
|---|---|
| Successful requests | 10 days |
| Failed requests | 30 days |