commerce-order-management

Commerce Order Management

This skill activates when a practitioner needs to set up or extend Salesforce Order Management (OMS): creating OrderSummary records from activated Orders, building FulfillmentOrder routing logic, processing cancellations and returns through Connect API actions, handling async payment jobs, and subscribing to OMS platform events. It covers only OMS-licensed orgs — it does NOT cover CPQ orders or standard Salesforce Orders outside of OMS.

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Before Starting

Gather this context before working on anything in this domain:

• Confirm the org has a Salesforce Order Management or Commerce license. OMS objects (OrderSummary, FulfillmentOrder, ReturnOrder) and Connect API order management actions are unavailable without it.
• Establish the OrderLifeCycleType for each OrderSummary before creation: MANAGED (all mutations must go through Connect API actions) or UNMANAGED (direct DML is allowed). This value is immutable after the OrderSummary record is created.
• Verify the upstream Order is in Activated status before triggering OrderSummary creation. A Draft or non-activated Order will not produce a valid OrderSummary.
• CPQ-generated Orders do NOT automatically create OrderSummary records and are not in scope for this skill.
• Payment gateway and payment method setup must be confirmed before testing ensure-funds or ensure-refunds flows.

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Core Concepts

Order Lifecycle in OMS

The canonical OMS object chain is:

Order (Activated)
  └── OrderSummary (OrderLifeCycleType: MANAGED | UNMANAGED)
        ├── OrderItemSummary (one per OrderItem, represents product line)
        └── OrderDeliveryGroupSummary (groups items by shipping address/method)
              └── FulfillmentOrder
                    └── FulfillmentOrderLineItem
ReturnOrder
  └── ReturnOrderLineItem

An Order must reach Status = Activated before the OMS trigger fires to create the OrderSummary. The OrderSummary represents the commercial truth of the order throughout its lifecycle and is the anchor for all downstream financial and fulfillment records.