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Order Management Lifecycle

OMS WebApp, Promising, Sourcing, Order Capture, Order Workflows, Payment Processing, and Customer Service.

Responsive Sourcing Framework Overview

Essential knowledge

The Responsive Sourcing Framework is a configurable, scalable alternative to custom Workflows and Rules for managing sourcing strategies. You’ll learn how to define and optimize sourcing logic using Sourcing Profiles, Strategies, Conditions, and Criteria. The Framework empowers both technical and business users with faster implementation, greater control, and transparency into how sourcing decisions are made and why.

  • Prerequisites: You should have knowledge of Order Management and Order lifecycle, Order Reference Module, and GraphQL API
  • The Responsive Sourcing Framework is designed for both technical and business users - logic is transparent and comes with a configurable User Experience (UX)
  • Enables faster implementation by reusing modular sourcing logic building blocks such as Sourcing Profiles, Strategies, Conditions, and Criteria
  • Sourcing Profile GraphQL API is required to correctly set up your sourcing logic
  • Supports custom Sourcing Conditions and Criteria through externally developed extensions for advanced or domain-specific logic

Search Sourcing Profiles

Essential knowledge

The `sourcingProfiles` query retrieves existing Sourcing Profiles. 

It supports multiple filters and pagination.

  • Prerequisites: User should have `SOURCINGPROFILE_VIEW` permission
  • Flexible Filtering: Multiple filters are supported, including `ref`, `version`, `versionComment`, `name`, `description`, `status`, `defaultMaxSplit`, and date ranges (`createdOn`, `updatedOn`). This lets you target specific Profiles or narrow results down by lifecycle state and time window
  • Pagination Support: The query supports cursor-based pagination (`first`, `last`, `before`, `after`), making it efficient to handle large sets of Sourcing Profiles 

Get Sourcing Profile

Essential knowledge

The `sourcingProfile` query retrieves a Sourcing Profile by its Reference:

  • If a version is provided, the query returns that specific version
  • If no version is provided, the query returns the latest available version
  • Prerequisites: User should have `SOURCINGPROFILE_VIEW` permission
  • Version Handling: If a version is provided, that exact version is returned. If no version is specified, the query automatically retrieves the latest available version, regardless of status
  • Status Filter: An optional `status` argument lets you filter results (e.g., `ACTIVE`, `INACTIVE`, `DRAFT`) so you can target Profiles in a specific lifecycle state

Activate Sourcing Profile

Essential knowledge

The `activateSourcingProfile` mutation activates a specific version of a Sourcing Profile. When called, it performs the following actions:

  • Sets the specified version status to `ACTIVE`
  • Updates the previously `ACTIVE` version to `INACTIVE`
  • Prerequisites: User should have `SOURCINGPROFILE_UPDATE` and `SOURCINGPROFILE_VIEW` permissions
  • Version Control: Activating a new version automatically deactivates the previously `ACTIVE` version, ensuring that only one Sourcing Profile version remains active at any time

Create or Update Sourcing Profile

Essential knowledge

The `createSourcingProfile` mutation creates a Sourcing Profile (or its newer version, i.e., updates) for a Retailer:

  • If the provided `ref` is unique, it creates the first version with `ACTIVE` status
  • If a `SourcingProfile` with the same `ref` already exists, it creates a new version with `DRAFT` status
  • Prerequisites: User should have `SOURCINGPROFILE_CREATE` and `SOURCINGPROFILE_VIEW` permissions
  • Retailer association is permanent: After a Retailer is assigned to a Profile, reassignment to another Retailer is not possible
  • Use clear refs and names: Follow recommended formats (e.g., `GLOBAL_DEFAULT`)
  • Order defines priority: The order of Sourcing Strategies and Criteria determines their application

Sourcing Profile GraphQL API Overview

Essential knowledge

This article provides technical users with information about the Sourcing Profile GraphQL API, which enables configuration and querying of Sourcing Profiles within the Fluent Platform.

Query Comments

Essential knowledge

The `comments` Query retrieves Comments based on various filter criteria.


Prerequisites

  • `COMMENT_VIEW` Permission is required for retrieving Comments
  • Use the `comments` Query to retrieve existing Comments
  • Manage the Comment Permissions at the Account or Retailer level
  • Apply the "Retailer-specific Comment Permission Check" validation logic with the `fc.graphql.comment.access` Setting (`retailer` value)

Get Comment by Id

Essential knowledge

The `commentById` Query retrieves a Comment based on a provided Id.


Prerequisites

  • `COMMENT_VIEW` Permission is required for retrieving a Comment
  • Use the `commentById` Query to retrieve an existing Comment
  • Manage the Comment Permissions at the Account or Retailer level
  • Apply the "Retailer-specific Comment Permission Check" validation logic with the `fc.graphql.comment.access` Setting (`retailer` value)

Update Comment

Essential knowledge

The `updateComment` Mutation allows for the updating of an existing Comment object.


Prerequisites

Specific Permissions are required for updating Comments:

  • `COMMENT_UPDATE`
  • `COMMENT_VIEW`
  • Use the `updateComment` Mutation to update an existing Comment
  • Manage the Comment Permissions at the Account or Retailer level
  • Apply the "Retailer-specific Comment Permission Check" validation logic with the `fc.graphql.comment.access` Setting (`retailer` value)

Create Comment

Essential knowledge

The `createComment` Mutation allows the creation of a Comment against a known Entity.


Prerequisites

Specific Permissions are required for creating Comments:

  • `COMMENT_CREATE`
  • `COMMENT_VIEW`
  • Use the `createComment` Mutation to create a Comment against a known Entity
  • Manage the Comment Permissions at the Account or Retailer level
  • Apply the "Retailer-specific Comment Permission Check" validation logic with the `fc.graphql.comment.access` Setting (`retailer` value)
  • Created Comments inherit the `retailerId` of the associated Entity