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SIS OM PC Competitive Pricing Report Process Workflow

The workflow is called by a SmartScript session that is invoked by clicking the CP Report button in the Product Comparison > Relationships view, as shown in Figure 32.

Figure 32.  SIS OM PC Competitive Pricing Report Process Workflow

This workflow does the following:

1. A check is made to determine whether an opportunity exists for the Price Comparison. If there is an opportunity, all existing price comparison quotes are deleted.
2. If an opportunity does not exist a new opportunity is created.
3. The SmartScript session questions are mapped to fields of a quote.
4. The answers from the SmartScript session are converted into a competitor quote using the mapping created in the previous step.
5. Using the answers from the SmartScript session the data is generated for the report.
6. The report is executed using the data set generated by the previous step.