Siebel Order Management Guide Addendum for Industry Applications > Workflows for Customer Asset-Based Ordering > Workflows to Process an Order Checkout >

CUT eSales - Set Quote Account Info

This workflow is called to set Quote Account information. This workflow is shown in Figure 21.

The CUT eSales - Check Out Process invokes this workflow.

Figure 21. CUT eSales - Set Quote Account Info Workflow

Workflow Description. This workflow:

1. Retrieves the account associated with the user. If the user does not have an account and the Quote's ship to account is not specified, counts the number of accounts for which the user is a contact.
2. If the user is a contact of more than one account, displays the Select Account View.

   The user must select an account.

3. If the user is an account user, or an account is identified as the only account, or it is chosen by the user, fills in the account.
4. If the ship to account is specified, sets the account to be the current account and fills in the Account Id information with the quote.
5. If the service account is empty, sets the service account to be the current account and fills in the Account Id information with the quote.
6. If the billing account is empty, sets the billing account to be the current account and fills in the Account Id information with the quote.

Associated Business Service Methods. The following table shows the steps in this workflow that call business service methods.