Siebel Order Management Guide Addendum for Industry Applications > Workflows for Employee Asset-Based Ordering for Industry Applications > Workflows for Enrollment >

SIS OM PC Enrollment

This workflow generates an Order for the product that the user selects from the quotes generated by the Price Comparison process.

This workflow is shown in Figure 10.

This workflow is invoked by clicking the Enroll button in the SIS OM PC Opportunity Price Comparison View or the CUT Opportunity PC Price Comparison View (eSales).

Figure 10. SIS OM PC Enrollment Process

Workflow Description. This workflow:

1. Checks to determine whether an account is associated with the opportunity.
2. If an account does not exist and the application that invoked the workflow is not eSales, displays the SIS OM PC Account Entry view to allow the user to create a new account. For more details, see SIS OM PC Create Account Subprocess.
3. Checks to see whether an account was created. If an account was not created, returns the user to the SIS OM PC Opportunity Price Comparison view. For more details, see SIS OM PC Go To Opportunity View.
4. If the user created a new account, associates the account with the opportunity. For more details, see SIS OM PC Set Opportunity Account.
5. Converts the comparison quote to a regular quote that can be processed through the order lifecycle.
6. Sets the Status of the comparison and competitor quotes to Order Placed.
7. If the application that invoked the workflow is eSales, merges the comparison quote with the shopping cart. For more details, see CUT eSales - PC Enrollment Process.
8. If the application is not eSales, converts the quote to an order and displays the order in the Order Line Item view. For more details, see SIS OM PC Go to Order Entry - Line Items View (Sales).

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