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SIS OM Apply Completed Service Order Line Item to Service Profile

This workflow creates assets from completed order line items or modifies a current asset. It therefore maintains the account's service profile, which consists of its associated assets. If there are multiple accounts in an account hierarchy, service items are applied to the service account. This workflow is shown in Figure 40.

NOTE:  You must develop an order synchronization workflow that updates the status of order line items in your Siebel application when your company's external order management system completes all or part of an order. After it updates all the order items, the order synchronization workflow must call this workflow to apply the completed changes to the customer's service profile, which is stored as a series of assets. You can disable this workflow if an external system maintains service profiles.

By default, a user initiates this workflow by clicking the Auto-Asset button in the Order Entry - Order Line Items view.

NOTE:  The Auto-Asset button is designed for testing and demonstration purposes, not for actual end use. It is recommended that you configure your Siebel application to call this workflow as a subprocess of the order synchronization workflow mentioned previously.

Figure 40. SIS OM Apply Completed Service Order Line Item to Service Profile Workflow
Click for full size image

Workflow Description. This workflow does the following:

  1. Clears business service cache of existing product instances.
  2. Loads the selected order line item from the Siebel database.
  3. Updates the Order Item Processed flag.

    The workflow updates the Order Item Processed flag of the topmost order line item. The workflow sets this flag to Y if all line items have a status of Complete, Failed, or -. Other workflows use this flag to determine whether a line item remains Open and must be applied to the current service profile to generate a requested future state.

    NOTE:  To set the flag for the other status values, add these status values to this step's I/O Argument Complete Statuses. The default value is: Complete, Rejected.

  4. Applies the Trim method.

    Trim eliminates any incomplete or failed changes from the order line item. It eliminates line items whose products are not tracked as assets, line items whose status is not Complete, and line items whose action code is set to Existing. This causes the service profile to reflect the true state of the assets.

    NOTE:  To keep the line items with the other status values, add these status values to this step's I/O Argument KeepSpec. The default value is: (([Status] = LookupValue('FS_ORDER_STATUS', 'Complete')) OR ([Action Code] = LookupValue('DELTA_ACTION_CODE', 'Existing'))) AND ([Convert To Asset Flag] = 'Y').

  5. Checks whether line items exist.

    If Trim has eliminated all line items, the workflow stops. Otherwise, the workflow continues.

  6. Converts Delete actions into Modified actions.

    The Logical Delete step converts Delete actions into Modified actions and sets the status to Inactive. This step supports the maintenance of a history of disconnected services.

  7. Loads the service profile from the Siebel database.

    If the order line item is a change to an existing item, the workflow loads the corresponding service profile, or asset, from the Siebel database.

  8. Applies the order line item to the asset.

    If the asset does not already exist, the workflow creates a new asset.

  9. Checks whether the asset is empty.

    If, as a result of applying the changes, the asset is empty, the workflow stops. Otherwise, the workflow writes the asset to the Siebel database.

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

Workflow Step
Business Service Method Called

Reset PMT Cache


Update OLI Completed Flag

Update Order Line Item Completed Flag

Trim Order Line Item


Logical Delete Order Line Item

Logical Delete

Apply Changes


Set Product Instance

Set Product Instance

Sync Asset


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