Siebel Order Management Guide Addendum for Industry Applications > Workflows for Employee Ordering >

Workflows to Redisplay the Service Profile

• There are a number of workflows that navigate to the current account's service profile (Service Items, Billing Items or Customer Portal view), which displays only the account's active assets. They are:
  • SIS OM Profile Process
  • CUT Order Profile Process
  • SIS OM Go to Products and Services Sub-process
  • CUT Quote Portal Process
  • CUT Order Portal Process
  • CUT Go To Customer Portal Sub-process

SIS OM Profile Process

This workflow makes the current quote the active quote. It then displays the Billing Items or Service Items view for the account associated with the current quote. This workflow is shown in Figure 14.

A user initiates this workflow by clicking the Profile button in the Quote Details view.

Figure 14.  SIS OM Go to Products and Services Sub-Process Workflow

Workflow Description. This workflow does the following:

1. Displays an error message and stops if the quote header does not specify an account.
2. Sets the current quote as the active quote.
3. Displays the Service Items or Billing Items view, depending on the type of account.

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

CUT Order Profile Process

This workflow displays the Billing Items or Service Items view for the account associated with the current order. This workflow is shown in Figure 15.

A user initiates this workflow by clicking the Profile button in the Order Entry - Line Items view.

Figure 15.  CUT Order Profile Process

Workflow Description. This workflow does the following:

1. Displays an error message and stops if the quote header does not specify an account.
2. Displays the Service Items or Billing Items view, depending on the type of account. See SIS OM Go to Products and Services Sub-Process.

SIS OM Go to Products and Services Sub-Process

Displays the Billing Items or Service Items view, depending on the type of account associated with the current quote. This workflow is shown in Figure 16.

The CUT Order Profile Process initiates this workflow.

Figure 16.  SIS OM Go to Products and Services Sub-Process Workflow

Workflow Description. This workflow does the following:

• If the account is a billing account, displays the Billing Items view.
• If the account is not a billing account, displays the Service Items view.

CUT Quote Portal Process

This workflow displays the Customer Portal view for the account associated with the current quote. This workflow is shown in Figure 17.

A user initiates this workflow by clicking the Portal button in the Quote Detail view.

Figure 17.  CUT Quote Portal Process

Workflow Description. This workflow does the following:

1. Displays an error message and stops if the quote header does not specify an account.
2. Sets the current quote as the active quote.
3. Displays the Customer Portal view. See CUT Go To Customer Portal Sub-process.

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

CUT Order Portal Process

This workflow displays the Customer Portal view for the account associated with the current order. This workflow is shown in Figure 18.

A user initiates this workflow by clicking the Portal button in the Order Entry - Line Items view.

Figure 18.  CUT Order Portal Process

Workflow Description. This workflow does the following:

1. Displays an error message and stops if the quote header does not specify an account.
2. Displays the Customer Portal view. See CUT Go To Customer Portal Sub-process.

CUT Go To Customer Portal Sub-process

This workflow displays the Customer Portal view.

The CUT Quote Portal Process and CUT Order Portal Process initiate this workflow. The workflow is shown in Figure 19.

Figure 19.  CUT Go To Customer Portal Sub-process