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Workflows for Enrollment

This group of workflows is used to modify products and installed assets. It consists of the workflow process and subprocesses:

• SIS OM PC Enrollment
  • SIS OM PC Create Account Subprocess
  • SIS OM PC Go To Opportunity View
  • SIS OM PC Set Opportunity Account
  • CUT eSales - PC Enrollment Process
    • SIS OM PC Go to Order Entry - Line Items View (Sales)
    • CUT eSales - Set Shopping Cart Price List
    • CUT eSales - PC Prepare Cart Process

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 36.

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 36.  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.

SIS OM PC Create Account Subprocess

This workflow creates a new account for a customer based on the details entered by the user.This workflow is shown in Figure 37.

This workflow is invoked as a subprocess of the SIS OM PC Enrollment workflow.

Figure 37.  SIS OM PC Create Account Subprocess

Workflow Description. This workflow:

1. Displays the SIS OM PC Account Entry Selection View and asks the user whether a new account should be created. If the user clicks No, an account is not created and the sub-process is terminated.
2. If the user clicks Yes, creates a new account.
3. Displays the SIS OM PC Account Entry View to allow the user to enter the details of the account.

   The user clicks Continue.

4. Retrieves the name of the account and returns it to the calling workflow.

SIS OM PC Go To Opportunity View

This workflow is shown in Figure 38.

This workflow is invoked as a subprocess of the SIS OM PC Enrollment workflow.

Figure 38.  SIS OM PC Go To Opportunity View

Workflow Description. This workflow:

• Displays the SIS OM PC Opportunity Price Comparison view.

SIS OM PC Set Opportunity Account

This workflow is shown in Figure 39.

This workflow is invoked as a subprocess of the SIS OM PC Enrollment workflow.

Figure 39.  SIS OM PC Set Opportunity Account

Workflow Description. This workflow:

• Associates the Account Id specified by the process property with the Opportunity.

CUT eSales - PC Enrollment Process

This workflow adds product selected from the quotes generated by the Price Comparison process to the Shopping Cart. This workflow is shown in Figure 40.

This workflow is invoked as a subprocess of the SIS OM PC Enrollment workflow.

Figure 40.  CUT eSales - PC Enrollment Process

Workflow Description. This workflow:

1. Checks the status of the shopping cart.
2. If the cart is empty, creates a new cart and sets the cart's price list to the Price Comparison internal price list. See CUT eSales - Set Shopping Cart Price List for more details, see CUT eSales - Set Shopping Cart Price List.
3. If the cart is not empty, compares the cart's price list to the price list of the comparison quote selected by the user. If the price lists are different, checks to see if the user explicitly logged in.
4. If the user logged in, displays the Save Cart Confirmation view to allow the user to specify how to handle the existing cart. For more details, see CUT eSales - PC Prepare Cart Process.
5. If the user is not logged in, makes a request to display the CUT Opportunity PC Price Comparison View (eSales) on log in, and displays the Login View. The workflow terminates.
6. If the user chose not to save or discard the existing cart, the workflow terminates.
7. If the comparison quote's price list and the cart's price list are the same, or new cart was created, adds the comparison quote line items to the cart.
8. Displays the Shopping Cart view.

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

SIS OM PC Go to Order Entry - Line Items View (Sales)

This workflow is shown in Figure 41.

This workflow is invoked as a sub-process of the SIS OM PC Enrollment workflow.

Figure 41.  SIS OM PC Go to Order Entry - Line Items View (Sales)

Workflow Description. This workflow:

• Navigates to the Order Entry - Line Items View (Sales).

CUT eSales - Set Shopping Cart Price List

This workflow is shown in Figure 42.

This workflow is invoked as a sub-process of the CUT eSales - PC Enrollment Process workflow.

Figure 42.  CUT eSales - Set Shopping Cart Price List

Workflow Description. This workflow:

• Updates the cart's price list to the specified value.

CUT eSales - PC Prepare Cart Process

This workflow allows the user save the current shopping cart or discard the contents before adding the product selected from the quotes generated by the Price Comparison process.

This workflow is shown in Figure 43.

This workflow is invoked as a subprocess of the CUT eSales - PC Enrollment Process workflow.

Figure 43.  CUT eSales - PC Prepare Cart Process

Workflow Description. This workflow:

1. Loads the current shopping cart and displays the Save Cart Confirmation view.
2. If the user chooses Save, saves the cart.
3. If the user chooses Discard, discards the cart.
4. If the user chooses Cancel, displays the CUT Opportunity PC Price Comparison View (eSales) and terminates the calling workflow.

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