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

Workflow to Convert a Quote to an Order

This workflow allows a user to convert a sales quote to a sales order. It consists of the workflow processes:

• SIS OM Quote To Order Workflow
• CUT Quote To Order PMT Enhancement
  • CUT Quote To Order PMT Enhancement Sub-process

SIS OM Quote To Order PMT Version

This workflow creates an order that is associated with the current quote. It copies the line items from the quote to the order and sets the quote's status to Order Placed. This workflow is shown in Figure 6.

A user initiates this workflow by choosing the Sales Order button or menu option in the Quote Orders view.

Figure 6.  SIS OM Quote To Order Workflow PMT Version

Workflow Description. This workflow does the following:

1. Converts a quote to an order. The new order has all the line items and attributes of the quote.
2. Explodes line items with a quantity greater than 1 into multiple copies of the line item, each with quantity 1.
3. Writes the order to the database.
4. Set the status of the quote to Order Placed.
5. Refreshes the Quote Orders View.
6. Resets the Active Quote so that the current quote is no longer the active quote.

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

CUT Quote To Order PMT Enhancement

This workflow creates an order that is associated with the current quote. It copies the line items from the quote to the order and sets the quote's status to Order Placed. It then displays the new order in the Order Entry - Line Items view. This workflow is shown in Figure 7.

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

Figure 7.  CUT Quote To Order PMT Enhancement

Workflow Description. This workflow does the following:

1. Converts a quote to an order. The new order has all the line items and attributes of the quote.
2. Explodes line items with a quantity greater than 1 into multiple copies of the line item, each with quantity 1.
3. Writes the order to the database.
4. Set the status of the quote to Order Placed.
5. Refreshes the Quote Orders business component.
6. Resets the Active Quote such that the current quote is no longer the active quote.
7. Displays the Order Entry - Line Items view.

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

CUT Quote To Order PMT Enhancement - Sub-process

This workflow displays the Order Entry - Line Items view.

The CUT Quote To Order PMT Enhancement workflow initiates this workflow. The workflow is shown in Figure 8.

Figure 8.  CUT Quote To Order PMT Enhancement - Sub-process