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Siebel Order Management Guide > Workflows for Asset-Based Ordering >
Modifying a Service Item
This group of workflows allows a user to modify a service item. It consists of the workflow process and nested subprocesses:
- SIS OM Modify Products & Services Process
- SIS OM Active Quote Sub-Process
- SIS OM Edit Complex Asset Workflow
- SIS OM Go to Quote Detail View Sub-Process
SIS OM Modify Products & Services Process
This workflow determines whether there is an active quote for the current account. If there is no active quote, it creates a new quote. It generates a quote line item to update the selected asset. If the product is a customizable product, the workflow displays the service item in eConfigurator with all related open orders applied to it. Otherwise, it displays the Quote Detail view. This workflow is shown in Figure 16.
A user initiates this workflow by clicking the Modify button in the Accounts screen's Service Items view, Billing Items view, or Customer Portal view.
Workflow Description. This workflow does the following:
- Retrieves the active quote from the session.
If there is no active quote, a new quote is created and set as the active quote. If there is an active quote, the Check Active Quote subprocess determines whether the quote is associated with the same customer account as the asset being modified, and whether the quote has a status of In Progress. See SIS OM Active Quote Sub-Process. If the quote does not meet these criteria, a new quote is created and set as active.
- Checks currency and assigns one, if necessary.
If Currency is Null, the workflow proceeds to Step 3 without doing any processing. If Currency is not Null, the workflow sets the quote's currency to the same currency as that of the associated asset.
- Store the price list associated with the service item in a profile attribute to be used during the configuration session.
- Make changes as requested by user.
The Modify Asset Sub-Process allows the user to make changes to the currently requested state of the asset. See SIS OM Edit Complex Asset Workflow.
- Removes the price list from the profile attribute.
- Displays active quote.
The Go to Quote Detail View Sub-Process displays the active quote in the Quote Detail view. See SIS OM Go to Quote Detail View Sub-Process.
Associated Business Service Methods. The following table shows the steps in this workflow that call business service methods.
SIS OM Active Quote Sub-Process
This workflow determines whether the user has an active quote for the current account. The workflow has two process properties that are set by the calling workflow: the Row ID of the customer account associated with the asset and the Row ID of the active quote. This workflow is shown in Figure 17.
The SIS OM Modify Products & Services Process and the SIS OM Disconnect Products & Services Process initiate this workflow.
Workflow Description. This workflow retrieves the Account ID and Status associated with the active quote. The workflow then returns a process property used later to determine whether to create a new quote or to use the existing one. If the process property is Y, the workflow creates a new quote. If it is N, the workflow uses an existing quote.
- If the active quote has been deleted, or if the quote's Active flag is set to N, then the workflow sets the value of the process property to Y.
- If the customer account associated with the quote is not the same as the customer account associated with the asset, the workflow sets the value of the process property to Y.
- If the customer account associated with the quote is the same as the customer account associated with the asset, the workflow checks the status of the quote.
- If the status is not In Progress, the workflow sets the value of the process property to Y.
- If the status of the quote is In Progress, the workflow sets the value of the process property to N.
SIS OM Edit Complex Asset Workflow
This workflow applies the open and pending orders related to the selected asset and displays the requested state in the Product Configurator view. After the user makes the changes that specify the newly requested state, the workflow writes the delta of the two requested states as quote line items and adds them to the active quote. This workflow is shown in Figure 18.
The SIS OM Modify Products & Services Process initiates this workflow.
Workflow Description. This workflow does the following:
- Clears the business service cache of existing product instances.
- Reads the asset from the database.
Only components that do not have a status of Inactive are included. The changes specified by all the open and pending orders related to the asset are applied to it to re-create the state of the service product as the customer has requested.
- Determines whether an open or pending order disconnects the root component.
If one of the open or pending orders disconnects the root component, then the workflow returns an empty asset and displays an error message.
- Tests for a customizable asset.
If the asset is customizable, it is displayed in the Product Configurator view, where the user can make changes to it. If the asset is not customizable, it goes directly to Step 6.
- If the user clicks the Cancel button, the workflow is terminated. If the user clicks the Done button, the newly requested state is retrieved from the Configurator.
- Updates the active quote.
The workflow retrieves the active quote. The delta of the previously requested state of the asset and the newly requested state of the asset are added as line items.
- Saves the quote to the database.
Associated Business Service Methods. The following table shows the steps in this workflow that call business service methods.
SIS OM Go to Quote Detail View Sub-Process
This workflow displays the Quote Detail view.
The SIS OM New Products & Service Process, the SIS OM Modify Products & Service Process, and the SIS OM Disconnect Products & Services Process initiate this workflow. This workflow is shown in Figure 19.
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Siebel Order Management Guide Published: 18 April 2003 |
