Bookshelf v7.5: Workflows for Employee Ordering

This chapter explains the Siebel workflows used for employee order management. Workflows are a central feature of Siebel Customer Order Management. They automate the business processes associated with managing accounts, quotes, orders, and assets.

You can modify these workflows to suit your own business model using Siebel Business Process Designer. For more information, see Siebel Business Process Designer Administration Guide.

In this chapter, the workflows are grouped in sections that correspond to the business processes that they automate. Each section describes a workflow process and may describe one or more subprocesses that are called by the main process. These are grouped together to shows how the process and its subprocesses are related to each other.

Many of these processes and subprocesses use business service methods that are specific to Order Management. The descriptions of workflows include tables listing the names of any methods they call. For information about these methods, see Business Service Methods Reference.

All of the employee application workflows that are specific to Order Management are listed in Table 5.

Table 5. Employee Application Workflows
Workflow	Comments
SIS OM Update Revenue	Generates revenue line items for an opportunity from its associated quote.
SIS OM Ungroup Quote	Decomposes a line item with a quantity greater than 1 into multiple line items, each with a quantity of 1.
SIS OM Edit Delta Quote Line Item	Applies active and unprocessed orders to the asset associated with the selected line item and displays the asset in the Product Configurator view. The user makes changes to define the newly requested state and clicks the Done button. The workflow writes the delta of the previous and current states of the asset to the current quote as one or more line items.
SIS OM Quote To Order Workflow - PMT	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.
SIS OM Edit Service Order Line Item	Applies active and unprocessed orders to the asset associated with the selected line item and displays the asset in the Product Configurator view. The user makes changes to define the newly requested state and clicks the Done button. The workflow then writes the delta of the previous and current states of the asset to the current order as one or more line items.
SIS OM Submit Order Process	Checks that account information exists. Fills the order header with the account information, and fills the line items with the service account and billing account information. Then it sets the status of the order and the line items to Open.
SIS OM Auto Select Order Billing and Service Accounts - SIA	If the service and billing accounts have not been specified for an order and the accounts can be uniquely identified, this workflow fills these fields.
SIS OM Apply Completed Service Order Line Item to Service Profile	Creates assets from completed order line items or modifies a current asset.
SIS OM New Products & Services Process	Displays the active quote, if there is one, or a newly created quote in the Quote Detail view. The user can add line items to add and configure a new asset.
SIS OM Auto Select Quote Billing and Service Accounts - SIA	If the service and billing accounts have not been specified for a quote and the accounts can be uniquely identified, this workflow fills these fields.
SIS OM Profile Process	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.
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.
SIS OM Modify Products & Services Process	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.
SIS OM Active Quote Sub-Process	Determines whether the user has an active quote for the current account.
SIS OM Edit Complex Asset 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.
SIS OM Go to Quote Detail View Sub-Process	Displays the Quote Detail view.
SIS OM Disconnect Products & Services Process	Identifies an active quote for the current account. Then it generates a quote line item to disconnect the selected asset and displays the Quote Detail view.
SIS OM Disconnect Asset Sub-process	Applies the open and pending orders related to the selected asset to get its requested state. Then it creates quote line items to disconnect the selected asset in that state. It adds these line items to the active quote.
SIS OM Move Process	Creates a quote with line items to disconnect all services at the move-out address and connect those same services at the move-in address.
SIS OM Move Exception Handling	Provides exception handling for the SIS OM Move Process.
SIS OM Move Service Point Check	Checks whether there are any service points in the move-in address.
SIS OM Move Display Quote	Displays the newly created quote in the Quote Detail view.