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

Editing Quote Line Items

This workflow allows a user to edit the line items of quotes that result from modifying or disconnecting service items. It consists of the workflow process:

SIS OM Edit Delta Quote Line Item

This workflow 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 current and requested states of the asset to the current quote as 1 or more line items. This workflow is shown in Figure 4.

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

Figure 4. SIS OM Edit Delta Quote Line Item Workflow

Click for full size image

Workflow Description. This workflow does the following:

  1. Clears business service cache of existing product instances.
  2. Checks the action code of the top-level component of the order line item. If the action code is Add, then goes to Step 5.
  3. If the action code is not Add, reads the asset associated with the selected quote line item from the database. Components with a status of Inactive are excluded.
  4. Retrieves all prior active and unprocessed orders that relate to the asset and applies them to generate the requested future state of the asset.
  5. If one of the active and unprocessed orders disconnects the top-level component, the resulting asset is empty. The workflow displays the following error message: "A request has already been made to disconnect this service item." The workflow stops.
  6. Applies the current quote line item to the asset.
  7. Stores the quote header so that line items can be added to it.
  8. Displays the currently requested state of the asset in the Product Configurator view. The user makes the required changes and clicks the Done or Cancel button.
  9. 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.
  10. If the action code of the root item is not Add, caches the previously requested state of the asset to be used as an input to Delta.
  11. Generates the delta of the following as 1 or more quote line items:
  12. Writes the quote line item to the database and refreshes the view.

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

Workflow Step
Business Service Method Called
Reset PMT Cache
Reset
Set Asset Header
Set Output Header
Load Prior Open Order Line Items (Edited)
Find Orders
Set Product Inst: Current Asset
Set Product Instance
Apply Changes: OpenOrders
Apply
Set Asset Header2
Set Output Header
Set Prod Inst: Requested Service Item
Set Product Instance
Apply Changes: Delta Quote Line Item
Apply
Set Active Order Header
Set Output Header
Reconfigure Product Instance
Reconfigure Product Instance
Get Configure Button Click Information
Get Configure Button Click Information
Get Instance
Get Product Instance
Create Delta
Delta
PMT Sync Quote Line Item
Synchronize
Refresh View
Refresh View


 Siebel Order Management Guide Addendum for Industry Applications 
 Published: 18 April 2003