Siebel Order Management Guide Addendum for Communications > Workflows for Customer Asset-Based Ordering > Workflows That Process an Order Checkout >

CUT eSales - Prepare Quote Process

This workflow generates and returns the necessary event information for an order. Figure 154 shows this workflow.

The eSales - Complete Checkout Process workflow calls this workflow as a subprocess.

Figure 154. CUT eSales - Prepare Quote Process Workflow

Workflow Description. This workflow:

1. Checks to determine if any item in the shopping cart is a service instance. If no item is a service instance, terminates.
2. Checks to determine if the user has an account. If the user does not have an account, creates a customer account for the user (based on the shipping and billing address the user provided earlier in the checkout process) and sets the billing and service accounts for the quote to this new account.
3. If the user has an account, selects the billing and service account and displays these accounts in the Quote Summary view.

   In this view, the user can accept the selected accounts and confirm the order by clicking Submit, or the user can edit the accounts.

4. If the user edits the accounts, displays the User Select Service and Billing Account view.

   The user selects the required service and billing accounts.

5. If the Service and Billing Account fields do not change (the fields are still NULL), includes the default values for these fields in the service and billing information in the order header. If either the Service or Billing Account fields change, retains the current (non-NULL) value.

Table 143 shows the steps in this workflow that call business service methods.