Siebel Order Management Guide Addendum for Communications > Workflows for Employee Asset-Based Ordering > Workflows for Bulk Requests >

ABO Bulk Request - Upgrade Sub-Process Workflow

This workflow creates an order line item when the consolidated action is Upgrade. To upgrade an asset, this workflow deletes the old products for the asset and adds the new products for the asset. To create the order line items for the upgraded asset, this workflow cycles through the existing components of the asset, adds these components as new order line items, and copies the existing field and attribute values for these components to these new order line items. This workflow adds new configured components to the asset and uses attributes for these new configured components on the new order line items. Figure 57 shows this workflow.

The ABO Bulk Request - Inclusive Process Action Sub-Process Workflow and the ABO Bulk Request - All Exclusive Process Action Sub-Process Workflow call this workflow as a subprocess when the action code is Upgrade.

Figure 57. ABO Bulk Request - Upgrade Sub-Process Workflow

Workflow Description. This workflow performs the following actions:

1. Queries the Product ID field of the assets to load the asset records to upgrade.
2. From the instance asset records created in the previous step, loads into memory the next asset to upgrade.
3. Sets the current asset as the instance from which to create order line records.
4. Creates order line item records with Delete action codes.
5. Adds the Deleted order line items to a collection in memory for synchronization.
6. If the new base product is not customizable, loads the default instance.
7. If the Mode is Order and the new base product is customizable, loads the customized instance.
8. If the Mode is not Order and the new base product is customizable, gets the list of instances according to the Scope and child Instance Type. For example, if the Scope is Exclude, this step removes the specified instances from the list of instances.
9. Merges the default instance, customized instance, and instance assets into new order line items.
10. Sets the new order line items as the instance from which to create order line records.
11. Creates order line item records with Add action codes.
12. Adds the Add order line item records to a collection in memory for synchronization.

Table 60 shows the steps in this workflow that call business service methods.