Siebel Energy Guide > Technical Reference for the Price Comparison Feature >

SIS OM PC Enrollment Workflow

The SIS OM PC Enrollment workflow is invoked by clicking the Enroll button in the SIS OM PC Opportunity Price Comparison View or the CUT Opportunity PC Price Comparison View (eSales), as shown in Figure 24.

Figure 24.  SIS OM PC Enrollment Process

This workflow does the following:

1. A check is made to determine whether an account is associated with the opportunity.
2. If an account does not exist and the application that invoked the workflow is not eSales, the SIS OM PC Account Entry view is displayed to allow the user to create a new account. For more details, see SIS OM PC Create Account Subprocess Workflow.
3. A check is made to see whether an account was created. If an account was not created, the user is returned to the SIS OM PC Opportunity Price Comparison view. For more details, see SIS OM PC Go To Opportunity View Workflow.
4. If the user created a new account, the account is associated with the opportunity. For more details, see SIS OM PC Set Opportunity Account Workflow.
5. The comparison quote is converted to a regular quote that can be progressed through the order life cycle.
6. The Status of the comparison and competitor quotes is set to Order Placed.
7. If the application that invoked the workflow is eSales, the comparison quote is merged with the shopping cart. For more details, see CUT eSales - PC Enrollment Workflow.
8. If the application is not eSales, the quote is converted to an order and the order is displayed in the Order Line Item view. For more details, see SIS OM PC Go to Order Entry - Line Items View (Sales) Workflow.

Table 39 lists the SIS OM PC Enrollment Process steps, methods, and business services.