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Siebel Field Service Guide > Agreements > Process of Setting Up Agreements > Creating Agreements from Orders and QuotesWhen a user clicks the Auto Contract button from either a quote or an order, the agreement created contains a large amount of information taken from the original record. This data is carried from the quote or order to the new agreement. The process for copying information from orders and quotes to agreements uses signals and data maps. See Siebel Order Management Infrastructure Guide for more information on signals and data maps. Data Copying Process FlowData mapping and signals work together to call the ISS Copy business service, allowing the copying of appropriate data to be performed. The following is a description of what occurs in this process.
See ISS Copy Service Business Service for more information about this business service. Using Signals to Control Data CopyingIn earlier Siebel releases, Order Management and Agreement functions were hard-coded. However, in version 7.8, every interaction between order management and agreement components occurs through an application protocol interface (API) invocation. These API invocations are called signals. A signal is a request to perform a business function. Signals can be configured or redirected. A signal action property specifies the business service or workflow to invoke when the signal is raised. Signal action parameters are the configurable input arguments used to signal action workflows or business service methods. The business service methods and workflows are defined using the Administration - Order Management screen > Signals view. To review the signals which control the copying of data from quotes and orders to agreements
Using Data Maps to Define the Data for CopyingData maps align the fields from the source object to the destination object. The process that maps the fields copied between objects is called MapName. AutoAgreeFromOrder and AutoAgreement are the two data maps that map the quote and order data to the agreement when the ISS Copy business service is called. These data maps are passed into the business service as a parameter. They can be extended if it is required that more data from the quote or order be passed to the agreement. Alternatively, if users want to create an order or quote from an agreement, administrators can create a new signal calling the ISS Copy business service and then map between the agreement and the quote or order. For example, this could be done to create a quote for a renewal. The signal could then be called from behind the Renewal button to automatically create the quote or order. To review the data mapping behind the copying of data from quotes and orders to agreements
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Siebel Field Service Guide |