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HTIM SPA Quote Approval Workflow

This workflow creates a pricing agreement when the status of an SPA quote is changed to Approved. The agreement is created with one entitlement for price changes and overrides the price list applicable for the given distributor account. For every SPA quote line item with status Approved in the SPA quote, an Entitlement Price Detail line item will be created, stating part number under consideration, the quantity approved, the balance quantity as well as the authorized price and purchase price (the price at which the distributor originally purchased the parts). The workflow appears in Figure 1.

Figure 1.  SPA Quote Approval Process

The workflow performs the following steps:

1. If no end customer is defined at the quote header level when the quote status is changed to approved, the workflow will stop without generating an agreement and enter the value "End Customer must be set. No agreement generated" concatenated with other information in the Rejection Reason field for the quote back into Rejection Reason.

   The application includes a state model that requires end customer id be specified for state transition from In Progress to Submitted or from Recalled to Submitted.

2. The system verifies there is no existing agreement for the given SPA by querying the list of agreements in the database. This step promotes integrity of the data.
3. If an agreement exists, the workflow ends. If no agreement exists, the workflow creates a new agreement.
4. After the agreement is created, one single entitlement is created under the agreement. This entitlement captures the Pricing Details for the different parts on SPA quote line items with status Approved. Under Accounts, the workflow adds the account record for the end customer, since this is the only account the given entitlement is applicable for. For more information about agreements, see the Siebel Field Service Guide.
5. After the entitlement is created, the workflow goes through the individual SPA quote line items one by one and:
   1. Creates a new Price Detail record for every quote line item with status Approved.
   2. Sets the corresponding pricing values, as agreed upon within the quote, such as part number, approved quantity, purchase cost, suggested resale price, and authorized cost. The balance quantity is initially set to equal the value of the approved quantity.