Siebel Order Management Guide > Workflows for Asset-Based Ordering >

Workflows to Redisplay the Service Profile

• There are a number of workflows that navigate to the current account's service profile (Service Items, Billing Items or Customer Portal view), which displays only the account's active assets. They are:
  • SIS OM Profile Process
  • SIS OM Go to Products and Services Sub-process

SIS OM Profile Process

This workflow makes the current quote the active quote. It then displays the Billing Items or Service Items view for the account associated with the current quote. This workflow is shown in Figure 14.

A user initiates this workflow by clicking the Profile button in the Quote Details view.

Figure 14.  SIS OM Go to Products and Services Sub-Process Workflow

Workflow Description. This workflow does the following:

1. Displays an error message and stops if the quote header does not specify an account.
2. Sets the current quote as the active quote.
3. Displays the Service Items or Billing Items view, depending on the type of account.

Associated Business Service Methods. The following table shows the steps in this workflow that call business service methods.

SIS OM Go to Products and Services Sub-Process

Displays the Billing Items or Service Items view, depending on the type of account associated with the current quote. This workflow is shown in Figure 15.

The CUT Order Profile Process initiates this workflow.

Figure 15.  SIS OM Go to Products and Services Sub-Process Workflow

Workflow Description. This workflow does the following:

• If the account is a billing account, displays the Billing Items view.
• If the account is not a billing account, displays the Service Items view.