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

Workflow to Convert a Quote to an Order

This workflow allows a user to convert a sales quote to a sales order. It consists of the workflow process:

• SIS OM Quote To Order Workflow

SIS OM Quote To Order PMT Version

This workflow creates an order that is associated with the current quote. It copies the line items from the quote to the order and sets the quote's status to Order Placed. This workflow is shown in Figure 8.

A user initiates this workflow by choosing the Sales Order button or menu option in the Quote Orders view.

Figure 8.  SIS OM Quote To Order Workflow PMT Version

Workflow Description. This workflow does the following:

1. Converts a quote to an order. The new order has all the line items and attributes of the quote.
2. Explodes line items with a quantity greater than 1 into multiple copies of the line item, each with quantity 1.
3. Writes the order to the database.
4. Set the status of the quote to Order Placed.
5. Refreshes the Quote Orders View.
6. Resets the Active Quote so that the current quote is no longer the active quote.

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