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Workflows to Modify a Service Item

This group of workflows allows a user to modify a service item. It consists of the workflow process and nested subprocesses:

• SIS OM Modify Products & Services Process
  • SIS OM Active Quote Sub-Process
  • SIS OM Active Order Sub-Process
  • SIS OM Edit Complex Asset Workflow

SIS OM Modify Products & Services Process

This workflow determines whether there is an active quote for the current account. If there is no active quote, it creates a new quote. It generates a quote line item to update the selected asset. If the product is a customizable product, the workflow displays the service item in Configurator with all related open orders applied to it. Otherwise, it displays the Quote Detail view. This workflow is shown in Figure 20.

A user initiates this workflow by clicking the Modify button in the following views:

• Accounts > Service Items view
• Accounts > Billing Items view,
• Accounts > Customer Portal view
• Networks > Nodes view
• Networks > Connections view
• Networks > All Elements view
• Orders > Order Entry - Line Items view

Figure 20.  SIS OM Modify Products & Services Process Workflow

Workflow Description. This workflow does the following:

1. Gets the details of the current account.
2. Retrieves the active document (quote or order) for the session.

   If the account is of type 'Residential' the active order is retrieved. Otherwise the active quote is retrieved. See SIS OM Active Quote Sub-process and SIS OM Active Order Sub-process.

3. Gets the number of assets that the user has selected to modify.
4. If the user has selected only one asset, the currently requested state of the asset is retrieved and displayed in the Product Configurator view. See SIS OM Edit Complex Asset Workflow.
5. If the user has selected more than one asset, the currently requested state of each asset is retrieved and added to the active document. See SIS OM Edit Complex Asset Workflow.
6. Displays active document.

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

SIS OM Active Quote Sub-Process

This workflow determines whether the user has an active quote for the current account. The workflow has two process properties that are set by the calling workflow: the Row ID of the customer account associated with the asset and the Row ID of the active quote. This workflow is shown in Figure 21.

The following workflows initiate this workflow as a subprocess:

• SIS OM New Products & Services Process
• SIS OM New Products & Services Process - VORD
• SIS OM Modify Products & Services Process
• SIS OM Disconnect Products & Services Process
• SIS OM Suspend / Resume Products & Services Process

Figure 21.  SIS OM Active Quote Sub-Process Workflow

Workflow Description. This workflow does the following:

1. Retrieves the active quote for the session and checks that there is a value.
2. If there is no active quote, a new quote is created and set as the active quote.
3. If there is an active quote, determines whether the quote is associated with the same customer account as the asset being modified, and whether the quote has a status of In Progress. If the quote is not valid, a new quote is created and set as the active quote.
4. If the new quote is valid, retrieves the price list Id and the currency code associated with the quote and returns them to the calling workflow.

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

SIS OM Active Order Sub-Process

This workflow determines whether the user has an active order for the current account. The workflow has two process properties that are set by the calling workflow: the Row ID of the customer account associated with the asset and the Row ID of the active order. This workflow is shown in Figure 22.

The following workflows initiate this workflow as a subprocess:

• SIS OM New Products & Services Process
• SIS OM New Products & Services Process - VORD
• SIS OM Modify Products & Services Process
• SIS OM Disconnect Products & Services Process
• SIS OM Suspend / Resume Products & Services Process

Figure 22.  SIS OM Active Order Sub-Process Workflow

Workflow Description. This workflow does the following:

1. Retrieves the active order for the session and checks that there is a value.
2. If there is no active order, a new order is created and set as the active order.
3. If there is an active order, determines whether the order is associated with the same customer account as the asset being modified, and whether the quote has a status of Open. If the quote is not valid, a new order is created and set as the active order.
4. If the new order is valid, retrieves the price list Id and the currency code associated with the order and returns them to the calling workflow.

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

SIS OM Edit Complex Asset Workflow

This workflow applies the open and pending orders related to the selected asset and displays the requested state in the Product Configurator view. After the user makes the changes that specify the newly requested state, the workflow writes the delta of the two requested states as quote line items and adds them to the active quote. This workflow is shown in Figure 23.

The SIS OM Modify Products & Services Process initiates this workflow.

Figure 23.  SIS OM Edit Complex Asset Workflow

Workflow Description. This workflow does the following:

1. Clears the business service cache of existing product instances.
2. Reads the asset from the database.

   Only components that do not have a status of Inactive are included. The changes specified by all the open and pending orders related to the asset are applied to it to re-create the state of the service product as the customer has requested.

3. Removes components from the asset that do not have the 'Track As Asset' flag set.
4. Determines whether an open or pending order disconnects the root component. If one of the open or pending orders disconnects the root component, or there are no components of the asset with the 'Track As Asset' flag set, then the workflow returns an empty asset and displays an error message.
5. Tests for a customizable asset and interactive mode.

   If the asset is customizable and the workflow is in interactive mode, the asset is displayed in the Product Configurator view, where the user can make changes to it. If the asset is not customizable or the workflow is not in interactive mode, it goes directly to Step 9.

6. Self-heals the asset such that the asset structure matches the product definition. If any changes are made to the asset, a warning message appears.
7. The future requested state of the asset is displayed in the Configurator view.
8. If the user clicks the Cancel button, the workflow is terminated. If the user clicks the Done button, the newly requested state is retrieved from the Configurator.
9. The workflow retrieves the active document. The delta of the previously requested state of the asset and the newly requested state of the asset are added as line items.
10. Sets the due date for all the line items.
11. If the active document is an order, the line items with a quantity greater than 1 are exploded into multiple copies of the line item, each with quantity 1.
12. Generates a unique asset integration Id for all line items with an action code of Add.
13. Saves the document to the database.

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