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Workflows to Modify Products and Installed Assets

This group of workflows is used to modify products and installed assets. It consists of the workflow process and nested subprocess:

• CUT eSales - Modify Products and Services Process
  • CUT eSales - Prepare Shopping Cart View

CUT eSales - Modify Products and Services Process

This workflow invokes the SIS OM Edit Complex Asset Workflow to generate a quote line item to update the selected asset and displays the Quote Detail View. This workflow is shown in Figure 60.

The user invokes this workflow by clicking on the Modify button on the Installed Assets or Billing Items View in the eSales application.

Figure 60.  CUT eSales - Modify Products and Services Process Workflow

Workflow Description. This workflow:

1. Prepares the Shopping Cart so that line items that specify the changes to the modified installed assets can be added to it.

   See CUT eSales - Prepare Shopping Cart View for more information.

2. If the Shopping Cart is new, checks the currency code associated with the asset. If no currency is specified, sets it to the default.
3. Invokes the Modify Asset subprocess to modify the Asset that is selected in the Installed Assets or Billing Items view.
4. Once the asset is modified, displays the line items that specify the changes in the Shopping Cart view.

Associated Business Service Methods. The following table shows the step in this workflow that calls a business service method.

CUT eSales - Prepare Shopping Cart View

This workflow prepares the Shopping Cart View. This workflow is shown in Figure 61.

The CUT eSales - Modify Products and Services Process invokes this workflow.

Figure 61.  CUT eSales - Prepare Shopping Cart View Workflow

Workflow Description. This workflow:

1. Checks the status of the current Shopping Cart. If the shopping cart is empty, creates a new quote (shopping cart).
2. If the shopping cart is not empty and is not associated with an account, sets the quote account to the account to which the asset being modified belongs. Then, it terminates.
3. If the shopping cart is not empty and has an associated account, determines if the quote's master account matches the master account to which the asset being modified belongs. If the master accounts are the same, it terminates.
4. If the master accounts are not the same, displays the Modify Asset Confirmation View.

   The user can save the existing cart, discard it, or cancel the Modify process.

5. If the user decides to cancel, displays the Installed Assets or Billing Items View depending on where the original process was invoked.
6. If the user decides to save, saves cart. If an error occurs, displays an error message and returns the user to the Modify Asset Confirmation View. If the cart is saved successfully, creates a new quote.
7. If the user decides to discard the cart, creates a new quote.
8. Sets the quote's account to the account to which the asset being modified belongs.

For more information, see CUT eSales - Modify Products and Services Process.