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Understanding and Activating Workflows

AMS Connector includes five workflow process that allow it to pass information from the Applications screen to AMS ACAPS. Table 13 describes each workflow.

Table 13. AMS Connector Workflow Processes
Workflow
Comments
AMS Integration Add Application By Steps
Submits a new application to AMS ACAPS. The workflow uses the Add Request XML (ACAPS) function to process the Siebel data and add the Siebel application data to ACAPS.
When executed, this workflow updates the Integration Id field in the Opportunity business component with the value of the ACAPS ID.
Any error messages from the response are mapped to the FINS Application - Data Validation - ACAPS business component.
AMS Integration Inquire Application By Steps
Inquires about the status of previously submitted applications to ACAPS. The workflow uses the Inquire Request XML (ACAPS) function to request the ACAPS application data for the selected ACAPS ID.
When executed, this workflow will update the Integration Id field in the Opportunity business component with the value of the ACAPS ID. Any error messages from the response are mapped to the FINS Application - Data Validation - ACAPS business component.
Errors from AMS application processing are visible on the UI from the Applications screen, Data Validation view tab.
AMS Integration Reference Data Import
Utility workflow that imports AMS reference data.
AMS Ref - Set Internal Product BU
Utility workflow that helps import AMS reference data.
AMS Integration Reference Data CTM Check
Utility workflow that runs after importing AMS reference data.

Before you can use the AMS Connector, you must activate these workflow processes.

To activate the workflows used by the AMS Connector

  1. From the application level menu, choose View > Site Map > Business Process Administration >Workflow Processes.
  2. In the Workflow Processes list, use a query to find all processes where Name field contains the word AMS. You can query on *AMS*.
  3. For the five workflows listed in Table 13, activate each workflow process that has the Status Inactive.
    1. Select the workflow process record.
    2. Click Revise.

      A copy of the workflow process record is created with a status of In Progress. The copy is automatically selected.

    3. Click Activate.
    4. Verify that the Status is Active.
  4. When you are finished activating workflow processes, restart the server.

 Siebel eFinance Guide 
 Published: 20 October 2003