Siebel Order Management Guide > Preparing for Integration > Setting Up Quote and Order ASIs >

Activating Workflows for Quotes and Orders


You must activate the following workflow processes used for real-time integration of quotes and orders:

If you want users to be able to create quotes and orders from the Accounts screen and the Contacts screen, you must also activate the following workflows:

To activate workflows used by Quote and Order ASIs

  1. From the application level menu, choose View > Site Map > Siebel Business Process Administration >Workflow Processes.
  2. In the Workflow Processes list, use a query to find the appropriate workflows. To find all processes where Name field has contains the word ASI, you can query on *ASI*.
  3. Activate workflows that have the status Inactive:
    1. Select the Workflow record.
    2. Click Revise.
    3. A copy of the workflow record with a status of In Progress is created and is automatically selected.

    4. Click Activate.
  4. When you are finished activating workflows, restart the server.

 Siebel Order Management Guide 
 Published: 18 April 2003