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Siebel Order Management Guide Addendum for Industry Applications > Workflows for Employee Ordering >
Disconnecting a Service Item
This group of workflows allows a user to disconnect a service. It consists of the workflow process and nested subprocesses:
- SIS OM Disconnect Products & Services Process
- SIS OM Active Quote Subprocess
- SIS OM Disconnect Asset Subprocess
- SIS OM Go to Quote Detail View
SIS OM Disconnect Products & Services Process
This workflow identifies an active quote for the current account. Then it generates a quote line item to disconnect the selected asset and displays the Quote Detail view. This workflow is shown in Figure 18.
A user initiates this workflow by clicking the Modify button in the Accounts screen's Service Items view, Billing Items view, or Customer Portal view.
Workflow Description. This workflow does the following:
- Retrieves the active quote from the session.
If there is no active quote, the workflow creates a new quote and sets it as the active quote. If there is an active quote, the Check Active Quote subprocess 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. See SIS OM Active Quote Sub-Process. If the active quote does not meet these criteria, the workflow creates a new quote and sets it as the active quote.
- Identifies the currency.
If Currency is Null, the workflow proceeds to Step 3 without doing any processing. If Currency is not Null, the workflow sets the quote's currency to the same currency as that of the associated asset.
- Allows the user to disconnect the asset.
The workflow gets the asset's current state and then creates quote line items to disconnect the asset in that state. See SIS OM Disconnect Asset Sub-process.
- Displays the active quote.
The workflow displays the active quote in the Quote Detail view. See SIS OM Go to Quote Detail View Sub-Process.
Associated Business Service Methods. The following table shows the steps in this workflow that call business service methods.
Workflow Step Business Service Method Called Get Active Quote Get Profile Attribute Set Active Quote Set Profile AttributeSIS OM Disconnect Asset Sub-process
This workflow applies the open and pending orders related to the selected asset to get its requested state. Then it creates quote line items to disconnect the selected asset in that state. It adds these line items to the active quote. This workflow is shown in Figure 19.
The SIS OM Disconnect Products & Services Process initiates this workflow.
Workflow Description. This workflow does the following:
- Reads the asset from the database.
The workflow includes only components that do not have a status of Inactive. The workflow looks for all the orders with a status of Open or Pending that are related to the selected asset. The workflow applies the changes specified by those orders. This recreates the state of the service product as the user has requested it.
- Displays an error message if the asset is empty.
If one of the open or pending orders disconnects the root component, the result is an empty asset. In this case, the workflow displays an error message.
- Trims the product instance to remove items that are not tracked as assets.
- Retrieves the active quote.
The workflow generates the delta of the requested state of the asset and the future empty state of the asset. This creates line items to disconnect the asset. The workflow adds these line items to the active quote.
- Saves the quote to the database.
Associated Business Service Methods. The following table shows the steps in this workflow that call business service methods.
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Siebel Order Management Guide Addendum for Industry Applications Published: 18 April 2003 |