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Siebel Order Management Guide Addendum for Industry Applications > Workflows for Employee Ordering >

Transferring a Service to Another Location

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When a customer moves, this workflow facilitates the transfer of service from the old location to the new one. It consists of the workflow process and nested subprocesses:

SIS OM Move Process
SIS OM Move Exception Handling
SIS OM Move Service Point Check
SIS OM Move Display Quote

SIS OM Move Process

This workflow creates a quote with line items to disconnect all services at the move-out address and connect those same services at the move-in address. The workflow automatically assigns service points to services at the new address in each case in which a service point of the correct type exists there. This workflow is shown in Figure 20.

A user initiates this workflow by clicking the Transfer Service button in the Address MVG of the Accounts view. The user must first specify the end date for services at the move-out address and the start date for services at the move-in address.

Figure 20.  OM Move Process Workflow

Workflow Description. This workflow does the following:

Identifies and validates the move-out and move-in addresses.
The workflow identifies the move-out address as the address record for the current account that has been updated most recently and for which an end date later than the current date is specified.
The workflow identifies the move-in address as the address record for the current account that has been updated most recently and for which a start date later than the current date is specified.
If the workflow can identify neither a move-out address nor a move-in address, it displays the following error message: "Cannot identify the move-out address and move-in address. Press OK to return to the Account view." Then the workflow stops.
If the workflow cannot identify a move-out address but can identify a move-in address, the following error message is displayed: "Cannot identify the move-out address. Please press Cancel to return to the previous view and provide a valid move-out address, or Continue to manually create a Connect quote for the move-in address." See SIS OM Move Exception Handling.
If the user clicks OK, the workflow creates and displays an empty quote in the Quote Detail view. In this view, the user can manually add new items for the move-in address.
If the user clicks Cancel, the workflow returns the user to the Account view.
If the workflow identifies a move-out address and a move-in address that are the same, it displays the following error message: "The move-in address cannot be the same as the move-out address. Press OK to return to the previous view and try again. Move Out Address = <move-out address> Move Out Date = <move-out date> Move In Address = <move-in address> Move In Date = <move-in date>" Then it stops.
If the move-in address and the move-out address are validated, retrieves the service items for the move-out address.
The workflow retrieves the service items.
If there are no service items at the move-out address and a move-in address has not been identified, the workflow displays the following error message: "There are no existing service items at the move-out address selected. Press OK to return to the Accounts view." Then it stops.
If there are no service items at the move-out address and a move-in address has been identified, the workflow displays the following error message: "There are no existing service items at the move-out address selected. Press Cancel to return to the Accounts view, or Continue to manually create a Connect quote."
If the user clicks OK, the workflow displays an empty quote in the Quote Detail view. In this view, the user can manually add new items for the move-in address.
If the user clicks Cancel, the workflow returns the user to the Account view.
Creates an output quote and fills in the account information.
Generates two quote line items for each service item at the move-out address:
A quote line item to disconnect the service item at the move-out address
A quote line item to connect the service item at the move-in address

The workflow retrieves each service item at the move-out address in turn.
The workflow applies all open and pending orders related to each service item to generate the requested future state of the item.
The workflow checks whether the asset has been disconnected as a result of an open or pending order. If it has, an error message is displayed and the workflow is terminated.
The workflow generates the delta of the requested state of service item and an empty future state to create the disconnect instructions for the item.
The workflow adds the disconnect line items to the disconnect quote.
The workflow generates the delta of the requested state of service item and an empty current state to create the connect instructions for the item.
The workflow adds the connect line items to the connect quote.
If there are more service items at the move-out address, the workflow continues to the next item.

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

Workflow Step	Business Service Method Called
Find Open Orders on current Move Out Asset	Find Orders
Set Apply Input Asset	Set Product Instance
Apply	Apply
Set Move Out Asset To Delta Disconnect	Set Product Instance
Set Output Quote Header for Delta Disconnect	Set Output Header
Delta Disconnect	Delta
Set Disconnect Quote	Set Product Instance
Merge Delta Quote Item Into Disconnect Quote	Merge
Set Output Quote Header for Delta Connect	Set Output Header
Delta Connect	Delta
Set Connect Quote	Set Product Instance
Merge Connect Quote Item to Delta Connect Quote	Merge

Specifies the due date for each of the disconnect line items.

The workflow sets the due date to the end date for the move-out address.

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

Workflow Step	Business Service Method Called
Assign Due Date	Set Field Value

If the move-in address is identified, assigns a service point to each service item to be connected at that address.
The workflow checks whether there are any existing service points of any type at the move-in address. See SIS OM Move Service Point Check.
If there are no service points at the move-in address, the workflow displays the following error message: "There are no service points at the move-in address selected. Address may be invalid or outside the service area. Press Continue to proceed with only the Disconnect operation or Cancel to return to the Accounts view."
If the user clicks Continue, the workflow displays the disconnect quote in the Quote Detail view.
If the user clicks Cancel, the workflow returns the user to the Account view.
If there are service points at the move-in address, the workflow assigns each service item a service point of the same type as the item. If there are no available service points of the correct type, the item's Service Point ID will be empty.

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

Workflow Step	Business Service Method Called
Auto Select Service IDs	Assign New Service Ids

Specifies the due date for each of the connect line items.

The workflow sets the due date to the start date for the move-in address.

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

Workflow Step	Business Service Method Called
Assign Due Date for Connect Quote	Set Multiple Field Values

If there is no move-in address, displays the following error message: "Cannot identify the move-in address. Please press Cancel to return to the previous view and provide a valid start date or Continue to proceed with only a disconnect at the move-out address. Move In Date Entered =." The user can cancel the process or proceed with the disconnect only. If the user clicks the Cancel button, redisplays the Accounts view.
Merges the disconnect line items and the connect line items into one quote and saves that quote to the database.

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

Workflow Step	Business Service Method Called
Merge Delta Quotes	Merge
Save Disconnect Quote	Set Product Instance

Displays the quote in the Quote Detail view.

See SIS OM Move Display Quote.

SIS OM Move Exception Handling

This workflow provides exception handling for the SIS OM Move Process. This workflow is shown in Figure 21.

The SIS OM Move Process initiates this workflow.

Figure 21. SIS OM Move Exception Handling Workflow

Workflow Description. This workflow displays an error message in a view (not in a popup window) and determines whether the user clicked the Continue button or the Cancel button.

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

Workflow Step	Business Service Method Called
Translate Error Msg	Set Exception Error Message

SIS OM Move Service Point Check

This workflow checks whether there are any service points in the move-in address. This workflow is shown in Figure 22.

The SIS OM Move Process initiates this workflow.

Figure 22. SIS OM Move Service Point Check Workflow

Workflow Description. For a given address, this workflow determines the number of service points associated with the address.

SIS OM Move Display Quote

This workflow displays the newly created quote in the Quote Detail view. This workflow is shown in Figure 23.

The SIS OM Move Process initiates this workflow.

Figure 23. SIS OM Move Display Quote Workflow

Workflow Description. This workflow displays the Quote Detail view.

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