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

Submitting an Order

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This group of workflows allows a user to submit an order, which signals the provisioning system that the order is ready to be provisioned. It consists of the workflow process and nested subprocess:

SIS OM Submit Order Process
SIS OM Auto Select Order Billing and Service Accounts - SIA

SIS OM Submit Order Process

This workflow checks that account information exists. It fills the order header with the account information, and fills the line items with the service account and billing account information. Then it sets the status of the order and the line items to Open. Because only orders that do not have a status of Open can be submitted, this prevents the order from being submitted again. This workflow is shown in Figure 7.

A user initiates this workflow by clicking the Submit button on the order header form in the Order Entry views.

Figure 7. SIS OM Submit Order Process Workflow

Workflow Description. This workflow does the following:

Checks that the order status is not Open.

If the order has a status of Open, it cannot be submitted, because it has already been submitted.

Fills the order header with the account information.

If the service and billing accounts have not been specified in the order header and the workflow can identify the accounts, it automatically fills them in. See SIS OM Auto Select Order Billing and Service Accounts - SIA.

For unidentified accounts that the workflow cannot identify, displays an error message requesting that the user specify the accounts.
Propagates the account information to the line items and sets the status of each Pending line item to Open.
Sets the status of the order to Open.

SIS OM Auto Select Order Billing and Service Accounts - SIA

If the service and billing accounts have not been specified for an order and the accounts can be uniquely identified, this workflow fills these fields. This workflow is shown in Figure 8.

The SIS OM Submit Order Process initiates this workflow.

Figure 8. SIS OM Auto Select Order Billing and Service Accounts - SIA Workflow

Workflow Description. This workflow does the following:

Retrieves the service account and billing account from the order header.
If the service account is not specified, checks the service accounts associated with the customer account in the order header.
If it does not find service accounts associated with the order, sets the service account to the order's customer account. If the account in the order header is a service or billing account, and not a customer account, the workflow sets the service account to the account in the order header.
If it finds only one associated service account, sets the service account to the first service account retrieved.
Repeats Step 2 through Step 4 for the billing account.

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

Workflow Step	Business Service Method Called
Set OH Service Account Id = OH ...	SetLIAccounts
Set OH Service Account ID = Auto ...	SetLIAccounts
Set OH Billing Account Id = OH ...	SetLIAccounts
Set OH Billing Account ID = Auto ...	SetLIAccounts

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