Bookshelf v7.5: Workflows for Customer Ordering

This chapter explains the Siebel workflows used for customer order management. Workflows are a central feature of Siebel Customer Order Management. They automate the business processes associated with managing the cycle of accounts, quotes, orders, and assets.

You can modify these workflows to suit your own business model using Siebel Business Process Designer. For more information, see Siebel Business Process Designer Administration Guide.

In this chapter, the workflows are grouped in sections that correspond to the business processes that they automate. Each section describes a workflow process and may describe one or more subprocesses that are called by the main process. These are grouped together to shows how the process and its subprocesses are related to each other.

Many of these processes and subprocesses business service methods that are specific to Order Management. The descriptions of workflows include tables listing the names of any methods they call. For information about these methods, see Business Service Methods Reference.

Some of these Customer-facing CME workflows can override the functions specified by certain Siebel horizontal subprocesses. These possible overrides are indicated in Table 6.

Table 6. CME Workflows Overrides
CME Customer Workflow	Horizontal Subprocess
CUT eSales - Order Quote Process	Display Error Message
CUT eSales - Checkout Process	Login View
CUT eSales - Prepare Shopping Cart View	Display Error Message

All of the customer application workflows that are specific to Order Management are listed in Table 7.

Table 7. Customer Application Workflows
Workflow	Comment
eSales - Authorize Order Process	Verifies payment details and creates a credit card order or purchase order upon approval. Then, it sends an order approved email.
eSales - Complete Checkout Process	Allows the user to change the shipping details and payment details, cancel the order, or confirm the order.
eSales - Save Shipping Address	Specifies type of payment and saves Credit Card to Profile.
eSales - Enter Shipping Details Process	Allows a user to specify a destination address for shipping products.
eSales - Save Shipping Address	Invoked during order processing to save a shipping address for the account.
eSales - Set Primary Account Address	Checks for a Primary Account address and sets specified account address as the Primary Account Address.
eSales - Save Shipping Address	Determines whether or not an address can be identified for billing the user.
eSales - Enter Payment Details Process	Allows the user to specify the type of payment: Credit Card, Purchase Order, or Bill to an address.
CUT eSales - Prepare Quote Process	Invoked as a subprocess to prepare a quote.
CUT eSales - Checkout Process	Invokes multiple subprocesses to process an order checkout. Business Process: Processing an Order.
CUT eSales - Set Quote Account Info	Called to set Quote Account information.
CUT eSales - Ungroup Quote	Decomposes all line items into multiple instances with a quantity of one where the quantity is greater than 1.
CUT eSales - Order Quote Process	Creates an Order from the current Quote copying the line items from the Quote to the Order.
CUT eSales - Edit Delta Quote Line Item	Used to edit a delta quote line item.
CUT eSales - Goto Revise Order View	Displays the revised Order view.
CUT eSales - Modify Products and Services Process	Invokes the SIS OM Edit Complex Asset Workflow to generate a quote line item to update the selected asset and displays the Quote Detail View.
CUT eSales - Prepare Shopping Cart View	Prepares the Shopping Cart View.
CUT eSales - Disconnect Products and Service Process	Determines whether there is an active quote for the current account or not. If there is no active quote, it creates a new quote. It invokes the SIS OM Disconnect Asset Sub-process to generate a quote line item to disconnect the selected asset and displays the Quote Detail View.