Bookshelf v7.5: Editing a Delta Quote Line Item

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

Editing a Delta Quote Line Item

This workflow allows a user to edit a delta quote line item. It consists of a single workflow process:

CUT eSales - Edit Delta Quote Line Item

This workflow applies open and pending orders to the asset associated with the selected line item and displays the asset in the Product Configurator view. The user makes changes to define the newly requested state and clicks the Done button. The workflow writes the delta of the current and requested states of the asset to the current quote as 1 or more line items. This workflow is shown in Figure 36.

A user starts this workflow by clicking Customize in the Quote Detail view.

Figure 36. CUT eSales - Edit Delta Quote Line Item Workflow

Workflow Description. This workflow does the following:

Checks the action code of the top-level component of the order line item. If the action code is Add, then goes to Step 5.

If the action code is not Add, reads the asset associated with the selected quote line item from the database. Components with a status of Inactive are excluded.

Retrieves all prior open and pending orders that relate to the asset and applies them to generate the requested future state of the asset.

If one of the open or pending orders disconnects the top-level component, the resulting asset is empty. The workflow displays the following error message: "A request has already been made to disconnect this service item." The workflow stops.

Applies the current quote line item to the asset.

Stores the quote header so that line items can be added to it.

Displays the currently requested state of the asset in the Product Configurator view. The user makes the required changes and clicks the Done button.

If the action code of the root item is not Add, caches the previously requested state of the asset to be used as an input to Delta.

Generates the delta of the following as 1 or more quote line items:

The requested state of the asset before the current order line item was applied

The state of the asset after the user has reconfigured it

Writes the quote line item to the database and refreshes the view.

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


Workflow Step	Business Service Method Called
Load Prior Open Order Line Items (Edited)	Find Orders
Set Product Inst: Current Asset	Set Product Instance
Set Asset Header	Set Output Header
Apply Changes: OpenOrders	Apply
Set Prod Inst: Requested Service Item	Set Product Instance
Set Asset Header2	Set Output Header
Apply Changes: Delta Quote Line Item	Apply
Set Active Order Header	Set Output Header
Create Delta	Delta
PMT Sync Quote Line Item	Synchronize
Reconfigure Product Instance	Reconfigure Product Instance
Get Instance	Get Product Instance
Refresh View	Refresh View