Siebel Hospitality Guide > Generating Event Checks > Workflows for Event Checks Functionality >
SHM Trial_Open Check Workflow
This workflow process is called as a sub-workflow of the TNT Wrapper Trial_Open Check Workflow when a user clicks either the Open Check button or the Trial Check button. This workflow process creates an Event Check with a Status of Open or Trial, depending on the button that is clicked. Figure 17 shows this workflow.
Figure 17. SHM Trial_Open Check Workflow
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Workflow Description. This workflow performs the following actions:
- Create Invoice Header. Creates the invoice header from the originating order.
- Clean Up Invoice Items. If an event check is regenerated from the order, then this step deletes the invoice items.
- Package Invoice? Decides whether or not to create invoice items for order function items or meeting function items.
- Create Invoice Items. Creates invoice items for order function line items that are not part of a meeting package.
- Create Invoice Items for Package Types. Creates invoice items for meeting package types.
- Create Invoice Items for Quote Items. Creates invoice items for meeting function items or nonfunction line items.
- Create Invoice Tax Items. Business service step to create taxes & service charges for newly created invoice items.
- Update Invoice Status. Business service step to assign respective status (Trial or Open) to newly created invoice.
- Called for a Package Invoice? Decides whether or not to update the order Status. If this workflow is called to generate a meeting package event check, then the order Status is not set.
- From Open Check? If this workflow is called to generate a meeting package event check with a Status of Open, then this step decides whether or not to lock the meeting packages and meeting functions.
- Freeze Meeting Packages. Locks meeting packages and their functions on the quote for which the event check has been generated.
- Update Order Status. Assigns a Status value (either Trial Check or Event Check) to the originating order for which the event check is generated.
- Called from Open Check? If the workflow is called to generate an event check with a Status of Open, then this step locks the order functions.
- Freeze Order. Locks the order functions that are not part of any meeting package.
- Called From Open Day? If the workflow is called to generate an event check with a Status of Open Day, then this step prevents navigation to the Invoice Detail view by ending the workflow.
- Goto Invoice Detail View. Navigates to the Invoice Detail view.
Associated Business Service Methods. The following table shows the steps in this workflow that call business service methods.
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Create Invoice Header |
Data Transfer |
FINS Data Transfer Utilities |
Clean Up Invoice Items |
Clean Up Invoice Items |
SHM Invoice Process |
Create Invoice Items |
Accumulate |
SH For |
Create Invoice Items for Package Types |
Create Package Type Invoice Items |
SHM Invoice Process |
Create Invoice Items for Quote Items |
Accumulate |
SH For |
Create Invoice Tax Items |
Create Invoice Tax Items |
SHM Invoice Process |
Update Invoice Status |
Set Status |
SHM Invoice Process |
Freeze Meeting Packages |
Data Transfer |
FINS Data Transfer Utilities |
Freeze Order |
Freeze Order |
TNT SHM Order Service |
Goto Invoice Detail View |
GotoView |
TNT SHM Workflow UI Service |
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