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CUT Quote To Order PMT Enhancement


This workflow creates an order that is associated with the current quote. It copies the line items from the quote to the order and sets the quote's status to Order Placed. It then displays the new order in the Order Entry - Line Items view. This workflow is shown in Figure 33.

A user initiates this workflow by clicking the Auto Order button in the Quote Detail view.

Figure 33. CUT Quote To Order PMT Enhancement

Workflow Description. This workflow does the following:

  1. Converts a quote to an order. The new order has all the line items and attributes of the quote.
  2. Explodes line items with a quantity greater than 1 into multiple copies of the line item, each with quantity 1.
  3. Writes the order to the database.
  4. Set the status of the quote to Order Placed.
  5. Refreshes the Quote Orders business component.
  6. Resets the Active Quote such that the current quote is no longer the active quote.
  7. Displays the Order Entry - Line Items view.

Associated Business Service Methods. Table 43 shows the steps in this workflow that call business service methods.

Table 43. CUT Quote To Order PMT Enhancement Method Calls
Workflow Step
Business Service Method Called

PMT Quote 2 Order

Convert Product Instance

PMT Explode

Explode

Sync

Synchronize

Refresh BC

Refresh Business Component

Reset Active Quote

Set Profile Attribute

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