Siebel Order Management Guide Addendum for Communications > Workflows for Customer Asset-Based Ordering > Workflows That Modify Products and Installed Assets >

CUT eSales - Prepare Shopping Cart Process - Interactive

This workflow prepares the Shopping Cart view. Figure 163 shows this workflow.

The CUT eSales - Modify Products and Services Process workflow calls this workflow as a subprocess.

Figure 163. CUT eSales - Prepare Shopping Cart Process - Interactive Workflow

Workflow Description. This workflow:

1. Checks the status of the current shopping cart. If the shopping cart is empty, creates a new quote (shopping cart).
2. If the shopping cart is not empty and does not have an associated account, sets the account for the quote to the account to which the modified asset belongs. Then, the workflow terminates.
3. If the shopping cart is not empty and has an associated account, determines if the master account for the quote matches the master account to which the modified asset belongs. If the master accounts are the same, the workflow terminates.
4. If the master accounts are not the same, displays the Modify Asset Confirmation view.

   The user can save or discard the existing shopping cart, or cancel the modify process.

5. If the user cancels the modify process, displays the Installed Assets or Billing Items view depending on where the original process was called.
6. If the user saves the shopping cart, saves the shopping cart. If an error occurs, displays an error message and returns the user to the Modify Asset Confirmation view. If the cart is saved successfully, creates a new quote.
7. If the user discards the shopping cart, creates a new quote.
8. Sets the account for the quote to the account to which the modified asset belongs.