Siebel Order Management Guide Addendum for Communications > Workflows for Customer Asset-Based Ordering > Workflows That Process an Order Checkout >

CUT eSales - Set Quote Account Info

This workflow sets account information for a quote. Figure 147 shows this workflow.

The CUT eSales - Checkout Process workflow calls this workflow as a subprocess.

Figure 147. CUT eSales - Set Quote Account Info Workflow

Workflow Description. This workflow:

1. Retrieves the account for the user. If the user does not have an account and the user does not specify a ship-to account for the quote, counts the number of accounts for which the user is a contact.
2. If the user is a contact of more than one account, displays the Select Account view.

   The user must select an account.

3. If the user has an account, if an account is identified as the only account, or if the user selects the account, fills in the account.
4. If the user specifies the ship-to account, sets the account to the current account and fills in the account ID information with the quote.
5. If the service account is empty, sets the service account to the current account and fills in the account ID information with the quote.
6. If the billing account is empty, sets the billing account to the current account and fills in the account ID information with the quote.

Table 140 shows the step in this workflow that calls a business service method.