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ISS Promotion Dynamic Transform Process Workflow


This workflow handles processing when users dynamically transform promotions. The user selects Dynamic Transform in the menu for the Installed Assets applet to call this workflow. For more information, see About Dynamic Transform.

Figure 110 illustrates this workflow.

Figure 110. ISS Promotion Dynamic Transform Process Workflow

Workflow Description. This workflow performs the following actions:

  1. Get Account Details. Obtains the details of the account.
  2. Go to Order? Checks for the value of the target document.
  3. Get Active Quote. Obtains the active quote for the non-residential account when the target document is a quote.
  4. Get Active Order. Obtains the active order for the residential account when the target document is an order.
  5. Set Target Document. Sets the attributes for the target document.
  6. Set Active Document Id. Sets the attributes for the Id profile.
  7. Go to Order2? Checks for the value of the target document again.
  8. Go to Quote Subprocess. Calls the ISS Promotion Dynamic Transform Quote Sub Process when the target document is a quote. For more information, see ISS Promotion Dynamic Transform Quote Reprice Sub Process Workflow.
  9. Need Reprice1? Determines whether the quote must be repriced.
  10. Reprice Quote. Calls the ISS Promotion Dynamic Transform Quote Reprice Sub Process when the quote must be repriced. For more information, see ISS Promotion Dynamic Transform Quote Sub Process Workflow.
  11. Go to Order Subprocess. Calls the ISS Promotion Dynamic Transform Order Sub Process when the target document is an order. For more information, see ISS Promotion Dynamic Transform Order Sub Process Workflow.
  12. Need Reprice? Determines whether the order must be repriced.
  13. Reprice Order. Calls the ISS Promotion Dynamic Transform Order Reprice Sub Process when the order must be repriced. For more information, see ISS Promotion Dynamic Transform Order Reprice Sub Process Workflow.
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