Siebel Order Management Guide Addendum for Communications > Workflows for Employee Asset-Based Ordering > Workflows to Modify a Service Item >

SIS OM Modify Products & Services Process

This workflow determines whether an active quote exists for the current account. If no active quote exists, then this workflow creates a new quote. This workflow generates a quote line item to update the selected asset. If the product has components, then the workflow displays the service item in Configurator with all related open orders applied to it. Otherwise, it displays the Quote Detail view. This workflow also validates due date changes. Figure 23 shows this workflow.

A user initiates this workflow by clicking the Modify button in the following views:

• Accounts screen, Service Items view
• Accounts screen, Account Summary view
• Networks screen, Nodes view
• Networks screen, Connections view
• Networks screen, All Elements view
• Orders screen, Order Entry - Line Items view

Figure 23. SIS OM Modify Products & Services Process Workflow

Workflow Description. This workflow performs the following actions:

1. Gets the details of the current account.
2. Retrieves the active document (quote or order) for the session.

   If the Type field of the account is set to Residential, then the active order is retrieved. Otherwise, the active quote is retrieved.

3. Checks whether or not the Enable AIA Comms system preference is set to TRUE.
4. If the Enable AIA Comms system preference is set to TRUE, then a pop-up window appears in which the user is prompted to select a date. Based on whether the document type is Quote or Order, one of the following actions occurs:
   • If the document type is Quote, then the quote header due date is updated with the date selected in the pop-up window.
   • If the document type is Order, then the order header due date is updated with the date selected in the pop-up window.
5. Gets the number of assets that the user has selected to modify.
6. If the user has selected only one asset, then the currently requested state of the asset is retrieved and displayed in the Product Configurator view. See SIS OM Edit Complex Asset Workflow.
7. If the user has selected more than one asset, then the currently requested state of each asset is retrieved and added to the active document. See SIS OM Edit Complex Asset Workflow.
8. Displays active document.

Table 35 shows the steps in this workflow that call business service methods.