Siebel Order Management Guide Addendum for Communications > Workflows for Employee Asset-Based Ordering > Workflow That Generates Revenue Line Items for an Opportunity >

SIS OM Update Revenue Workflow

This workflow creates revenue items for all quote line items. For quote line items with recurring charge types, this workflow generates multiple revenue items at intervals equivalent to the unit of measurement. The value in the Number of Occurrences field in the quote line item determines the number of line items the workflow generates. Figure 10 shows this workflow.

A user initiates this workflow by clicking the Update Opportunity button in the Quote Detail view.

Figure 10. SIS OM Update Revenue Workflow

Workflow Description. This workflow performs the following actions:

1. Load Quote Line Items. Reads the quote line items from the database.
2. Load Revenue Line Items. Reads the revenue items associated with the opportunity for the quote from the database.
3. Delete Existing Revenue Items. Deletes the existing revenue items.
4. Update Revenue. Creates revenue items for each quote line item that has the following:
   • An action code of Add or Update.
   • A price type that is not Usage.
   • An extended quantity that is not zero.

Table 23 shows the step in this workflow that calls a business service method.