Siebel Order Management Guide Addendum for Communications > Workflows for Promotion Groups > Workflows That Verify Product Compatibility >

Product Compatibility - Default Workflow

This workflow determines the required and excluded products, promotions, or promotion groups based on compatibility rules set up in the administration views. The workflow takes a row set of products, promotions, or promotion groups and flags each row with compatibility status and with a comment detailing related products that are either required or excluded.

Figure 127 shows this workflow.

Figure 127. Product Compatibility - Default Workflow

Workflow Description. This workflow performs the following actions:

1. Skip PAC Setup? Determines if the projected asset cache (PAC) setup will be skipped.
2. Set PAC Parameters. Calls the Product Compatibility - Set PAC Parameters workflow.
3. Skip PAC Retrieve? Determines if the retrieve step of the PAC will be skipped.
4. PAC Retrieve. Calls the retrieve step of the PAC.
5. PAC Reformat. Reformats the PAC output row set.
6. Merge Ineligible Rows. Merges the input arguments from the row set and ineligible row set.
7. Filter Duplicate Row Set. Filters and removes any duplicate products in the row set.
8. Post-Pick? Determines if the workflow is run in post-pick mode, which means a record has been added to the quote or order, and therefore all validations will be run on the record.
9. Copy Row Set. Makes a copy of the unique row set created in the Filter Duplicate Row Set step.
10. Merge Row Set to Scope. Merges the row sets to form the scope row sets. The scope row set is all the products that the input row set will be checking the compatibility rules against.
11. Filter Duplicate Projected Assets. Filters any duplicate products in the projected assets row set.
12. Exclude Rules SubProcess. Calls the Product Compatibility - Exclude Rules SubProcess workflow.
13. Require Rules SubProcess. Calls the Product Compatibility - Require Rules SubProcess workflow.
14. Promotion Group Exclude Rules SubProcess. Calls the ISS Promotion Group Compatibility - Exclude Rules SubProcess workflow.
15. Promotion Group Require Rules SubProcess. Calls the ISS Promotion Group Compatibility - Require Rules SubProcess workflow.
16. Check Asset Membership Rules. Calls the ISS Promotion Asset Membership Compatibility Workflow.
17. Fix Row Set with Incompatibility Status. Removes from the row set all the rows that exist in the incompatible row set.
18. Merge Incompatible products. Merges the incompatible row set with the row set.
19. Split Eligible Rows. Splits the rows with compatibility violations from the row set and adds them to the ineligible row set. The Ineligible Row Set now contains a row set of all the products that have eligibility violations or compatibility violations.
20. Merge Dup Incompatible Rows. Merges the Incompatible Row Set with the Row Set.

Table 122 shows the steps in this workflow that call business service methods.