Siebel Order Management Guide Addendum for Communications > Workflows for Promotion Groups > Workflows That Process Agreements >

ISS Promotion Agreement Management Sub Process Workflow

This workflow is used to create an agreement record for the current installed asset. This workflow is called by a user choosing the Auto Asset menu item or clicking the Auto Asset button in the Sales Order screen when a sales order is converted into an installed asset.

Figure 134 illustrates this workflow.

Figure 134. ISS Promotion Agreement Management Sub Process Workflow

Workflow Description. This workflow performs the following actions:

1. GetPromotionDetails. Loads the promotion-related fields from the SiebelMessage input and sets the promotion status.
2. CheckPromotionStatus. Checks the Status Code given by the caller in the input arguments.
3. CalculateDates. Calculates the Start Date and the End Date values for an agreement. The input arguments for this step are Document Id, Promotion Operation Id, Status, Promotion Source Instance Id, Root Product Id (from the Root Product Id user property), and Promotion Operation Type. These input arguments are all part of the output arguments from Step 1.
4. Set Profile Attributes for Dates. Saves the promotion Start Date, End Date, and Effective Date to the profile attribute.
5. Create Agreements. Calls the ISS Promotion Create Agreement Details subprocess to create the agreement details.
6. Suspend/Resume Promotion. For a suspend promotion action, updates the Status value of the agreement to Suspended. For a resume promotion action, this step sets the Status value of the agreement to Active to resume the agreement.
7. Deactivate Promotion. Sets the Status value of the agreement to Inactive.
8. Clear Profile Attributes. Clears the Start Date, End Date, and Effective Date values from the profile attributes.
9. Update Agreement Covered Assets. Calls the ISS Promotion Agreement Covered Assets Sub Process workflow to update the status of the asset covered by the promotion.
10. New Agreement? Checks whether to create a new agreement or to modify an existing agreement.
11. CalculateDates 2. Calculates the Start Date and the End Date values for an agreement. The input arguments for this step are Document Id, Promotion Operation Id, Promotion Source Instance Id, Root Product Id, and Promotion Operation Type.
12. Create Component Agreements. Calls the ISS Promotion Create Agreement Details subprocess to create the agreement details for the promotion components.
13. CalculateDates 3. Calculates the Start Date and the End Date values for an agreement. The input arguments for this step are Document Id, Promotion Operation Id, Promotion Source Instance Id, Root Product Id, and Promotion Operation Type.
14. Update Component Agreements. Calls the ISS Promotion Create Agreement Details subprocess to update the existing agreement details for the promotion components.
15. Calculate Dates for Membership. Calculates the Start Date and the End Date values for an agreement. The input arguments for this step are Document Id, Promotion Operation Id, Status, Promotion Source Instance Id, Root Product Id (from the Promotion Group Id user property), and Promotion Operation Type.
16. Create Membership Agreements. Call ISS Promotion Create Agreement Details subprocess to create agreement details for the memberships.

Table 129 shows the steps in this workflow that call business service methods.