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

ISS Promotion Group Associate Member Sub Process Workflow

This workflow adds an associated member asset as a new line item in the active order or quote. If the member asset does not exist in the active order or quote, then the member asset is added to the active order or quote. If the member asset is a promotion, then the promotion components are added to the order or quote if they do not exist in the active order or quote. This workflow is called when the user associates a member asset with the membership product and the Validate Member Flag field of that membership product has a Y value.

Figure 122 shows this workflow.

Figure 122. ISS Promotion Group Associate Member Sub Process Workflow

Workflow Description. This workflow performs the following actions:

1. Get the TBUI PG Value. Gets the Is PG TBUI Case profile attribute.
2. Is PG TBUI Case? Checks for the value in the Is PG TBUI profile attribute to determine if processing applies to a task-based user interface.
3. Get Account Details of the Member Asset in TBUI Case. Gets the account details when processing applies to a task-based user interface.
4. Get Account Details of the Member Asset in Normal Case. Gets the account details when processing does not apply to a task-based user interface
5. Get Account Details of the Member Asset. Gets the account details.
6. Is Target Document = Order? Checks for the value of the target order or quote.
7. Check for Member Asset in Quote. If the target is a quote, then this workflow calls the ISS Promotion Check Quote Item Sub Process workflow to check if the member asset associated with the membership product already exists in the active quote.
8. Check for Member Asset in Order. If the target is an order, then this workflow calls the ISS Promotion Check Order Item Sub Process workflow to check if the member asset associated with the membership product already exists in the active order.
9. Add Member Asset to the Document? Checks whether the member asset will be brought into the active quote or order.
10. Edit Member Asset. Calls the ISS Promotion Check Order Item Sub Process workflow to bring the member asset into the active quote or order. This step is called if the member asset does not already exist in the active quote or order.
11. Is Asset a Promotion? Checks the product type of the member asset.
12. Load Promotion Related Assets. Loads the asset that is related to a promotion into a list. This step is called if the Product Type value of the member asset is Promotion.
13. Filter Prom Related Asset List. In the active quote or order, this workflow filters the asset list created in Step 12. If the asset is found in the active quote or order, then the asset is removed from the list.
14. Is Size > 0. Checks the size of the filtered asset list.
15. Edit Promotion Related Asset. If the size of the filtered asset list is greater than zero, then this workflow calls the SIS OM Edit Complex Asset workflow for each asset in the filtered asset list.
16. Is PG TBUI Case? Checks for the value in the Is PG TBUI profile attribute to determine if processing applies to a task-based user interface.
17. Refresh BC TBUI. Refreshes the business component for the Order Entry line item when processing applies to a task-based user interface.
18. Refresh BC Normal. Refreshes business component for the Quote Item or Order Entry line item when processing does not apply to a task-based user interface. The refresh action is based on the values contained in the target quote or order.

Table 117 shows the steps in this workflow that call business service methods.