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Creating Signal Actions

You create and modify signal actions in the Signals view. You can set the sequence for a group of actions, set input arguments for actions, and set filter values that determine when an action executes. Use the following procedure to create and modify signal actions.

The Signals view lists and describes all the standard signals that are available in your Siebel Business Application. Table 7 lists some of the signals that are relevant to order management and pricing administration.

Table 7. Sample Signals Relevant to Order Management and Pricing Administration
Signal Name
Description

ApproveItem

Invoked by clicking Generate Approvals in quote, order, and agreement views. Reprices and then generates approval requests for the current line item.

CalculatePriceAndCheckEligibility

Invoked by Add Item and Verify. Performs Pricing and Eligibility on selected rows.

CalculatePrice

Invoked by clicking Reprice or selecting a product for a line item. Establishes context, calls the pricing procedure, and then synchronizes any updates back to the database.

CalcuulatePriceAll

Invoked by clicking Reprice All. Establishes context, calls the pricing procedure, and then synchronizes any updates back to the database.

CalculatePriceExternal

This signal is called when a user calls the method CalculatePriceExternal for the Pricing Manager business service; it is used to calculate the price of a product externally.

CalcultePrice_eSales

Invoked by clicking Reprice in Siebel eSales. Establishes context, calls the pricing procedure, and then synchronizes any updates back to the database.

CalcultePriceAll_eSales

Invoked by clicking Reprice All in Siebel eSales. Establishes context, calls the pricing procedure, and then synchronizes any updates back to the database.

CalcultePrice_Configurator

Invoked by clicking Reprice in Siebel Configurator. Establishes context, calls the pricing procedure, and then synchronizes any updates back to the CP instance.

CalculatePrice_Advisor

Invoked by clicking Get Price in Siebel eAdvisor; displays the prices in the pop-up window.

CheckEligibility

Invoked by the Verify Eligibility Status menu item on the line items applet. Executes the eligibility procedure for the current line item.

CheckEligibilityAll

Not invoked out-of-the-box. Executes the eligibility procedure for all line items.

CopyOrder

Invoked when copying Order records.

CopyQuote

Invoked when copying Quote records.

Get Config Item Price

Called when the user calls the GetConfigItemPrice method of the the Pricing Manager business service; it is used to get the price of a configurable item externally.

Get Product List Price

Called when the user calls the GetProductListPrice method of the the Pricing Manager business service; it is used to get the product list price of the product, as well as other price list field values (for example, MSRP Price and Cost).

GetUserProdPrice

Caculates the list price and net price for a list of products using the login user profile as context.

MergeIntoOnePackage

Invoked by the Package menu item in quote, order, and agreement views. Calls the ISS Package Product Service to combine the selected line items into a package; it then reprices the package.

OrderTemplate

Invoked by clicking Add Items in the Catalog or Favorites list applet. Calls the ISS Template Service to copy line items from favorites in to the shopping cart.

OrderTemplateCopy

Invoked by the ISS Template Service to copy template line items to the current order.

OrderTemplateSelectItems

Invoked by the ISS Template Service to copy template line items from the available product applet to the current order.

Product Recommendation Signal

Invoked by a product selection or by a current line item change. Calls the Product Recommendation Driver Workflow to generate and display product recommendation messages.

QuotesAndOrdersValidate

Invoked by clicking the Verify button on a Header or Line Item. On Header: runs Pricing and Eligibility, verifys promotions, validates data rules, and validates CP. On Line Item: checks eligibility and validates CP.

QuoteTemplateCopy

Invoked by the ISS Template Service to copy template line items to the current quote.

QuoteTemplateSelectItems

Invoked by the ISS Template Service to copy template line items from the available product applet to the current quote.

SetFieldValue

Invoked whenever a field value changes in the quote, order or agreement header, or line items. Triggers various processing depending on the field changed.

SpreadDiscount

Invoked by clicking Spread in the spread discount pop-up applet. Calls the Spread Discount Driver Workflow Process to query the selected line items and spread the specified discount.

SpreadDiscount - All

Invoked by clicking Spread in the spread discount pop-up applet when Type is set to All. Calls the Spread Discount Driver Workflow Process to query all the line items and spread the specified discount.

VerifyItem

Invoked by clicking the Verify button or menu item in quotes, orders or agreements. Calls workflows to reprice and check eligibility. Then calls the FINS Validator business service to execute validation rules.

To create and modify signal actions

  1. Navigate to the Administration - Order Management screen, then the Signals view.
  2. In the Signals list applet, select an existing signal to modify, or create a new signal record.
  3. Lock the signal by checking the Locked Flag box.

    This locks the object for your user ID.

  4. If you are creating a new signal, give it a name and description, and then save the record.
  5. In the Versions list applet, click the Work Space link to drill down to the Actions list applet.
  6. In the Actions list applet, create a new action, or select an existing signal action.
  7. Complete the fields.
    1. Set the Sequence field value to reflect the sequence number of a particular action relative to other actions for the signal.
    2. Set the Service Type field to specify whether the action is a business service method or a workflow:
      • If you specified that the signal action is a workflow, enter the workflow's name in the Service Name field and enter "RunProcess" in the Service Method field.
      • If you specified that the signal action is a business service method, enter the business service name in the Service Name field and enter the method name in the Service Method field.
    3. (Optional) Set filter fields for the action as described in the table that follows.

      Filter fields limit the execution of a signal action. The action occurs only if all filter field values specified match the current situation.

      Filter Field
      Allowed Values
      Description

      Application Name

      Any "Application" repository object name

      Used to define industry-specific or channel-specific logic.

      Mode

      Any string from the ISS_MODE LOV

      Must match the value of the Mode user property on the business component (such as Quote, Order, Asset or Agreement).

      Instance Type

      Any string from the ISS_INSTANCE_TYPE LOV

      Must match the integration component name from the integration object specified in the business component "Instance Uniform Name EAI Object:[Current Business Object]" user property, for example, "Header", "Line Item", or "Payments".

      Fields

      A semi-colon-separated list of field names (example: "Account; Product; Net Price")

      The business component fields for which the action is executed. The action occurs if the active field in the calling business component appears in the list.

      Condition

      A Siebel logical expression that returns TRUE or FALSE.

      If the condition is not empty, the action is only invoked when the condition returns TRUE.
  8. (Optional) In the Parameters list applet (at the bottom), enter input arguments for the action.

    As an example, parameters for the CalculatePrice signal are listed in the following table:

    Input Argument
    Example Value

    CPScope

    Whole

    RowScope

    Selected

    SubPSPWFName

    Pricing Procedure - Default

    Variable Map - Context

    Default Pricing Variable Map - Context

    Variable Map - Row Set

    Default Pricing Variable Map - Row Set

  9. (Optional) You can specify a CanInvoke check by completing the fields in the Properties list applet. See Modifying Signal Properties for Signal Actions.
  10. Navigate back to the Signals list applet.
  11. Click the Release New Version button to release the signal version.
  12. If you are creating a new signal action, create a button, script or workflow to invoke the signal. See Invoking Signals from Controls and Custom Script.
  13. Test the signal.

    You test the signal by triggering the appropriate event.

    NOTE:  After releasing a new version, you must start a new user session (by logging out and logging in again) to test the latest version.

  14. Using Application Deployment Manager (ADM), promote the updated signal definition to the production environment. For information about using ADM, see Siebel Application Deployment Manager Guide.
    
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