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eSales - Order Quote Process

The workflow for turning saved quotes into orders is shown in Figure 3.

Figure 3. eSales - Order Quote Process

The eSales - Order Quote Process is called when a user orders a saved quote in the Saved Quote Detail view in Siebel eSales. The following events happen:

• The process determines whether the quote has expired. If it has not expired, the eSales - Checkout Process (see Figure 8) is called.
• If the quote has expired, the process determines whether the Shopping Cart is empty.
  • If the Shopping Cart is empty, the quote is moved into the Shopping Cart and repriced. The user is sent to the Shopping Cart view.
  • If the Shopping Cart is not empty, the user has three choices:
    • Cancel. The process determines whether the quote is for an existing customer. If it is, the Customer Quote Detail View appears and the process ends. If it is not, the Saved Quote Detail View (eSales) view appears and the process ends.
    • Discard Cart. The current contents of the Shopping Cart are discarded. The quote is moved into the Shopping Cart and repriced, and then the user is sent to the Shopping Cart view.
    • Save. The current contents of the Shopping Cart are saved as a quote. If there is an error, the eSales - Display Error Process (see Figure 26) is called, and then the user is sent back to the Order Quote Confirmation view. For example, this would happen if the user tried to save a quote with a name that was already being used.
      
      If there is no error, the quote is moved into the Shopping Cart and repriced, and then the user is sent to the Shopping Cart view.