Siebel Order Management Guide Addendum for Communications > Workflows for Customer Asset-Based Ordering > Workflows That Process an Order Checkout >

CUT eSales - Set Quote Account Info Workflow

This workflow sets account information for a quote. Figure 158 shows this workflow.

The CUT eSales - Checkout Process workflow calls this workflow as a subprocess.

Figure 158. CUT eSales - Set Quote Account Info Workflow

Workflow Description. This workflow performs the following actions:

1. Retrieves the account for the user. If the user does not have an account and the user does not specify a ship-to account for the quote, then counts the number of accounts for which the user is a contact. The Get # of Account step calls the GetBCCount method.
2. If the user is a contact of more than one account, then displays the Select Account view.

   The user must select an account.

3. If the user has an account, if an account is identified as the only account, or if the user selects the account, then fills in the account.
4. If the user specifies the ship-to account, then sets the account to the current account and fills in the account ID information with the quote.
5. If the service account is empty, then sets the service account to the current account and fills in the account ID information with the quote.
6. If the billing account is empty, then sets the billing account to the current account and fills in the account ID information with the quote.