Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Process of Managing Bulk Requests >

Submitting a Bulk Request

You submit a bulk request to automatically generate bulk quotes or orders. Each action set in a bulk request generates one bulk quote or order, unless an exception occurs. The contacts, services, and actions in the action set determine the line items in the bulk quote or order.

The processing that generates bulk quotes or orders for the bulk request can take a significant amount of time. Before this processing is complete, you can cancel the submitted bulk request. When you cancel the request, only some of the data in the bulk request is included in the generated bulk quotes or orders. You can resubmit the bulk request later to include the unprocessed data in the bulk quotes or orders. For more information, see Configuring Cancellation Processing.

This task is a step in Process of Managing Bulk Requests.

To submit a bulk request

1. Navigate to the Bulk Requests screen, then the Bulk Requests List view.
2. Select the bulk request record from the list.
3. (Optional) If you want to check for and correct invalid data before you submit the bulk request, then click Validate.
4. Click Submit.

   Your Siebel application validates the bulk request data and begins generating the bulk quotes or orders. Your Siebel application performs the following specific actions:

   • Sets the bulk request Status field to Queued.
   • Submits the bulk request asynchronously to the request queue.
   • Validates the bulk request data.

     For information about correcting invalid bulk request data, see Managing Exception Data in a Bulk Request.

   • Generates the bulk quotes or orders by performing the following steps:
     • Processes the bulk request action sets.
     • For each action set, processes the instances and the actions for each instance.

       NOTE:  Bulk requests do not use the eCfg API to create child items or to modify attributes. In a bulk request, you can define actions for background processing as you can in Siebel Configurator. However, Siebel Configurator runs product scripts that are part of the product description, while bulk ordering does not. Only the validation step at the end of the bulk request process runs Cfg_InstInitialize.

   • Updates the bulk request Status field.
   • Notifies the user specified in the bulk request Notify User field.
5. To update the Status field to the current status of the submission, click Refresh.

   The value in the Status field of the bulk request changes from New to the status of the submission. The possible statuses of the submission while it is processing are described in the following table.

   Status	Comments
   Queued	Processing has not yet started.
   Processing	The bulk request is being processed to create quotes or orders.
   Partially Complete	Processing is complete, but some data was not processed.
   Complete	Processing is complete, and all the data was processed.

   When processing is finished, the user with the ID in the Notify User field of the bulk request is sent an email message about the success of failure of the bulk request submission, and about any invalid data in the bulk request.

6. (Optional) To stop the bulk request processing before it is complete, perform the following steps:
   1. click Cancel Request.

      After you cancel a bulk request, the Status field of the bulk request can have one of the values described in the following table.

      Status	Comments
      Cancel Pending	The cancellation is not complete.
      Canceled	The bulk request is canceled.

   2. To update the Status field to the current status of the cancellation, click Refresh.
7. If the bulk request is for a bulk order, then click Submit Order.

   The orders created by this bulk request are submitted to fulfillment. The Status values of the orders change from Pending to Open.