Siebel Order Management Guide Addendum for Communications > Workflows for Employee Asset-Based Ordering > Workflows for Dynamic Transform >

ISS Promotion Dynamic Transform Quote Sub Process Workflow

This workflow handles the dynamic transformation of source promotions to target promotions for non-residential accounts that are associated with quotes. The ISS Promotion Dynamic Transform Process workflow calls this workflow as a subprocess.

Figure 119 illustrates this workflow.

Figure 119. ISS Promotion Dynamic Transform Quote Sub Process Workflow

Workflow Description. This workflow performs the following actions:

1. Get Quote. This step obtains the current active quote.
2. Get Account. This step obtains the current account details.
3. Go to Quote View. This step navigates to the ISS Promotion Dynamic Transform View - Quote view. In this view, the user can add target promotions and initiate transfers of components from source promotions to target promotions.
4. Get Clicked Button. This step obtains the button that the user clicks in the in the ISS Promotion Dynamic Transform View - Quote view.
5. Continue? This step goes to Step 6 when the user clicks the Cancel button, or goes to Step 8 when the user clicks the Done button.
6. Set Status to Cancel. This step sets the status of the quote to Cancel.
7. Go to Invoking View. This step navigates to the Account Summary view.
8. Get Prom Instance List. This step separates the components for the source promotion into components that were transferred to the target promotion and components that were not transferred to the target promotion.
9. GetDebundleListSize. This step obtains the list of source components that were not transferred to the target promotion and that must be debundled.
10. Debundle Size > 0? This step determines whether the debundle size is greater than 0.
11. Get Prompt List. This step obtains the list of components for which to prompt the user for an action code.
12. Is Prompt Required? This step determines whether a user prompt is required.
13. User Prompt Sub Process. This step calls the ISS Promotion Prompt Interactive Sub Process when a user prompt is required.
14. Get Filtered List Size. This step obtains the number of components to disconnect when a user prompt is not required.
15. Filtered Size > 0? This step determines whether the filtered size is greater than 0.
16. Disconnect Related Items. This step disconnects the promotion components when the filtered size is greater than 0. This step uses the SIS OM PMT business service.
17. Get Unfiltered List Size. This step obtains the number of components to disassociate from the promotion when the filtered size is not greater than 0.
18. Unfiltered Size > 0? This step determines whether the unfiltered size is greater than 0.
19. Edit Related Items. This step obtains the promotion components to the document line item when the unfiltered size is greater than 0. This step uses the SIS OM PMT business service.
20. GetPromListSize. This step obtains the list of promotions to disconnect.
21. Disconnect Prom? This step determines whether promotions must be disconnected.
22. Copy List. This step copies the list of promotions to disconnect when promotions must be disconnected.
23. Get Disconnect Promotion. This step obtains a promotion in the list of promotions to disconnect.
24. Clear Association. This step removes the association between the promotion and the promotion component.
25. More Instance? This step determines whether more promotions must be disconnected.
26. Disconnect Promotions. This step disconnects the source promotions when no more promotions must be disconnected. This step uses the SIS OM PMT business service.
27. Get Target Promotion. This step obtains the target promotion when no promotions must be disconnected.
28. Any New Promotion? This step determines whether any new promotions exist.
29. Apply Promotion Items. This step applies the promotion items to the target promotion when any new promotions exist. This step uses the ApplyItems method.
30. More New Promotion? This step determines whether more new promotions exist.
31. Clean List. This step cleans the list of target promotions when no new promotions exist.
32. Penalty Amount > 0? This step determines whether a penalty amount is greater than 0.
33. Create Penality. This step adds the penalty item for disconnecting the source promotions when the penalty amount is greater than 0.
34. Set Reprice Flag. This step sets the reprice flag so that the quote is repriced.
35. Go to Document Details View. This step navigates to the document view for the newly created quote.