Siebel Order Management Guide Addendum for Communications > Workflows for Employee Asset-Based Ordering > Workflows for Bulk Requests >

ABO Bulk Request Add Item Customize Process Workflow

This workflow customizes a base product. Figure 67 shows this workflow.

A user initiates this workflow by clicking the Add Items button and the Customize button in the Actions applet.

Figure 67. ABO Bulk Request Add Item Customize Process Workflow

Workflow Description. This workflow performs the following actions:

1. Is Template Flag True? This step determines whether the template flag is set.
2. Action Set Query. This step queries the Action Set business component.
3. Action Set Template Query. This step queries the Action Set Template business component.
4. Mode=Order? This step determines if an order or a quote applies.
5. Is Quote Item Id Null? This step checks whether the Quote Item Id value is null.
6. Get Quote Template Details. This step gets the quote template details.
7. Get Quote Item Details. This step gets the quote item details.
8. Is Quote Item Valid? This step checks whether the quote item is valid.
9. Any Quote Template Present? This step checks whether the quote template is present.
10. Set Quote Type. This step sets the quote type.
11. Create Quote Template. This step creates a quote template.
12. Create Quote Item. This step creates a quote item.
13. Revise Quote. This step copies the contents of the bulk request explode quote to the bulk request template quote.

    The bulk request explode quote and the bulk request template quote are temporary quotes that the Bulk Requests functionality uses to create the final quote.

14. Customize in Quote. This step customizes in Quote mode.
15. Is Order Item Id Null? This step checks whether the Order Item Id value is null.
16. Get Order Template Details. This step gets the order template details.
17. Get Order Item Details. This step gets the order item details.
18. Is Order Item Valid? This step checks whether the order item is valid.
19. Revise Order. This step copies the contents of the bulk request explode order to the bulk request template order.

    The bulk request explode order and the bulk request template order are temporary orders that the Bulk Requests functionality uses to create the final sales order.

20. Any Valid Order Template Present? This step checks whether the order template is present.
21. Set Order Type. This step sets the order type.
22. Create Order Template. This step creates an order template.
23. Create Order Item. This step creates an order item.
24. Customize in Order. This step customizes in Order mode.

Table 61 shows the step in this workflow that calls a business service method.