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Trim Method

This method is one of the Product Manipulation Toolkit Business Service Methods. It eliminates line items from a delta quote or delta order based on a soft coded rule or Keep Specification. This method is used, in the Order to Asset workflow, to identify changes in an order item that are ready to apply to the service profile stored in Assets.

For a line item to be kept in the product instance hierarchy, KeepSpec must be TRUE for that line item. All children of the line item will also be removed if the parent is removed.

Arguments

Returns

Removes selected line items from the product instance.

Remarks

If the KeepSpec input is TRUE for a line item, it is kept in the product instance hierarchy. If not, it is eliminated. All children of the line item are removed if the parent is removed.

When Trim is called, the method starts at the top-most item in the product hierarchy and works recursively down through its children. If the KeepSpec evaluates to TRUE for a line item, it is kept in the product instance hierarchy. If not, it and all of its children are eliminated. For example, the KeepSpec for the Order to Asset workflow is:

(([Status] = LookupValue('FS_ORDER_STATUS', 'Complete')) OR ([Action Code] = LookupValue('DELTA_ACTION_CODE', 'Existing'))) AND ([Convert To Asset Flag] = 'Y')

To process items with status other than Complete or Existing, add the status values to the KeepSpec Input Argument.

Examples

Review the following Trim method examples:

• Trimming Pending and Failed Items
• Trimming Orphaned Items

Trimming Pending and Failed Items

The following example shows how this method is used to eliminate pending and failed items.

1. A new installation is partially complete, as in the diagram that follows.
2. Trim eliminates all Pending and Failed items. It also eliminates the 200 Minutes Free product because that product has set Track As Asset to N. This is shown in the diagram that follows.

Trimming Orphaned Items

If an item fails to meet the KeepSpec criteria, this method removes all of its children. The following example shows this situation.

1. A user starts a new installation in which a parent item is Pending and a child item is Complete, as in the diagram that follows.
2. Trim eliminates all Pending or Failed items and their children, Complete or not, as in the diagram that follows.

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Related Information

See the topic about workflows in Siebel Order Management Guide, and the following methods:

• Delta Method
• Apply Method