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

CUT eSales - Prepare Quote Process Workflow

This workflow generates and returns the necessary event information for an order. Figure 178 shows this workflow.

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

Figure 178. CUT eSales - Prepare Quote Process Workflow

Workflow Description. This workflow performs the following actions:

1. Checks to determine whether any item in the shopping cart is a service instance. If no item is a service instance, then terminates.
2. Checks to determine whether the user has an account. If the user does not have an account, then creates a customer account for the user (based on the shipping and billing address the user provided earlier in the checkout process) and sets the billing and service accounts for the quote to this new account. The Creating Customer Account step calls the CreateOrder method.
3. If the user has an account, then selects the billing and service account and displays these accounts in the Quote Summary view.

   In this view, the user can accept the selected accounts and confirm the order by clicking Submit, or the user can edit the accounts.

4. If the user edits the accounts, then displays the User Select Service and Billing Account view.

   The user selects the required service and billing accounts.

5. If the Service and Billing Account fields do not change (the fields are still NULL), then includes the default values for these fields in the service and billing information in the order header. If either the Service or Billing Account fields change, then retains the current (non-NULL) value. The SetLIAccounts method is called.