Siebel Order Management Guide Addendum for Communications > Workflows for Customer Asset-Based Ordering > Workflows That Process an Order Checkout >
CUT eSales - Set Quote Account Info Workflow
This workflow sets account information for a quote. Figure 171 shows this workflow. The CUT eSales - Checkout Process workflow calls this workflow as a subprocess.
Figure 171. CUT eSales - Set Quote Account Info Workflow
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Workflow Description. This workflow performs the following actions:
- Retrieves the account for the user. If the user does not have an account and the user does not specify a ship-to account for the quote, then counts the number of accounts for which the user is a contact. The Get # of Account step calls the GetBCCount method.
- If the user is a contact of more than one account, then displays the Select Account view.
The user must select an account.
- If the user has an account, if an account is identified as the only account, or if the user selects the account, then fills in the account.
- If the user specifies the ship-to account, then sets the account to the current account and fills in the account ID information with the quote.
- If the service account is empty, then sets the service account to the current account and fills in the account ID information with the quote.
- If the billing account is empty, then sets the billing account to the current account and fills in the account ID information with the quote.
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