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ISS Promotion Dynamic Transform Process Workflow


This workflow handles processing when users dynamically transform promotions. The user selects Dynamic Transform in the menu for the Installed Assets applet to call this workflow. For more information, see About Dynamic Transform.

Figure 119 illustrates this workflow.

Figure 119. ISS Promotion Dynamic Transform Process Workflow

Workflow Description. This workflow performs the following actions:

  1. Get Account Details. This step obtains the details of the account.
  2. Go to Order? This step checks for the value of the target document.
  3. Get Active Quote. This step obtains the active quote for the non-residential account when the target document is a quote.
  4. Get Active Order. This step obtains the active order for the residential account when the target document is an order.
  5. Set Target Document. This step sets the attributes for the target document.
  6. Set Active Document Id. This step sets the attributes for the Id profile.
  7. Go to Order2? This step checks for the value of the target document again.
  8. Go to Quote Subprocess. This step calls the ISS Promotion Dynamic Transform Quote Sub Process when the target document is a quote. For more information, see ISS Promotion Dynamic Transform Quote Reprice Sub Process Workflow.
  9. Need Reprice1? This step determines whether the quote must be repriced.
  10. Reprice Quote. This step calls the ISS Promotion Dynamic Transform Quote Reprice Sub Process when the quote must be repriced. For more information, see ISS Promotion Dynamic Transform Quote Sub Process Workflow.
  11. Go to Order Subprocess. This step calls the ISS Promotion Dynamic Transform Order Sub Process when the target document is an order. For more information, see ISS Promotion Dynamic Transform Order Sub Process Workflow.
  12. Need Reprice? This step determines whether the order must be repriced.
  13. Reprice Order. This step calls the ISS Promotion Dynamic Transform Order Reprice Sub Process when the order must be repriced. For more information, see ISS Promotion Dynamic Transform Order Reprice Sub Process Workflow.
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