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

Workflows for In-Memory Promotion Upgrades

This workflow is the driver workflow for the in-memory upgrade promotion flow and is triggered when a user selects the target promotion in the Upgrade applet. The workflow calls sub-processes to modify the assets for promotion upgrade, computes penalty amounts, and calculates the price of target promotion components by calling the Dynamic Pricing workflow. It also launches a staging view if UI mode is enabled.

Figure 128. In Memory Promotion Upgrade Process Workflow

Figure 128 illustrates this workflow.

Workflow Description. This workflow performs the following actions:

1. Get Account Details. This step gets the necessary fields from the Account business component used by subsequent business service methods /steps in the workflow.
2. Get Active Document. This step gets the active document, which can be a quote or sales order.
3. Store Target Promotion. This step stores the Target Promotion ID in the cache to be used by subsequent business service methods in a workflow.
4. Modify Assets. This step invokes the ISS Promotion Modify Complex Asset workflow sub-process. For more information, see ISS Promotion Modify Complex Asset Workflow.
5. Handle PG Memberships. This step invokes the ISS Promotion Group Membership Handling Sub Process - In Memory Upgrade workflow for Promotion Group Membership handling. For more information, see ISS Promotion Group Membership Handling Sub Process - In Memory Upgrade.
6. Upgrade Penalty subprocess. This step invokes the ISS Promotion Upgrade Penalty Sub Process workflow. It calculates the penalty charges and adds the penalty Line Item to the Document. For more information, see ISS Promotion Upgrade Penalty Sub Process.
7. Store Promotion Details. This step stores the promotion details in the cache of the InMemory Upgrade Data Service business service.
8. Call Pricer. This step calculates the price of the target promotion. Pricing Signal Name is configurable, by default the CalculatePrice signal is invoked.
9. Is UI Mode? This step, when set to True, will launch the in-memory staging view. Otherwise, it will go to the Quotes or the Order view after the promotion upgrade. The default value is True.
10. Finish Upgrade. This step invokes the ISS Promotion Finish Upgrade Sub Process, which takes the user to the Sales Order or the Quote view, depending on the document type. For more information, see ISS Promotion Finish Upgrade Sub Process.
11. Go to Staging View. This step launches the in-memory staging view, where users can resolve ambiguity, configure target promotions, run eligibility and compatibility, and complete the promotion upgrade process.