Siebel Order Management Guide Addendum for Communications > Workflows for Employee Asset-Based Ordering > Workflows to Transfer a Service to Another Location >

SIS OM Move Process Workflow

This workflow creates a quote with line items to disconnect all services at the move-out address and to connect those same services at the move-in address. The workflow automatically assigns service points to services at the new address in each case in which a service point of the correct type exists at the new address. Figure 36 shows this workflow.

A user initiates this workflow by clicking the Transfer Service button in the Address MVG of the Accounts view. The user must first specify the end date for services at the move-out address and the start date for services at the move-in address.

Figure 36. SIS OM Move Process Workflow

Workflow Description. This workflow performs the following actions:

1. Identifies and validates the move-out and move-in addresses:
   1. The workflow identifies the move-out address as the address record for the current account that was updated most recently and that has an end date later than the current date.
   2. The workflow identifies the move-in address as the address record for the current account that was updated most recently and that has a start date later than the current date.
   3. If the workflow can identify neither a move-out address nor a move-in address, then the workflow displays the following error message: Cannot identify the move-out address and move-in address. Press OK to return to the Account view.

      Then the workflow terminates.

   4. If the workflow identifies a move-out address and a move-in address that are the same, then the workflow displays the following error message: The move-in address cannot be the same as the move-out address. Press OK to return to the previous view and try again. Move Out Address = <move-out address> Move Out Date = <move-out date> Move In Address = <move-in address> Move In Date = <move-in date>

      Then the workflow terminates.

   5. If the workflow cannot identify a move-out address but can identify a move-in address, then the workflow displays the following error message: Cannot identify the move-out address. Please press Cancel to return to the previous view and provide a valid move-out address, or Continue to manually create a Connect quote for the move-in address.

      For more details, see SIS OM Move Exception Handling Workflow.

   6. If the user clicks Continue, then the workflow creates and displays an empty quote in the Quote Detail view.

      In this view, the user can manually add new items for the move-in address.

   7. If the user clicks Cancel, then the workflow returns the user to the Account view.
2. If the move-in address and the move-out address are validated, then this step retrieves the service items for the move-out address.
   1. The workflow retrieves the service items.
   2. If the move-out address has no service items and a move-in address is not identified, then the workflow displays the following error message: There are no existing service items at the move-out address selected. Press OK to return to the Accounts view.

      Then the workflow terminates.

   3. If the move-out address has no service items and a move-in address is identified, then the workflow displays the following error message: There are no existing service items at the move-out address selected. Press Cancel to return to the Accounts view, or Continue to manually create a Connect quote.
   4. If the user clicks Continue, then the workflow displays an empty quote in the Quote Detail view.

      In this view, the user can manually add new items for the move-in address.

   5. If the user clicks Cancel, then the workflow returns the user to the Account view.
3. Creates an output quote and fills in the account information.
4. Generates two quote line items for each service item at the move-out address:
   • A quote line item to disconnect the service item at the move-out address.
   • A quote line item to connect the service item at the move-in address.
   1. The workflow retrieves in turn each service item at the move-out address.
   2. The workflow applies all open and pending orders related to each service item to generate the requested future state of the item.
   3. The workflow checks to determine whether the asset is disconnected as a result of an open or pending order.

      If the asset is disconnected, then an error message displays and the workflow terminates.

   4. The workflow generates the delta of the requested state of service item with move-out address stamped and an empty future state to create the disconnect instructions for the item.
   5. The workflow adds the disconnect line items to the disconnect quote.
   6. The workflow generates the delta of the requested state of service item with move-in address stamped and an empty current state to create the connect instructions for the item.
   7. The workflow adds the connect line items to the connect quote.
   8. If the move-out address has more service items, then the workflow continues to the next item.

      The following table shows the steps in this part of the workflow that call business service methods.

      Workflow Step	Business Service Method Called
      Find Open Orders on current Move Out Asset	Find Orders
      Set Apply Input Asset	Set Product Instance
      Apply	Apply
      Set Move Out Asset To Delta Disconnect	Set Product Instance
      Set Output Quote Header for Delta Disconnect	Set Output Header
      Delta Disconnect	Delta
      Set Move Delete	Set field Value
      Set Move Out Address	Set field Value
      Set Disconnect Quote	Set Product Instance
      Merge Delta Quote Item into Disconnect Quote	Merge
      Set Output Quote Header for Delta Connect	Set Output Header
      Delta Connect	Delta
      Set Move Add	Set field Value
      Set Move In Address	Set field Value
      Set Related Asset	Set field Value
      Set Connect Quote	Set Product Instance
      Merge Connect Quote Item to Delta Connect Quote	Merge

5. Specifies the due date for each of the disconnect line items.

   The workflow sets the due date to the end date for the move-out address.

   The following table shows the step in this part of the workflow that calls a business service method.

   Workflow Step	Business Service Method Called
   Assign Due Date	Set Field Value

6. If the move-in address is identified, then this step assigns a service point to each service item to connect at that address.
   1. The workflow checks to determine whether existing service points of any type exist at the move-in address.

      For more details, see SIS OM Move Service Point Check Workflow.

   2. If no service points exist at the move-in address, then the workflow displays the following error message: There are no service points at the move-in address selected. Address might be invalid or outside the service area. Press Continue to proceed with only the Disconnect operation or Cancel to return to the Accounts view.
   3. If no available service points of the correct type exist, then the Service Point ID for the item is empty.
   4. If service points exist at the move-in address, then the workflow assigns each service item a service point with the same item type.
   5. If the user clicks Continue, then the workflow displays the disconnect quote in the Quote Detail view. If the user clicks Cancel, then the workflow returns the user to the Account view.

      The following table shows the step in this part of the workflow that calls a business service method.

      Workflow Step	Business Service Method Called
      Auto Select Service IDs	Assign New Service Ids

7. Specifies the due date for each of the connect line items.

   The workflow sets the due date to the start date for the move-in address.

   The following table shows the step in this part of the workflow that calls a business service method.

   Workflow Step	Business Service Method Called
   Assign Due Date for Connect Quote	Set Multiple Field Values

8. A decision point step checks the setting of the Enable AIA Comms system preference, and does one of the following:
   • If the system preference is set to TRUE, then creates a one-time service charge item for the quote. For more information, see SIS OM Add Service Charge Sub-Process Workflow.
   • If the system preference is set to FALSE, then goes to Step 10 without creating a one-time service charge item.
9. If the move-in address is not identified, then this step displays the following error message: Cannot identify the move-in address. Please press Cancel to return to the previous view and provide a valid start date or Continue to proceed with only a disconnect at the move-out address. Move In Date Entered =.

   The user can cancel the process or proceed with only the disconnect service. If the user clicks the Cancel button, then the workflow returns the user to the Accounts view.

10. Merges the disconnect line items and the connect line items into one quote and saves that quote to the database.

    The following table shows the steps in this part of the workflow that call business service methods.

    Workflow Step	Business Service Method Called
    Save Disconnect Quote	Set Product Instance
    Merge Delta Quotes	Merge
    Sync Move Quote	Synchronize

11. Displays the quote in the Quote Detail view.

    For more details, see SIS OM Move Display Quote Workflow.