Siebel Order Management Guide Addendum for Communications > Workflows for Employee Asset-Based Ordering > Workflow That Generates Revenue Line Items for an Opportunity >

SIS OM Update Revenue Workflow

This workflow creates revenue items for all quote line items. For quote line items with recurring charge types, this workflow generates multiple revenue items at intervals equivalent to the unit of measurement. The value in the Number of Occurrences field in the quote line item determines the number of line items the workflow generates. Figure 18 shows this workflow.

A user initiates this workflow by clicking the Update Opportunity button in the Quote Detail view.

Figure 18. SIS OM Update Revenue Workflow

Workflow Description. This workflow performs the following actions:

1. Load Quote Line Items. This step reads the quote line items from the database.
2. Load Revenue Items. This step reads the revenue items associated with the opportunity for the quote from the database.
3. Delete Existing Revenue Items. This step deletes the existing revenue items.
4. Update Revenue. This step creates revenue items for each quote line item that has the following:
   • An action code of Add or Update.
   • A price type that is not Usage.
   • An extended quantity that is not zero.

     This step calls the Quote To Revenue method.