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

SIS OM PC Enrollment Workflow


This workflow generates an order for the product that the user selects from the quotes that the price comparison process generates. Figure 44 shows this workflow.

A user initiates this workflow by clicking the Enroll button in the SIS OM PC Opportunity Price Comparison View or the CUT Opportunity PC Price Comparison View (eSales).

Figure 44. SIS OM PC Enrollment Workflow

Workflow Description. This workflow performs the following actions:

  1. Checks to determine whether an account is associated with the opportunity.
  2. If an account does not exist and the Siebel application that called the workflow is not eSales, then this step displays the SIS OM PC Account Entry View to allow the user to create a new account. For more details, see SIS OM PC Create Account Subprocess Workflow.
  3. Checks to determine whether the user created an account. If the user did not create an account, then this step returns the user to the SIS OM PC Opportunity Price Comparison View. For more details, see SIS OM PC Go To Opportunity View Workflow.
  4. If the user created a new account, then this step associates the account with the opportunity. For more details, see SIS OM PC Set Opportunity Account Workflow.
  5. Converts the comparison quote to a regular quote that the order lifecycle can process.
  6. Sets the status of the comparison and competitor quotes to Order Placed.
  7. If the Siebel application that called the workflow is eSales, then this step merges the comparison quote with the shopping cart. For more details, see CUT eSales - PC Enrollment Process Workflow.
  8. If the Siebel application that called the workflow is not eSales, then this step converts the quote to an order and displays the order in the Order Line Item view. For more details, see SIS OM PC Go to Order Entry - Line Items View (Sales) Workflow.

Table 42 shows the steps in this workflow that call business service methods.

Table 42. Associated Business Service Methods
Workflow Step
Method Called
In Business Service

Convert PC Quote to Quote

Convert PC Quote to Quote

SIS OM Pricing Calculator Service

Set Status for PC Competitor

Update Status

SIS OM Pricing Calculator Service

Quote to Order

Convert Product Instance

Product Manipulation Toolkit Service

SIS OM Sync

Synchronize

Product Manipulation Toolkit Service

Get Order Id

Return Property Values

Workflow Utilities

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