Siebel Order Management Guide Addendum for Communications > Workflows for Promotion Groups > Workflows That Process Agreements >

ISS Promotion Create Agreement Details Workflow

This workflow is used to update assets that are covered by agreements. This workflow is called from ISS Promotion Agreement Management Sub Process to create new agreement items or update existing agreement items, and to update assets that are covered by agreements.

Figure 159 illustrates this workflow.

Figure 159. ISS Promotion Create Agreement Details Workflow

Workflow Description. This workflow performs the following actions:

1. Query Account. This step queries the current account to get the correct account context.
2. Create New Agreement? This step checks the CreateNewAgreementFlag value to see whether to create a new agreement or to update an existing agreement.
3. Fetch Existing Agreement. This step queries for an existing agreement.
4. Find Agreement w/ Same Integration Id. This step queries for an agreement.
5. Agreement Exists? This step checks the Agreement Id value to see if the agreement exists.
6. Agreement Exists 2? This step checks the Agreement Id value to see if the agreement exists.
7. Create New Agreement. This step creates a new agreement record and sets the field values.
8. Is Promotion Component? This step checks whether the installed asset is a component of the promotion.
9. Create Agreement Details. Using the Copy Service business service, this step creates the items covered by the agreement.
10. Create Agreement Details for Promotion Components. Using the Copy Service business service, this step creates the items with Type values of Promotion Component that are covered by the agreement.
11. Create Agreement for Membership. Using the Copy Service business service, this step creates the items with Type values of Membership that are covered by the agreement.
12. Load Existing Items. This step loads the existing agreement items.
13. Remove Existing Items. This step removes existing, invalid agreement items.
14. Set Component Hierarchy. This step sets up the hierarchical relationship of the components in the agreement.
15. For New Agreement Items? This step checks whether the current agreement item is a new item.
16. Update Agreement Item Status. This step checks whether to update the Status value of the agreement item.
17. Check Existing Agreement Items. This step gets the existing agreement items.
18. Root Item Already Created? This step checks whether the root agreement item has been created.
19. Create Covered Asset. This step creates a covered asset for the root promotion item.
20. Deactivate. This step deactivates a component by setting the Status value of the agreement item to Inactive.
21. Resume/Suspend. For a suspend component action, this step updates the status of the agreement item to Suspended. For a resume component action, this step updates the status of the agreement item to Active.

Table 126 shows the steps in this workflow that call business service methods.