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FS - Verify Entitlement Quote Best Price Workflow

The FS - Verify Entitlement Quote Best Price workflow automates the process of verifying entitlements on a quote. This workflow cycles through all the entitlements for line items of a quote and identifies the best-priced entitlement for each line item, and then the workflow enters the ID of the best entitlement on each line item. For more information about the methods that this workflow calls, see FS Verify Entitlement Business Service.

The following data setup is required to allow this workflow to function:

• The quote account must have an agreement with a pricing-type entitlement.
• You must define the values for Products, Type of Calculation and Adjustment Value in the Price Details view in the Entitlements view of the Agreements screen.

This workflow is called when a user selects the Verify command in the Line Items view for a quote.

Figure 9 shows this workflow.

Figure 9. FS - Verify Entitlement Quote Best Price Workflow

Workflow Description. This workflow performs the following actions:

1. GenerateQuoteLineProductList. This step uses the GenerateList method to query for quote data by using search specifications and return a property set according to field list values.
2. GetNextListItem (Quote Item List). This step uses the GetNextItem method to cycle through each quote line item in the property set.
3. True? This step determines whether more quote line items exist to process. If no more quote line items exist, then the workflow terminates. If more quote line items exist, then the workflow continues to the next step.
4. GetNextListItem (Product Item List). This step uses the GetNextItem method to cycle through each product in the property set.
5. VerifyEntitlement. This step calls the VerifyServiceEntitlement method to retrieve the eligible service entitlements for the quote.
6. GetNextListItem (Base Price List). This step uses the GetNextItem method to cycle through each base price in the property set.
7. GetBestPricedEntitlement. This step uses the GetBestPricedEntitlement method to use entitlement discounts to retrieve the best-priced entitlement.
8. Stamp Entitlement. This step enters the ID of the best-priced entitlement on the line item in the quote.