Workflows for Partner Asset-Based Ordering

This chapter explains the Siebel workflows that are specific to Siebel Partner Relationship Manager order management. Many workflows are common to Siebel Partner Relationship Manager and employee or customer management. These workflows are covered in Siebel Order Management Guide and in Workflows for Customer Asset-Based Ordering.

This group of workflows, specific to Oracle’s Siebel Partner Relationship Manager, directs users to the Power Partner Commerce user interface or the Standard Partner Commerce user interface. It includes one workflow process and one subprocess.

This chapter includes the following topics:

CUT eChannel - New Products & Services Process Workflow

This workflow identifies the user role as either a Partner Power Commerce user or a Standard Partner Commerce user and then routes the appropriate user interface to the user. The following figure shows this workflow. For more information about this workflow, see the topic about workflows for employee asset-based ordering in Siebel Order Management Guide.

The user initiates this workflow by logging in at the Partner Portal login screen, selecting the New button from the Installed Assets applet in the Customer Portal view, and selecting New from the Service Items view.

CUT eChannel - New Products & Services Business Process Workflow. This image is described in surrounding text.

Workflow Description

This workflow performs the following actions:

Has Power Role. This step identifies the user role.
Goto Product Catalog. This step calls the process to display the appropriate interface for quotes and orders. It calls the CUT eChannel - Goto Product Catalog View Workflow subprocess if the user is identified as a Standard Partner Commerce user.
SIS OM New Products & Services Process. This step calls the process to display the appropriate interface for quotes and orders. It calls the SIS OM New Products & Services Process workflow if the user is identified as a Power Partner Commerce user.

CUT eChannel - Goto Product Catalog View Workflow

If the user is identified as a Standard Partner Commerce user, then this workflow displays the product catalog for Standard Partner Commerce. The user can browse eCatalog, select products, and add products to the shopping cart. The following figure shows this workflow.

The CUT eChannel - New Products & Services Process workflow calls this workflow as a subprocess.

CUT eChannel - Goto Product Catalog View Workflow. This image is described in surrounding text.

Workflow Description

This workflow performs the following action:

Goto Product Catalog View. If the CUT eChannel - New Products & Services Process workflow identifies the user role as Standard Partner Commerce user, then this step displays the product catalog for Standard Partner Commerce users.

10Workflows for Partner Asset-Based Ordering