8Workflows for Promotion Groups
Workflows for Promotion Groups
This chapter describes the workflows for promotion groups functionality that are specific to Siebel Order Management for Industry Applications. It includes the following topics:
About Workflows for Promotion Groups
This chapter describes the workflows for employee asset-based ordering that is specific to industry applications, as applied to promotion groups functionality. This chapter supplements the information about workflows for employee asset-based ordering in Workflows for Employee Asset-Based Ordering and in Siebel Order Management Guide.
Each subtopic in this chapter describes one workflow process. If you cannot see all of the detail in some of the larger workflow diagrams in this chapter, then you can view these workflows in Siebel Tools to see a clearer image.
Many of the processes and subprocesses use business service methods that are specific to Siebel Order Management. The descriptions of workflows include tables listing the names of any methods the workflows call. For information about these methods, see Siebel Order Management Infrastructure Guide.
Workflows That Process Promotion Group Assets
This group of workflows processes promotion group assets. It includes the following workflow processes:
ISS Promotion Group Asset List Sub Process Workflow
This workflow gets the list of assets that can be associated with the membership product. The workflow gets this list by querying the Projected Asset Cache (PAC). It is called when the user selects a membership line item in the Promotion Group Details view of a quote or order.
The following figure shows this workflow.
Workflow Description
This workflow performs the following action:
Retrieve List of Member Asset. This step gets the list of member assets that can be associated with the membership product using the PAC query.
The following table shows the step in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Retrieve List of Member Asset |
Retrieve |
VORD Projected Asset Cache |
ISS Promotion Group Associate Member Sub Process Workflow
This workflow adds an associated member asset as a new line item in the active order or quote. If the member asset does not exist in the active order or quote, then the member asset is added to the active order or quote. If the member asset is a promotion, then the promotion components are added to the order or quote if they do not exist in the active order or quote. This workflow is called when the user associates a member asset with the membership product and the Validate Member Flag field of that membership product has a Y value.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Get the TBUI PG Value. This step gets the Is PG TBUI Case profile attribute.
Is PG TBUI Case? This step checks for the value in the Is PG TBUI profile attribute to determine whether processing applies to a task-based user interface.
Get Account Details of the Member Asset in TBUI Case. This step gets the account details when processing applies to a task-based user interface.
Get Account Details of the Member Asset in Normal Case. This step gets the account details when processing does not apply to a task-based user interface
Is Target Document = Order? This step checks for the value of the target order or quote.
Check for Member Asset in Quote. If the target is a quote, then this step calls the ISS Promotion Check Quote Item Sub Process workflow to check whether the member asset associated with the membership product already exists in the active quote.
Check for Member Asset in Order. If the target is an order, then this step calls the ISS Promotion Check Order Item Sub Process workflow to check whether the member asset associated with the membership product already exists in the active order.
Add Member Asset to the Document? This step checks whether the member asset will be brought into the active quote or order.
Edit Member Asset. This step calls the ISS Promotion Check Order Item Sub Process workflow to bring the member asset into the active quote or order. This step is called if the member asset does not already exist in the active quote or order.
Is Asset a Promotion? This step checks the product type of the member asset.
Load Promotion Related Assets. This step loads the asset that is related to a promotion into a list. This step is called if the Product Type value of the member asset is Promotion.
Filter Prom Related Asset List. In the active quote or order, this step filters the asset list created in Step 11. If the asset is found in the active quote or order, then the asset is removed from the list.
Is Size > 0. This step checks the size of the filtered asset list.
Edit Promotion Related Asset. If the size of the filtered asset list is greater than zero, then this step calls the SIS OM Edit Complex Asset workflow for each asset in the filtered asset list.
Is PG TBUI Case? This step checks for the value in the Is PG TBUI profile attribute to determine whether processing applies to a task-based user interface.
Refresh BC TBUI. This step refreshes the business component for the Order Entry line item when processing applies to a task-based user interface.
Refresh BC Normal. This step refreshes business component for the Quote Item or Order Entry line item when processing does not apply to a task-based user interface. The refresh action is based on the values contained in the target quote or order.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Load Promotion Related Assets |
LoadPromRelatedAssets |
ISS Promotion Management Service |
Filter Prom Related Asset List |
FilterListByActiveDoc |
ISS Promotion Management Service |
Edit Promotion Related Asset |
Iterate Process For Selected Rows |
SIS OM PMT Service |
ISS Promotion Group Associated Member Sub Process Workflow
This workflow is used to get the details of the member asset associated with the membership product by querying the Projected Asset Cache (PAC). This workflow is called when the user selects a membership line item in the Promotion Group Details view of a quote or order.
The following figure shows this workflow.
Workflow Description
This workflow performs the following action:
Retrieve List of Member Asset. This step uses a PAC query to get the details of the member asset that is associated with the membership product.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Retrieve List of Member Asset |
Retrieve |
VORD Projected Asset Cache |
ISS Promotion Group Membership Disconnect Process Workflow
This workflow is used to disconnect a membership asset and the associated member asset if the Delete Member Flag field has a Y value. This workflow is called when the user disconnects any membership asset.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Any Associated Member? This step checks the Integration Id value of the member asset.
Get Delete Member Flag. This step gets the Delete Member Flag field value from the selected membership product. This step is called if the value of the member asset Integration Id is not null.
Get Member Asset Details. This step gets the Product Type value of the asset associated with the membership.
Is Delete Member? This step checks the Delete Member flag value of the membership product.
Get Associated Memberships. This step gets the count and the list of membership assets associated with the member asset. The member asset is associated with the selected membership product for deletion. This step is called if the Delete Member flag in the membership product has a Y value.
Associated to > 1 memberships. This step checks the number of the membership assets associated with a member asset.
Build - Cannot Delete Member Message. This step creates a warning message indicating that the member asset cannot be disconnected because it is associated with more than one membership asset. This step is called if the member asset is associated with more than one membership asset.
Load Message. This step loads the user warning message.
Wait for user click. This step waits for the user response to the warning message.
Get Product Type of Member Asset 2. This step gets the Product Type value of the asset associated with the membership.
Is Member Promotion? This step checks for the product type of the member asset.
Calculate Promotion Penalty. This step calls the ISS Promotion Calculate Promotion Penalty Charges SubProcess workflow to calculate the penalty for the promotion and its components. This step is called if the Product Type value in the member asset is Promotion.
Add to Membership Penalty. This step adds the promotion penalty charge to the total penalty charge.
Calculate Membership Penalty. This step calls the ISS Promotion Group Check Commitment Sub Process workflow to calculate the membership asset penalty charge.
Add Penalty. This step adds the membership penalty charge to the total penalty charge.
Penalty > 0? This step checks the value of the total penalty charge.
Load Penalty Message. This step loads the user penalty warning message. This step is called if the Total Penalty Charge value is greater than zero.
Wait For Message Response. This step waits for the user response to the penalty warning message.
Get Response. This step gets the user response to the penalty warning message.
Accept Penalty? This step checks the Total Penalty Charge value.
Disconnect Membership Product. This step calls the SIS OM Disconnect Asset Sub-process workflow to disconnect the membership product.
Delete Member? This step checks the Delete Member flag value in the membership product.
Is Member a Promotion? This step checks the Product Type value in the member asset. This step is called if the Delete Member flag field has a Y value.
Load Promotion Related Assets. This step loads the assets related to a promotion into a list. This step is called if the Product Type value in the member asset is Promotion.
Load Promotion Asset. This step loads the promotion asset into a list.
Filter Promotion Related Asset By Active Doc. This step filters the asset list from Step 24 with the current quote or order. If the asset is found in the current quote or order, then it is removed from the list.
Disconnect Promotion And Promotion Related Assets. This step calls the ISS Promotion Disconnect Process workflow to disconnect the promotion and its related assets.
Disconnect Member Product. This step calls the SIS OM Disconnect Asset Sub-process workflow to disconnect the member product. This step is called if the Product Type value in the member asset is Product.
Get Validate Member Flag. This step gets the Validate Member flag value in the membership product. This step is called if the Delete Member flag field has an N value.
Validate Member? This step checks for the Validate Member flag value in the membership product.
Edit Member Asset. This step calls the SIS OM Edit Complex Asset Workflow to bring the member asset to the active quote or order. This step is called if the Validate Member flag field has a Y value.
Is Member Asset a Promotion? This step checks for the Product Type value in the member asset.
Load Prom Related Assets. This step loads the assets related to a promotion into a list. This step is called if the Product Type value in the member asset is Promotion.
Filter Prom Related Asset By Active Doc. This step filters the asset list from Step 33 with the current quote or order. If the asset is found in the current quote or order, then it is removed from the list.
Is Size > 0? This step checks the size of the filtered asset list.
Edit Promotion Related Assets. This step calls the SIS OM Edit Complex Asset Workflow for each asset listed in the filtered asset list. This step is called if the size of the filtered asset list is greater than zero.
Is Penalty Charge Amount > 0? This step checks the total penalty charge value.
Go to Order? This step checks the value of the target quote or order. This step is called if the value of the total penalty charge is greater than zero.
Query Order. This step queries the active quote. This step is called if the target is Order.
Add Penalty to Order. This step adds the penalty product to the active order.
Query Quote. This step queries the active quote. This step is called if the target is Quote.
Add Penalty to Quote. This step adds the penalty product to the active quote.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Get Delete Member Flag |
GetMembershipRuleSettings |
ISS Promotion Group Management Service |
Get Associated Memberships |
CollectListOfMemberships |
ISS Promotion Group Management Service |
Build - Cannot Delete Member Message |
Echo |
Workflow Utilities |
Load Message |
UpdateMessages |
Unified Messaging Service |
Add to Membership Penalty |
Echo |
Workflow Utilities |
Add Penalty |
Echo |
Workflow Utilities |
Load Penalty Message |
LoadMessage |
ISS Promotion Management Service |
Get Response |
GetResponseType |
ISS Promotion Management Service |
Load Promotion Related Assets |
LoadPromRelatedAssets |
ISS Promotion Management Service |
Load Promotion Asset |
LoadPromAsset |
ISS Promotion Management Service |
Filter Promotion Related Asset By Active Doc |
FilterListByActiveDoc |
ISS Promotion Management Service |
Get Validate Member Flag |
GetMembershipRuleSettings |
ISS Promotion Group Management Service |
Load Prom Related Assets |
LoadPromRelatedAssets |
ISS Promotion Management Service |
Filter Prom Related Asset By Active Doc |
FilterListByActiveDoc |
Filter Prom Related Asset By Active Doc |
Edit Promotion Related Assets |
Iterate Process For Selected Rows |
SIS OM PMT Service |
ISS Promotion Group Disconnect Process Workflow
This workflow is used to disconnect a promotion group and all its memberships. It is called when the user selects a promotion group in the Installed Assets screen and clicks the Disconnect button.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Load Prom Group Related Assets. This step gets the list of promotion group memberships and rewards.
Get Next PG Item. This step iterates through the list of promotion group items.
IS Reward? This step checks whether the promotion group item is a reward.
Get Delete Member Flag. This step checks whether the Delete Member flag is selected for the membership.
Is Delete Member? This step checks the Delete Member flag value of the membership product.
Get Associated Memberships. This step gets all the associated memberships for this asset if the Delete Member flag has a Y value.
Associated to > 1 Membership. This step checks whether the asset is associated with more than one membership.
Build - Cannot Delete Member Message. This step creates a message to indicate that the asset cannot be disconnected if the asset is associated with more than one membership.
Load Message. This step loads the message from Step 8 in the UMF applet.
Wait for response. This step waits for the user response to the warning message.
Get Product Type of Member Asset 2. This step gets the Product Type value of the asset associated with the membership.
Is Member Promotion? This step checks for the product type of the member asset.
Calculate Promotion Penalty. This step calculates the penalty if the member asset is a promotion.
Add to Membership Penalty. This step adds the promotion penalty charge to the total penalty charge.
Calculate Membership Penalty. This step calculates the penalty for membership
Add Penalty.. This step adds all the penalties for disconnecting the membership.
Add Prom Group Penalty. This step adds the penalty to the promotion group.
Penalty > 0. This step checks whether the penalty is greater than zero.
Load Penalty Message. This step loads the penalty message in the UMF applet.
Wait For Message Response. This step waits for the user response to the penalty warning message.
Get Response. This step gets the accept or reject response for the penalty message.
Accept Penalty? This step checks the Total Penalty Charge value.
Is PG Item Count > 0. This step determines whether the number of Promotion Group items is greater than 0.
Delete Promotion Group Item. This step deletes the membership or reward Promotion Group item.
Get Next Promotion Group Item. This step gets the next Promotion Group item, either a membership or reward from the list.
Is End Of Promotion Group Item List? This step checks whether the Promotion Group Item list is empty.
Is Reward Product? This step checks whether the Promotion Group item is a reward.
Any Associated Member? This step checks whether the membership has associated member assets.
Get Delete Member Asset Flag. This step checks whether the Delete Member flag is selected for a membership.
Get Product Type of Member Asset. This step gets the Product Type value of the asset associated with the membership.
Delete Member? This step checks whether the Delete Member flag is selected for a membership.
Is Member Promotion? This step checks whether the associated member asset is a promotion.
Disconnect Member Product. This step disconnects the member asset.
Load Promotion Related Assets. This step loads the promotion related assets if the promotion is the member asset.
Load the Promotion Asset. This step loads the promotion asset if the promotion is the member asset.
Filter Promotion Related Asset By Active Doc. This step filters the asset list from Step 34 with the current quote or order. If the asset is found in the current quote or order, then it is removed from the list.
Disconnect Promotion and Promotion related Assets. This step disconnects the promotion and its related assets.
Get Validate Member Asset Flag. This step verifies if the Validate Member flag is selected for the membership.
Validate Member? This step verifies if the Validate Member flag is selected.
Edit Member Asset. This step edits the member asset.
Is Asset a Promotion? This step checks whether the member asset is a promotion.
Load Prom Related Assets. This step loads the promotion related assets if the promotion is the member asset.
Filter Prom Related Asset By Active Doc. This step filters the asset list from Step 42 with the current quote or order. If the asset is found in the current quote or order, then it is removed from the list.
Is Size > 0? This step checks the size of the filtered asset list.
Edit Promotion Related Assets. This step brings the promotion related assets to the quote or order.
Is Penalty Charge Amount > 0? This step checks the total penalty charge value.
Go to Order? This step checks the value of the target quote or order. This step is called if the value of the total penalty charge is greater than zero.
Query Order. This step gets the active order.
Query Quote. This step gets the active quote.
Add Penalty to Order. This step adds the penalty item to an order.
Add Penalty to Quote. This step adds the penalty item to a quote.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Load Prom Group Related Assets |
LoadPromGroupRelatedAssets |
ISS Promotion Group Management Service |
Get Next PG Item |
GetPGItemFromList |
ISS Promotion Group Management Service |
Add Penalty |
Echo |
Workflow Utilities |
Add to Membership Penalty |
Echo |
Workflow Utilities |
Add Prom Group Penalty |
Echo |
Workflow Utilities |
Get Delete Member Flag |
GetMembershipRuleSettings |
ISS Promotion Group Management Service |
Delete Prom Group Item |
Iterate Process For Selected Rows |
SIS OM PMT Service |
Get Next Prom Group Item |
GetPGItemFromList |
ISS Promotion Group Management Service |
Get Associated Memberships |
CollectListOfMemberships |
ISS Promotion Group Management Service |
Build - Cannot Delete Member Message |
Echo |
Workflow Utilities |
Load Message |
UpdateMessages |
Unified Messaging Service |
Load Penalty Message |
LoadMessage |
ISS Promotion Management Service |
Edit Promotion Related Assets |
Iterate Process For Selected Rows |
SIS OM PMT Service |
Get Response |
GetResponseType |
ISS Promotion Management Service |
Get Delete Member Asset Flag |
GetMembershipRuleSettings |
ISS Promotion Group Management Service |
Get Validate Member Asset Flag |
GetMembershipRuleSettings |
ISS Promotion Group Management Service |
Filter Prom Related Asset By Active Doc |
FilterListByActiveDoc |
ISS Promotion Management Service |
Load Prom Related Assets |
LoadPromRelatedAssets |
ISS Promotion Management Service |
Load Promotion Related Assets |
LoadPromRelatedAssets |
ISS Promotion Management Service |
Load Promotion Asset |
LoadPromAsset |
ISS Promotion Management Service |
Filter Promotion Related Asset By Active Doc |
FilterListByActiveDoc |
ISS Promotion Management Service |
Workflow That Modifies the Promotion Group
This workflow modifies promotion groups. It includes one workflow process, ISS Modify Promotion Group Workflow.
ISS Modify Promotion Group Workflow
This workflow is used to modify promotion groups. It is called when the user selects a membership in the Promotion Group Management view and clicks the Add button.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Get Dash Board. This step gets the customer dashboard.
Dash Board Set? This step checks whether the customer dashboard is set.
Get Account Id. This step gets the account ID from the customer dashboard.
Get Account Details. This step gets the account details.
Valid Account? This step checks whether the account set in the customer dashboard is a valid account.
Go To Order? This step determines whether to go to the active order.
Get Active Quote. This step gets the active quote.
Get Active Order. This step gets the active order.
Edit PG Asset. This step edits the promotion group asset.
Add PG Item. This step adds the promotion group item, either a membership or reward, to the order or quote.
Go to Document Details View. This step navigates to the quote or order.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Add PG Item |
AddPromotionGroupItem |
ISS Promotion Group Management Service |
Get Account Id |
GetCurrentContactId |
Persistent Customer Dashboard |
Get Dash Board |
IsDashboardOn |
Persistent Customer Dashboard |
Add PG Item |
AddPromotionGroupItem |
ISS Promotion Group Management Service |
Workflows That Verify Product Compatibility
This group of workflows verifies the compatibility of all the products in a quote or order. It includes the following workflow processes:
Product Compatibility - Default Workflow
This workflow determines the required and excluded products, promotions, or promotion groups based on compatibility rules set up in the administration views. The workflow takes a row set of products, promotions, or promotion groups and flags each row with compatibility status and with a comment detailing related products that are either required or excluded.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Skip PAC Setup? This step determines whether the projected asset cache (PAC) setup will be skipped.
Set PAC Parameters. This step calls the Product Compatibility - Set PAC Parameters workflow.
Skip PAC Retrieve? This step determines whether the retrieve step of the PAC will be skipped.
PAC Retrieve. This step calls the retrieve step of the PAC.
PAC Reformat. This step reformats the PAC output row set.
Merge Ineligible Rows. This step merges the input arguments from the row set and ineligible row set.
Filter Duplicate Row Set. This step filters and removes any duplicate products in the row set.
Post-Pick? This step determines whether the workflow is run in post-pick mode, which means a record has been added to the quote or order, and therefore all validations will be run on the record.
Copy Row Set. This step makes a copy of the unique row set created in the Filter Duplicate Row Set step.
Merge Row Set to Scope. This step merges the row sets to form the scope row sets. The scope row set is all the products that the input row set will be checking the compatibility rules against.
Filter Duplicate Projected Assets. This step filters any duplicate products in the projected assets row set.
Exclude Rules SubProcess. This step calls the Product Compatibility - Exclude Rules SubProcess workflow.
Require Rules SubProcess. This step calls the Product Compatibility - Require Rules SubProcess workflow.
Promotion Group Exclude Rules SubProcess. This step calls the ISS Promotion Group Compatibility - Exclude Rules SubProcess workflow.
Promotion Group Require Rules SubProcess. This step calls the ISS Promotion Group Compatibility - Require Rules SubProcess workflow.
Check Asset Membership Rules. This step calls the ISS Promotion Asset Membership Compatibility Workflow.
Fix Row Set with Incompatibility Status. This step removes from the row set all the rows that exist in the incompatible row set.
Merge Incompatible products. This step merges the incompatible row set with the row set.
Split Eligible Rows. This step splits the rows with compatibility violations from the row set and adds them to the ineligible row set. The Ineligible Row Set now contains a row set of all the products that have eligibility violations or compatibility violations.
Merge Dup Incompatible Rows. This step merges the Incompatible Row Set with the Row Set.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
PAC Retrieve |
Retrieve |
VORD Projected Asset Cache |
PAC Reformat |
Conditional Action Transform |
Row Set Transformation Toolkit |
Merge Ineligible Rows |
Merge Transform |
Row Set Transformation Toolkit |
Filter Duplicate Row Set |
Filter Duplicate Row Set |
Row Set Transformation Toolkit |
Copy Row Set |
CopyInput |
ISS Compatibility Multi-Popup Service |
Merge Row Set to Scope |
Merge Transform |
Row Set Transformation Toolkit |
Filter Duplicate Projected Assets |
Aggregate Transform |
Row Set Transformation Toolkit |
Fix Row Set with Incompatibility Status |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Merge Incompatible products |
Merge Transform |
Row Set Transformation Toolkit |
Split Eligible Rows |
Split Transform |
Row Set Transformation Toolkit |
Merge Dup Incompatible Rows |
Merge Ineligible Rows |
ISS Promotion Group Validation Service |
Product Compatibility - Exclude Rules SubProcess Workflow
This workflow checks product compatibility, using the exclude rules.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Get Incompatible Products. This step loads the A-Excludes-B rules for the products.
Get Incompatible Products (Mutual). This step loads the B-Excludes-A rules for the products.
Filter ALL or PAC Scope. This step filters ALL or Projected Asset Cache (PAC) Scope from the compatibility rules.
Copy ALL/PAC Row. This step makes a copy of the ALL/PAC row.
Copy ALL/PAC Row2. This step makes a different copy of the ALL/PAC row.
Incompatible Products in Projected Assets. This step joins the excluded products list to the projected assets and keeps any rule that is broken.
Incompatible Promotion in PAC. This step joins the excluded promotions list to the projected assets and keeps any rule that is broken.
Filter Intra CP Scope. This step filters the Intra Customizable Product Scope from the compatibility rules.
Filter Root CP. This step filters the row set that shares the customizable product root.
Filter Duplicate Root CP. This step removes any duplicate row set from Step 8.
Common Root CP in PAC. This step generates a new row set of items that share the customizable product common root in the projected asset cache.
Intra CP Incompatible Products in Projected Assets? This step joins the excluded intra-customizable products list to the projected assets and keeps any rule that is broken.
Merge Exclude Rules. This step merges All/PAC Scope violations with Intra-CP Scope violations.
Get Violating Product Name. This step gets the product name for all excluded products in the Intra-CP Scope check.
Flag Incompatible Rows. This step flags rows in the row set with Status and Comment for incompatibilities found in the previous step.
Filter Intra Promotion Scope. This step filters Intra Customizable Product Scope from the compatibility rules.
Filter Root Promotion. This step filters the row set that shares the same root promotion instance.
Filter Duplicate Root Promotion. This step removes any duplicate row set from the previous step.
Common Root Promotion in PAC. This step generates a new row set of items that share the common root promotion instance in the PAC.
Intra Promo Incompatible Products in Projected Assets? This step joins the excluded intra-promotion products list to the projected assets and keeps any rule that is broken.
Get Violating Product Name (Intra Promo). This step gets the product name for all excluded products in the Intra-Promotion Scope check.
Flag Incompatible Rows (Intra Promo). This step flags any products that are incompatible with one of the projected assets.
Get Violating Product Name (ALL/PAC-promo). This step gets the product name for all excluded products in the All/PAC Scope check and that are associated with a promotion instance.
Flag Incompatible Rows (All/PAC-promo). This step flags any products that are incompatible with one of the projected assets.
Merge Incompatible Rows. This step merges the Intra-Promotion Scope violations with previous violations.
Merge Incompatible Rows 2. This step merges All/Pac Scope and promotion instance violations with previous violations.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Get Incompatible Products |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Get Incompatible Products (Mutual) |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Filter ALL or PAC Scope |
Split Transform |
Row Set Transformation Toolkit |
Copy ALL/PAC Row |
Echo |
Workflow Utilities |
Copy ALL/PAC Row2 |
Echo |
Workflow Utilities |
Incompatible Products in Projected Assets? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Incompatible Promotion in PAC? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Intra CP Scope |
Split Transform |
Row Set Transformation Toolkit |
Filter Root CP |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Duplicate Root CP |
Aggregate Transform |
Row Set Transformation Toolkit |
Common Root CP in PAC |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Intra CP Incompatible Products in Projected Assets? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Merge Exclude Rules |
Merge Transform |
Row Set Transformation Toolkit |
Get Violating Product Name |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Intra Promotion Scope |
Split Transform |
Row Set Transformation Toolkit |
Filter Root Promotion |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Duplicate Root Promotion |
Aggregate Transform |
Row Set Transformation Toolkit |
Common Root Promotion in PAC |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Intra Promo Incompatible Products in Projected Assets? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Get Violating Product Name (Intra Promo) |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows (Intra Promo) |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Get Violating Product Name (ALL/PAC-promo) |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows (All/PAC-promo) |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Merge Incompatible Rows |
Merge Transform |
Row Set Transformation Toolkit |
Merge Incompatible Rows 2 |
Merge Transform |
Row Set Transformation Toolkit |
Product Compatibility - Require Rules SubProcess Workflow
This workflow checks product compatibility, using the require rules.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Get Incompatible Products. This step loads the A-Requires-B rules for the products.
Filter ALL or PAC Scope. This step filters the ALL or PAC Scope from the compatibility rules.
Copy ALL/PAC Row. This step makes a copy of the ALL/PAC Row for later use.
Copy ALL/PAC Row2. This step makes a different copy of the ALL/PAC Row for later use.
Incompatible Products in Projected Assets. This step joins the required products list to the projected assets and keeps any rule that is broken.
Incompatible Promotion in PAC. This step joins the required promotions list to the projected assets and keeps any rule that is broken.
Filter Intra CP Scope. This step filters the Intra Customizable Product Scope from the compatibility rules.
Filter Root CP. This step filters the row set that shares the same customizable product root.
Filter Duplicate Root CP. This step removes any duplicate row set from the previous step.
Common Root CP in PAC. This step generates a new row set of items that share the Customizable Product common root in the PAC.
Intra CP Incompatible Products in Projected Assets? This step joins the required intra-customizable products list to the projected assets and keeps any rule that is broken.
Merge Required Rules. This step merges All/PAC Scope violations with Intra-CP Scope violations.
Get Violating Product Name. This step gets the product name for all required products in the Intra-CP Scope check.
Flag Incompatible Rows. This step flags any products that are incompatible with one of the projected assets.
Filter Intra Promotion Scope. This step filters Intra Customizable Product Scope from the compatibility rules.
Filter Root Promotion. This step filters the row set that shares the same root promotion instance.
Filter Duplicate Root Promotion. This step removes any duplicate row sets from the previous step.
Common Root Promotion in PAC. This step generates a new row set of items that share the common root promotion instance in the PAC.
Intra Promo Incompatible Products in Projected Assets? This step joins the required intra-promotion products list to the projected assets and keeps any rule that is broken.
Get Violating Product Name (Intra Promo). This step gets the product name for all required products in the Intra-Promotion Scope check.
Flag Incompatible Rows (Intra Promo). This step flags any products that are incompatible with one of the projected assets.
Get Violating Product Name (ALL/PAC-promo). This step gets the product name for all required products in the All/PAC Scope check and that are also associated with a promotion instance.
Flag Incompatible Rows (All/PAC-promo). This step flags any products that are incompatible with one of the projected assets.
Merge Incompatible Rows. This step merges the incompatible row set with the row set.
Merge Incompatible Rows 2. This step merges the All/Pac Scope and promotion instance violations with previous violations.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Get Incompatible Products |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Filter ALL or PAC Scope |
Split Transform |
Row Set Transformation Toolkit |
Copy ALL/PAC Row |
Echo |
Workflow Utilities |
Copy ALL/PAC Row2 |
Echo |
Workflow Utilities |
Incompatible Products in Projected Assets? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Incompatible Promotion in PAC? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Intra CP Scope |
Split Transform |
Row Set Transformation Toolkit |
Filter Root CP |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Duplicate Root CP |
Aggregate Transform |
Row Set Transformation Toolkit |
Common Root CP in PAC |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Intra CP Incompatible Products in Projected Assets? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Merge Required Rules |
Merge Transform |
Row Set Transformation Toolkit |
Get Violating Product Name |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Intra Promotion Scope |
Split Transform |
Row Set Transformation Toolkit |
Filter Root Promotion |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Duplicate Root Promotion |
Aggregate Transform |
Row Set Transformation Toolkit |
Common Root Promotion in PAC |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Intra Promo Incompatible Products in Projected Assets? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Get Violating Product Name (Intra Promo) |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows (Intra Promo) |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Get Violating Product Name (ALL/PAC-promo) |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows (All/PAC-promo) |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Merge Incompatible Rows |
Merge Transform |
Row Set Transformation Toolkit |
Merge Incompatible Rows 2 |
Merge Transform |
Row Set Transformation Toolkit |
Workflows That Process Compatibility Rules
This group of workflows processes the compatibility exclude rules. It includes the following workflows:
ISS Promotion Group Compatibility - Exclude Rules Sub Process Workflow
This workflow checks for promotion group compatibility exclude rules.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Match Membership. This step loads the new row sets from the PAC with member assets that have a membership association.
Filter Duplicate Projected Assets. This step removes any duplicate rows from the previous step.
Get Promo Group Check Eligi Flag. This step uses the Promotion Group Id to get the Check Eligibility flag for the promotion group.
Check Promo Group EC? This step filters rows that have the Promotion Group Check Eligibility set to Y.
Get Incompatible Row. This step loads the A-Excludes-B rules for the promotion group with an Intra-Promotion Group Scope.
Get Incompatible Row (Mutual). This step loads the B-Excludes-A rules for the promotion group with an Intra-Promotion Group Scope.
Match Rel Membership in PAC. This step finds items in the PAC that have the same related membership.
Incompatible Intra PG in PAC? This step joins the excluded products list to the projected assets and keeps any rule that is broken.
Flag Incompatible Rows - Intra PG. This step flags any products that are incompatible with one of the projected assets.
Find Membership Asso W/Asset. This step finds memberships that are associated with member assets.
Filter Duplicate. This step removes any duplicate rows from the previous step.
Get Prom Group Check Eligi Flag. This step uses the Promotion Group Id to get the Check Eligibility flag for the promotion group. The returned row set in this check includes only memberships that are associated with member assets.
Check Prom Group EC? This step filters rows that have the Promotion Group Check Eligibility set to Y.
Get Incompatible PG. This step loads the A-Excludes-B rules for the promotion group with an Inter-Promotion Group Scope.
Get Incompatible PG (Mutual). This step loads the B-Excludes-A rules for the promotion group with an Inter-Promotion Group Scope.
Asset Member Filter 1. This interim step finds the common memberships.
Asset Member Filter 2. This interim step finds the common member associations.
Incompatible Asset Member in PAC? This step joins the excluded member asset product list to the projected assets and keeps any rule that is broken.
Flag Incompatible Rows - Asset Member. This step flags any products that are incompatible with one of the projected assets.
Merge Incompatible Rows. This step merges incompatible row sets.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Match Membership |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Duplicate Projected Assets |
Aggregate Transform |
Row Set Transformation Toolkit |
Get Promo Group Check Eligi Flag |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Check Promo Group EC? |
Conditional Action Transform |
Row Set Transformation Toolkit |
Get Incompatible Row |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Get Incompatible Row (Mutual) |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Match Rel Membership in PAC |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Incompatible Intra PG in PAC? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows - Intra PG |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Find Membership Asso W/Asset |
Conditional Action Transform |
Row Set Transformation Toolkit |
Filter Duplicate |
Aggregate Transform |
Row Set Transformation Toolkit |
Get Prom Group Check Eligi Flag |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Check Prom Group EC? |
Conditional Action Transform |
Row Set Transformation Toolkit |
Get Incompatible PG |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Get Incompatible PG (Mutual) |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Asset Member Filter 1 |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Asset Member Filter 2 |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Incompatible Asset Member in PAC? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows - Asset Member |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Merge Incompatible Rows |
Merge Transform |
Row Set Transformation Toolkit |
ISS Promotion Group Compatibility - Require Rules Sub Process Workflow
This workflow checks for promotion group compatibility require rules.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Match Membership. This step loads the new row sets from the PAC with member assets that have a membership association.
Filter Duplicate Projected Assets. This step removes any duplicate rows from the previous step.
Get Promo Group Check Eligi Flag. This step uses the Promotion Group Id to get the Check Eligibility flag for the promotion group.
Check Promo Group EC? This step filters rows that have the Promotion Group Check Eligibility set to Y.
Get Incompatible Row. This step loads the A-Requires-B rules for the promotion group with an Intra- Promotion Group Scope.
Match Rel Membership in PAC. This step matches items in the PAC that have the same related memberships.
Incompatible Intra PG in PAC? This step joins the required products list to the projected assets and keeps any rule that is broken.
Flag Incompatible Rows - Intra PG. This step flags any products that are incompatible with one of the projected assets.
Find Membership Asso W/Asset. This step finds memberships that are associated with member assets.
Filter Duplicate. This step removes any duplicate rows from the previous step.
Get Prom Group Check Eligi Flag. This step uses the Promotion Group Id to get the Check Eligibility flag for the promotion group. The row set returned in this check includes only memberships that are associated with member assets.
Check Prom Group EC? This step filters rows that have the Promotion Group Check Eligibility set to Y.
Get Incompatible PG. This step loads the A-Requires-B rules for the promotion group with an Inter- Promotion Group scope.
Asset Member Filter 1. This interim step finds the common memberships.
Asset Member Filter 2. This interim step finds the common member associations.
Incompatible Asset Member in PAC? This step joins the required member asset product list to the projected assets and keeps any rule that is broken.
Flag Incompatible Rows - Asset Member. This step flags any products that are incompatible with one of the projected assets.
Merge Incompatible Rows. This step merges incompatible row sets.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Match Membership |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Duplicate Projected Assets |
Aggregate Transform |
Row Set Transformation Toolkit |
Get Promo Group Check Eligi Flag |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Check Promo Group EC? |
Conditional Action Transform |
Row Set Transformation Toolkit |
Get Incompatible Row |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Match Rel Membership in PAC |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Incompatible Intra PG in PAC? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows - Intra PG |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Find Membership Asso W/Asset |
Conditional Action Transform |
Row Set Transformation Toolkit |
Filter Duplicate |
Aggregate Transform |
Row Set Transformation Toolkit |
Get Prom Group Check Eligi Flag |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Check Prom Group EC? |
Conditional Action Transform |
Row Set Transformation Toolkit |
Get Incompatible PG |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Asset Member Filter 1 |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Asset Member Filter 2 |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Incompatible Asset Member in PAC? |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows - Asset Member |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Merge Incompatible Rows |
Merge Transform |
Row Set Transformation Toolkit |
ISS Promotion Asset Membership Compatibility Workflow
This workflow is used to check for asset membership cardinality.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Check Apply Member Compat? This step filters elements with the Check Asset Membership Cardinality flag turned off.
Get Asset Member Rules. This step loads asset membership cardinality rules for the products.
Filter Duplicate Rules This step removes duplicate rows from the previous step.
Match Membership. This step loads the new row sets from the projected asset cache with member assets that have membership associations.
Filter Unique PAC. This step gets member assets that are associated with memberships in the PAC.
Count Qty in PAC. This step gets a count of instances in a row set.
Check Incompatible. This step checks for incompatible products.
Get PAC Qty. This step checks whether the row set has any child rows.
Is PAC Empty? This step checks whether the row set has any child rows.
Check Incompatible - No Membership Association. For row sets that are not empty, this step assigns search specifications to get incompatible rows.
Check Incompatible - Empty PAC. For empty row sets, this step assigns search specifications to get incompatible rows.
Merge Incompatible Rows. This step merges incompatible rows.
Flag Incompatible Rows. This step flags any products that are incompatible.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Check Apply Member Compat? |
Split Transform |
Row Set Transformation Toolkit |
Get Asset Member Rules |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Filter Duplicate Rules |
Aggregate Transform |
Row Set Transformation Toolkit |
Match Membership |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Filter Unique PAC |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Count Qty in PAC |
Aggregate Transform |
Row Set Transformation Toolkit |
Check Incompatible |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Get PAC Qty |
GetNextChild |
ISS Promotion Management Service |
Check Incompatible - No Membership Association |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Check Incompatible - Empty PAC |
Conditional Action Transform |
Row Set Transformation Toolkit |
Merge Incompatible Rows |
Merge Transform |
Row Set Transformation Toolkit |
Flag Incompatible Rows |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Workflows That Process Agreements
This group of workflow process agreements. It includes the following workflows:
Configurator Product Info Lookup Workflow
This workflow queries non-versioned product information, which is used for internal instance loading. A document in the context of order management can be a quote, order, asset, or agreement. Internally the documents are converted into property sets that can be updated, added, removed, or merged. The workflow takes agreement documents into one path from the other three document types into another path. This is because some fields that exist in quotes, orders, and assets do not exist in agreements. This workflow is called from the Cfg Product Info signal, which is generated internally when a customizable product is added.
The following figure illustrates this workflow.
Workflow Description
This workflow performs the following actions:
Agreement? According to the document type, this step checks whether the document being processed is an agreement.
Get Product Info. If this document is not an agreement, then this step queries on the Cfg Product Info Query business component to look up all product information values in the S_PROD_INT table, which stores product information.
Get Product Info - Agreement. If this document is an agreement, then this step queries on the Cfg Product Info Query business component to look up all product information values except Service Length and Service Length UoM in the S_PROD_INT table, which stores product information. Values for Service Length and Service Length UoM do not exist in agreements.
The following table describes the steps in this workflow that call a business service method.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Get Product Info |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Get Product Info - Agreement |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
ISS Promotion Agreement Management Sub Process Workflow
This workflow is used to create an agreement record for the current installed asset. This workflow is called by a user choosing the Auto Asset menu item or clicking the Auto Asset button in the Sales Order screen when a sales order is converted into an installed asset.
The following figure illustrates this workflow.
Workflow Description
This workflow performs the following actions:
GetPromotionDetails. This step loads the promotion-related fields from the SiebelMessage input and sets the promotion status.
CheckPromotionStatus. This step checks the Status Code given by the caller in the input arguments.
CalculateDates. This step calculates the Start Date and the End Date values for an agreement. The input arguments for this step are Document Id, Promotion Operation Id, Status, Promotion Source Instance Id, Root Product Id (from the Root Product Id user property), and Promotion Operation Type. These input arguments are all part of the output arguments from ISS Promotion Agreement Management Sub Process Workflow.
Set Profile Attributes for Dates. This step saves the promotion Start Date, End Date, and Effective Date to the profile attribute.
Create Agreements. This step calls the ISS Promotion Create Agreement Details subprocess to create the agreement details.
Suspend/Resume Promotion. For a suspend promotion action, this step updates the Status value of the agreement to Suspended. For a resume promotion action, this step sets the Status value of the agreement to Active to resume the agreement.
Deactivate Promotion. This step sets the Status value of the agreement to Inactive.
Clear Profile Attributes. This step clears the Start Date, End Date, and Effective Date values from the profile attributes.
Update Agreement Covered Assets. This step calls the ISS Promotion Agreement Covered Assets Sub Process workflow to update the status of the asset covered by the promotion.
New Agreement? This step checks whether to create a new agreement or to modify an existing agreement.
CalculateDates 2. This step calculates the Start Date and the End Date values for an agreement. The input arguments for this step are Document Id, Promotion Operation Id, Promotion Source Instance Id, Root Product Id, and Promotion Operation Type.
Create Component Agreements. This step calls the ISS Promotion Create Agreement Details subprocess to create the agreement details for the promotion components.
CalculateDates 3. This step calculates the Start Date and the End Date values for an agreement. The input arguments for this step are Document Id, Promotion Operation Id, Promotion Source Instance Id, Root Product Id, and Promotion Operation Type.
Update Component Agreements. This step calls the ISS Promotion Create Agreement Details subprocess to update the existing agreement details for the promotion components.
Calculate Dates for Membership. This step calculates the Start Date and the End Date values for an agreement. The input arguments for this step are Document Id, Promotion Operation Id, Status, Promotion Source Instance Id, Root Product Id (from the Promotion Group Id user property), and Promotion Operation Type.
Create Membership Agreements. This step calls ISS Promotion Create Agreement Details subprocess to create agreement details for the memberships.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
GetPromotionDetails |
GetPromotionDetails |
ISS Promotion Agreement Manager |
CalculateDates |
CalculateDates |
ISS Promotion Agreement Manager |
Set Profile Attributes for Dates |
SetProfileAttributes |
ISS Promotion Agreement Manager |
Clear Profile Attributes |
RemoveProfileAttributes |
ISS Promotion Agreement Manager |
CalculateDates 2 |
CalculateDates |
ISS Promotion Agreement Manager |
CalculateDates 3 |
CalculateDates |
ISS Promotion Agreement Manager |
Calculate Dates for Membership |
CalculateDates |
ISS Promotion Agreement Manager |
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.
The following figure illustrates this workflow.
Workflow Description
This workflow performs the following actions:
Query Account. This step queries the current account to get the correct account context.
Create New Agreement? This step checks the CreateNewAgreementFlag value to see whether to create a new agreement or to update an existing agreement.
Fetch Existing Agreement. This step queries for an existing agreement.
Find Agreement w/ Same Integration Id. This step queries for an agreement.
Agreement Exists? This step checks the Agreement Id value to see if the agreement exists.
Agreement Exists 2? This step checks the Agreement Id value to see if the agreement exists.
Create New Agreement. This step creates a new agreement record and sets the field values.
Is Promotion Component? This step checks whether the installed asset is a component of the promotion.
Create Agreement Details. Using the Copy Service business service, this step creates the items covered by the agreement.
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.
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.
Load Existing Items. This step loads the existing agreement items.
Remove Existing Items. This step removes existing, invalid agreement items.
Set Component Hierarchy. This step sets up the hierarchical relationship of the components in the agreement.
For New Agreement Items? This step checks whether the current agreement item is a new item.
Update Agreement Item Status. This step checks whether to update the Status value of the agreement item.
Check Existing Agreement Items. This step gets the existing agreement items.
Root Item Already Created? This step checks whether the root agreement item has been created.
Create Covered Asset. This step creates a covered asset for the root promotion item.
Deactivate. This step deactivates a component by setting the Status value of the agreement item to Inactive.
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.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Create Agreement Details |
InvokeCopyService |
ISS Promotion Agreement Manager |
Create Agreement Details for Promotion Components |
CopyAgreementItem |
ISS Promotion Agreement Manager |
Create Agreement for Membership |
CopyMembershipAgreementItem |
ISS Promotion Agreement Manager |
Load Existing Items |
Query |
EAI Siebel Adapter |
Remove Existing Items |
Delete |
EAI Siebel Adapter |
Set Component Hierarchy |
SetHierarchy |
ISS Promotion Agreement Manager |
Create Covered Asset |
InvokeCopyService |
ISS Promotion Agreement Manager |
Workflows That Validate Quotes and Orders
This group of workflows validates quotes and orders. It includes the following workflows:
ISS Promotion Verify SubProcess Workflow
This workflow is used to check invalid promotions and promotion groups in the current quote or order. This workflow is called by the VerifyPromotion signal.
The following figure illustrates this workflow.
Workflow Description
This workflow performs the following actions:
Get Context. This step gets the necessary parameters from the Context Service when the workflow is called by the Signal mechanism.
Clear Messages. This step clears the previous UMF messages.
Check Promotion Related. This step checks whether the current quote or order includes a promotion or promotion-related items.
Has Promotion? This step checks whether any unverified promotions or promotion groups exist.
Commitment Compliance Check. This step checks whether any commitment is broken by calling the ISS Promotion Commitment Compliance Check SubProcess workflow.
Violate Commitment Compliance. This step checks whether any commitment is broken.
Integrity Check. This step checks the integrity of the items in the current quote or order.
Violate Integrity. This step checks whether any integrity violations exist.
Verify Membership. This step checks the integrity of the membership items in the current quote or order.
Violate Valid Membership. This step checks whether any membership integrity violations exist.
Load Commitment Message. This step loads the UMF message for a commitment.
Load Integrity Message. This step loads the UMF message for an integrity check.
Load Membership Message.. This step loads the UMF message to check the membership integrity.
Promotion Recommendation. This step creates promotion recommendations that are based on items in the current quote or order, by calling the ISS Promotion Recommendation SubProcess workflow.
Continue Recom? This step checks whether to continue with the promotion recommendation.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Get Context |
GetContext |
ISS Promotion Management Service |
Clear Messages |
ClearMessages |
ISS Promotion Management Service |
Check Promotion Related |
CheckPromInCurrDoc |
ISS Promotion Management Service |
Integrity Check |
IntegrityCheck |
ISS Promotion Management Service |
Verify Membership |
VerifyMembership |
ISS Promotion Agreement Manager |
Load Commitment Message |
LoadMessage |
ISS Promotion Agreement Manager |
Load Integrity Message |
LoadMessage |
ISS Promotion Agreement Manager |
Load Membership Message |
LoadMessage |
ISS Promotion Agreement Manager |
ISS Promotion Calculate Promotion Penalty Charges SubProcess Workflow
This workflow is triggered during the disconnection of promotion groups or memberships to calculate any applicable additional penalty charges that originated with the associated bundled promotion.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Collect Asset List. This step collects promotion related items from the selected promotions.
Filter Disconnect List. This step takes the Delete list and item values as input and returns only those items in the list whose value is same as the input item value.
Filter Edit List. This step takes the Edit list and item values as input and returns only those items in the list whose value is the same as the input item value.
Check Agreement Charge. This step queries if an agreement is associated with the current promotion.
Is Agreement Violated? This step checks whether there is an agreement found.
Agreement for Promotion Components. This step queries to see if there is an agreement associated with the promotion components.
Calculate Penalty. This step calculates the normal penalty for a normal disconnect.
Calculate Component Penalty. This step calls the ISS Promotion Calculate Related Objects Penalty Charges SubProcess workflow.
Exist? This step checks whether any records are found.
Add Component Penalty. This step adds the component penalty and the promotion penalty.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Collect AssetList |
CollectAssetList |
ISS Promotion Agreement Manager |
Filter Disconnect List |
FilterDisconnectListByValue |
ISS Promotion Agreement Manager |
Filter Edit List |
FilterEditListByValue |
ISS Promotion Management Service |
Calculate Penalty |
GetCondCharge |
FS Conditional Charge |
Add Component Penalty |
Echo |
Workflow Utilities |
ISS Promotion Group Check Commitment Sub Process Workflow
This workflow calculates the penalty, if any, from the agreement for the promotion group or membership.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Check Agreement? This step checks the Agreement flag to verify if the agreement must be checked.
Check Agreement Charge. This step queries if an agreement charge is associated with the current promotion group or membership.
Is Agreement Violated? This step checks whether an agreement has been found.
Calculate Penalty. This step calculates the normal penalty for a normal disconnect.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Calculate Penalty |
GetCondCharge |
FS Conditional Charge |
ISS Promotion Group Validate (Order) Workflow
This workflow validates promotion group specific validation services, such as the ISS Promotion Group Member Distinct Value Checker Business Service and the ISS Promotion Group Member Common Value Checker Business Service. It can be called from an order line item in a product promotion group.
The following figure illustrates this workflow.
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Workflow Description
This workflow performs the following actions:
Future Date. This step calculates the future date when the promotion group will be validated.
Validate. This step calls the Validate method of the Promotion Group validation service.
Violation? This step checks whether there are any rules violations.
No Violation. This step displays the valid compound product message and terminates the workflow.
Format Violation. This step concatenates the violation messages into a single string.
Violation. This step displays the violation messages and terminates the workflow.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Future Date |
Find Future Date |
VORD CPVE Validation Service |
Validate |
Find Rule |
ISS Promotion Group Validation Service |
Format Violation |
Format Violation |
VORD CPVE Validation Service |
ISS Promotion Group Validate (Quote) Workflow
This workflow validates the specific validation services of the promotion group, such as the ISS Promotion Group Member Distinct Value Checker Business Service and the ISS Promotion Group Member Common Value Checker Business Service. It can be called from the Quote Line item in a product promotion group.
The following figure show this workflow.
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Workflow Description
This workflow performs the following actions:
Future Date. This step calculates the future date when the promotion group will be validated.
Validate. This step calls the Validate method of the Promotion Group validation service.
Violation? This step checks whether there are any rule violations.
No Violation. This step displays the valid compound product message and terminates the workflow.
Format Violation. This step concatenates the violation messages into a single string.
Violation. This step displays the violation messages and terminates the workflow.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Future Date |
Find Future Date |
VORD CPVE Validation Service |
Validate |
Find Rule |
ISS Promotion Group Validation Service |
Format Violation |
Format Violation |
VORD CPVE Validation Service |
Workflows That Calculate Promotion Group Pricing
This group of workflows performs price calculations for promotion groups. It includes the following workflow processes:
PSP Driver Workflow Process Workflow
This workflow acts as the controller workflow for the pricing and eligibility Product Selection and Pricing (PSP) procedures and supports Promotion Group pricing functionality. It is called when the user selects a membership line item of a quote or order and clicks Reprice. For more information about this workflow, see Siebel Order Management Infrastructure Guide.
The following figure illustrates this workflow.
Workflow Description
This workflow performs the following actions:
Get Context Row Set. This step calls the Context Service business service method GetRowSetData to retrieve header-level information using the Context variable map (Variable Map - Context).
Is PromoGrp Pricing On? This step checks for the Promotion Group system preference, the Sub Workflow Name, and the Row Scope. If the Promotion Group system preference is set to Yes, the Sub Workflow Name is Dynamic Pricing Procedure, and the Row Scope is either Current or Selected, then this step calls Step 3. Otherwise, it proceeds to Step 4.
Get Item Ids. This step gets the list of member assets that are associated with the membership product, using the PAC query.
Get Row Set. This step calls the Context Service business service method, GetRowSetData, to retrieve row-level information, using the Row Set variable map (Variable Map - Row Set) and to scope input arguments.
Set Pricing Date. This step sets the pricing date according to whether it is for scenario testing, that is, whether the Active JWS Test DT profile attribute is set. If this attribute is set, then the PSP Driver sets the effective pricing date to the value of this profile attribute. If this attribute is not set, then the PSP driver sets the pricing date to the current time and date.
Dispatch Service. This step calls the subprocess workflow defined in the calling signal and passes the input argument to the subprocess workflow.
Need to Sync? This step determines whether synchronization is needed.
Sync Row Set. This step calls the Context Service business service method, SyncRowSetData, to write any updates to the database, for example, updates to prices.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Get Context Row Set |
GetRowSetData |
Context Service |
Get Item Ids |
GetItemIds |
ISS Promotion Group Management Service |
Get Row Set |
GetRowSetData |
Context Service |
Dispatch Service |
CallPSPWorkflow |
ISS PSP Dispatch Service |
Set Pricing Date |
Conditional Action Transform |
Row Set Transformation Toolkit |
Sync Row Set |
SyncRowSetData |
Context Service |
Pricing Promotion Group - Asset Membership Sub Process Workflow
This workflow is used to get the details of the membership products that are associated with the member asset product by querying the PAC. It is called when the user clicks the Reprice or Reprice All buttons in the Quote or Orders view.
The following figure illustrates this workflow.
Workflow Description
This workflow performs the following actions:
Retrieve List of Membership for Asset. This step uses a PAC query of the order or quote to get the details of the membership products associated with the member assets.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Retrieve List of Membership for Asset |
Retrieve |
VORD Projected Asset Cache |
Pricing Procedure - Promotion Group Discount Workflow
This workflow evaluates the discounts defined for the promotion group membership products, reward products, and member domain products. This workflow calculates the Net Price by starting from the Start Price, and then applying various discounts including Volume Discounts, Promotion Discounts, Bundle Discounts, Min/Max Price, and so on. If the Promotion Group system preference is set to Yes, then this workflow is called from the Pricing Procedure - Calculate Net Price Workflow workflow.
The following figure shows this workflow.
Workflow Description
This workflow performs the following actions:
Apply Membership Discount. This step evaluates the discount defined for membership products in the promotion group and applies it to the net price of the membership product.
Look-Up Reward CP Adjustment. This step evaluates the discounts defined for customizable product components of reward products for a promotion group.
Look-Up Reward Discount. This step evaluates the discounts defined for the reward product of a promotion group.
Apply Reward Discount. This step applies matching discounts to the reward product of a promotion group.
No PG Row Set. This step filters the row sets that are not part of the promotion group.
Get list of Membership and PG Association. This step gets the details of all the membership products associated with a member asset product in the quote or order by querying the PAC.
Filter Duplicate. This step removes duplicate in-memory row sets so that all rows are unique.
Reformat PAC Membership Rowset. This step prepares a new row set, which details the product and its associated membership product.
Look-UP PG Promo CP Comp Discount. This step evaluates the discounts defined for customizable product components of a bundled promotion that is a member asset of a promotion group.
Look-UP PG Promo CP Discount. This step evaluates the discounts defined for a bundled promotion that is a member asset of a promotion group.
Look-UP PG Member CP Adjustment. This step evaluates the discounts defined for customizable product components of a member asset product for a promotion group.
Look Up PG Domain Product Discount. This step evaluates the discounts defined for the member asset product (CP or Bundled Promotion) of a promotion group.
Apply PG Member Discount. This step applies discount to the member asset products.
Merge Non PG Row Set. This step merges the row set that is not part of the promotion group and the promotion group row set into a single row set.
The following table shows the steps in this workflow that call business service methods.
| Workflow Step | Method Called | In Business Service |
|---|---|---|
Apply Membership Discount |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Look-Up Reward CP Adjustment |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Look-Up Reward Discount |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Apply Reward Discount |
Conditional Action Transform |
Row Set Transformation Toolkit |
No PG Row Set |
Split Transform |
Row Set Transformation Toolkit |
Get list of Membership and PG Association |
CollectMembershipList |
ISS Promotion Group Management Service |
Filter Duplicate |
Aggregate Transform |
Row Set Transformation Toolkit |
Reformat PAC Membership Rowset |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Look-UP PG Promo CP Comp Discount |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Look-UP PG Promo CP Discount |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Look-UP PG Member CP Adjustment |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Look Up PG Domain Product Discount |
Simple Look-Up Transform |
Row Set Transformation Toolkit |
Apply PG Member Discount |
Row Set Look-Up Transform |
Row Set Transformation Toolkit |
Merge Non PG Row Set |
Merge Transform |
Row Set Transformation Toolkit |