1. Partner Relationship Management Administration Guide
  2. Opportunity Sharing Siebel Update

Opportunity Sharing Siebel Update

The Opportunity Sharing Siebel Update workflow process is shown in the following diagram.

Opportunity Sharing Siebel Update Process

As shown in this diagram, the following events happen when this workflow is called:

  • Get Internal Key. This event finds the value of the internal key in the Siebel message and returns it.

  • Get Internal Key Description. This event finds the internal key description in the Siebel message and returns it.

  • Parse Key. This event takes in the internal key and internal key description and creates a search specification.

  • Find Opportunity. This event searches for the opportunity using the search specification.

  • Opportunity Exists. This event checks to see if the number of opportunities found by the query is greater than zero to determine if the opportunity already exists.

  • Set Opportunity Error Status. If the opportunity does not exist, this event sets the status process property to an error status and set the status message process property to the appropriate error message.

  • Get Opportunity. If the opportunity does exist, this event retrieves the opportunity property set from the Siebel message.

  • Insert Account. This event calls PRM ANI Inbound Create Account Process, passing it the Siebel message, the name of the account integration object this process uses, and the Account Object Hierarchy Path. It returns an account status code and an account status message.

  • Account OK. This event checks to see if the account status code equals the general error code.

  • Set Account Error Status. If the account status code returned a general error, this event sets the status process property to an error status and sets the status message process property to the appropriate error message.

  • Upsert Opportunity. This event updates the opportunity.

  • Get External Key. This event retrieves the external key from the Siebel message.

  • Get External Key Description. This event retrieves the external key description from the Siebel message.

  • Swap Addresses. This event swaps the source organization and channel partner information, the internal key and external key, and the internal key description and the external key description.

  • Remove Extra Message Layer. When a Siebel message is passed up from a subprocess it adds an extra layer to the message. This event removes that layer.

  • Set Oppty Error Status. If the opportunity update returns an exception, this event sets the status process property to an error status and sets the status message process property to the appropriate error message.

  • Update Status. This event updates the transfer status and the timestamp for this transfer record.

  • Set OK Status. This event sets the status process property to successful.

  • Add Status. This event adds the status to the Siebel message. This is done whether there has been a problem and the status is an error code or whether the status is okay.

  • Add Status Message. This event adds the status message to the Siebel message.