1. Partner Relationship Management Administration Guide
  2. Workflows to Update an Opportunity

Workflows to Update an Opportunity

After an opportunity has been transferred, the brand owner or partner can click the Update Opportunity button to update the transferred opportunity in the other company’s system with new information that they have entered in their system. When the brand owner or partner navigates to this button, the following workflows are called in this order:

  • Opportunity Sharing External Update. This workflow is called when the brand owner navigates to the Update button on the Transfer Opportunity Child form. Opportunity Sharing External Update calls Opportunity Sharing Set Update Status.

  • Opportunity Sharing Set Update Status. This workflow first calls Opportunity Sharing Inbound or Outbound.

  • Opportunity Sharing Inbound or Outbound. This workflow figures out whether this opportunity was originally sent to System B from System A or was originally sent to System A by System B. (That is, it determines whether this opportunity was originally an outbound opportunity or an inbound opportunity.) It also retrieves System B's key and ID of the partner to whom the opportunity was sent, and passes this information back to Opportunity Sharing Set Update Status. Opportunity Sharing Set Update Status updates the Transfer Status to Update Pending. Then, this workflow calls Opportunity Sharing Build Siebel Message, passing the opportunity ID, System A and System B's keys, and the partner ID. (Depending on your setup, this workflow might not be necessary. A call to this workflow can be replaced with a Siebel operation that queries the ANI Keymap business component.)

  • Opportunity Sharing Create Siebel Message. This workflow creates a Siebel message and passes it back to Set Update Status, which passes the Siebel message back up to External Update. External Update transfers the Siebel message to System B.

  • Opportunity Sharing Siebel Update. System B receives the Siebel message and runs Opportunity Sharing Siebel Update, which checks to see if it needs to insert the opportunity's account again by calling PRM ANI Inbound Create Account. It then updates the Opportunity's information. If successful, this workflow updates the Transfer Status on system B to Update Successful, and then adds the current transfer status to the Siebel message, which it sends back to System A.

  • Opportunity Sharing Receive Update Response. After System A receives the response, it calls the Opportunity Sharing Receive Update Response workflow, which updates the status of the transfer based on the response.