SIS OM New Products & Services Process - VORD

This workflow displays the active document, if there is one, or a newly created document in the Quote Detail or Order Entry - Line Items view. The user can then add line items, add or delete an asset, or change the attributes of the asset. This workflow is shown in the following figure.

A user initiates this workflow by clicking the New button in the Networks screen's Nodes, Connections or All Elements view.

SIS OM New Products & Services Process - VORD Workflow. In this image, Get Account Info is connected to Go to Order? If No, Get Active Quote. Get Active Quote is connected to Go to Document Details View. If Yes, Get Active Order is connected Go to Document Details View.

Workflow Description

This workflow does the following:

  • Gets the account information associated with the current network and initiates the SIS OM New Products & Services workflow to display the active document.