SIS OM Active Quote Sub-Process

This workflow determines whether the user has an active quote for the current account. The workflow has two process properties that are set by the calling workflow: the Row ID of the customer account associated with the asset and the Row ID of the active quote. This workflow is shown in the following figure.

The following workflows initiate this workflow as a subprocess:

  • SIS OM New Products & Services Process

  • SIS OM New Products & Services Process - VORD

  • SIS OM Modify Products & Services Process

  • SIS OM Disconnect Products & Services Process

  • SIS OM Suspend / Resume Products & Services Process

SIS OM Active Quote Sub-Process Workflow. This image is described in surrounding text.

Workflow Description

This workflow does the following:

  1. Retrieves the active quote for the session and checks that there is a value.

  2. If there is no active quote, then a new quote is created and set as the active quote.

  3. If there is an active quote, determines whether the quote is associated with the same customer account as the asset being modified, and whether the quote has a status of In Progress. If the quote is not valid, then a new quote is created and set as the active quote.

  4. If the new quote is valid, retrieves the price list Id and the currency code associated with the quote and returns them to the calling workflow.

Associated Business Service Methods

The following table shows the steps in this workflow that call business service methods.

Workflow Step Business Service Method Called

Count Selected Rows

Get Selected Row Count

Get Selected Row

Get First Selected Row Value

Get Active Quote

Get Profile Attribute

Set Active Quote

Set Profile Attribute