SIS OM Modify Products & Services Process

This workflow determines whether there is an active quote for the current account. If there is no active quote, then it creates a new quote. It generates a quote line item to update the selected asset. If the product is a product with components, then the workflow displays the service item in Configurator with all related open orders applied to it. Otherwise, it displays the Quote Detail view. This workflow is shown in the following figure.

A user initiates this workflow by clicking the Modify button in the following views:

  • Accounts screen, Service Items view

  • Accounts screen, Account Summary view

  • Networks screen, Nodes view

  • Networks screen, Connections view

  • Networks screen, All Elements view

  • Orders screen, Order Entry - Line Items view

SIS OM Modify Products & Services Process Workflow. This image is described in surrounding text.

Workflow Description

This workflow does the following:

  1. Gets the details of the current account.

  2. Retrieves the active document (quote or order) for the session.

    If the account is of type 'Residential' then the active order is retrieved. Otherwise the active quote is retrieved. See SIS OM Active Quote Sub-Process and SIS OM Active Order Sub-Process.

  3. Gets the number of assets that the user has selected to modify.

  4. If the user has selected only one asset, then the currently requested state of the asset is retrieved and displayed in the Product Configurator view. See SIS OM Edit Complex Asset Workflow.

  5. If the user has selected more than one asset, then the currently requested state of each asset is retrieved and added to the active document. See SIS OM Edit Complex Asset Workflow.

  6. Displays active document.

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

Edit Asset Selections

Iterate Process For Selected Rows

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