1. eSales Administration
  2. SS Authorize Order Process

SS Authorize Order Process

The workflow for creating a sales order for a specific quote is shown in the following image.

The SS Authorize Order process is described in the surrounding text.

This workflow also performs a credit card authorization where a credit card is used, and where a credit check is required in a purchase order. The following events happen:

  • If there is no account ID, then the process creates a dummy customer account.

  • The process updates the billing account ID with the dummy customer account details.

  • The process queries the current quote and retrieves the quote total amount used to update the payments step.

  • The process updates the payment quote record to match the quote total amount.

  • If a credit card was used for payment, then the process authorizes the payment and the following events happen:

    • If the credit card authorization fails, then an error message is displayed and the process ends.

    • If the credit card payment is authorized, then a sales order is created for the current quote.

  • The process calls the eSales - Send Order Accepted Email workflow (see Siebel eSales Notification Workflows), which sends an order acceptance email to the customer.

  • The process calls the SS Order Confirmation View Process (see SS Order Confirmation View Process) to navigate to the Order Confirmation view.

  • For purchase orders, the process calls the eSales - Credit Check - Quotes (see Credit Check - Quotes (eSales)) to perform a credit check.

  • For purchase order flows, a sales order is created for the current quote.

  • For purchase orders, the process calls the eSales - Setting PO Status workflow (see eSales - Setting PO Status) to validate the purchase order, to set the order status, and to send the order acceptance mail.

  • The process removes the CCV number from the quote.