CUT Quote To Order PMT Enhancement

This workflow creates an order that is associated with the current quote. It copies the line items from the quote to the order and sets the quote's status to Order Placed. It then displays the new order in the Order Entry - Line Items view. This workflow is shown in the following figure.

A user initiates this workflow by clicking the Auto Order button in the Quote Detail view.

Workflow Description

This workflow does the following:

1. Converts a quote to an order. The new order has all the line items and attributes of the quote.

2. Explodes line items with a quantity greater than 1 into multiple copies of the line item, each with quantity 1.

3. Writes the order to the database.

4. Set the status of the quote to Order Placed.

5. Refreshes the Quote Orders business component.

6. Resets the Active Quote such that the current quote is no longer the active quote.

7. Displays the Order Entry - Line Items view.

Associated Business Service Methods

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

Workflow Step	Business Service Method Called
PMT Quote 2 Order	Convert Product Instance
PMT Explode	Explode
Sync	Synchronize
Refresh BC	Refresh Business Component
Reset Active Quote	Set Profile Attribute