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On Demand Education Ltd - Siebel Cookbook Recipe 8

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From the Siebel Cookbook series on www.ondemand-education.com, PSP Pricing of Opportunities

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On Demand Education Ltd - Siebel Cookbook Recipe 8

  1. 1. Siebel Cookbook<br />Recipe Eight<br />
  2. 2. The Recipe<br />Implement a demonstration of Internal Integration of the PSP Engine in Siebel Enterprise<br />This example appears in the Siebel Bookshelf but we had to make a few changes to get it to work.<br />
  3. 3. The Ingredients<br />Siebel Tools<br />Siebel Sample Database<br />
  4. 4. Preparation<br />Make sure you have a working Siebel Tools and Sample database, take a backup before you begin<br />Take Archive Files of any of the Objects modified in this Cookbook, so that you can roll back easily.<br />
  5. 5. Overview<br />The example will implement PSP using the Opportunity Product Business Component<br />Users will be able to click the Get List Price button and the Opportunity Product lines will be updated automatically by PSP<br />The example uses Signals, Variable Maps and a Custom PSP Workflow<br />
  6. 6. Part One<br />To implement the Opportunity Pricing begin by changing the Class of Opportunity and Opportunity Product<br />For more information about the licenses you need and Classes see the Bookshelf<br />
  7. 7. Part Two<br />Create a Simple Button and Command to call a Method Name you can decide on now<br />
  8. 8. Part Three<br />Create Integration Objects and Integration Components to support the Variable Map we will use<br />Call it ISS Opportunity or something similar, remember that this will be required in the Business Component User Properties for Opportunity and Opportunity Product<br />
  9. 9. Part Four<br />Create a Signal in Siebel Order Management > Signals to call your Method<br />The Signal uses Workflow RunProcess and calls PSP Driver Workflow<br />
  10. 10. Part Five<br />Create Variable Maps to Support your new Opportunity and Opportunity Product Row Sets<br />Match The Field Names to the Integration Component Field External Name <br />Respect Data Types<br />
  11. 11. Part Five <br />In Modes View, add Any, Header for Opportunity to match the Integration Object in Siebel Tools<br />The Source for the Variable Maps<br />For Opportunity should be Opportunity $Current/Header/XXX where XXX is the External Name of the Integration Object Component Field<br />
  12. 12. Part Five <br />In Modes View add Any, Line Item for Opportunity Product to match the Integration Object in Siebel Tools<br />The Source for the Variable Maps<br />For Opportunity Product should be Opportunity $Current/Line Item/XXX where XXX is the External Name of the Integration Object Component Field<br />
  13. 13. Part Six<br />Create a Siebel Workflow<br />Start<br />Business Service<br />End<br />
  14. 14. Part Seven<br />Set up Two Process Properties of Type Hierarchy, to match those expected in the PSP Driver Workflow<br />
  15. 15. Part Eight<br />Set up the Input Arguments of the Business Service Row Set Transformation Toolkit, Simple Look Up Transform<br />
  16. 16. Part Nine<br />Set up the Output Arguments of the Business Service Row Set Transformation Toolkit, Simple Look Up Transform<br />
  17. 17. Part Ten<br />The Workflow is provided as a downloadable XML File<br />Compile all the modified Objects and Publish and Activate the Workflow<br />
  18. 18. Part Eleven<br />Create and Activate a Price List with at least one Price List Item<br />Assign the Price List (Account > More Info) to an Account<br />Remember we used Account Price List Id to provide the Price List for PSP<br />
  19. 19. Part Twelve<br />Execute the Workflow by Clicking the Button<br />
  20. 20. Conclusion<br />The PSP engine accepts RowSets and updates them according to our Pricing Workflow<br />Demonstrating Signals, Variable Maps and Workflow<br />
  21. 21. Files<br />Zip file <br />With SIF Files of Siebel Tools Data<br />With XML of Workflow Process<br />
  22. 22. Reference<br />For the High-level steps you can follow the example in the Bookshelf, but use the files and Workflow provided here<br />

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