Siebel Business Process & Functionality (MOSC)

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Validating customizable products for incomplete configuration

When a sales rep launches configurator for a customizable product, (s)he can quit configurator without completing the configuration. Siebel configurator gives a warning message to the user when user clicks on Done button when configuration is incomplete.

If user decides to leave with incomplete configuration, the information that configuration was incomplete is needed on the quote or order line document. This is necessary to ensure validation identifies the incomplete status of the customizable product.

There are two options to notify user that configuration is incomplete

Option 1: Add a workflow behind Verify or Submit button

After sales rep has added and configured line items, priced the product or provided discounts, he should verify the order. Once order is verified, it can be submitted. Verify button invokes Verify Header (Order) workflow and that workflow should be extended with a sub-workflow that will invoke GetGenerics method on all root line items.

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