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Copying Child entity using Siebel EAI – Case Study

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Requirement:

  1. We have Quote (Parent), Quote Item (Child) and Delivery Schedule (Grand Child).
  2. Quote Item is related to Quote and Delivery Schedule is related to Quote Item.
  3. There should be a button on Quote Item “Copy Delivery Schedule” when user clicks on this button he should get a prompt where he can put quote number and revision.
  4. The delivery schedule related to the source quote should get copied over to target quote provided by user.
  5. If there are any delivery schedule records present in target quote they should be deleted.


Problem:

There could be many (anywhere between 10-15) delivery schedule records related to a quote item which means, there could be performance issue if we go with traditional method of New Record and Delete Record through scripting.

Solution:

I am not going to provide any technical details of solution, I will just outline the steps performed to complete the requirement.

  • Create IO based on Quote BO that will have three integration components Quote, Quote Item and Delivery Schedule
  • Create NoUpdate user property on Quote IC and Quote IC (we do not want to update any information on Quote or Quote Item)
  •  Query for source quote using EAI Siebel Adapter BS (Query method and store the result in a property set).
  • Query for target quote using EAI Siebel Adapter BS (store in another propertyset)
    Now, we have two property sets one having Source Quote data and other having Target Quote data.  
  • Get the Delivery Schedule child of source property set and attach it to target quote property set
  • Use EAI Siebel Adapter Synchronize method

That’s it you are done. You can use this approach to copy any number of child entities and their records between different or same objects implementing you own custom copy routine. I know it will be much better if I could share more details related to solution but unfortunately cannot do that.

Note: I used browser script to get user input of target quote number.

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Article by neel

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  • fred
    hi,

    you must use data map to copy records.

    fred
  • Ananymous
    Hi,
    It goes like this. If you want to investigate more on how a Data map and transfer utility can be used. Try and expore the vanilla functionality of the Copy quote and revise quote. This way of coying the hierarchy is quiet commin in order management.
  • JosK
    Hello, im trying to do the same DOS have asked for.....
    I have a child VBC under Order Items, and order items is a child of Orders. Depending on some conditions, i have to update the Order Item element over the VBC, or the Order item XA.

    Could you give me an approach about how to do that?
  • I am not able to see that in Siebel 7.7 Sales application. I faced similar problem while working on Siebel 7.8 and had to ask for a new license key before I started seeing that view.

    Let me find out what is the problem now
  • Dos
    Application - Administration
  • Hi Dos,

    I didn't know of this business service. I was under impression that all FINS related Business service are for SIA applications and not for normal sales or callcenter application.

    Now that I know it is available it will start exploring. Just one more question.

    Where do you define datamap for it?
    Under Administration Integration or somewhere else.
  • Dos
    u can make use of FINS Data Transfer Utilities bus service to do it rather than EAI siebel adapter. There is no need to create any IO though it;s required to create Data Map.

    Thx,
    Dos.
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