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Omniscripts for Enterprise Sales Management (Managed Services)
Enterprise Sales Management uses Omniscripts to implement key business processes, such as to create a quote or generate a proposal document.
This feature is part of the Communications Cloud managed package.
OmniScript |
Description |
Called By |
|---|---|---|
b2bExpress/CreateQuote |
This Omniscript is used to create a quote by choosing the account, opportunity, and price list. |
Create Quote button in Account and Opportunity. |
b2bExpress/generateProposalDocument |
This Omniscript is used to generate a proposal from a quote. |
Custom button in Quote as well as in Enterprise Sales Management. |
b2bExpress/generateProposalDocumentLWC |
This Omniscript is used to generate a proposal from a quote using LWC. |
Custom button in Quote as well as in Enterprise Sales Management. |
| ESM_AssetViewerQuoteFlow_Multi-Language | This Omniscript provides the interface for adding assets to quotes from the account's Asset Viewer. It includes options for adding assets to a new quote or an existing quote. When you add assets to an existing quote, typeahead search helps you quickly find and select the correct quote. When you start typing the quote name, a list of matching quotes appears. | Add Assets button on the Enterprise Quote page. |
| ESM_BulkApplyAdjustmentsToLineItems | This Integration Procedure (IP) applies price adjustments to line items asynchronously. | Bulk Adjust Price button on the Quote Summary page. |
| ESM_BulkApplyAdjustmentsToLineItemsFinishProcess | This Integration Procedure sends a notification after you apply the bulk adjustments. | ESM_BulkApplyAdjustmentsToLineItems integration procedure. |
| ESM_ExecuteApplyAdjustmentsToLineItems | This Integration Procedure applies price adjustments to a given list of line items. | ESM_BulkApplyAdjustmentsToLineItems integration
procedure. |
| ESM_GetChildLineItems | This Integration Procedure fetches child line item IDs for a given set of parent line item IDs. | ESM_BulkApplyAdjustmentsToLineItems integration
procedure. |
| ESM/GetQuoteMemberBindingData | This integration procedure retrieves the aggregated output from the decision table lookup API. It combines results based on the specified input conditions. | Add to configuration cart button on the product list display page in the Add products to Enterprise cart flow. |
ESM/QuoteEnrichForAll |
This Omniscript is used to update the billing details, connect date, and phone number for all the selected line items in an enterprise quote. |
Enrich Quote button on Enterprise Sales Management Summary page. This Omniscript is called when All is selected in Displaying on the Summary page. |
ESM/QuoteEnrichForInstallation |
This Omniscript is used to update the connect date for all the selected line items in an enterprise quote. |
Enrich Quote button on Enterprise Sales Management Summary page. This Omniscript is called when Installation is selected in Displaying on the Summary page. |
ESM/QuoteEnrichForNumberAssignment |
This Omniscript is used to update the phone numbers for all the selected line items in an enterprise quote. |
Enrich Quote button on Enterprise Sales Management Summary page. This Omniscript is called when Number Assignment is selected in Displaying on the Summary page. |
ESM/QuoteEnrichForPayment |
This Omniscript is used to update the billing account associated with all the selected line items in an enterprise quote. |
Enrich Quote button on Enterprise Sales Management Summary page. This Omniscript is called when Payment is selected in Displaying on the Summary page. |
