Executing the Dynamic Order Fulfillment Solution Scenario using Business Space

The Dynamic Order Fulfillment Solution Scenario demonstrates the process of checking whether a customer order can be provisioned for the Wireless or Mobile product that is ordered.

A Customer Service Representative can execute the Dynamic Order Fulfillment Solution Scenario in Business Space by logging on to Business Space, initiating a request, providing details using forms, and submitting the data for processing. A Business Manager can use Business Space to view and analyze information using the various graphs and diagrams displayed in the reports generated.

Note: Some of the fields, used in the forms, for this Solution Scenario are programmed using basic validations. You can verify the validation for the field by moving the mouse pointer over the field.

The fields in which data is required are labeled with an asterisk (*). The Submit button in the form is disabled until you provide a value in all such fields in a form.

Table 1. Tasks to roles mapping
Roles Order Entry widget All dashboards widgets Process instance widget
Customer Service Representative Yes N/A N/A
Business Manager N/A Yes Yes

The roles for the Solution Scenario are given in the following table.

Table 2. Roles and users mapping
Group User User ID Password
Customer Service Representative Jay Walk Jay password
Business Manager Martha Green Martha password

Before you begin

Ensure that the following prerequisites are complete before you execute the Solution Scenario.
  • Add and configure users and groups.
  • Verify that the Dynamic Order Fulfillment Solution Scenario artifacts are successfully installed in WebSphere® Process Server.
Note: As part of the installation, the endpoints used within the Solution Scenario are set to the port 9080 by default. If the Solution Scenario EAR files are deployed on different ports, it is recommended to use a monitoring utility, such as TCPMon, to act as a proxy to the actual endpoint.

About this task

Invoke the Dynamic Order Fulfillment Solution Scenario in the Business Space using the following steps.

Accessing the Dynamic Order Fulfillment Business Space

When using Business Space to view the Solution Scenario execution, you need to log in to the Business Space. This involves providing login details and viewing various pages that are part of the Dynamic Order Fulfillment space.

Procedure

  1. Open the Business Space portal.

  2. Log on to Business Space with the User ID as Jay and Password as password.
    Note: The default password for the user when you configure the Solution Scenario using scripts is password. If you configure the Solution Scenario manually, you must use the password that you specified for the user registry in WebSphere Process Server. For more information, see the Configuring the user registry in WebSphere Process Server section in the Installation Guide.
  3. Click Go to Spaces.
  4. Click Dynamic Order Fulfillment Space.
    Note: This Solution Scenario is configured to display the Dynamic Order Fulfillment space by default.

Creating an order request

After logging to the Dynamic Order Fulfillment space, an order request can be created for a customer. The creation of this request involves accepting the customer details and selecting a product for the customer.

Create an order request using the following steps.

Searching an existing customer

The Customer Service Representative searches for an existing customer and retrieves the details for the customer. The customer details are to be provided in the Search Customer form available on the Task Management page in the Dynamic Order Fulfillment space. This form can be used for providing details for an existing as well as new customers. The Search Customer form provides three options to search the details of an existing customer. You can search the customer using the Customer Name or the alternate information, such as Phone number or Order Id. The customer details are stored and retrieved from the derby database for the Dynamic Order Fulfillment Solution Scenario.

Procedure

  1. Open the Task Management page.
  2. In the Task Definitions List widget, select the Collect Customer Information check box and click the Create an instance from this task definition icon Create an instance from this task definition icon. The Search Customer form is displayed in the Task Information widget.
  3. Click an option and provide the required details, such as customer name, or additional details such as mobile number or order ID and click Submit. A task is displayed in the Tasks List widget. For this example, click the Search By Customer option, enter the name as Nikunj, middle name as P, and last name as Sharma, and then click Submit.
    Note: The search retrieves data from the derby database. You can search using the details that you provide while adding a new customer, creating an order, or you can use the sample data from the database that is specified in the following table.
    Table 3. Sample data
    First name Middle name Last name Phone number E-mail address Mobile number
    Charlie C Change (111) 111-1111 charlie.change@chan.com (111) 111-1112
    Max M Milan (222) 222-2222 max.milan@abc.com (222) 222-2223
    John J Mathew (333) 333-3333 john.mathew@mat.com (333) 333-3334
    John D Doe (444) 444-4444 john.doe@mat.com (444) 444-4445
    Jane S Sung (555) 555-5555 jane.sung@mat.com (555) 555-5556
  4. Open the No Result Found Screen from the Task List widget and view the search results. If the search returns the customer details an option is provided to view and edit the details for the customer. If the search does not find the customer details, a message is displayed. View the message and click Submit to create a new customer.
    Note: The details that you retrieve and edit for an existing customer are updated in the database. After saving the changes, you must use the updated information to search for the customer.

Accepting customer details

The Create Customer Form can be used for adding details of a new customer. You must provide the customer information when a search does not return any customer information.

Procedure

  1. Select the Create Customer task from the Tasks List widget for creating a new customer and view the Create Customer Form that is displayed.
  2. Provide the required information in the form, and click Submit.

Selecting a product

After the customer details are received, the Select Products form is displayed in the Task Information widget. The product details are retrieved from the database for the Dynamic Order Fulfillment Solution Scenario.

Procedure

  1. Select the Select Product check box from the Tasks List widget, and select Accept from the Actions list. The Select Products form is displayed in the Task Information widget.
    Note: Select the Work on tasks option from the list that is displayed in the Tasks List widget to view the task.
  2. Select a product, enter a name and value, and click Submit. A product feasibility is completed using the product requested by the customer, the credit history, product availability, and so on, and the order fulfillment is processed.
  3. Select the Display Order Summary task from the Tasks List widget, and select Accept from the Actions list. The Order Summary form is displayed. View the order details and click Submit.

Viewing the order details

After the order is successfully created, the order fulfillment date can be viewed in the Order Details form.

Procedure

  1. Select the Notify Customer check box from the Tasks List widget, and select Edit from the Actions list.
    Note: Select the All - Assess available to Work on Tasks option from the list that is displayed in the Tasks List widget to view the task.
  2. View the order details in the form and click Submit.

Viewing reports

The Solution Scenario provided with the WebSphere Telecom Content Pack V7.0 Feature Pack 1.0 includes different pages that are customized to display reports. These reports can be used for further analysis.

After you submit the request, the information can be viewed for analysis on the following pages.

Dynamic Order Fulfillment Dashboard

The Dynamic Order Fulfillment Dashboard page can be used to check the business for received orders. The Dynamic Order Fulfillment Dashboard page displays the U.S. map that provides information related to the nation-wise distribution of the received orders.

The details for the widget displayed on the Dynamic Order Fulfillment Dashboard page is given in the following table.

Table 4. Dynamic Order Fulfillment Dashboard page - widgets
Widget Description
Order Distribution by State - Current month The report displays the state-wise number of orders received per Product Type (Wireless Product, Mobile Products) on the map of U.S. for 11 states.

Dynamic Order Fulfillment Report

The Dynamic Order Fulfillment Report page contains widgets that provide reports using pie charts for analysis.

Note: You can drill down to view and further analyze the attributes of report values. To drill down, double-click a drillable field on the graph or diagram that you want to analyze. To return to the previous level, right-click a value and click Drill Up. You can also click Display menu icon from the Instances widget title bar, and click Refresh.

The details for the widgets displayed on the Dynamic Order Fulfillment Report page are given in the following table.

Table 5. Dynamic Order Fulfillment Report page - widgets
Widget Description
Average Duration of Order Handling - Daily Time taken to process an order from the requested date to the fulfillment date.
Volume of Orders Processed per month The bar chart is based on the Order Requested Date and displays the number of orders processed per month. The Order Status field can be drilled down to view number of received orders for a given month status-wise.

Viewing the Dynamic Order Fulfillment process flow

The Dynamic Order Fulfillment process flow can be viewed as published using WebSphere Business Compass or as an inflight process that displays the services used and the sequence in which they are executed.

View the Dynamic Order Fulfillment Process on the following pages.

Dynamic Order Fulfillment Process

The artifacts used in the Solution Scenario can be viewed in the Dynamic Order Fulfillment Process page.

The details for the widget displayed on the Dynamic Order Fulfillment Process page is given in the following table.

Table 6. Dynamic Order Fulfillment Process page - widgets
Widget Description
Draft Artifacts Navigate and view the artifacts used in the Solution Scenario.

Dynamic Order Fulfillment Process Check

The Inflight Process is available on the Dynamic Order Fulfillment Process Check page. This process can be queried for a user using the Customer Name that the Customer Service Representative can obtain from the Display Order Submission page.

The details for the widgets displayed on the Dynamic Order Fulfillment Process Check page are given in the following table.

Table 7. Dynamic Order Fulfillment Process Check page - widgets
Widget Description
Instances The instances of the requests and responses created can be viewed in this widget.
Diagrams The inflight process displays where you are in the process and highlights the activity that is in a pending state. Select an item from the Instances widget to view the runtime transaction flow in this widget.