A reusable, client-agnostic process for identifying end-of-life hardware, creating a Lifecycle Manager initiative, building a Quoter replacement quote, and verifying the result.
This recipe describes the repeatable process for finding a client's end-of-life hardware, creating a Lifecycle Manager refresh initiative, attaching the selected assets, building and publishing a Quoter replacement quote, and recording the quote number back on the initiative.
It is intentionally client-agnostic. Replace value for <CLIENT_NAME>, with the records for the chosen customer(s).
The following workflow can be useful context for your chosen AI client as it captures decision rationale and observable execution steps; feel free to copy and paste it along with the prompt recipe.
Workflow overview
A[Load ScalePad MCP configuration] --> B[Discover API specs and endpoint schemas]
B --> C[Resolve the client in Core API]
C --> D[Retrieve every hardware page]
D --> E[Apply and document the EOL rule]
E --> F[Check for an existing refresh initiative]
F --> G[Create initiative and attach selected assets]
G --> H[Resolve Quoter contact, template, and catalog references]
H --> I[Create quote and replacement section]
I --> J[Add one line item per selected asset]
J --> K[Validate and publish quote]
K --> L[Record quote number on initiative]
L --> M[Read back every final record]