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Siebel Medical Handheld Guide

What's New in This Release

Overview of Siebel Medical Handheld

About Siebel Handheld

Overview of Siebel Handheld Synchronization

Siebel Handheld Synchronization Methods and Architecture

Handheld Synchronization

Overview of Siebel Handheld Client Application Configuration

Application Development

Overview of Siebel Handheld Architecture

Unsupported Features for Siebel Handheld

About Defining User Functionality in Siebel Handheld

Configuration Guidelines for Siebel Handheld

About Creating Siebel Handheld Projects

Designing Screens and Views for Siebel Handheld

Configuring User Interface Elements in Siebel Handheld

Configuring List Applets for the Handheld Client

Configuring Form Applets for the Handheld Client

Using Auto Pop-Up Lists in the Handheld Client

About Home Page Applets in Siebel Handheld

About Buttons in Handheld

About the Menu Bar in Handheld

About Toolbars in Handheld

About the Status Bar in Handheld

About Hyperlinks in Handheld

Scripting in the Siebel Handheld Client

Compiling the Siebel Handheld Application

Installing and Setting Up End User Translation Functionality

Performing Setup for Initial String Translation

Distributing Translated Strings

Configuring Printing from the Siebel Handheld Application

Defining Documents for Handheld

Designing Print Applets for Handheld

Configuring Applets for Printing for the Handheld Application

Configuring Print Buttons for the Handheld Application

Creating Print Templates for the Handheld Application

Configuring Signature Capture Capabilities in Siebel Handheld

Enabling Signature Capture

Invoking Signature Capture Dialogue Box and Display

Signature Capture Dialogue Box and Signature Display

Configuring Signature Capture in Activities More Info View in Siebel Handheld

Adding a Signature Capture Button in Siebel Tools

Signature Capture Applet Control User Properties

Testing the Siebel Handheld Application

Application Administration

Overview of Siebel Handheld Administration Screens

Setting Up Users in Siebel Handheld

Assigning User Responsibilities to Siebel Handheld Users

Creating Siebel Handheld Views

Specifying Views for the Handheld Application

About Business Component Filters

Setting Business Component Filters for Siebel Handheld Users

About Business Object Filters

Setting Business Object Filters for Siebel Handheld Users

About Thread Throttling

About Settings in the Handheld Administration Screens

Configuring Application Settings for Siebel Handheld

Configuring Component Level Settings for Siebel Handheld

Administering Barcode Settings for Siebel Medical Handheld

Enabling Barcode Scanning in Siebel Handheld

Mapping a Button for Socket In-Hand Scan Card

About the Barcode Parsing Algorithm Used in Siebel Medical Handheld

Creating New Barcode Definitions for the Handheld Application

Enabling Applications Views for Barcode Scanning

Example: Process of Creating a New Barcode Definition in the Service Handheld Application

About Monitoring Synchronization Sessions for Siebel Handheld

Monitoring Synchronization Sessions for Siebel Handheld

Obtaining Error Details from Siebel Handheld Synchronization Sessions

Obtaining Business Component Information from Siebel Handheld Synchronization Conflicts

Obtaining an Audit Trail for Siebel Handheld Synchronization Sessions

Acting Upon Synchronization Errors in Siebel Handheld

Administering Siebel Medical Handheld for Consignment Inventory Management

About Product Hierarchies

About Products, Assets and Inventory Transactions

About Usage Calculations

Administering Products for Siebel Medical Handheld

Managing Inventory Locations with Siebel Medical Handheld

Re-creating Product Hierarchies in Inventory Locations with Siebel Medical Handheld

Setting Consignment Levels for Inventory for Medical Handheld

Creating Assets for Medical Handheld

Managing Inventory Transactions for Medical Handheld

Viewing Signatures Captured for Approval-Required Moves from Medical Handheld

Assigning Cycle Counts for Medical Handheld

Developing Data Filters for Handheld

Constructing Business Component and Business Object Filters

Business Object Filters

Recommendations for Managing Handheld Business Object Filters

Companion Sync Deployments

Direct Server Sync Deployments

Examples of Default Business Object Declarations

Designating Visibility

Overriding the Popup Visibility

Deployment of Siebel Handheld

Overview of Server Installation in Support of the Siebel Handheld Client

Process of Server Installation for Siebel Handheld Direct Server Sync

About Siebel Handheld Synchronization Performance and Scalability

Providing Synchronization Security with Secure Sockets Layer

Process of Installing the Siebel Handheld Application

Editing the Handheld Application Installation Configuration File

Enabling Handheld User Database Backup

Installing Print Templates in the Siebel Handheld Install Directory

Setting Up Siebel Handheld Application Installation on a CompactFlash Card

Changing the SyncURL on Siebel Handheld Devices

Installing the Siebel Handheld Application from External Media

Distributing Siebel Handheld Application Patches

Deploying Patches to the Handheld Application with Direct Server Sync

Deploying Handheld Application Patches with Companion Sync

Creating Handheld Application Upgrade Kits for Companion Sync PDA

Downloading Patches to the Handheld Device

Synchronization Conflict Handling and Recovery with Handheld

Preventing Synchronization Transaction Conflicts with Siebel Handheld

Extended Pick Processing in Siebel Handheld

Enabling Extended Pick Processing in Siebel Handheld

Insert Failure Processing in Siebel Handheld

Recovering Error Data in Siebel Handheld

Installing the Handheld Application

Preparing to Upgrade from a Previous Siebel Handheld Release

Installing the Siebel Handheld Application

Installing Handheld for Companion Sync Users

Installing Handheld for Direct Server Sync Users

Reinstalling the Siebel Handheld Application

Uninstalling the Siebel Handheld Application

Working with Siebel Handheld Applications

Components of the Siebel Handheld Interface

Navigating the Siebel Handheld Interface

Navigating a List of Records in the Siebel Handheld Application

Entering Data with the Siebel Handheld Application

Working with Columns in the Handheld Client

Finding and Querying Data in the Siebel Handheld Application

About Find in Handheld

About Queries in Handheld

Printing with the Siebel Handheld Application

Exporting Data with the Siebel Handheld Application

Setting User Preferences in the Siebel Handheld Application

Backing Up and Restoring Data with the Siebel Handheld Client

Synchronizing Data on the Siebel Handheld Device

Using Siebel Handheld Synchronization with the Handheld Client

Using Companion Synchronization with the Handheld Client

Using Direct Server Synchronization with the Handheld Client

Synchronization Troubleshooting with the Siebel Handheld Client

Improving Siebel Handheld Application Performance

Using Siebel Medical Handheld

About Using Siebel Medical Handheld

Managing Accounts in Siebel Medical Handheld

Scenario for Managing Accounts in Medical Handheld

Creating Accounts in Medical Handheld

Affiliating Contacts with Accounts in Medical Handheld

Specifying the Best Time to Call on an Account in Medical Handheld

Viewing Sales Data in Medical Handheld

Logging and Tracking Service Requests in Medical Handheld

Entering Private Notes for Accounts in Medical Handheld

Entering Shared Notes for Accounts in Medical Handheld

Associating Activities with Accounts in Medical Handheld

Tracking Opportunities with Accounts in Medical Handheld

Working with Contacts in Siebel Medical Handheld

Scenario for Managing Contacts in Medical Handheld

Adding Contacts in Medical Handheld

Associating Accounts to Contacts with Medical Handheld

Associating Contacts with Opportunities in Medical Handheld

Adding Private or Shared Notes About a Contact in Medical Handheld

Working with Sales Methods in Siebel Medical Handheld

Developing Opportunities in Siebel Medical Handheld

Scenario for Developing Opportunities in Siebel Medical Handheld

Creating Opportunities in Medical Handheld

Associating a Contact with an Opportunity in Medical Handheld

Associating a Product with an Opportunity in Medical Handheld

About Opportunity Quotes

Managing Activities in Medical Handheld

Creating Activities in Medical Handheld

Delegating Activities in Medical Handheld

Associating Contacts with Activities in Medical Handheld

Adding General Activities Using the Calendar in Medical Handheld

Developing Quotes in Medical Handheld

Creating Quotes in Medical Handheld

Using Auto Quote in Medical Handheld

Adding Quote Items in Medical Handheld

Printing Quotes in Medical Handheld

Managing Orders in Medical Handheld

Creating Orders in Medical Handheld

Adding Order Line Items in Medical Handheld

Entering Terms and Totals in Medical Handheld

Tracking Expenses in Medical Handheld

Creating an Expense Report in Medical Handheld

Submitting an Expense Report in Medical Handheld

Creating General Activities in Siebel Medical Handheld

Adding General Activities From The Activities View in Medical Handheld

Adding General Activities From the Calendar View in Medical Handheld

Managing MedEd Events in Medical Handheld

Creating a MedEd Event in Medical Handheld

Inviting Professionals to MedEd Events Using Medical Handheld

Managing Consigned Inventory with Siebel Medical Handheld

About Barcode Scanning in Siebel Medical Handheld

Managing and Performing Cycle Counts with Medical Handheld

Viewing, Scheduling and Accessing Cycle Counts in Medical Handheld

Starting a Cycle Count

Performing a Cycle Count Using Barcode Scanning

Counting Products by Electronically Entering Product and Asset Records

Moving Products While Performing a Cycle Count

Completing Cycle Counts

Moving Inventory with Medical Handheld

Moving Inventory while Performing the Count

Moving Assets while Analyzing Inventory

Moving Products as a Stand-Alone Process

Capturing Signatures for Approval-Required Moves

Analyzing Inventory with Medical Handheld

Scenario for Analyzing Inventory Results

Viewing Hierarchical Results for Inventory and Usage

Viewing Results for Consigned Inventory

Viewing Assets in an Inventory Location

Troubleshooting

Synchronization

Companion Sync Checklist

Direct Server Sync Checklist

Re-synchronizing Problems

Direct Server Sync Log and Output Files

Companion Sync Log and Output Files

Handheld Device Log

End User Error Messages

Web Server Timeout Errors

Handheld Device Timeout Errors

Business Components and Classes

Supported Business Components for SiebelMedical Handheld

Business Component Classes

User Properties

User Properties for Medical Handheld

Print Tagging Language

Overview of Siebel Handheld Print Tagging Language

Using Variables in Print Templates

Print Configuration Settings

Overview of Siebel Handheld Print Configuration Settings

PrinterBaudrate

PrinterCompressed

PrinterDraftMode

PrinterFormFeed

PrinterHandshake

PrinterOrientation

Default Printing Settings

Siebel Medical Handheld Guide