A - B - C - D - E - F - G - H - I - L - M - O - P - Q - R - S - T - U - V - W

A

access groups

catalog, associating with an access group   1

category, associating with an access group   1 ,  2

accounts

active quote for current account, subprocess workflow   1 ,  2

credit auto-approval limit, changing   1

credit checks, skipping   1

quote, determining if active quote for current account   1

quote, identifying active quote for   1

quotes, developing for   1

setting up, about   1

Accounts screen

customer profile, views used to display   1

quotes and orders, about creating from   1

action codes, about using and list of   1

active quotes

activating current quote, workflow   1

activating, subprocess workflow   1 ,  2

overview   1

activities

line item, adding to   1

activity plan templates

creating (procedure)   1

line item, associating with   1

setting up, about   1

AddFavoriteItemtoOrder Method   1

AddFavoriteItemtoQuote Method   1

AddFavoriteToOrder Method   1

AddFavoriteToQuote Method   1

ADMExport Method   1

ADMImport Method   1

ADMPreview Method   1

ADMValidate Method   1

Advisor, using to add line items   1

agreement, converting a quote to   1

application services interfaces (ASIs)

about and use of   1

extending   1

workflows   1

ApplyPromotionDefaults Method   1

ASCII codepage   1

asset-based ordering

about and example   1

action codes, about using and list of   1

Auto Asset button, about using   1

business scenario   1 ,  2

customer profile, role of   1

exploding and ungrouping, example   1

individual assets entries   1

modify order, about   1

new quotes and orders, about   1

quote-to-order explode functionality, about   1

asset-based ordering, setting up

about   1

asset-based ordering workflows, making desired changes   1

individual assets entries   1

server component parameter, setting   1

tasks. list of   1

workflows, activating   1

assets

completed order line items, creating from workflow   1

complex asset workflow   1

deleting, workflow   1

disconnecting   1

disconnecting selected assets, workflow   1

individual assets entries and installed assets   1

integration ID   1

modifying attributes, workflow   1

modifying, about   1

orders. applying to open and pending to asset workflow   1

order-to-asset process, workflow   1

quotes, using to modify   1

reconfiguring   1

ATP (availability-to-promise) software

availability-to-promise (ATP) software   1

ATP Action Parameter, setting in the Quote and Order business component properties   1

ATP ASI Testing script, about   1

ATP Check Interface

added field, preventing fulfillment engine from modifying   1

ATP Fulfillment View (eSales), adding the Explicit Login parameter   1

Audit File, about and writing to   1

Auto Asset button, about using   1

Auto Asset feature, using to modify service profile   1

automatic configuration of customizable products

about workflows that support   1

adding a promotion line item   1

Headless Configuration service   1

ISS Promotion Management service   1

process of enabling   1

Siebel Business Application setup for   1

Siebel Tools setup for   1

workflows to activate for   1

AutoQuote feature, using from an opportunity   1

availability checking

ASIs, extending   1

ATP ASI testing script, about   1

availability fulfillment methods, checking   1

availability information, preventing rollup   1

extension of returned data, about   1

external ATP Check business service user properties, verifying   1

Quote and Order business component properties, setting the ATP Action Parameter   1

UI terms, customizing   1

Web services, configuring   1

availability fulfillment methods, checking   1

Availability Information Rollup, disabling   1

availability summary date, turning off computation of   1

availability-to-promise (ATP) software

Application Services Interfaces, about   1

ASIs, extending   1

Availability Information, disabling   1

credit card payments, authorizing and settling   1

credit card payments, authorizing manually   1

item availability, about checking   1

payment history, checking   1

payments, approving   1

payments, changing status of   1

purchase order, checking credit for   1

quote or order, checking and reserving items   1

refunds, entering   1

setting up, about   1

splitting items to accommodate different requested dates   1

UI customizations, optional   1


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B

Browse Catalog feature, using to add line items   1 ,  2

bundled promotions   1 ,  2

Business Process Designer, about using to modify the order management process   1

buttons, used to build catalog hierarchies   1


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C

Calculate Taxes button, using to calculate taxes   1

canceling line items   1

canceling orders   1

carriers, field   1

catalogs

about and deployment options (table)   1

access group, associating with a catalog   1

browsing to add line items   1 ,  2

catalog defined and hierarchy diagram   1

catalog hierarchies, buttons used to build   1

creating catalogs   1

employees, about assigning to   1

language for translation, choosing   1

product catalogs, about setting up   1

removing category item count   1

selecting product promotions from   1

subcategories, creating   1

updating category count   1

categories

access group, associating with a category   1 ,  2

catalogs, as part of (hierarchy diagram)   1

creating categories   1

display templates, about creating new   1

language for translation, choosing   1

literature, associating with   1

products, associating with   1

removing item count   1 ,  2

Category Detail View, creating   1

charts

quotes, displaying charts analyzing quotes   1

quotes, list of charts used to analyze   1

Check Availability button, hiding   1

checks, Payment Detail Field for (table)   1

codepage conversion, error prevention during   1

codepage, ASCII   1

component commitment check in promotions   1

component quantity edits, about making   1

contacts

quotes, developing for   1

setting up, about   1

Contacts screen, about creating quotes and orders from   1

conversion errors, Unicode   1

coupons, in product promotions   1

credit auto-approval limit, changing   1

credit cards

authorization and verifications   1

credit card types, about   1

credit card types, adding new types   1

payment type, adding   1

payments, authorizing and settling   1

payments, authorizing manually   1

processing, about and integration with third-party systems   1

credit checking

credit auto-approval limit, changing   1

credit check interface request (ASI), extending   1

customizing credit checks   1

employees, restricting which can administer   1

purchase order credit checking   1

setup procedures, required   1

skipping credit checks   1

software, integration overview   1

turning off   1

user properties, modifying   1

Web services, configuring   1

workflow processes, activating   1

customer confirmation workflows   1

customer order management

Siebel Customer Order Management   1

customer profile

using, about   1

views used to display   1

customer service profile, about updating   1

customers

acknowledgements, about setting up workflows   1

customizable products

editing order line items   1

quotes and orders, enhancements to   1

taxing   1


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D

data maps

Taxware, about using and viewing   1

Taxware, used in Tax Calculator Business service   1

DeleteOrder Method   1

DeleteOrderItem Method   1

DeleteQuote Method   1

DeleteQuoteItem Method   1

deleting

line items from orders or quotes   1

Delta Order button, about disabling   1

Delta Quote button, about disabling   1

delta quotes

edit asset, workflow   1

disconnect promotion   1

disconnecting assets, workflow   1

discounts

default discount, applying to line items for a quote   1

manual discount, about applying   1

manual discount, applying to individual line item   1

display templates   1

application, adding to   1

categories   1

detail view, creating   1

drilldown objects for view, creating   1

new display templates for categories, about creating   1

Web layout, editing   1

drilldown objects, creating for view   1

duration of promotions, defining   1

dynamic product catalog

about   1

configuring applets   1

configuring show navigator button   1


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E

employee order management

asset, disconnecting   1

asset, using quote to modify   1

order line items, editing   1

orders, revising submitted orders   1

orders, submitting   1

quotes, converting to orders   1

quotes, creating new quote   1

service profile, about updating   1

employees

catalogs, about assigning to   1

credit checking, restricting which can administer   1

error messages   1 ,  2

errors, and Unicode conversion   1

eSales Web site, obtaining product availability information

availability fulfillment methods, checking   1

ExecuteCrossSell Business Service Method   1

ExecuteSearch Method   1

ExecuteUpsell Business Service Method   1

exploding

quote-to-order explode functionality, about   1

ExportFullVOD Method   1

ExportVOD Method   1

External ATP Check business service user properties, verifying   1

External Credit Check ASI user properties, verifying   1


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F

field carriers   1

fields, required   1

forecast, including quote items in forecast   1

fulfillment system

credit card payments, authorizing manually   1

credit card payments. authorizing and settling   1

fulfillment system, integration   1

items, about reserving   1

payment history, checking   1

payments, approving   1

payments, changing the status of   1

purchase order, checking credit for   1

quote or order, checking and reserving items   1

refunds, entering   1

splitting items to accommodate different requested dates   1

fulfillment system, integration

availability-to-promise software, integration overview   1

fulfillment system   1


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G

Get Order Status ASI, about workflow   1

GetActiveOrder Method   1

GetActiveQuote Method   1

GetCatalog Method   1

GetCatalogCategories Method   1

GetCategoryProducts Method   1

GetFavoriteItems Method   1

GetFavorites Method   1

GetProductAttributeDomain Method   1

GetProductChildren Method   1

GetProductDetails Method   1

GetRelatedProducts Method   1

GetRelatedPromotions Method   1

GetSearchOptions Method   1

GetSearchParameters Method   1


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H

Header Detail form, example of data used for line items   1 ,  2 ,  3

Headless Configuration service

about   1

user properties   1

Headless Configuration Web Service, workflow   1

Hold Reason list   1


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I

ImportVOD Method   1

InsertOrder Method   1

InsertOrderItem Method   1

InsertQuote Method   1

InsertQuoteItem Method   1

installed assets

customizable products, reconfiguring   1

disconnecting   1

quotes, using to modify   1

integration

customizing for Taxware   1

workflows, about setting up and activating   1

integration ID, description of   1

integration objects

Tax Calculator Business Service integration objects   1

integration, preparing for

Application Services Interfaces (ASIs), about and use of   1

ASI Integration Points in the Ordering Process (diagram)   1

ASIs, extending   1

Availability Information Rollup, disabling   1

availability-to-promise (ATP) software, overview   1

individual integration entries   1

purchase order credit checking applications, about   1

quote and order ASI, setting up   1

strategy   1

UI customizations, optional   1

integrity check, promotions   1

Internal order type, about   1

inventory locations, about setting up   1

ISS Authoring Import Export Business Service Reference   1

ISS Promotion Management service

about   1

user properties   1

ISS Promotion Upgrade Process, workflow   1


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L

language

catalog translation, choosing   1

category translation, choosing   1

line items

canceling   1

deleting from orders or quotes   1

splitting to accommodate different requested dates   1

literature, associating categories with   1

LOV (lists of values), table   1


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M

magnifying glass, and parametric search   1

mailing address, defining for check payment   1

manual discount

applying, about   1

default discount, applying to line items for a quote   1

individual line item, applying to   1

master account, defined   1

merged promotions, defining   1

modify order, about   1

modify promotion   1

multiple open orders   1


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O

opportunities

AutoQuote, using   1

quotes, developing from   1

quotes, updating from   1

order ASIs

order management processes, overview   1

Web services, setting up   1

workflows, activating   1

Order business component property, setting the ATP Action Parameter   1

order line items

assets, about using Auto Asset button to convert to   1

editing   1

editing workflow   1

order management

business scenario   1

end user business scenario   1 ,  2

functional overview   1

life cycle tasks, list of   1

order management, setting up

order management   1

accounts and contacts, setting up   1

activity plan templates, about setting up   1

activity plan templates, creating (procedure)   1

asset-based ordering, setting up   1

credit card authorization and verifications   1

credit card processing, about and integration with third-party systems   1

credit card types. about   1

employees, about assigning catalogs to   1

integration, about setting up and activating workflows   1

inventory locations, setting up   1

lists of values (table)   1

mailing address, defining for check payment   1

order statuses, defining   1

order types. about setting up and initial order types (table)   1

payment methods, defining new methods   1

payment terms, defining   1

price list, setting up   1

product catalogs, about setting up   1

products, about checking availability of   1

products, setting up   1

quotes and orders, about creating from accounts and contracts   1

salespeople, setting up   1

shipping information, about setting up   1

Siebel Tools, using to configure screens   1

tasks, list of   1

tax calculations, setting up   1

workflows, new or modified   1

order status

defining   1

updating, integration overview   1

order submission, integration overview   1

order types

new order type, defining   1

setting up, about and initial order types (table)   1

Order Web service

inbound, setting up   1

outbound, setting up   1

orders

accounts and contracts, creating from   1

action codes, about and list of   1

approvals, about setting up workflows   1

asset, applying open and pending orders to selected asset   1

asset-based ordering, about using in   1

canceling   1

defined   1

end user's, about working with   1

Get Order Status ASI workflow, about   1

individual orders entries   1

modify order, about   1

multiple open   1

multiple open orders, about   1

open orders, multiple   1

order confirmation, sample workflows   1

placing on hold   1

quotes, converting to   1

quote-to-sales order process   1

revising submitted orders   1

service and billing account fields, filling   1

stopping temporarily   1

Submit Order Status ASI workflow, about   1

submitting   1

submitting workflow   1

orders, creating

about and tasks   1

availability, checking and reserving items   1

catalog, browsing to add line items   1 ,  2

components, about changing quantities   1

items, about reserving   1

line items, deleting   1

package container line item, adding   1

payment information, entering for   1

payments; pricing; product selection templates; quotes, creating, and individual orders entries   1

product, adding using Add Items   1

products, adding one at a time   1

products, customizing   1

quote, converting to an order   1

requested dates, splitting items to accommodate   1

service product, adding to   1

shipping information, adding   1

ship-to address, varying   1

Siebel Advisor, using to add line items   1

starting an order   1

template, using to add all items   1

orders, working with

activity plan template, associating with a line item   1

approving   1

canceling   1

existing order, accessing   1

individual activity, adding to a line item   1

order, submitting   1

revising   1

Order-to-Asset process

orders, applying active and unprocessed to asset   1

service order to asset workflow   1


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P

package

package container line item, adding   1

package price, defined   1

package, defined   1

parametric search

about setting up   1

class, making searchable   1

List Price field, removing from search   1

part numbers, finding   1

payments

approving   1

history, checking   1

mailing address, defining for check payment   1

new payment terms, defining   1

orders, creating; quotes, creating   1

payment fields by payment method (tables)   1

payment information, adding for quotes or orders   1

payment methods, defining new payment methods   1

payment terms, changing settings   1

status, changing   1

PDS PublishCatalog Test Workflow   1

Post_EIM_Upgrade Method   1

price lists, about setting up   1

pricing

default discount, applying to line items for a quote   1

excluding items from repricing   1

manual discount, about applying   1

manual discount, applying to individual line item   1

orders, creating; quotes, creating   1

quotes and orders, factors based on   1

recalculating prices, manually   1

recalculating, about when   1

product availability information

added field, preventing fulfillment engine from modifying   1

availability fulfillment methods, checking   1

user registration, requiring   1

product catalogs

browsing to add line items   1 ,  2

setting up, about   1

product class   1

Product Data Service API

About   1

Product Data Services API

Architecture   1

product line   1

product promotions, defining   1

product recommendations

about   1

best practices for implementing   1

configuring recommendation and scoring logic   1

creating   1

customizing duplicate message suppression   1

customizing message response logging   1

scenario   1

technical reference   1

turning off   1

unified messaging service and   1

product selection templates

private product template, creating   1

quote or order, using to add all items   1

Product UpSell CrossSell Service   1

products

availability, about checking   1

categories, associating with   1

component, deleting   1

components, about changing quantities in customizable product   1

customizing   1

deleting from quote or order   1

forecasting, including quote items in   1

items, about reserving   1

note, viewing on price list and in catalogs   1

quote or order, checking availability and reserving items   1

service   1

setting up, about   1

smart part numbers, about using to identify products   1

splitting items to accommodate different requested dates   1

taxing customizable   1

promise, setting up to check availability of   1

promotion line item

about adding   1

about handling attribute defaults   1

promotions

and catalog   1

and coupons   1

bundled   1

bundling components of   1

component commitment check of   1

components across service accounts   1

defining   1

disconnect   1

disconnections of   1

duration of   1

integrity check   1

merged   1

modify   1

recommendations of   1

split   1

upgrade   1

upgrade aggregates, defining eligibility for   1

upgrade components, defining eligibility for   1

users working with   1

PublishCatalog Method   1

purchase order

credit, checking for   1

Payment Detail fields for (table)   1

purchase order credit checking

about   1

ASI for credit check interface request, extending   1

credit auto-approval limit, changing   1

credit check, skipping   1

credit checking, turning off   1

customizing credit checks   1

employees, restricting which can administer   1

setup procedures, required   1

user properties, modifying   1

Web services, configuring   1

workflow processes, activating   1

purchase order credit checking applications

about using   1

Credit Check Service business service, modifying   1

credit checking

turning off   1

on quote or order   1

workflows that control process   1

workflows, activating   1

Purchase Order type, about   1


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Q

query order status, integration overview   1

quote ASIs   1

order management processes, overview   1

Web services, setting up   1

workflows, activating   1

Quote business component property, setting the ATP Action Parameter   1

quote line items

asset-based ordering, editing   1

SIS OM Edit Delta Quote Line Item workflow, using to edit   1

quote submission, integration overview   1

Quote Web service

inbound, setting up   1

outbound, setting up   1

quotes

account, determining if user has active quote for current account   1 ,  2

accounts and contracts, creating from   1

action codes, about and list of   1

activating a quote, overview   1

activating current quote, workflow   1

active quote, determining for current account   1

approvals, about setting up workflows   1

asset-based ordering, about using in   1

defined   1

end user's, about working with   1

installed asset, modifying   1

new quote, creating   1

orders, converting to   1

quote verifications, about setting up workflows   1

quote-to-order explode functionality, about   1

Submit Quote ASI workflow, about   1

quotes, creating

availability, checking and reserving items   1

catalog, browsing to add line items   1 ,  2

components, about changing quantities   1

items, about reserving   1

line items, deleting   1

opportunities, generating from (AutoQuote)   1

orders, creating; payments; pricing; product selection templates; quotes, working with   1

package container line item, adding   1

product, adding using Add Items   1

products, adding one at a time   1

products, customizing   1

requested dates, splitting items to accommodate   1

service product, adding to   1

shipping, adding information   1

ship-to address, varying   1

Siebel Advisor, using to add line items   1

starting a quote   1

tasks, list of   1

template, using to add all items   1

verifying quotes   1

quotes, working with

agreement, converting to   1

charts analyzing quotes, displaying   1

charts, list of to analyze quotes   1

existing quote, accessing   1

forecast, including quotes in   1

opportunities, updating from quotes   1

order, converting quote to   1

revising a quotes   1

Quote-to-Order process

quotes, converting to orders   1

Quote-to-Sales Order process   1


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R

recommendations

product recommendations   1

refunds, entering   1

ReleaseSingleObject Method   1 ,  2

Repair order type, about   1

repricing

about automatically   1

excluding items from   1

manually recalculating prices   1

Restore Document Method   1

revising

order   1

submitted orders   1

RMA (Return Material Authorization) Advance Exchange   1

RMA Repair Return   1

RMA Return   1


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S

Sales order type, about   1

Sales/Use Taxware module

about   1

tax calculation, enabling   1

salespeople, setting up   1

Save Document Method   1

SaveOrderAsFavorite Method   1

SaveQuoteAsFavorite Method   1

search

class, making searchable   1

List Price field, removing from search   1

parametric search, about setting up   1

server component parameter, setting   1

server-based catalogs, about (table)   1

Service order type, about   1

service product

order, adding to   1

overview   1

quote, adding to   1

service profile

Auto Asset, using to modify   1

updating, about   1

workflow, displaying active quote   1

service profile, redisplaying

quote, activating current   1

SetActiveOrder Method   1

SetActiveQuote Method   1

shipment freight calculation, about   1

shipping

charges, calculating   1

information, about setting up and defining shipping information   1

information, adding for quote or order   1

ship-to address, varying by line item   1

Shipping Method field, described   1

Shipping Terms field, described   1

Siebel Advisor, using to add line items   1

Siebel Application Services Interfaces (ASIs), about and use of   1

Siebel Business Application

setup for automatic configuration of customizable products   1

Siebel Business Process Designer

order management process, about using to modify   1

Siebel catalog, about and deployment options (table)   1

Siebel Customer Order Management

asset-based order, about and example   1

quotes and orders, about working with   1

setting up, about   1

third-party application, about integrating with   1

Siebel eSales

integration with Taxware   1

Tax Calculator Business Service, process flow   1

Siebel eSales, list of customer confirmation workflows   1

Siebel Order Management

order functionality, enhancements to   1

quote functionality, enhancements to   1

Siebel Tools

component quantity edits, about making   1

order management user properties (table)   1

screens and views, about using to configure   1

setup for automatic configuration of customizable products   1

SIS OM Active Quote Subprocess workflow   1 ,  2

SIS OM Apply Completed Service Order Line Item to Service Profile workflow   1

SIS OM Auto Select Order Billing and Service Accounts workflow   1

SIS OM Disconnect Asset Subprocess workflow   1

SIS OM Disconnect Products & Services Process workflow   1

SIS OM Edit Complex Asset workflow   1

SIS OM Edit Delta Quote Line Item workflow   1

SIS OM Edit Service Order Line Item workflow   1

SIS OM Get Future Asset Subprocess, workflow   1

SIS OM Modify Products & Services Process workflow   1

SIS OM New Products & Services Process workflow   1

SIS OM Profile Process workflow   1

SIS OM Submit Order Process workflow   1

SIS OM Sync Delta Subprocess, workflow   1

smart part numbers, about   1

split promotions, defining   1

STEP Taxware module   1

stored values, Payment Detail fields for (table)   1

subcategories, creating

buttons for modifying   1

creating (procedure)   1

Submit button, about working   1

Submit Order Status ASI, about workflow   1

Submit Quote ASI, about workflow   1


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T

tax calculation

enabling with Sales/Use Taxware module   1

enabling with WORLDTAX Taxware module   1

manually calculating   1

using applications other than Taxware   1

with applications other than Taxware   1

tax calculations, setting up

entering taxes manually   1

third-party system, using to calculate taxes   1

Tax Calculator business service

calling from eSales   1

calling from other business components   1 ,  2

Tax - Configuration (Taxware)   1

Tax Integration (Siebel Quote)   1

Tax Integration (Taxware Input)   1

Tax Integration (Taxware Output)   1

Tax Calculator business service, about   1

tax exempt information, about entering and filing   1

taxes

calculated   1

on customizable products   1

Taxware

applications and Unicode conversion errors   1

customizing integration   1

data maps   1

free disk space, required amount   1

integration with Siebel Sales   1

modules, about   1

Sales/Use module   1

STEP module   1

tax calculation with Sales/Use   1

tax calculation with WORLDTAX   1

Universal Tax Link (UTL) module   1

UNIX, installing on   1

UNIX, setting up on   1

VERAZIP module   1

Windows, installing on   1

Windows, setting up on   1

WORLDTAX module   1

Taxware Adapter Business Service, about and method   1

Taxware software, using to calculate   1

Taxware, customizing

data, passing from fields outside Siebel   1

data, passing from Siebel fields   1

Tax Calculator business service, calling from eSales   1

Tax Calculator business service, calling from other business components   1

Taxware, integrating with eSales

Audit File, about and writing to   1

completion codes   1

Tax Calculator business service, integrated objects   1

Tax Calculator business service, method and arguments   1

Taxware Adapter Service, about and method   1

templates

activity plan template, associating with a line item   1

activity plan templates, about setting up   1

activity plan templates, creating (procedure)   1

product selection template, creating private product template   1

product selection template, using to add all items to quote or order   1

third-party software

availability-to-promise (ATP) software, integrating   1

returned data, about extending   1

taxes, using to calculate   1


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U

UI customization for ASIs   1

Unicode conversion errors

configuring error messages for   1

prevention of   1

required fields, defining   1

unified messaging service and product recommendations   1

Universal Tax Link (UTL) Taxware module   1

UNIX

Taxware, installing on   1

Taxware, setting up   1

UpdateOrder Method   1

UpdateOrderItem Method   1

UpdateQuote Method   1

UpdateQuoteItem Method   1

upgrade promotion   1

upgrade promotion aggregates   1

user properties

External ATP Check business service user properties, verifying   1

External Credit Check ASI user properties, verifying   1

purchase order credit checking, modifying   1

table   1

users

registration, requiring   1

working with product promotions   1


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V

VERAZIP Taxware module   1

Verify menu option, about choosing   1

views, drilldown objects, creating for   1


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W

Web layout, editing display templates   1

Web order type, about   1

Web services

availability checking, configuring   1

purchase order credit checking, configuring   1

Windows, and Taxware   1

wire transfers, Payment Detail field for (table)   1

workflow processes, activating   1

workflows

asset-based ordering workflows, making desired changes   1

assets, applying open and pending orders to   1

assets, creating from completed order line items   1

examples of changes   1

Get Order Status ASI, about   1

Headless Configuration Web Service   1

order line items, editing   1

orders, applying open and pending to assets   1

orders, filling service and billing account fields   1

orders, submitting   1

Quote and Order screens, about using to set up actions   1

quote line items, editing   1

quote, activating current   1

quotes, determining active quote for current account   1

quotes. determining if user has an active quote for current account   1 ,  2

service profile, displaying active or newly created quote   1

service, disconnecting   1

Submit Order Status ASI, about   1

Submit Quote ASI, about   1

WORLDTAX Taxware module

about   1

tax calculation, enabling   1

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