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Siebel eSales Administration Guide
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Introduction
How This Guide Is Organized
What's New in This Release
Revision History
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Siebel eSales Overview
Siebel eSales
The Siebel eSales Web Site
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Setup Tasks
Introduction
Installing Siebel Applications
Customizing the Framed and Unframed User Interface
Removing the Siebel eAdvisor Applet from Siebel eSales Web Pages
Implementing Siebel eSales Without Frames
Creating a Multilingual Web Site
Controlling User Access
Setting Up Default Responsibilities and User Types
Defining Access Groups
Setting Up Price Lists
Setting the Default Price List for the Siebel Application
Finding the Row ID of a Price List
Setting the Default Price List
Using Siebel Personalization
Defining Products
Full-Text Search
Implementing Siebel eSearch
Predefined Search Definitions for Siebel eSales
Setting Up Shipping Charge Calculation
Shipping Calculation Process Workflow
Business Services
Integration Objects
Business Service Scripts
Modifying Shipping Charge Calculations
Encrypting Credit Card Data Using RC2 Encryption
Customizing Notifications
Setting Up Communications Driver Profiles
Modifying Email Workflows
Modifying Email Templates
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Creating and Managing Catalogs
Siebel Catalog
Setting Up Catalogs
Creating Catalogs
Assigning Access to Catalogs
Selecting Languages for Catalog Translation
Setting Up Categories
Creating Categories
Associating Products with Categories
Associating Literature with Categories
Associating Auctions with Categories
Updating the Category Item Count
Removing the Category Item Count
Setting Display Templates for Categories
Assigning Access to Categories
Selecting Languages for Category Translation
Building Catalog Hierarchies
Creating New Display Templates for Categories
Creating a Category Detail View
Creating Drilldown Objects for the View
Editing the Web Layout of the New Display Template
Adding the New Display Template to the Application
Creating Unstructured Content
Setting Up Parametric Search
Making Classes Searchable
Making Attributes Searchable
Determining Which Products Are Returned from a Parametric Search
Initiating Parametric Search with a Product Family Selected
Removing the List Price Field from Parametric Search
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Modifying Order Workflows
Introduction
Siebel eSales Order Workflows
Quotes and Templates
Checkout
Notifications
Purchase Approval
Order Modification
Error Messages and Views
Auctions
Modifying Workflows
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Shopping Cart
Introduction
Quote Types Used in Siebel eSales
Shopping Service Business Service
Customizing the Shopping Service
Shopping Service Business Service Methods
Run-Time Events
Object Manager Support
Viewing Default Object Manager Parameters
Modifying Object Manager Parameters in the Web Client
Modifying Object Manager Parameters in the Mobile Web Client
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Administrative Tasks
Setting Quote Expiration Dates
Managing Anonymous Shopping Carts
Setting Up Customer Accounts
Creating Accounts
Associating Users with Accounts
Associating Price Lists with Accounts
Allowing Accounts and Contacts to Use Purchase Orders
Setting PO Auto-Approval Limits for Accounts
Setting the Credit Auto-Approval Limit For an Account
Setting the Skip Credit Check Field For an Account
Modifying Credit Card Charges
Authorizing Charges
Settling Charges
Combining the Authorization and Settlement of Charges
Querying For Transactions With Error Messages
Giving Refunds
Reversing Charges
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Using Third-Party Payment Applications
CyberSource Internet Commerce Suite
Installing CyberSource Software
Obtaining a Merchant ID
Downloading CyberSource onto Windows
Installing CyberSource on Windows
Downloading CyberSource onto UNIX
Installing CyberSource on UNIX
Enabling Credit Card Transactions with CyberSource
CyberSource Integration with Siebel eSales
Credit Card Transaction Service Business Service
Integration Objects
Data Maps
CyberSource Adapter Service Business Service
Address Verification with CyberSource
Customizing Cybersource Integration
Modifying the Scripts in the CyberSource Adapter Service
Passing Data from Other Fields in the Siebel Database
Passing Data from Fields Not in the Siebel Database
Calling the Credit Card Transaction Service from Other Places in Siebel eSales
Calling the Credit Card Transaction Service from Other Business Components
Using Other Third-Party Payment Applications
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Using Purchase Order Credit Checking Applications
About Using Purchase Order Credit Checking Applications
Required Setup Procedures
Verifying the External Credit Check ASI User Properties
Configuring Web Services
Activating the Workflows
Optional Setup Procedures
Modifying the Credit Check Service Business Service User Properties
Turning Off Credit Checking
Customizing the Credit Check - Quotes Workflow
Changing the Credit Auto-Approval Limit For Accounts
Skipping Credit Checks For an Account
Restricting Which Employees Can Administer Credit Checking
Extending the Credit Check Interface Request
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Using Third-Party Taxation Applications
Introduction
Taxware Applications
Installing Taxware Applications on Windows
Installing Sales/Use on Windows
Installing STEP on Windows
Installing UTL on Windows
Installing WORLDTAX on Windows
Setting Up the Windows Environment
Setting Up Taxware Applications on Windows
Setting Up Sales/Use on Windows
Setting Up STEP on Windows
Setting Up WORLDTAX on Windows
Installing Taxware Applications on UNIX
Setting Up Taxware Applications on UNIX
Setting Up Sales/Use on UNIX
Setting Up WORLDTAX on UNIX
Enabling Tax Calculation
Enabling Tax Calculation with the Sales/Use Tax System
Enabling Tax Calculation with WORLDTAX
Taxing Customizable Products
Taxware Integration with Siebel eSales
Tax Calculator Business Service
Integration Objects
Data Maps
Taxware Adapter Business Service
Audit File
Address Verification for Taxware
Customizing Taxware Integration
Passing Data from Other Fields in the Siebel Database
Passing Data from Fields Not in the Siebel Database
Calling the Tax Calculator Business Service from Other Places in Siebel eSales
Calling the Tax Calculator Business Service from Other Business Components
Using Other Third-Party Taxation Applications
Handling Unicode Conversion Errors
Error Prevention
Defining Required Fields
Configuring Error Messages
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Using Third-Party Product Availability Management Applications
Required Setup Procedures
Checking the Availability Fulfillment Methods
Setting the ATP Action Parameter in the Quote Business Component User Properties
Verifying the External ATP Check Business Service User Properties
Configuring Web Services
Optional Setup Procedures
Preventing Rollup of Availability Information
Extending the ATP Check Interface
Requiring User Registration
UI Terms
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Using Third-Party Shipment Tracking Applications
Required Setup Procedures
Setting the Shipment Tracking-Package Tracking User Properties
Verifying the External Shipment Tracking ASI User Properties
Configuring Web Services
Optional Setup Procedures
Extending Returned Data
Changing the Package Sorting Order
Turning Off Package Sorting
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Shopping Service API
User Action Methods
AddToCart
AddToFavoriteList
SetShoppingCart
SetApplicationName
OrderTemplate
Workflow Methods
SaveCartAsTemplate
SaveCartAsQuote
DiscardCart
OrderQuote
ValidQuote
RemoveInvalidItems
CreateOrder
Reorder
GetShoppingCartStatus
MoveToCart
RepriceQuote
SelectPrimary
SetBusCompFields
ValidatePayment
ValidateAddress
Siebel eAuction Integration Methods
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