Bookshelf v7.5: Required Setup Procedures for Checking Credit

Siebel Order Management Guide > Preparing for Integration > About Purchase Order Credit Checking Applications >

Required Setup Procedures for Checking Credit

To set up the use of third-party credit check application, you must perform the following tasks:

Verifying the External Credit Check ASI User Properties

Configuring Web Services

Activating the Workflow Processes

Verifying the External Credit Check ASI User Properties

You must verify the External Credit Check ASI user properties.

To verify the External Credit Check ASI user properties

In Siebel Tools, select the External Credit Check business service.

Select Business Service User Prop.

Verify that the Names and Values of the User Properties match those in the following table.


Name	Value
siebel_port_name	Default
siebel_web_service_name	External Credit Check
siebel_web_service_namespace	http://siebel.com/asi/

Configuring Web Services

Web services are used to direct the inbound and outbound messages to and from:

The third-party credit checking application

A demonstration script that can be used to test your integration setup

A middleware or integration server that will integrate with your accounts receivable system

You must make sure that the Web services are correctly configured.

To configure the Web services

Navigate to the Web Services Administration screen.

From the Show drop-down list, select Outbound Web Services.

Select the row with External Credit Check in the Name field.

Verify that the fields in the Outbound Web Services list match those in the following table.


Namespace	Name	Status
http://siebel.com/asi/	External Credit Check	Active

In the Service Ports list, click New, and enter the following values in the fields of the new record.


Field	Comments
Name	Enter a name for the port.
Port Type	Enter External Credit Check.
Transport	Select from the drop-down list. If you want to set up testing, for example when you are customizing applets or extending the ASI, select Local Business Service.
Address	When you select a transport, the field will be populated with a template address. Edit the address based on whether you are sending the data to middleware, the Credit Check application, and so on. If you want to set up testing, enter Credit Check ASI Test.
Binding	If a SOAP header is expected by the receiving application, select SOAP_RPC. If you are using Credit Check ASI Test, select Property Set.

Activating the Workflow Processes

You must activate the following workflow processes:

Credit Check - Quotes

Credit Check - Orders

For information about activating workflows, see Activating the Workflows and Integration Platform Technologies: Siebel eBusiness Application Integration Volume II.

For more information about configuring Web Services and setting up demonstration scripts, see Integration Platform Technologies: Siebel eBusiness Application Integration Volume II.