Siebel eSales Administration Guide


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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 Siebel eSales Administration Guide 
 Published: 18 April 2003