Siebel eSales Administration Guide > Modifying Order Workflows > Siebel eSales Order Workflows >

Checkout


The following workflows are associated with checking out in Siebel eSales.

eSales - Checkout Process

The workflow that begins the checkout procedure is shown in Figure 10.

Figure 10. eSales - Checkout Process

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When a user clicks Check Out on the Shopping Cart, the eSales - Checkout Process is called. The following events happen:

NOTE:  The eTraining Enrollment subprocess is for use with Siebel eTraining. For more information see Siebel eTraining Guide.

Credit Check - Quotes

The workflow for performing a credit check is shown in Figure 11.

Figure 11. Credit Check Process

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The Credit Check process is called from the eSales - Authorize Order Process. The following events happen:

To modify the Credit Check - Quotes Workflow

  1. If you are using credit checking for Siebel eSales and Siebel Orders, and you want to use different logic for the two, make a copy of the Credit Check - Quotes workflow, and save it with a different name.
  2. Modify the workflow.
  3. Modify the eSales - Authorize Order Process so that it calls the new, modified credit check workflow.

eSales - Enter Shipping Details Process

The workflow for selecting, entering, and modifying shipping information is shown in Figure 12.

Figure 12. eSales - Enter Shipping Details Process

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When shipping information needs to be entered or validated, the eSales - Enter Shipping Details Process is called. The following events happen:

eSales - Enter Payment Details Process

The workflow for selecting, entering, and modifying payment information is shown in Figure 13.

Figure 13. eSales - Enter Payment Details Process

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When payment information needs to be entered, the eSales - Enter Payment Details Process is called. The following events happen:

eSales - Complete Checkout Process

The workflow for checkout completion is shown in Figure 14.

Figure 14. eSales - Complete Checkout Process

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In the eSales - Checkout Process, after shipping and payment information have been added to the order, the eSales - Complete Checkout Process is called. The following events happen:

eSales - Authorize Order Process

The workflow for authorizing credit card payments and purchase orders is shown in Figure 15.

Figure 15. eSales - Authorize Order Process

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Confirming the order in the Order Summary view calls the eSales - Authorize Order Process. The following events happen:

See Using Third-Party Payment Applications for more information on credit card authorization.

NOTE:  It is not recommended that you use purchasing order approval processes with auction sites. This is because if a purchasing manager can reject an order, it compromises the validity of the bidding process.

eSales - Save Credit Card

The workflow for saving credit card information is shown in Figure 16.

Figure 16. eSales - Save Credit Card

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When the eSales - Save Credit Card process is called by the eSales - Enter Payment Details Process (see Figure 13), the following events happen:

eSales - Save Shipping Address

The workflow for saving shipping address information is shown in Figure 17.

Figure 17. eSales - Save Shipping Address

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When the eSales - Save Shipping Address process is called by the eSales - Enter Shipping Details Process (see Figure 12), the following events happen:

eSales - Save Account Shipping Address

The workflow for saving the account shipping address is shown in Figure 18.

Figure 18. eSales - Save Account Shipping Address

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When the eSales - Save Account Shipping Address workflow is called by the eSales - Enter Shipping Details Process (see Figure 12), it saves the account shipping address to the business address business component.

eSales - Set Primary Account Address

The workflow for setting the primary account address is shown in Figure 19.

Figure 19. eSales - Set Primary Account Address

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When the eSales - Set Primary Account Address workflow is called by the eSales - Enter Shipping Details Process (see Figure 12), it determines whether the B2B user has a primary account address.

eSales - Setting PO Status

The workflow for setting the status of a purchase order is shown in Figure 20.

Figure 20. eSales - Setting PO Status

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When the eSales - Setting PO Status workflow is called by the eSales - Authorize Order Process (see Figure 15), the following events happen:

For more information about PO status, see Administrative Tasks.

eSales - Current User Type

The workflow for looking up the current user type from the contact record is shown in Figure 21.

Figure 21. eSales - Current User Type

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The eSales - Current User Type workflow is called by the eSales - Approve Order Process (see Figure 23) and the eSales - Reject Order Process (see Figure 24).

Shipping Calculation Process

For information on the Shipping Calculation Process, see Setting Up Shipping Charge Calculation.


 Siebel eSales Administration Guide 
 Published: 18 April 2003