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Siebel Consumer Goods Handheld Guide
What's New in This Release
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Overview of Siebel Consumer Goods Handheld
About Siebel Handheld
Overview of Siebel Handheld Synchronization
Siebel Handheld Synchronization Methods and Architecture
Handheld Synchronization
Overview of Siebel Handheld Client Application Configuration
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Application Development
Overview of Siebel Handheld Architecture
Unsupported Features for Siebel Handheld
About Defining User Functionality in Siebel Handheld
Configuration Guidelines for Siebel Handheld
About Creating Siebel Handheld Projects
Designing Screens and Views for Siebel Handheld
Configuring User Interface Elements in Siebel Handheld
Configuring List Applets for the Handheld Client
Configuring Form Applets for the Handheld Client
Using Auto Pop-Up Lists in the Handheld Client
About Home Page Applets in Siebel Handheld
About Buttons in Handheld
About the Menu Bar in Handheld
About Toolbars in Handheld
About the Status Bar in Handheld
About Hyperlinks in Handheld
Scripting in the Siebel Handheld Client
Compiling the Siebel Handheld Application
Installing and Setting Up End User Translation Functionality
Performing Setup for Initial String Translation
Distributing Translated Strings
Configuring Printing from the Siebel Handheld Application
Defining Documents for Handheld
Designing Print Applets for Handheld
Configuring Applets for Printing for the Handheld Application
Configuring Print Buttons for the Handheld Application
Creating Print Templates for the Handheld Application
Configuring Signature Capture Capabilities in Siebel Handheld
Enabling Signature Capture
Invoking Signature Capture Dialogue Box and Display
Signature Capture Dialogue Box and Signature Display
Configuring Signature Capture in Activities More Info View in Siebel Handheld
Adding a Signature Capture Button in Siebel Tools
Signature Capture Applet Control User Properties
Testing the Siebel Handheld Application
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Application Administration
Overview of Siebel Handheld Administration Screens
Setting Up Users in Siebel Handheld
Assigning User Responsibilities to Siebel Handheld Users
Creating Siebel Handheld Views
Specifying Views for the Handheld Application
About Business Component Filters
Setting Business Component Filters for Siebel Handheld Users
About Business Object Filters
Setting Business Object Filters for Siebel Handheld Users
About Thread Throttling
About Settings in the Handheld Administration Screens
Configuring Application Settings for Siebel Handheld
Configuring Component Level Settings for Siebel Handheld
Administering Barcode Settings for Siebel Handheld
Enabling Barcode Scanning in Siebel Handheld
Mapping a Button for Socket In-Hand Scan Card
Creating New Barcode Definitions for the Handheld Application
Enabling Applications Views for Barcode Scanning
Example: Process of Creating a New Barcode Definition in the Service Handheld Application
About Monitoring Synchronization Sessions for Siebel Handheld
Monitoring Synchronization Sessions for Siebel Handheld
Obtaining Error Details from Siebel Handheld Synchronization Sessions
Obtaining Business Component Information from Siebel Handheld Synchronization Conflicts
Obtaining an Audit Trail for Siebel Handheld Synchronization Sessions
Acting Upon Synchronization Errors in Siebel Handheld
Setting Up a Van Inventory for Siebel Consumer Goods Handheld
Creating a Van Product for Consumer Goods Handheld
Setting Up a Van as an Asset for Consumer Goods Handheld
Creating an Inventory Location for a Van
Setting Up Product Inventories
Setting Up Products in Siebel Consumer Goods Handheld
Administering Products with Consumer Goods Handheld
Setting a Bonus Threshold in Consumer Goods Handheld
Creating a Tax List in Consumer Goods Handheld
Setting Up Volume Discounts
Accounts Administration in Siebel Consumer Goods Handheld
Setting Available Credit for an Account in Consumer Goods Handheld
Associating a Price List with an Account in Consumer Goods Handheld
Associating a Tax List with an Account in Consumer Goods Handheld
Indicating Which Products an Account May Order Using Consumer Goods Handheld
Indicating Which Products to Audit in Consumer Goods Handheld
Administering Document ID with Siebel Consumer Goods Handheld
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Data Filtering
Developing Data Filters for Handheld
Constructing Business Component and Business Object Filters
Business Object Filters
Recommendations for Managing Handheld Business Object Filters
Direct Server Sync Deployments
Examples of Default Business Object Declarations
Designating Visibility
Overriding the Popup Visibility
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Deployment of Siebel Handheld
Overview of Server Installation in Support of the Siebel Handheld Client
Process of Server Installation for Siebel Handheld Direct Server Sync
About Siebel Handheld Synchronization Performance and Scalability
Providing Synchronization Security with Secure Sockets Layer
Process of Installing the Siebel Handheld Application
Editing the Handheld Application Installation Configuration File
Enabling Handheld User Database Backup
Installing Print Templates in the Siebel Handheld Install Directory
Setting Up Siebel Handheld Application Installation on a CompactFlash Card
Changing the SyncURL on Siebel Handheld Devices
Installing the Siebel Handheld Application from External Media
Distributing Siebel Handheld Application Patches
Deploying Patches to the Handheld Application with Direct Server Sync
Downloading Patches to the Handheld Device
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Synchronization Conflict Handling and Recovery with Handheld
Preventing Synchronization Transaction Conflicts with Siebel Handheld
Extended Pick Processing in Siebel Handheld
Enabling Extended Pick Processing in Siebel Handheld
Insert Failure Processing in Siebel Handheld
Recovering Error Data in Siebel Handheld
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Installing the Handheld Application
Preparing to Upgrade from a Previous Siebel Handheld Release
Installing the Siebel Handheld Application
Installing Handheld for Direct Server Sync Users
Reinstalling the Siebel Handheld Application
Uninstalling the Siebel Handheld Application
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Working with Siebel Handheld Applications
Components of the Siebel Handheld Interface
Navigating the Siebel Handheld Interface
Navigating a List of Records in the Siebel Handheld Application
Entering Data with the Siebel Handheld Application
Working with Columns in the Handheld Client
Finding and Querying Data in the Siebel Handheld Application
About Find in Handheld
About Queries in Handheld
Printing with the Siebel Handheld Application
Exporting Data with the Siebel Handheld Application
Setting User Preferences in the Siebel Handheld Application
Backing Up and Restoring Data with the Siebel Handheld Client
Synchronizing Data on the Siebel Handheld Device
Using Siebel Handheld Synchronization with the Handheld Client
Using Direct Server Synchronization with the Handheld Client
Synchronization Troubleshooting with the Siebel Handheld Client
Improving Siebel Handheld Application Performance
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Using Siebel Consumer Goods Handheld
Siebel Consumer Goods Usage Scenario
Backing Up the Handheld
Recording Van Information in Siebel Consumer Goods Handheld
Verifying Van Inventory in Siebel Consumer Goods Handheld
Preparing for a Visit in Siebel Consumer Goods Handheld
Beginning a Visit with Siebel Consumer Goods Handheld
Working with Visit Activities with Siebel Consumer Goods Handheld
Beginning an Activity with Consumer Goods Handheld
Ending an Activity with Consumer Goods Handheld
Working with Billings in Siebel Consumer Goods Handheld
Conducting a Retail Audit Using Siebel Consumer Goods Handheld
Collecting Returns with Siebel Consumer Goods Handheld
Executing a Retail Order with Siebel Consumer Goods Handheld
Ending the Visit with Siebel Consumer Goods Handheld
Performing Other Activities with Siebel Consumer Goods Handheld
Working with Deposits in Siebel Consumer Goods Handheld
Displaying Deposit History with Consumer Goods Handheld
Working with Undeposited Payments in Consumer Goods Handheld
Performing Stock Transfers with Siebel Consumer Goods Handheld
Reconciling Inventory Using Siebel Consumer Goods Handheld
Reconciling Value Using Siebel Consumer Goods Handheld
Buttons and Status in Siebel Consumer Goods Handheld
Order Line Items View Buttons in Consumer Goods Handheld
RMA Line Items View Buttons in Consumer Goods Handheld
Invoice Line Items View Buttons in Consumer Goods Handheld
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Troubleshooting
Installation
Synchronization
Direct Server Sync Checklist
Re-synchronizing Problems
Log Files
Direct Server Sync Log and Output Files
Handheld Device Log
SQLTrace
End User Error Messages
Web Server Timeout Errors
Handheld Device Timeout Errors
Performance
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Screens and Views
Screens and Views
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Business Components and Classes
Supported Business Components for SiebelConsumer Goods Handheld
Business Component Classes
Applet Classes
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User Properties
Order Entry - Orders Business Component
FS Invoice Business Component
FS Invoice Payments Business Component
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Print Tagging Language
Overview of Siebel Handheld Print Tagging Language
Applet
Cell
Comment
Divider
EndOfLine
Footer
Format
GetCount
GetDate
GetField
GetRegistry
GetTime
GetTotal
Header
Page Break
Picture
SetVariable
Static Text
Title
Using Variables in Print Templates
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Print Configuration Settings
Overview of Siebel Handheld Print Configuration Settings
MarginBottom
MarginLeft
MarginRight
MarginTop
PaperHeight
PaperSize
PaperWidth
PrinterBaudrate
PrinterCompressed
PrinterDensity
PrinterDither
PrinterDraftMode
PrinterFormFeed
PrinterHandshake
PrinterOrientation
PrinterPort
PrinterType
Default Printing Settings
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