Siebel Partner Relationship Management Administration Guide > Setting Up Application Services Interfaces > Setting Up ASIs >

General Setup for ASIs

To set up either opportunity transfer or shopping cart transfer, in addition to the tasks described previously, you must also perform the tasks in this section:

• Activate workflows
• Assign D-U-N-S numbers

Activate Workflows

For either opportunity transfer or shopping cart transfer, you must activate the workflow processes used for real-time integration.

NOTE:  For testing, you must do this on the second system as well.

To activate workflows

1. Navigate to the Site Map > Administration - Business Process screen > Workflow Processes view.
2. In the Workflow Processes list, use a query to find all processes where the Group field has the value PRM ASI.
3. Activate each of these workflow processes that has the status Inactive:
   1. Select the workflow process record and click Revise.

      A copy of the workflow process record is created with a status of In Progress. The copy is automatically selected.

   2. Click Activate.
   3. Verify that the Status is Active.
4. When you are finished activating workflow processes, restart the server.

Assigning D-U-N-S Numbers

For either opportunity transfer or shopping cart transfer, you must enter a D-U-N-S number for your own company and for all partner companies that will use ASIs. The ASIs use the D-U-N-S number to uniquely identify the companies that are sending and receiving information.

Though it is recommended that you use the D-U-N-S number, you can use any unique identification number that you and your partners agree on.

NOTE:  You should also assign D-U-N-S numbers for Accounts that you transfer back and forth to make sure both systems are referring to the same account. Alternatively, you can change the inbound workflows to search for the Account Name instead of the D-U-N-S number when checking to see if the Account already exists.

To set D-U-N-S numbers

1. Set the D-U-N-S number for your own company as follows:
   1. Navigate to the Site Map > Administration screen > System Preferences view.
   2. Search for a preference named Internal DUNS Number and enter its value.
2. Set the D-U-N-S number for all partner companies that will use ASIs as follows:
   1. Navigate to the Partners screen.
   2. In the Partners list, select the record for the partner company.
   3. In the More Info form, enter the value in the DUNS# field.

NOTE:  The D-U-N-S numbers that your partners use must match the D-U-N-S numbers you use. The D-U-N-S number you enter for a partner in your system must match the D-U-N-S number that partner uses for itself in its system. The D-U-N-S number you enter for your own company in your own system must match the number the partner uses for your company in its system.