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Siebel Consumer Goods Handheld Guide

What's New in This Release

Overview of Siebel Consumer Goods Handheld

About Siebel Handheld

Overview of Siebel Handheld Synchronization

Siebel Handheld Synchronization Methods and Architecture

Handheld Synchronization Servers

Overview of Siebel Handheld Client Application Configuration

Application Development

Overview of Siebel Handheld Architecture

Unsupported Features for Siebel Handheld

Installing the Siebel Handheld Client

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

Preventing Synchronization Conflicts with Siebel Handheld

Recommended Configuration Guidelines for Siebel Handheld

Compiling the Siebel Handheld Application

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 Business Object Filters in Siebel Handheld

Enabling Signature Capture in Siebel Handheld

Testing the Siebel Handheld Application

Application Administration

Overview of Siebel Handheld Administration Screens

Setting Up Users in Siebel Handheld

Assigning User Responsibilities to Siebel Handheld Users

Administering Siebel Handheld Views

Adding Views to the Handheld Application

Specifying Views for the Handheld Application

Setting Business Component Filters for Siebel Handheld Users

Setting Business Object Filters for Siebel Handheld Users

Configuring Component Level Settings for Siebel Handheld

Administering Barcode Settings for Siebel Handheld

Creating New Barcode Definitions for the Handheld Application

Enabling Applications Views for Barcode Scanning

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 Simple Volume and Tiered Discounts in Consumer Goods Handheld

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

Developing Data Filters for Handheld

General and Default Business Object Filters

Configuring Default Business Object Filters

Recommendation for Managing Handheld Business Object Filters

Stand-Alone Deployments

Filtering Data for Pick Applets

Configuration Directives

Examples of Business Object Declarations

Designating Visibility

Overriding the Popup Visibility

Deployment of Siebel Handheld

Scripting in the Siebel Handheld Client

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

Process for 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

Setting the Siebel Handheld Application Restart Parameter

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

Creating Handheld Application Upgrade Kits to Remotely Deploy Patch Files

Downloading Patches to the Handheld Device

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

Extended Insert Processing in Siebel Handheld

Recovering Error Data in Siebel Handheld

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

Preparing the Siebel Handheld Application for Barcode Scanning

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 Direct Server Synchronization with the Handheld Client

Synchronization Troubleshooting with the Siebel Handheld Client

Improving Siebel Handheld Application Performance

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

Troubleshooting

Client Installation, Backup, and Restore

Synchronization

Direct Server Sync Checklist

Re-synchronizing Problems

End User Error Messages

Web Server Timeout Errors

Screens and Views

Screens and Views

Business Components and Classes

Supported Business Components for Siebel Consumer Goods Handheld

Business Component Classes

User Properties

Global User Properties

Order Entry - Orders Business Component

FS Invoice Business Component

FS Invoice Payments Business Component

Print Tagging Language

Overview of Siebel Handheld Print Tagging Language

Using Variables in Print Templates

Print Configuration Settings

Overview of Siebel Handheld Print Configuration Settings

PrinterBaudrate

PrinterCompressed

PrinterDraftMode

PrinterFormFeed

PrinterHandshake

PrinterOrientation

Default Printing Settings

Siebel Consumer Goods Handheld Guide