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Setting Up Fulfillment Centers

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To set up a fulfillment center, you perform the following tasks:

• Add a fulfillment center record.
• Give the fulfillment center access to Siebel Correspondence.

Adding, Modifying, and Deleting Fulfillment Center Records

You must create one or more fulfillment center records, so users can select a fulfillment center when they create a correspondence request.

To add a fulfillment center

1. From the application-level menu, choose View > Site Map > Data Administration > Fulfillment Centers.
2. In the Fulfillment Centers list, click the New button.
3. Enter the information described in the following table.

   Field	Description
   Name	Enter the name of the fulfillment center.
   Main Phone #	Enter the telephone of the fulfillment center.
   Main Fax #	Enter the fax number of the fulfillment center.
   Fulfillment Team	Click the select button, and use the Fulfillment Team dialog box to select one or more employees at the fulfillment center. If necessary, click New to add employees to this dialog box. After you have selected the employees, click Close. These people will be able to view correspondence submitted to this fulfillment center. If there is no one on a fulfillment team, no one will be able to see correspondence submitted to this fulfillment center.
   Description	Enter a description of the fulfillment center.

To make other changes

• To modify a fulfillment center record, select a field and change the information.
• To delete a fulfillment center record, select the record, click the menu icon, and then click Delete Record.

Giving the Fulfillment Center Access to Siebel Correspondence

The fulfillment team at the fulfillment center must monitor pending fulfillment requests. Everything submitted by a requestor is visible to the fulfillment team in the Fulfillment screen.

Fulfillment center employees fulfill the request by viewing and printing the correspondence request and including the enclosures listed. The fulfillment center employees may either print the enclosure, or get an already-printed copy (if the enclosure is a glossy brochure, for instance).

If you have licensed Siebel Workflow, you can create a workflow to send email to the fulfillment center automatically whenever there is a new request for it to fulfill.

To give the fulfillment center access to Siebel Correspondence

1. Set up fulfillment center employees as Siebel Correspondence users, in the same way that you set up your own employees or your channel partners as Siebel Correspondence users. For more information about setting up users of Siebel applications, see Security Guide for Siebel eBusiness Applications.
2. Give fulfillment center employees a responsibility that lets them see the Fulfillment screen. Use the responsibility in the seed data named Fulfillment Center Employee. For more information about responsibilities, see Initial Setup.
3. Tell fulfillment center employees what URL they should use to view Correspondence through the Internet.

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