E-Commerce Cancel Request Message (CWCancel) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 88: Working with E-Commerce Category (WECC) |
Purpose: You must perform basic setup in CWDirect, on the iSeries, on your web server, and on the web storefront before you can use the E-commerce interface in CWDirect. Setup requirements include:
• system control values
• supporting files for download to web storefront
• additional system applications
Each requirement that is related to CWDirect is described in this chapter. All other requirements are described in additional documents.
Overview: Before beginning setup for the e-commerce interface, you must:
• apply the fall, 1999 PTF for version 3.5 of CWDirect or later
• be using OS/400 V4R3 or later
• be using MQSeries for messaging between the iSeries and your web server
Web storefront: Additionally, you must configure the web storefront to meet your business requirements. You can modify the sample storefront or create your own, using an application such as Microsoft Site Server or WebSphere; however, configuration of the web storefront is outside the scope of this document.
Also, see IBM redbooks related to MQSeries, available at http://www.redbooks.ibm.com/.
In this chapter:
• E-Commerce Periodic Functions
Purpose: The system control values related to e-commerce are described briefly in the table below.
Create application area: Before you can set several e-commerce system control values, you must create the EDC application area. You can create an application area by pressing F6 at the Work with System Values/Features screen in (fast path = WSYS). Additionally, you must assign the application group ALL to the EDC application area. You can assign this application group by:
• entering 10 next to the application area at the Work with System Values/Features screen; you advance to the Work with Application Group screen
• pressing F6 to advance to the Create Application Group screen. Here, you can create the ALL application group for the EDC application area.
Each of the e-commerce system control values listed below should be assigned to this application area and group.
System Control Value |
Description |
Must be set to Y before you can use the e-commerce interface. |
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Defines the available quantity to trigger the automatic download of availability information of an item. The quantity you define here is a default; you can also specify a Avail threshold (item-level availability threshold) for an item, and/or a Availability threshold (item class-level) for an item class. |
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Any e-commerce orders in error are assigned to this batch number, so that you can correct them through batch order entry. |
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Defines the order type to generate shipment confirmations, or to be rejected if the customer “abandons” the order at the web browser. |
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Defines the number of minutes to wait before an “abandoned” order is eligible for cleanup as described above. |
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Defines the pay type to assign to gift certificates or coupons used as payment on the web storefront if there is not a gc_type specified in the new order message. |
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Defines the program to use for generating order acknowledgment emails. |
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Defines the program to use for generating shipment confirmation emails. |
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Defines whether to identify partially reserved, partially backordered items as RESERVED, BACKORDER, or PARTIAL on the web storefront. |
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Defines a separate job queue to use for e-commerce order processing, to reduce wait time for customers on the web storefront. |
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Defines the staging library into which to extract e-commerce related data, so that it can be downloaded to the web server. |
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Specifies the price override reason code to use if you process price overrides on items ordered through the e-commerce interface. |
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Hold Reason for Failed E-Commerce Maintenance Transactions (H11) |
Specifies the hold reason code to assign to orders when a customer attempts, and fails, to maintain it from the web storefront. |
Specifies the program to use to create order maintenance confirmations to send to customers via email. |
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Specifies the add reason code, if any, to use when a customer adds a new line to an order from the web storefront. |
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Defines the salesrep number to default to e-commerce orders if the Require Salesrep Number in Order Entry/Order Maintenance (E87) system control value is set to Y. |
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Defines whether the system passes the warehouse code in which an item is reserved with the reserved quantity of that item to the web storefront. |
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Defines the default recipient type for alternate ship-to addresses for the web storefront. |
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Defines whether to include the ship to number in the New Order Response message from CWDirect to the web storefront if the order has just a single shipping address. |
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Defines whether CWDirect sends an e-mail confirmation when any order is accepted or maintained or only when a customer on the web storefront accepts or maintains an order. |
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Defines whether CWDirect sends an email confirmation when any order or return is shipped or only when an e-commerce order or return is shipped. |
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Defines the program name to generate email, rather than printed, return confirmations. |
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Defines the order amount that will cause an e-commerce order to be placed on e-commerce dollar hold (EH) automatically. |
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Defines the division a source code must be assigned to in order to be included in the B2B information download through the Downloading B2B E-Commerce Static Files (BBED) option. |
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Defines the price table to include when you are downloading B2B information through the Downloading B2B E-Commerce Static Files (BBED) option. |
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Defines whether an Order Status Response Message is generated, regardless if an order is found that matches the order status inquiry request. |
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Defines whether CWDirect populates the e-commerce customer merge staging files when you run the customer sold to merge/purge program or customer bill to merge/purge program. |
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Defines whether the system includes prepaid (cash/check payment category 1) payment types in the e-commerce pay type extraction. |
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Include Projected Returns in Available Quantity for Download (J62) |
Indicates whether to include any projected returns for an item/SKU that has a soldout control value with a status of 2 (include on-order quantity in soldout calculation) when calculating the available quantity to send to the web storefront. |
Include Projected Returns in Available Quantity for OE (L68) |
Defines whether the system includes the projected return quantity defined for an item/SKU in the expected quantity that displays in order entry, but not when calculating the available quantity to send to the web storefront. Note: The setting of the Include Projected Returns in Available Quantity for Download (J62) system control value takes precedence over this system control value. |
Additional system control values:
System Control Value |
Description |
Controls the Expected delivery date to pass to the web storefront for items without open (unreceived) purchase orders. The system also includes information on whether the date was derived from a purchase order, or defaulted based on this system control value. You can use either a periodic function or a message to pass item availability information to the web storefront; see E-Commerce Download Overview for general information, and see E-Commerce Item Availability Processing for details. |
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Used when you process catalog requests through the web storefront. |
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Indicates whether a PO number is required for an order that uses an accounts receivable payment method. |
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Indicates whether to prevent a sold-to customer from using the same PO number more than once on different orders. |
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Indicates whether an individual is required on orders you create through the e-commerce interface. If this system value is set to Y and there is no individual specified on the order, the order goes into error status with the error message Placer Invalid. |
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Used if there is no source code specified for orders you receive from the web storefront. |
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Exact match required on... • First name • Last name • Company • Street address • Apartment • Address line 2 • City • State • Email address ...for phone interface (F71-F77, H88 and I11; available through Phone Interface Values (F70)) |
Controls whether the system accepts customer information received through the e-commerce interface as a match to an existing customer if: • the match codes are the same, and • all the name and address fields whose related system control values are set to Y are the same. |
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Example: You receive an order from the web storefront, and the customer information produces a match code that matches an existing customer in your company. Each of these system control values are set to Y, except for the First name, which is set to N. If each of the remaining name and address fields of the new customer record match the existing customer record, the system will not create a new customer, even if the first name is spelled differently. Instead, the order from the web storefront is assigned to the existing customer. Note: These system control values are also used in processing orders through the phone interface. See Installation Chapter 13: Setting Up Order Entry Values. |
Define the SKU element descriptions to appear on the web storefront (if you use split SKUs). Note: These system control values are available on the Edit Split SKU Values screen, available by selecting the Split SKU Inventory (A26) system control value. |
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Specifies the program used to create backorder notices to send to customers via email. |
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Specifies the program used to create soldout notifications to send to customers via email. |
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Determines the default Opt in/Opt out setting to use when creating a new customer. This flag indicates the customer’s preferences regarding contact by email. |
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Specifies the program to use to create gift certificate emails. |
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Specifies the program to use to create credit card credit acknowledgement emails. |
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Update Customer Sold to with Bill to Account Number for New E-Commerce Orders (H87) |
Indicates whether to update the customer sold-to with the bill-to account number used on an order, or to retain the bill-to number at the order level only. |
Purpose: In addition to the files you must set up for order entry through CWDirect, you can set up the following files to facilitate processing orders through the web storefront.
File |
Purpose |
To Set Up |
E-Commerce Category |
To group items you offer on the web storefront. E-Commerce Category is provided as a search option on the sample storefront. |
Working with E-Commerce Category (WECC) (creating categories to items) and Work with Item Categories Screen (E-Commerce) (assigning categories to items) |
E-Commerce Holiday Arrival Date |
To simplify the assignment of an arrival date to an order. If the item should ship as a gift in time for a particular holiday, the customer selects that holiday at the web storefront, and the correct arrival date is assigned to the order automatically. |
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E-Commerce Up-Sell Item |
To upsell the customer from one item to an upgrade. For example, on the sample storefront, when a customer selects a style of boot for review, another, upgrade style is suggested as an alternative. Note: You can also upsell on the web storefront using item coordinates. Item coordinates allow you to suggest a coordinating item to accompany an item selected by the customer, rather than replacing it. See Merchandising Chapter 29: Entering Additional Item Information. |
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E-Commerce Info |
To specify the description of the item that should appear on the web storefront. You enter item information using the RP template(s) that have been set up for the item class. Item class templates allows you to specify headings that appear on screen when you enter the item information in CWDirect; however, these headings do not appear on the web storefront, and the line breaks that separate the template headings in CWDirect are deleted on the storefront. |
1. Working with Item Classes (WICL) (setting up one or more RP templates for the item class) 2. Working with E-Commerce Item Information (entering the e-commerce item information) |
E-Commerce Item Image |
To specify where, on the web server, to find the image file that illustrates the item on the web storefront. You can specify a regular, thumbnail, and large image file and location for each item. You can also specify a default path for all items (if you use a standard naming convention where the image name is the same as the item code) and then override at the item level as needed. |
Press F14 at Working with E-Commerce Job Control (EJCT) (default path) or Change E-Commerce Item Image Screen (Working with Images) (item-level override) |
E-Mail Template |
To define the text to appear in system-generated emails to customers, such as backorder notices and soldout notifications. |
Purpose: In addition to the setup you must perform to process orders through order entry, you might need to set up the following information specifically for e-commerce orders.
• Items: You can set the Avail threshold (item-level availability threshold) as an override to the item-class level threshold or the Quantity Available Threshold for Inventory Downloads (G36) system control value.
• Item class: You can set the Availability threshold (item class-level) as an override to the Quantity Available Threshold for Inventory Downloads (G36) system control value.
• Customers: Set the Opt in/Opt out flag to indicate when to communicate with the customer by email. You set this flag at the customer level, or at the customer/entity level if the Track Customer History at Entity Level (F89) system control value is selected. Also, you will need to specify the Email address to correspond with the customer by email.
• Order type: Set the E-mail notification flag to indicate whether to communicate with customers by email on order-related correspondence, such as backorder or soldout notifications.
• ECAVAIL: Extracts item availability information to the staging library for retrieval by the web storefront. This function should use the program name ECR0144. See E-Commerce Item Availability Processing for a discussion of the item availability information included.
Note:
• This periodic extract is different from the interactive download triggered when an item’s availability falls below the appropriate threshold, as the interactive download takes place automatically; see Quantity Available Threshold for Inventory Downloads (G36).
• You can also use item availability messages to pass this information on demand to the web storefront for specific items; see E-Commerce Processes.
• ECGFTC: Extracts currently available gift certificate numbers and amounts. This function should use the program name ECR0142.
• ECGFTCH: Extracts gift certificate charges only. This function should use the program ECR0302.
• ECITMCH: Extracts changes to existing items. This function should use the program name ECX0178.
• ECSHCNF: Sends shipment confirmation emails; see Chapter 95: Sending Internet Order Ship Confirmation (ESCF). This function should use the program name ECR0154.
• ECOMERR: Creates the batch OM Transaction Error Listing. This function should use the program ECR0295.
• ECX0358: Extracts updated customer user fields to the EC Customer Extended (EXCSTE) staging file. See Extracting Customer Changes through a Periodic Function.
E-Commerce Cancel Request Message (CWCancel) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 88: Working with E-Commerce Category (WECC) |
SO10_11 CWDirect 18.0 August 2015 OTN