Creating the Proposal Template for the Vehicle Return Receipt
Use Microsoft Word to create the proposal template used for the vehicle return receipt. Give the document the name, Vehicle Return Receipt.
Map the bookmarks in the Word document to the fields in the eAuto Vehicle Return business object, eAuto Vehicle Return business component that you want to display in the return receipt. Give the mapping the name, eAuto Vehicle Return Receipt Proposal.
For more information about creating proposal templates and mapping them to fields, see Siebel Correspondence, Proposals, and Presentations Guide.
To create the mapping
Navigate to the Administration - Document screen, then the Proposal Field Mapping view.
In the Business Objects list, add a new record and complete the necessary fields, described in the following table:
Field Value Mapping Name
eAuto Vehicle Return Receipt Proposal
Business Object
eAuto Vehicle Return
Double-click the Business Components folder, add a new record to the Business Components list, and as the business component, select eAuto Vehicle Return.
Double-click the Business Component Fields folder, add new records to the Business Component Fields list, and use these records to map the business component field to the bookmark for every bookmark you added to the Word document.
Adding the Proposal Template to the Siebel Business Application
Finally, make the proposal template available in the Siebel Business Application.
To add the proposal template to the application
Navigate to the Administration - Document screen, Proposal Templates view.
In the Templates list, add a new record and complete the necessary fields, described in the following table:
Field Description Name
Enter Vehicle Return Receipt.
Category
Select Vehicle Return Proposal.
Mapping
Select eAuto Vehicle Return Receipt Proposal.
Template
Select the Word document where you created the template.