Activating Siebel eSales Workflows

Before you can use Siebel eSales, you must activate its workflows. For information about activating workflows, see Siebel Business Process Framework: Workflow Guide.

Siebel eSales uses the following workflows:

• Quotes and Templates

  • eSales - Edit Quote Process

  • eSales - Order Quote Process

  • eSales - Reprice Process

  • eSales - Save Cart Process

  • eSales - Add To Template Process

  • eSales - Delete Old Anonymous Quotes

• Checkout

  • SS Start Checkout Process

  • Credit Check - Quotes (eSales)

  • eSales - Enter Shipping Details Process

  • SS Save Shipping Address Details Process

  • eSales - Enter Payment Details Process

  • SS Save Payment Details Process

  • eSales - Complete Checkout Process

  • eSales - Authorize Order Process

  • SS Authorize Order Process

  • eSales - Save Credit Card

  • SS Set Shipping Checkout Mode Process

  • eSales - Save Shipping Address

  • eSales - Save Account Shipping Address

  • eSales - Set Primary Account Address

  • eSales - Setting PO Status

  • eSales - Current User Type

  • SS Change Checkout Contact Detail Process

  • SS Cancel Checkout Process

• Purchase approval

  • eSales - Approve Order Process

  • eSales - Reject Order Process

• Order modification

  • eSales - Cancel Order Process

  • eSales - Modify Order Process

  • eSales - Reorder Process

• Error messages and views

  • eSales - Display Error Process

  • eSales - Login View

  • eSales - Order Confirmation View

  • SS Order Confirmation View Process

  • eSales - Shopping Cart View

• Auctions

  • eSales - Silent Authorize Order Process (included for backward compatibility only)

In addition to the workflows covered in this chapter, Siebel eSales uses Shipping Calculation Process Workflow.

• Notifications

  If your company wants to use Siebel’s email notification functionality in addition to standard eSales functionality, then you must also activate the following workflows:

  • Send Order Accepted Email (eSales)

  • Send Order Awaiting Approval Email (eSales)

  • Send Order Failed Email (eSales)

  • Send Order Rejected Email (eSales)

  • Send Order Shipped Email (eSales)