ACTIVANT SDI. E-Commerce Users Guide. Version 3.0

Transcription

1 ACTIVANT SDI E-Commerce Users Guide Version 3.0

2 This manual contains reference information about software products from Activant Solutions Inc. The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Activant Solutions Inc. From time to time, Activant makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Yardley Technical Communication 2007, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registered trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company or product names are the trademarks or registered trademarks of their respective companies. Activant Solutions Inc Southfront Road Livermore, CA Version 13.0 Publication Date:1/8/2007

3 Table of Contents DOCUMENTATION UPDATES 5 INTRODUCTION 6 How does E-Commerce work? 7 GETTING STARTED 10 Software installation 10 USING THE EC-ADMIN 13 The EC Administrator (EC-Admin) 13 Login page toolbar 15 Using the Options 18 Customizing your login page 19 Exiting EC-Admin 38 SETTING UP/RUNNING E-COMMERCE 39 Accessing E-Commerce 39 Creating the file system 41 Accessing E-Commerce 43 Setting up the individual user 48 Using ECCTRLLST 49 Entering maintenance information 50 The OEENTRY OE MODE Printers 50 Using OEENTRY for E-Commerce orders 51 Entering path names 53 Defining inventory items 53 Defining Category/Classes 55 Printing E-Commerce orders 61 Accessing OEPRINT 61 Listing orders pending from the ECS system 62 Printing an audit summary of all transactions and queries 63 Updating customer query information files 64 E-COMMERCE PROGRAM LIST 66 Program list 66 Newly added programs: 67 2

4 HELPFUL ECS TIPS 68 Graphical representation 68 Setting up customers 69 Topics related to the UNIX server install process for E-Commerce 70 EXTENDING THE USE OF ECS 71 Additional ECS Information 71 Managing E-Commerce with End of Day 71 Eliminating inventory items from E-Commerce 72 Managing the SDI E-Commerce work-files 73 Printing E-Commerce Completed orders 74 Customizing E-Commerce to fit your Company style 74 E-Commerce Orders 75 Using OEENTRY 76 Incomplete E-Commerce Orders 76 INDEX 77 ATTACHMENT A PROCESSING CREDIT CARD ORDERS 79 E-Commerce Credit Card Processing Steps 79 3

5 DOCUMENTATION UPDATES Date Description Where Changed 06/16/04 Manual style reformatted. Information contained within remains the same. Entire manual 5

6 INTRODUCTION ON-LINE DISTRIBUTION The Internet and World Wide Web (WWW) have quickly become the most powerful and useful of communication tools providing access to a variety of resources. A natural extension of the on-line access to information provided by the Internet and WWW is electronic (e) commerce on-line buying and selling. E-commerce is a rapidly expanding and increasingly profitable practice. For these reasons, we are pleased to offer our browser-interfaced E-Commerce module as a tool for your electronic commerce activities. The E-Commerce module is unique in that it provides SDI functionality right at the web site. E-Commerce is developed in accordance with standard Web interface shopping techniques, follows the SDI business rules for wholesale distributors. The module interacts directly with the SDI database providing: Availability of active customer information (customer pricing profile) Use of live corporate inventory Immediate creation of orders Confirmation of orders Immediate printing of orders PERSONALIZING YOUR INTERFACE The desktop Administrator for the PC provides you with tools for customizing the look of the following E-Commerce Opening Page and Exit Page features: Image Banner Scrolling script address USING E-COMMERCE E-Commerce Solution (ECS) provides buyers instant access to distributor inventory information with the following: Descriptive entry fields Simple navigation controls Pop-up field level help Instant access 6

7 HOW DOES E-COMMERCE WORK? The E-commerce interface is browser-based, allowing access from any PC with on-line capabilities. The module is compatible with both the Microsoft Internet Explorer 4-0 and Netscape 4.0 browsers, taking advantage of the new HTML and DHTML initiatives. The Apache Web Server for Unix is the Web Server engine used to process all E- Commerce connectivity. The Apache Web Server software is the most commonly used UNIX web server product and has received the highest ratings by industry experts. Other E-Commerce features include: Y2-K compatibility ODBC compliance* Multiple item search capabilities An option to replace default logo and banner with your corporate logo Access to graphical images in Inventory items Ability to print order copies for the customer Use of the SDI customer number as the user s entry code Automatic order acknowledgment to the customer Customer-specific messaging system Ability to review orders by the customer order number Item pricing based on pre-built customer formulas Ability to add comments to the order Note: *Orders placed through E-Commerce are stored along with all of the SDI corporate data. This ODBC compatible data is accessible internally by using ODBC compliant PC tool for corporate reporting. 7

8 BENEFITS E-commerce offers conveniences to both the distributors and the consumers. Benefits to distributors: Improved customer service Reduced order cost Enhanced corporate visibility End result an increased bottom line. Benefits to consumers include the ability to: View products on-line Access product prices Determine product availability Purchase on-line, eliminating time-consuming telephone or on-site orders End result E-Commerce purchasing saves time and, therefore, money for the consumer. 8

9 E-COMMERCE RELEASE 3.0 WHAT S NEW AND DIFFERENT One of the features that distinguishes the new E-Commerce release 3.0: Integration with the TAXWARE sales tax calculation and verification software. Fully upgraded and integrated with SDI Version E-COMMERCE RELEASE 2.0 WHAT S NEW AND DIFFERENT Some of the features distinguishing the new E-Commerce release 2.0 include: A new file (INFINFO) resides in the system in the same file home as the existing INVENTORY file. Its purpose is to store E-Commerce related data for an individual inventory item. All image, thumbnail and URL link names will reside in this new file. SDI applications INMAINT, INQUIRY, and OEENTRY have changed for the E-Commerce integration. Customers with custom applications must upgrade to the proper level identified. Customers must customize the first two opening displays with their own content. Otherwise these frames default to a blank white background 9

10 GETTING STARTED REQUIRED DISKS The E-commerce module installation requires two CD-ROM s, supplied by Prophet 21 SDI (one for the E-Commerce module and one for the E-Commerce Administrator for a PC). HARDWARE REQUIREMENTS Hardware requirements include: PC HP, SCO or an IBM UNIX server SOFTWARE REQUIREMENTS Software requirements include: Internet Explorer version 4.01 or greater or Netscape Navigator version 4.05 or greater SDI version 9.0 or higher (*See below) Public Domain Apache Web Server for a UNIX product, supplied by SDI SDI E-Commerce application components TCP/IP (networking software) installed on the Unix Server Note: * E-Commerce requires certain programs to be up to the latest versions in order to take full advantage of all features ADDITIONAL REQUIREMENTS Other requirements for setting up the E-commerce module include: Licensing of the E-Commerce module An active corporate domain name through an internet access provider A persistent always on connection to the Internet from the SDI Unix Server. SOFTWARE INSTALLATION SET-UP KIT The E-Commerce module set-up kit includes: The Desktop Administrator for the PC one (1) CD-ROM The E-Commerce programs for the Unix server one (1) CD- ROM User s Guide (paperless) included on the CD-ROM 10

11 MAKING THE CONNECTION TO THE INTERNET WITH APACHE SOFTWARE The Apache web-server is a Public Domain product available on the Internet and is included on the E-Commerce UNIX server CD-ROM. Your SDI representative will install this software for you. You can access Apache product documentation on their web site at SUPPORT/TRAINING The following support is available and recommended under the four-hour billable training/installation section of your contract: Loading assistance for the Apache software Four hours of support and training on the use of the Apache software Installation of a new COBOL runtime Installation of the UNIX mail server 11

12 INSTALLING THE E-COMMERCE DESK-TOP ADMINISTRATOR (EC- ADMIN) The E-Commerce Administrator provides the tools necessary for personalizing your company s , screen message, scrolling text, and graphics on the introduction page. Install the administrator as follows: 1. Insert the CD-ROM into the D drive of your PC 2. Click on Start at the bottom of your screen a. Type in D:\Setup.exe in the window that subsequently appears b. Click on OK c. A series of setup screens similar to Screen 2-1 below guide you through the setup process Screen 2-1 Setting Up 12

13 USING THE EC-ADMIN THE EC ADMINISTRATOR (EC-ADMIN) Now that you have loaded the EC-Admin program, from Windows 95 or 98, an icon has been created for the program. To access the program: 1. Click on START 2. Click on Programs 3. Click on EC-Admin 4. Click on the EC-Admin icon 5. Screen 3-1 displays To execute the downloading process, from Screen 3-1 either use the default settings and enter your password, or change field entries as follows: 1. Server Name: Enter the IP address of your E-Commerce server 2. User Name: root 3. Password: Enter the password for the user root for the E-Commerce server 13

14 4. Default HTML Directory: Enter the server path in which the configuration files reside (default is :/user/local/lib/apache/htdocs) 5. Default Prism Directory: Enter the directory where the SDI files reside (default is: /PRISM) 6. After filling in all fields, click on Download (see red arrow the above screen) 7. The next screen appears (Screen 3-2, below) and shows that the downloading process has successfully completed 8. Click on OK in Screen Screen 3-3, the Login Page, below, appears 14

15 LOGIN PAGE TOOLBAR File The Login Page tool bar provides options in the following categories (see Screen 3-3, above): File View Tools About Click on File and a drop down window provides the Exit option. Click on this option to Exit. 15

16 View Click on View (black arrow) and the drop down menu, shown in screen 3-4 below, provides the options of viewing the HTML pages or the Confirmation Message: Click on the HTML option (red arrow) and a sub window provides the choice of accessing the Login page (blue arrow) or the Search page (green arrow). Click on Search Page green arrow and Screen 3-5 (following page) displays. 16

17 Tools Click on the Tools option on the menu bar and a drop down window with the following selection displays (see Screen 3-6, following page): Publish files to server Download files from server HTML options 17

18 USING THE OPTIONS The first two options (Publish to the Server and Download from the Server) are selfexplanatory. Use Publish files to Server, after you have made the desired changes to the Login Page and the Search Page, and any HTML changes (option 3 under Tools) (these functions will be addressed in a later section) Use Download Files in order to have access to them The HTML option is discussed in a subsequent section. It is helpful to first become acquainted with the techniques used to change the appearance of the Login Page and the Search Page before using the HTML options. 18

19 CUSTOMIZING YOUR LOGIN PAGE The E-commerce Login Page screen provides the following choices: 1. Create your own custom HTML page 2. Edit the banner 3. Create and post your own Logo CUSTOMIZING THE HTML PAGE To create/customize the HTML page, proceed as follows: 1. Enter the file name in the line designated (black arrow) 2. Save your changes by clicking on save * (red arrow) 3. Enter a second custom HTML page by entering the file name in the line designated by the blue arrow 4. Click on Save to save your changes* (green arrow) Note: *The window seen to the right pops up, confirming that your Information is saved. Note: You can create your own customized image and text files using or you can choose the Adobe Photoshop, 19

20 EDITING THE BANNER MESSAGE AND/OR GRAPHIC To edit your banner, from Screen 3-7(previous page): 1. Click on Edit (see yellow arrow on Screen 3-7, previous page) 2. A drop down window appears, as shown in Screen 3-8, following page. From this window, you can change the banner and, also, change the message Changing the banner message Change the message as follows: 1. Click on Change (see blue arrow in screen 3-8) 2. The following window (Fig 1) appears, providing a selection of banner styles 20

21 3. After making your selection, click on OK (see red arrow Fig. 2), or click on Cancel to cancel Changing the message To change the message: 1. After you click on OK, the drop down window shown in Fig.3 below appears 21

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23 EDITING THE LOGO After changing your banner message and graphic, you are now ready to edit the logo. 1. Click on Change (see black arrow, Fig. 7) 2. The following window drops down (Fig. 8, below) 23

24 From the Open Images window, displayed in Figures 8 and 9: 1. Select a drive (black arrow) 2. Select a file type (blue arrow) 3. Select a folder (red arrow) 4. Select a file (green arrow) 5. Click on preview box (purple arrow) 6. Your selection is displayed (orange arrow) 7. Click OK (yyeel lll llooww arrow) when you have selected a file compatible with your needs 8. The Login screen displays your new selections Note: You can create your customized image and text files using or you can choose the Adobe Photoshop: 24

25 SETTING UP YOUR OUTLOOK PROFILE From Screen 3-9: 1. Click on Contact us or the mail box icon 2. The following Microsoft Outlook box displays 3. From this window, Fig. 10, you can select/create your profile 25

26 CUSTOMIZING THE SEARCH PAGE Customize your search page (Screen 3-10) in the same way you customized your login page. Customize your search page by editing the: Logo Banner HTML pages 26

27 CONFIRMATION MESSAGE Editing the confirmation message To edit the confirmation message, from the top tool bar (Screen 3-10): 1. Click on View 2. Click on Confirmation Message 3. The following window drops down From Fig. 11: 1. Click on Edit (black arrow) 2. The following window (Fig. 12) drops down 27

28 From this window, by changing the files, you can change the: Subject Header Footer Exit the confirmation message by going into the top tool bar: 1. Click on View 2. Click on HTML pages 3. Select either the Logon Page or the Search Page by pointing and clicking 28

29 USING THE HTML OPTIONS Access the HTML screen (from top tool bar, click on Tools, then click on HTML options): 1. Click on the Tools option of the tool bar 2. Click on HTML Options 3. The HTML option window drops down (Fig. 13) The tabs at the top of Fig.13 offer the following selections for editing: Forms background Part Images Thumbnails Link Labels Credit Cards Product Groups HTML Note: To modify the Forms background: 1. Click on the image (black arrow) 2. The File Name Option (red arrow, figure 13) becomes available. See Figure

30 To change the Image, from Figure 14: 1. Select the appropriate file 2. Click on OK To modify the forms background color, from Fig. 13, previous page: 1. Click on color (green arrow) 2. Click on Change 3. Drop down window, Fig. 15, appears 30

31 From the color palette shown in Fig. 15: 1. Select a color 2. Click on OK Part Images To change part images, from Fig. 13: 1. Click on the Part Images tab at the top of the screen 2. Click on change from the subsequent drop down window 3. Select a file from the options 4. Click OK Thumb Nails To select from the Thumbnail options: 1. Click on the Thumbnail tab at the top of the screen (Fig. 13) 2. From the subsequent drop down window (Fig. 16, following page), adjust the size of the thumbnail image 3. You can adjust the size of the thumbnail by changing the pixel number (see black arrows, Fig. 16). 4. After you have reset the pixel size, click on ok. 5. You will then return to Figure

32 Link labels To link labels: 1. Click on the Link labels tab in Figure 13, and the drop down window shown in Fig. 17 appears 2. From this window, you can alter your link labels (Label 1, Label 2, and Label 3). The default is used, unless information is typed in. If no label is set up, the URL displays. DESCRIPTION OF LINKS The link labels shown in Fig. 17, previous page, display in the Item Info page (Fig. 18, below). They indicate which information will display when they are clicked upon. 32

33 These LABELS can link you to whichever information you wish to display, i.e.: Vendor information More information Link to other information USING ININFOMTN IN CONJUNCTION WITH LINKS Setting up new URLs You can use the program ININFOMTN (see Using ININFOMTN in Chapter 4) to set up URL links for any inventory items. Overriding URLs created in EC-Admin You can also overlay the link labels entered in the EC-Admin by entering a new one for a specific inventory item in the ININFOMTN program. This new entry will replace the link label entry made in EC-Admin. Leaving the link labels blank If you use the link label blank, and have set URLs in ININFOMTN, the URLs become the label for the fields left blank (i.e., 33

34 Credit Cards Click on the Credit Card tab in Fig. 13 and the credit card window drops down. (See Fig. 19.) *From Selected Credit Card window in Fig. 20, following page, you can deselect credit cards: 1. Click on the credit card(s) you want to deselect (see black arrow, Fig. 19) 2. Click on the single arrow (see blue arrow, Fig. 20) and the deselected card moves over to the available credit card window 3. Click on the double arrow to deselect and move all credit cards listed over to the Available Credit Card window (see red arrow), as shown in Fig. 20 next page Note: *If you do not select any cards, this feature is turned off and the display in E- Commerce is blank 34

35 Product Groups To select product groups: 1. Click on the Product Groups tab in Fig The following drop down window appears from which you can add your various product groups. 35

36 PUBLISHING YOUR CHANGES After making all changes: 1. Click on the Publish icon in the upper left hand corner of Screen 3-11 (see red arrow) 2. Figure 22, following page, displays 36

37 To publish your changes, change the default settings in the various fields in Fig. 22, if necessary. Then: 1. Enter your Password 2. Click Start (see arrow in Fig 22) to initiate changes 37

38 EXITING EC-ADMIN To exit EC-Admin, from the tool bar: OR 1. Click on File 2. Click on Exit Click on the Exit icon in the right corner of the tool bar (see black arrows, Screen 3-12) 38

39 SETTING UP/RUNNING E- COMMERCE ACCESSING E-COMMERCE You can access the E-Commerce module through the SDI Standard Menu (Refer to Appendix A): 1. Enter Option 10 from the SDI Master Menu (Screen 4-1 see below) to access the Add-on Module Master menu (Screen 4-2) 2. Enter Option 11 from the Add-on Module Master The E-Commerce Master menu displays. 39

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41 CREATING THE FILE SYSTEM ACCESSING ECCTRLMTN To access the E-Commerce setup screens: Or Enter Option 1 from the E-Commerce Master menu (Screen 4-3) to initiate ECCTRLMTN the Control File Maintenance program (Screen 4-4 see below) 1. Enter ECCTRLMTN in the SD-RUN program line 2. Transmit 3. Screen 4-4 (following page) displays 4. From this screen you can add companies or take advantage of the other options listed on the following page 41

42 ECCTRLMTN OPTIONS Use the ECS Control Maintenance Screen (Screen 4-4, above), following the directions on the screen, to maintain the following: System options Sign-on messages Company s options User s options System options To access the System Setup screen, from ECS Control Maintenance (Screen 4-4. previous page): 1. Enter SYSTEM in the Company Code field 2. Enter spaces in the User Code field 3. Transmit 4. Screen 4-5, following page, displays 42

43 ACCESSING E-COMMERCE SYSTEMS SETUP OPTIONS You can enter/edit/use the following system options through the System Setup screen (please refer to Appendix A, for a more detailed description for the use of these options): *Display name *Phone number **Lead-time factor Edit user s address Auto kit building option End Kit Building option Order Header (Taken by) Order requested date Date taken by user ASAP Date becomes either 0 or S for the system date Order Comments Lables: Confirm Page Add to Order Page Display part number available quantities allowing user override Company code label on logon page Note: Note: * Enter the name and phone number to be displayed during E-commerce sessions. ** Enter the number of days to be added to the inventory part s lead-time factor when displaying lead-time on out-of-stock items to E-commerce customers. 43

44 Editing user s An option now exists for editing the user s address against the one that is in the user s control record. This option provides extra security. To use: 1. Enter Y in the line provided for editing the user s address (see black arrow in Screen 4-5,) to compare to the address against the one previously saved in the user s control record 2. Enter N to allow any to be entered when a user logs in to the E-Commerce module Auto kit building option The auto kit-building option (red arrow, Screen 4-5, previous page) allows the automatic building of inventory explosion items. Features include: Explosion items set up with inquiry key lookups as components are not automatically created Kits built with this option do not display the components on the E- Commerce web pages Valid kit building options are B, D, and U (blue arrow, Screen 4-5 previous page) Valid end kit building options are E or S Leave this field blank, if you do not wish to utilize the kit-building option Display of part quantities option To display the part available location and total available quantities: Enter Y in the appropriate block (see green arrow, Screen 4-5, previous page) Note: When this option is set to Y, it can be overridden for an individual user. To access the ECS Service Center Setup Screen: 1. From Screen 4-5, previous page, enter S in the upper right hand corner (see blue arrow). 2. The ECS Service Center Setup Screen (next page) displays. Accessing E- Commerce 44

45 ECS Service Center To use this screen: Screen 4-5a Enter V to void the screen; new entries will then be ignored Enter <spaces> for normal entry; new entries will be updated The ECS Service Center Screen provides the following option: Place an order/stock check activity. The following fields are available, of which at least one must have an entry: Product groups by name Any word(s) in description Your item number Our item number If you are satisfied with your entries in the option boxes, place a Y in the box next tot the text, Display this as the first option in the activity drop down list. 45

46 To Access the Sign on Message screen (Screen 4-6 below): 1. Enter SYSTEM or a company s code in the Company Code line 2. Enter SOMSG In the User Code line 3. Transmit 4. Screen 4-6 displays 5. Alter your sign on message in this screen 6. Transmit Note: Use Default to set up a default company message form which to clone. 46

47 THE COMPANY SETUP SCREEN Use the Company Setup screen to set up or change a company s options. Access the screen by: 1. Entering a valid company code in the ECS Control Maintenance screen (Screen 4-4, Page 4-5) (as an example, enter ABC) 2. Transmit 3. Screen 4-7 (see below) displays Options to maintain through this screen include: Company display name Account number Ship-to number Other A/R number Credit level Order creation Order printing Printer name Pipe name Order location Extended description Deletion of this company and all users Confirm page comments label 47

48 Add to order page comments label Note: Enter the extra on-line discount percent (supports one decimal place) for a customer. See Appendix A for a more complete explanation. SETTING UP THE INDIVIDUAL USER SETTING UP OR CHANGING A USER S OPTIONS Set up or change a user s options through the User Setup screen. Access this screen through the ECCTRLMTN ECS System Setup screen: 1. Enter User in the Company Code line 2. Enter a User s code in the User code line 3. Transmit Available options You can then adjust the following categories (refer to Appendix A for a complete description): User s display name User s address; to edit the user address: Enter Y to edit newly entered address against previously saved one Enter N to allow the entry of any address when a user logs in to the E-Commerce module User s available inventory display User s price display (both stock and order queries) Available activities From this screen, you can also: Enter orders Display quantity breaks Enter 1 to not display the available quantities to the user Query orders by their P.O. number Query orders using SDI inquiry keys Query all orders Query all ECS orders Maintain part numbers; Part info no longer displays available quantities Delete this user 48

49 USING ECCTRLLST CREATING LISTS Use ECCTRLLST as a tool for listing the ECS system passwords, companies, users, and functions of companies and users. To access the program: Enter Option 2 from the E-Commerce Master menu to initiate the Control File Listing program (ECCTRLLST) OR 1. Enter ECCTRLLST in the Inquiry screen program line 2. Transmit Note: This program does not have initial input options. Please refer to Page 29 of Appendix A. 49

50 ENTERING MAINTENANCE INFORMATION ACCESSING OECPRTMTN OECPRTMTN is a tool for initial set up procedures and general maintenance for Order Entry and Remote Service modules. Use the OECPRTMTN program to maintain crossreference part numbers in the OEFCSTPART file for a specific customer number. To access OECPRTMTN: 1. Enter Option 2 from the Systems Design Master menu to access the Order/Entry/Invoicing/Maintenance menu 2. Enter Option 1 from the Order Entry/Invoicing Master menu to access the Order Entry/Invoicing Maintenance menu 3. Enter Option 1 from the Order Entry/Invoicing Maintenance menu 4. Transmit 5. OECONTROL Maintenance displays Screen 4-8 (see below) 6. Use Screen 4-8 to enter printer information for the immediate printing of orders and to optionally set the file home for the Web pages work files (Appendix A). THE OEENTRY OE MODE PRINTERS USING THE OE CONTROL MAINTENANCE SCREEN Use the screen as follows: 1. Place an X beside OE Mode Printers (see black arrow, Screen 4-9) 2. The OEENTRY OE Mode Printer screen (Screen 4-9, below) displays 50

51 PRINTER INFORMATION Use the OEENTRY OE Mode screen (Screen 4-9) to enter printer information (Appendix A): If you are printing orders immediately, the orders printer number is determined by a match between the EC companies printer name and pipe code and the TDAPCONTROL file (maintained on this screen) The first match that is found within the TDAPCONTROL file is the printer number that is assigned to the order If you are batch printing orders, set the orders printer number to 04 Note: Field explanations are available for this screen in the Order Entry Invoicing Reference Manual. USING OEENTRY FOR E-COMMERCE ORDERS ACCESSING OEENTRY To access OEENTRY: 1. Select Option 2 from the System Design Master Menu, (Page 4-1) 2. Enter 2 from the OEENTRY INVOICING MASTER menu 3. Enter 1 FROM THE ORDER ENTRY/INVOICING menu 4. Screen 4-10 displays (see below) 51

52 USING OEENTRY E-Commerce OEENTRY features OEENTRY processes E-Commerce orders as follows: Note: When using Option 10 (see arrow in Screen 4-10, previous page) to review E-Commerce orders, the order line becomes highlighted if an unauthorized credit has been used for payment The Taken by entry (see red arrow) becomes non-functional when creating a new order or invoice in E-Commerce An error message displays in the order header screen to indicate that the amount charged to a credit card must be entered into the deposit field when an authorize e-commerce credit card order doesn t have a deposit amount When an e-commerce order paid by credit card has been authorized, the credit hold flag is turned off automatically (the credit hold flag is turned on automatically for credit card orders by the e-commerce web module) The program returns to the order header screen after maintaining a cash deposit/sale payment type, rather than continuing with the normal processing flow The program edits the order paid price field using the vendor catalog inquiries for an X or a P before the Price Field Option 1-7 A description of credit card order processing resides in Attachment A, found at the end of the guide. 52

53 ENTERING PATH NAMES Use the File Homes/Creates Maintenance screen (Appendix A) to enter the path names for all data files in the SDI Distribution modules OECTRLMTN. See the OECTRLMTN program documentation in the Order Entry Invoicing Reference Manual for field explanations. DEFINING INVENTORY ITEMS Use the INCATMTN program to define inventory item category/classes (Appendix A). To access the program: 1. Enter Option 4 from the Systems Design Master to access the Inventory Control Master menu (Screen 4-11 see below) 2. Enter Option 1 from the Inventory Control Master menu to access the Inventory Control Maintenance menu (Screen 4-12, following page) 3. Enter Option 1 from the Inventory Control Maintenance Menu to access the category File Maintenance Screen INCATMTN (Screen 4-13, following page) Or 1. Enter INCATMTN in the SDI SD-RUN program line 2. Transmit 53

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55 DEFINING CATEGORY/CLASSES To define category/classes: 1. Make an entry in the Category/Class field on the File Maintenance Screen (Screen 4-14, below) 2. Screen 4-15 displays (following page) 3. Fill in the requested information 4. Transmit Note: You can find field explanations in the Inventory Control Reference Manual. 55

56 ACCESSING ININFOMTN ININFOMTN is part of the Inventory Maintenance subsystem. Run it as a stand-alone program, or access it from INMAINT. To access ININFOMTN as a stand alone program: 1. Enter ININFOMTN in the SDI SD-RUN program line 2. Transmit 3. The INVENTORY INFO MTN screen (Screen 4-15, below) displays 56

57 USING ININFOMTN Part number/location number Use ININFOMTN to add, change, or delete information from the Inventory-Information Add-on file, as follows: 1. Enter a part number (black arrow) up to the length as defined for your use in SDI which is either 12, 18, or 22 characters and location number* (red arrow, Screen 4-15, previous page) up to three digits 2. Select an option 3. Transmit 4. The program searches the inventory information add on file for the combination (part number/location number) 5. If found, the Inventory Part Add on Information screen displays the existing add on information for the part 6. If the part number is not found, the Inventory Part Add on Information screen displays with all fields blank and displays the following message at the bottom of the screen: CREATING NEW GLOBAL RECORD 7. Enter the appropriate information 8. Transmit 9. If no errors are detected, the requested screen displays 10. If errors are detected, an error message appears at the bottom of the screen 11. Make corrections 12. Transmit Note: *If the program does not find the location number in the file, an error message displays. E-Commerce Info Enter X in the E-Commerce Info box (green arrow Screen 4-15, previous page) to display the E-Commerce Information Maintenance screen: 1. If the inventory part already exists, the current information displays (you can make changes to this information as required) 2. If the inventory part does not exist, this screen displays empty fields and in the lower left corner the message: CREATING NEW GLOBAL RECORD 3. Enter the necessary information 4. Transmit 5. If any fields have invalid information, the screen is returned with an error message in the lower left corner 6. Make the necessary changes 7. Transmit 57

58 8. Screen 4-17 (following page) displays EDITING GRAPHICS Before editing the graphics, first, elect to exclude or include the inventory item from E- Commerce sales (see black arrow, Screen 4-16): Enter N to allow this inventory item to display on the E-Commerce part number inquiry page Enter Y to exclude this inventory item from displaying on the E-Commerce part number inquiry page Graphic name Enter up to 30 characters to indicate the image to be displayed by the E-Commerce web pages. Note: The image must reside in the pictures/ directory of the web- server root directory. The image must be a JPEG or GIAF format and the name must end in.jpg,.jpg,.gif, or.gif. The image name entered must be spelled exactly as it is on the web server image directory. Thumbnail images To designate thumbnail images: Enter up to 30 characters to indicate the thumbnail image to be displayed by the E-Commerce part number inquiry page The local graphic image name can be used for the thumbnail image Note: The larger images will increase the time required to display the part-number inquiry page. The thumbnail image size should be as close as possible to the size set in the EC-Admin program. 58

59 The image must reside in the pictures/ directory of the web- server root directory. The image must be a JPEG or GIAF format and the name must end in. jpg,. JPG,. GIF, or. gif. The image name entered must be spelled exactly as it is on the web server image directory. EDITING URLS To display the E-Commerce information URL links Maintenance screen: 1. Enter U in the upper right corner (see red arrow) in the E-Commerce Inventory screen (Screen 4-16, previous page) 2. Screen 4-17 displays (see following page) 3. Edit URL and Label information from this screen (if this inventory part does not exist, all fields are empty and the message CREATING NEW RECORD displays in the lower left corner 4. Transmit Or 5. Enter I in the upper right hand corner to return to the previous screen Note: Enter up to 256 characters for the URL link to be displayed by the E-Commerce inventory item detail page. If the URL link entered is a local one, begin the link with a /, followed by the pathname and/or file name. If the URL link is not a local one, begin the link with followed by the complete name. Spell the URL link exactly as it appears on the web server where it resides. Do not put spaces in the name. Enter up to 40 characters to indicate the URL link label to be displayed by the E-Commerce inventory item detail page. This label will override the default labels set in the EC-Admin program. 59

60 CLONING INFORMATION TO CHANGE URL OR IMAGES If the global E-Commerce information record is being maintained and a location (i.e., 999) was entered on the previous screen, the global record can be cloned to that location. Inventory items can then have image names or URL links that are different from the default global record. 60

61 PRINTING E-COMMERCE ORDERS ACCESSING OEPRINT You can use this program to print orders entered through the E-Commerce web pages. You have the option to print all E-Commerce orders or only the orders not yet printed (Appendix A, Pages 47, 48). Access the program as follows: Enter Option 2 from the System Designs Master menu to access the Order Entry/Invoicing Master menu Enter Option 2 from the Order Entry/Invoicing Master menu to get to the Order Entry/Invoicing menu Enter Option 2 from the Order Entry/Invoicing Master menu to initiate the OEPRINT program (Screen 4-18 see below) INITIAL INPUT OPTIONS/RUN TIME INFORMATION To print, enter the following information: Batch number OR Spaces for all unprinted batches Press Enter 61

62 LISTING ORDERS PENDING FROM THE ECS SYSTEM ACCESSING ECPENDLST This program lists the pending orders from the ECS system. Use ECPENDLST daily if the seller has any companies set up with an order creation option of hold for release. You can also use the program to determine if any ECS orders are incomplete. (Appendix A, Pages 49, 50) To access the program through the Standard menu: Enter Option 10 from the E-Commerce Master menu to initiate the ECS Pending Orders Report ( ECPENDLST ) USING ECPENDLST Use the following formats when entering the customer(s) whose orders are to be printed: Enter the number of the customer Enter * to include orders for all customers Enter R to include orders that have been through OEUPDATE on the report Enter (spaces) to only list orders that have not been through OEUPDATE 62

63 PRINTING AN AUDIT SUMMARY OF ALL TRANSACTIONS AND QUERIES ACCESSING ECLOGLST To access the program: Enter Option 9 from the E-Commerce Master menu to initiate the E- Commerce Log Report ( ECLOGLST ) USING ECLOGLST Use this program to print an audit summary of all the transactions and queries that ECS processes. You can also print a summary of the E-commerce sessions including: Company and user names Log on and off times Options used Actions taken Additionally, you can report on the activities of a specific company and/or user. Please refer to Appendix A, Pages 51, 52 for a more detailed explanation. 63

64 UPDATING CUSTOMER QUERY INFORMATION FILES ACCESSING ECPENDUPD ECPENDUPD updates the ECFCSTMRPO (customer query) file, which contains customer information for queries processed by ECS and for customer orders entered through OEENTRY. You can run it for one or all customers and after running IVUPDATE. To access ECPENDUPD: Enter Option 8 from the E-Commerce Master menu to initiate the E- Commerce Order Update ECPENDUPD. USING ECPENDUPD To access a customer(s): Enter the customer number to be included in this update Enter * (or spaces) to include all customers in this update Enter CREATE to create the ECFCSTMRPO and ECFPARTLINE files necessary for this update For a more detailed explanation, please refer to Appendix A. Note: We recommend that you add the EPENDUPD to the end of the day routine to ensure that the system executes it each day. The above access explanation is for one time executions of the application. 64

65 ACCESSING ECADDCOMP This program creates the E-commerce Company and default user profiles. To access the program through the standard menu: Enter Option 4 from the E-Commerce Master menu to initiate the Add Company Codes by Customer program (ECADDCOMP) USING ECADDCOMP Type You can enter information for the following: Order type Customer number or file name Location To create specific types of profiles: Customer number or file name Location Enter C to create profiles from a specific customer number Enter F to create profiles from a list of customer numbers contained in a Unix vi file Enter a customer number or file name as follows: For type C Options, enter up to eight digits for the customer number to create the company and default user profiles. For a type F Option, enter the complete Unix vi file name containing the list of customer numbers used to create the company and default user profiles. The file name must include the path name of the file. There should be only one customer number per line. Enter three digits for the inventory locations from which you fill orders and process inventory queries. Please refer to Appendix A, Pages 57, 58, 59 for more detail. 65

66 E-COMMERCE PROGRAM LIST PROGRAM LIST The following provides a summary of programs used by the E-Commerce module. You can find a more detailed description of all programs and files used by E-commerce in the reference manual, Appendix A. INCATMTN INMAINT ININFOMTN INQUIRY OEPRINT OEENTRY ECCTRLMTN ECCTRLLST ECLOGLST ECPENDLST ECPENDUPD sets the option to exclude the inventory items of a Category/Class from the E-Commerce inquiry page. links directly to a new application for making E-Commerce related changes; see ININFOMTN for details about changeable options a new application used to set the image, thumbnail, and URL link names of an inventory item that will be displayed by the e-commerce web pages. It is also used to set the option to exclude the inventory item from the E- Commerce inquiry page. This application can be executed from a standalone from the SD RUN prompt or as a link from both INMAINT and INQUIRY. links directly to a new application for displaying E-Commerce related information about an inventory item. See ININFOMTM for details about changeable information. entered through the e-commerce Web pages, it is used to print orders. used to enter credit card authorization code for E-Commerce orders to be paid by the customer credit card; used to print orders entered through the E-Commerce web pages. used on the seller system to establish system-wide controls, add/change/delete authorized companies and users; authorize individual user functions; maintain individual user price and availability displays; maintain the message board. used on the seller s system, it prints a list of the contents of the ECFCONTROL file. The program shows all existing companies and users along with their options, system parameters, and current message board. executed on the seller s system, it produces a summary of all actions taken during all ECS sessions. An option is provided to separate individual user sessions and company sessions. executed by the seller, it lists ECS orders or estimates. executed on the seller s system, this batch routine performs system 66

67 housekeeping tasks. ECADDCOMP executed on the seller s system, this batch routine creates the company and default user profiles for a customer. NEWLY ADDED PROGRAMS: ECCTL90CV ECCTL90ST ECRCVCAT ECRCVCNF ECRCVDTL ECRCVOPT ECRCPRCE ECRCVPRT ECRCVSTO ECRCVSTP ECSNDOPT ECSNDRVW ININVECST RFECFCUBE RFINFINFO 67

68 HELPFUL ECS TIPS GRAPHICAL REPRESENTATION PART NUMBERS SDI E-Commerce provides a graphical representation for each part number visible to the end user. If the part number has no picture association, the legend No Photo Available appears in the picture viewing area. STORING PART NUMBERS Pictures of SDI part numbers can be stored in.jpg, or.gif formats - the two most common photo formats supported by both Internet Explorer and Netscape browsers. By default, each part number graphic is stored on the UNIX server in the images directory within the Apache Web Software. Example directory: usr/local/lib/apache/htdocs/pictures The exact path string for your system may be slightly different, but the final Images directory is the default directory. Graphics obtained from the vendor or created internally should be stored in this directory. Note: SDI E-Commerce does allow the graphic to be stored on an alternate system that is accessible by Internet access. For example, if an NT server networks to the UNIX server, the part number graphics can be stored in a folder on that system rather than the default directory on the UNIX server. EC-Admin changes the file home for the graphics. CREATING ASSOCIATIONS BETWEEN PART NUMBERS AND GRAPHICS Use SDI INMAINT (Inventory Maintenance) to make the association between each SDI part number and the graphic assigned to it. Access the part number and use an entry field in Screen 2 of the Maintenance screens to enter in the graphic name for each part number. This entry field is 12 characters in length and can be any combination of letters and numbers. The graphic suffix type,.jpg or.gif, is not required as part of the graphic name for this entry. SDI E-commerce automatically finds the correct file suffix when presenting the graphic to the end user. 68

69 SETTING UP CUSTOMERS TEST CUSTOMERS Providing all of your customers the ability to purchase products on-line is the goal for complete implementation of SDI E-Commerce. Because the product provides a high level of Customer Personalization, it is recommended that a Test customer be built within the system. The test customer experiences the impact of the many optional parameters for setting up each customer. The options that are available for every User Code are then set up for each customer. DEFAULT VS. INDIVIDUAL USER SETUP It is not necessary to use all of the program features. For example, setting up each customer account and using the Default user simplifies the profiling process. In this format, anyone who has the company access code at your customer site can access the system to place orders. However, since users sometimes misuse this option, a better approach is to set up individual user profiles. CUSTOMER ACCOUNT NUMBERS SDI versions 9.0 and greater allow for an eight-digit customer account number. The Company Access Code in SDI E-Commerce is eight characters also. This Customer Account number is a unique identifier within the SDI system. Use of the Customer Account number as the Company Access Code keeps the profiles unique. This practice also provides easy associations between the E-Commerce order system and the SDI system. COMPANY ACCESS CODE BUILDER APPLICATION A Company access code builder application ( ECADDCOMP ) accompanies SDI E- Commerce. When executed, ECADDCOMP asks for a SDI customer number and then automatically creates an E-Commerce Company access code for that customer account. It also creates a default user code called USER. CREATING MULTIPLE COMPANY ACCOUNTS A second powerful option to ECADDCOMP is the ability to create multiple Company accounts from a line sequential text file storing a list of account numbers. For example, use IQ to create a simple list of customer account numbers. Filters can be added to eliminate certain customers and only include a certain group. The system then creates the output file and a simple line sequential text file whose name is based on the operator input file name given at run time. The ECADDCOMP application finds this file when executed and creates a company account for each customer number in the list. 69

70 TOPICS RELATED TO THE UNIX SERVER INSTALL PROCESS FOR E-COMMERCE The UNIX Server components-cd-rom stores all of the SDI COBOL applications related to SDI E-Commerce. Also included on this CD-ROM are the Apache web server software and new Micro Focus runtimes for the UNIX server. The Systems Design, Inc. implementation services group assists with the installation of the Apache product and the Micro Focus runtime. A special install script INSTALL.ECS resides on the CD-ROM and initiates the loading of the SDI COBOL applications. Note: It is important to mount the UNIX CD-ROM drive to the system before attempting to execute the script. Note: Depending on the UNIX system type, INSTALL.ECS might be upper or lower case. If you have difficulty finding the install script name, call the SDI helpdesk for assistance. Installation steps: 1. Mount the CD-ROM to the UNIX server. 2. Path in to the CD-ROM actual directory. 3. Use the UNIX ls command to search the CD for the Install script actual name. Look for upper or lower case INSTALL.ECS. 4. Enter INSTALL.ECS to start the installation process. 5. The applications from the CD-ROM automatically load to the UNIX server. 70

71 EXTENDING THE USE OF ECS ADDITIONAL ECS INFORMATION Now that you have installed and tested the Prophet 21 SDI E-Commerce environment, you undoubtedly have questions concerning specific options. In addition, you are concerned with using E-Commerce in a way that best fits your environment. This chapter addresses those matters by providing: Discussions of individual topics related to extending SDI E-Commerce Explanations of some of the processes involved in using the product to its full potential MANAGING E-COMMERCE WITH END OF DAY END OF DAY ROUTINES The SDI End of Day routine has two special settings included in the script to disallow access to SDI applications until the process is complete: BACKUPRUNNING EODRUNNING In most SDI implementations, the start of the remote print routines follows EODRUNNING. IDENTIFIERS SDI E-Commerce uses it s own End of Day access identifier called ECEODRUNNING. The end user cannot access the E-Commerce applications while this identifier is active within the End-of-Day process. The new identifier provides flexibility, allowing access to E-Commerce, while the internal users of SDI applications do not have access. CUSTOM ACCESS You can customize the access process to best fit your environment. If your backup routine does not take an extensive amount of time, you would place ECEODRUNNING just before the file backup commands. You then remove it just after the file backups are complete. 71

72 ACCESS DURING IVUPDATE SDI IVUPDATE only accesses invoices, so it is safe to allow E-Commerce access during this application process. However, the potential exists for a SDI report of open orders picking up an E-Commerce order in process. You must weigh that risk against the importance of providing customers as much access as possible (a goal of 24x7). Your customer will see the following message when ECEODRUNNING is active: THE RESTART COMMAND It is important to place the command ( SD-STARTPRINTS ) to restart the remote prints immediately after removing the ECEODRUNNING command. If you are using remote prints for E-Commerce orders, this step is critical. Note: The ECEODRUNNING is a new command and does not replace or change the existing commands already built into your End of Day script. ELIMINATING INVENTORY ITEMS FROM E-COMMERCE SPECIAL INVENTORY ITEMS SDI E-Commerce automatically eliminates any inventory part numbers that have the Product Code of 90 or above. This Product Code range is reserved for special items not related to, for example, tracking of inventory on hand and re-averaging of cost. All other inventory items are displayed to the customer by default, if they use the proper search path to those items. ELIMINATING THE DISPLAY OF SPECIFIC GROUPS To prevent specific groups of items from being displayed to the customer using E- Commerce, use the INCATMTN application. Through this application, you can designate the category classes and the associated items that you do not want displayed within the E- Commerce routines: Use INCATMTN and mark the Exclude from E-Commerce Sales field on the screen to N to keep all items for that group from being displayed The default code on the screen is Y, so no other action is required to display items within E-Commerce 72