Eclipse Web Commerce Level 2 Frequently Asked Questions

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1 Web Commerce Level 2 FAQs How can I tell what customers/companies are currently logged into web order entry?... 2 How to release lock on IP address after user has tried to login to WOE with bad credentials too many times?... 2 How do I Change the Color Scheme for Web Order Entry?... 3 How do I Change the Eclipse logo (top left)?... 5 How do I Copy a Product Group?... 9 Can Credit Card Web Commerce sales save the CVV Number? How do I Copy the HTML code from HTML Maintenance? How do I change the product search sorting in Web Order Entry? How do I display images in Web Order Entry using PDW? How do I prevent products from displaying in Web Order Entry? When printing invoices, why are there no page breaks? Where is the "Subscribe Here for special sales & Promotions" information stored? Can one customer login to two different companies? Is it possible to extend the character limit on drill down menus past 35 characters? Is it possible to add pages to the Web Commerce site? Web Drills disappear after recache when using the Multi Hot key Control file for WOE Anonymous logins is set to yes but the create new account button is not showing 18 Where are "Retail" and "Your Price" coming from in web order entry? How to Undo Bypass Login Screen Selection How to setup where WOE is directed upon Logoff Serial Numbers Do Not Display or Print on Web Invoices How to Dictate Security and Default Settings for Woe Customers and Contacts How to Limit the Number of Ship To Accounts to Select During Log on Unable to View Images or Banners for specific customers Setup for Sell Package Quantity in WOE Removing Web Users Authorized Branches are not being respected How to add an image to a product when PDW is not a companion product for site What other companion products can Web Commerce be used with? Copyright Epicor Software Corporation All rights reserved Page 1

2 How to set a message that displays when the customer logs in to the web site How to specify a log off URL Is there a way to disable reorder pad function for this specific customer? Setup for Lost Login and Password Requests User Unable to Access Remote Order Entry Review Queue How can I tell what customers/companies are currently logged into web order entry? Go to F2-System > System Programming > System Maint > License Maint > and then Web Sessions (Alt W) This will display the Web Sessions and the corresponding WOE user, showing their last activity time. How to release lock on IP address after user has tried to login to WOE with bad credentials too many times? When a user tries to login to WOE with a bad username or password too many times their IP address gets locked, and they cannot attempt to login again for a preset amount of time. The Control File Number of hours to disable IP if max bad login exceeded can be set for this predetermined amount of time. Once a user locks their IP address in this manner they can wait until it is released based on the time in this control file, or they can also use the control file Clear All WOE IP-Lock Records? (keyword: clear)...set this control file to Y and it will clear any IP locks that exist. Not sure if this information is needed but you can also force this lock to be released from TCL. 1. F2 > TCL 2. SELECT WEB.TEMP = "[.TRY" 3. Enter a. This will show a number of records selected (usually just 1) 4. DELETE WEB.TEMP 5. Enter Copyright Epicor Software Corporation All rights reserved Page 2

3 a. This will show 1 records DELETEd You can then type the original command again, and it should show 0 records How do I Change the Color Scheme for Web Order Entry? Web Order Entry Level 2 Changing Color Schemes The following steps are to be done on the Igate Machine and/or the server which hosts your Web Order Entry site: 1. Navigate to the COLOR SCHEMES directory within the WOEB directory: a. Right click on My Computer and select Explore. b. Browse to the C: drive, Inetpub, and then your active website (this folder will generally share the name of your website/company name). c. Double click to open the folder entitled WOEB. d. Double click to open the folder entitled COLOR SCHEMES. 2. Select the color schema to change Web Order Entry Level 2 to: a. Within the COLOR SCHEMES folder double click to open the folder entitled the color schema to change to. b. As illustrated in the following screen shot, the following folders reside within the color schema folder: i. css ii. help iii. images iv. js c. Select all of these folders (<Ctrl> and single click each folder), right click and select Copy. i. Click the Back button to get back to the WOEB directory. ii. Right click and select Paste to replace the same folders (css, help, images, js) within the WOEB directory. iii. Select Yes-to-All to replace the existing files with your new chosen color schema. Copyright Epicor Software Corporation All rights reserved Page 3

4 Copyright Epicor Software Corporation All rights reserved Page 4

5 d. Following are the steps to be done within the Eclipse system: 1. Set the control record WOE Level 2 Top Navigation Color Scheme to the appropriate color scheme: <F2> - F C (Control Maintenance) Keyword WOE Color Press <F10> to select the color scheme you are changing to. <ESC> to save. NOTE - You may need to refresh your browser in order to see the changes to Web Order Entry. How do I Change the Eclipse logo (top left)? You will first need to modify / create your logo into.gif format. If unfamiliar, refer to any paint/photoshop program to convert your logo format into.gif. A few requirements or restrictions of the image/logo. Needs to be called logo.gif Will always be resized to 150x70 pixels (width x height) Changing the logo: 1. Log onto your web server, either remotely or directly on the machine. 2. Launch IIS (Internet Information Services) a. Open Control Panel (Start>Control Panel) b. Open Administrative tools in control panel c. Double Click to open Internet Information Services i. Double Click on the machine name to expand (typically igate) Copyright Epicor Software Corporation All rights reserved Page 5

6 ii. Expand the Web Sites folder d. Right Click on the name of your website, typically your domain or company name. e. Choose Properties. Copyright Epicor Software Corporation All rights reserved Page 6

7 f. On the Home Directory Tab, note the Local Path, this is the location of your website on the hard drive. g. Click Ok and you can close out of IIS (Internet Information services) h. Open Windows Explorer > Right Click on Start menu and Choose Explore Copyright Epicor Software Corporation All rights reserved Page 7

8 i. Navigate to the Local Path you saw in IIS. j. Inside of this folder should be a folder called WOEB k. Inside of WOEB folder should be a folder called IMAGES Copyright Epicor Software Corporation All rights reserved Page 8

9 l. There should be a file called logo.gif in the C:\Inetpub\<website_name>\WOEB\images folder. You will need to replace this file with your own logo called logo.gif, overwriting the existing file. m. Copy your logo.gif into this folder and overwrite the file. How do I Copy a Product Group? To change the name of a product group: 1. Go to TCL (F2/T) 2. Type LIST.ITEM MISC.DATA = "WGRP~XXX]" where XXX is the customer number you want to change the name of the product group for 3. Note the name of the product group you want to change 4. If the name of the product group contains lower case letters, type UL at the command line to enable lower case sensitivity. 5. Type ED MISC.DATA "WGRP~CUSTNUM~GROUPNAME" where CUSTNUM is the customer number and GROUPNAME is the group name you want to copy (case sensitive if lower case name). Note that quotes are Copyright Epicor Software Corporation All rights reserved Page 9

10 needed here. NOTE: When the product group name contains spaces you must have underscores in place of spaces in the ED & FI commands 6. You should get a message "5 lines long" 7. At next prompt, type FI MISC.DATA WGRP~CUSTNUM~NEWNAME where CUSTNUM is the customer number and NEWNAME is the new name you want to call this. Note that quotes are not needed here. 8. Esc out of TCL 9. Go to Web Order Entry and verify that the new product group was created and delete the old one. Please remember that modifying anything in TCL should be done with extreme caution. To copy a product group from one customer to another: 1. Go to TCL (F2/T) 2. Type LIST.ITEM MISC.DATA = "WGRP~XXX]" where XXX is the customer number you want to copy the product group from 3. Note the name of the product group you want to change 4. If the name of the product group contains lower case letters, type UL at the command line to enable lower case sensitivity. 5. Type ED MISC.DATA "WGRP~CUSTNUM~GROUPNAME" where CUSTNUM is the customer number and GROUPNAME is the group name you want to copy (case sensitive if lower case name). Note that quotes are needed here. NOTE: When the product group name contains spaces you must have underscores in place of spaces in the ED & FI commands 6. You should get a message "5 lines long" 7. At next prompt, type FI MISC.DATA WGRP~NEWCUSTNUM~NEWNAME where NEWCUSTNUM is the new customer number and NEWNAME is the name you want to call this. Note that quotes are not needed here. 8. Esc out of TCL 9. Go to Web Order Entry and verify that the customer now has the product group. Copyright Epicor Software Corporation All rights reserved Page 10

11 Can Credit Card Web Commerce sales save the CVV Number? The rules around CVV are very tight because of PCI compliance. An option that exists in Eclipse Web Integration ONLY is the ability to do AVS validation on the card before submitting the order to Eclipse. This will verify that things like the billing zip code and address are correct. This method still won't collect the CVV but it does offer a higher level of security. Two XML transaction sets are required for AVS. They are ElementAvsOnlySetup and ElementTransactionAccountCreate. These will allow you to setup an AVS check transaction and then create a payment account based off of that AVS transaction. If the AVS code is not allowed per the maintenance screen then the account create transaction will result in an error instead of a CreditCard. The maintenance screen can be found only in Eterm at this time (however, you probably will not change it very often) from the F2-System -> Custom -> Credit Card AuthoriZation -> Element Allowed AVS Codes. To turn it on hit the Toggle AVS Check hotkey, and the Enable AVS Check for Web will switch to Y. After that you must choose which AVS codes you will accept/allow by putting a star in the A column. Choose which codes you will allow very carefully. If a code is not allowed then the user will not be able to place an order using that credit card Please remember that modifying anything in TCL should be done with extreme caution. How do I Copy the HTML code from HTML Maintenance? To copy an entire form in HTML maintenance you need to do the following: 1. Access HTML Maintenance (F2-C-W-H) 2. Navigate to the page you wish to copy 3. Use the 'Edit' key to open the form 4. Place your cursor on the very top line of the form, press the Home key and then hit "Alt+C" 5. Hit "Shift+End" to get your cursor to the very last line of the form 6. Hit "Alt+C" again You will see that your entire form is now highlighted. You can now open MS Word, Notepad or even an HTML editor i.e.: Homesite, Dreamweaver, etc... and paste the entire form into the other application. Copyright Epicor Software Corporation All rights reserved Page 11

12 How do I change the product search sorting in Web Order Entry? When you want to modify the sort order for a search on your product file in Web Order Entry, you can do so by changing the Select SortBy DictID field on the PRODUCT file in File Definition Maintenance (F2-F-F on most systems). Any dictionary ID associated to the PRODUCT file can be used for the sortby criteria. MODIFYING THIS SETTING WILL AFFECT ALL PRODUCT SEARCHES PLEASE CONTACT YOUR SYSTEM ADMINISTRATOR BEFORE MAKING ANY CHANGES TO THIS SETTING. We strongly suggest you contact our Inventory Support team to discuss the effects of this change prior to making a change. How do I display images in Web Order Entry using PDW? Web Order Entry Images Using PDW NOTE: In release 8.6 and lower, this PDW meta setting was not being respected. If the meta is set to N, customers who upgrade to 8.7 will not see their images displayed. There are two options to display images in web order entry using the PDW: Copyright Epicor Software Corporation All rights reserved Page 12

13 Store product images for Web Order Entry on the web server and point Web Order Entry to PDW to find the image (image file names will need to be imported to the PDW) or Use PDW to point Web Order Entry to a web URL to find and display the appropriate image for each product Both methods are described in this document. Storing images on the Web Server Save the images from the Data Provider s CDs or the Vendor s CDs to the web server at or beneath the WOEB directory level. NOTE: If you have been provided with both Full Sized images and Thumbnail sized images there is no need to store both of these separately. You can simply store the Full Sized image and Web Order Entry will appropriately scale this image down when displaying in the Thumbnail format. On the web server / igate machine, create a new folder to save these images to (ie. WOEimages). It is suggested to create this folder under the following path: c:/inetpub/website/woeb/ Using the PDW import utility, load the image names to the products in the PDW file to the appropriate meta. Since, you will only be storing the Full Sized images you will only need to load the image name to one meta. Set the control file Setting WOE, PDW Image Priorities, IMG to point to the web server and the correct meta in the PDW file: For Image Type: Full change the Base Path to point to the new folder you created on the web server which holds the images For example: Put an astrisk (*) in the M column before the Filename column. Copyright Epicor Software Corporation All rights reserved Page 13

14 Set the File name column to the meta which contains the image name. Press <Alt> T for the Image Type: Thumbnail Images. Set this just as you did the Full Image type as you are using the same image for thumbnails as full size. Use PDW to point Web Order Entry to the image URL Using the PDW import utility, load the image URLs to the products in the PDW file to the appropriate meta (there should be a text file on the CD received from the service provider that contains all of the image URLs). Set the control file Setting WOE, PDW Image Priorities, IMG to point to the approprate meta: For Image Type: Full - put an astrisk (*) in the M column before the Base Path column. Set the base path to the meta contain the appropriate URL Press <Alt> T for the Image Type: Thumbnail Images. Set this just as you did the Full Image type but using the thumbnail meta How do I prevent products from displaying in Web Order Entry? There are a multitude of settings that allow for preventing the display of particular products in Web Order Entry. Many are at the control file maintenance level (F2-F- C) and many are from Customer Maintenance. Customer level settings will always take precedence over a control file setting for the same option. Customer Level Settings: Web Order Entry first looks to see if the customer has any restrictions setup. Access the B2B/WOE Remote Order Entry Parameters screen (From customer maintenance Alt-M, Alt-W). Hide Stock Products with Zero Pricing a Y/N flag to hide all products that would price at $0.00. This setting should never be set to Yes, as it can cause very slow Copyright Epicor Software Corporation All rights reserved Page 14

15 Web Searches. Run the Web Drill Analysis report to find any customers that have this setting Yes. Display PDW Products a Y/N flag to display all products as available from the PDW file. If set to Yes, this overrides any setting in Control File Maintenance. Display Catalog Products a Y/N flag to display all products in the product file that have an index type of Catalog. If set to Yes, this overrides any setting in Control File Maintenance. On the Customer Maintenance screen, you can also limit by Price Line. Press Alt-L from customer maintenance to access the Price Lines restrictions screen. Any price lines entered here will be the only ones this customer is allowed to search for or browse in Web Order Entry or Sales Order Entry as long as the control file WOE Restrict Customers To Specified Price Lines is set to Y. Control File Maintenance Settings: Access Control File maintenance (F2-F-C). Enter keyword to search for the following controls: WOE Display Substitute Products indicates whether substitute products will be displayed in Web Order Entry. Display Catalog Products in WOE indicates whether to display all products in the product file that have an index type of Catalog at a global level. Customer level setting overrides this. Display PDW Products in WOE indicates whether to display all products from the Product Data Warehouse file. Customer level settings override this. Valid WOE Product Statuses Determines what product statuses will be available for purchase via Web Order Entry. For example, Stock and Nonstock. WOE Allowed Price Lines Allows you to limit the price lines that can be sold via Web Order Entry. As a default, when blank all price lines display. If you enter any price lines into this control they will be the only ones that will display in Web Order Entry for all customers - to restrict by customer, use the price line hot key in customer maintenance. Copyright Epicor Software Corporation All rights reserved Page 15

16 WOE Restrict Customers to Specified Price Lines Used in conjunction with the Lines hot key from customer maintenance, you can set this flag to Y to restrict customers to those lines that are specified in the Lines hot key off of customer maintenance in WOE. The Lines hot key also effects sales order entry. When printing invoices, why are there no page breaks? This is a known issue and there is not currently a fix for it. This will not be fixed in WOE Level 2, however, it is fixed in WOEC (new skin). In WOEC, invoices will have the desired page breaks. Where is the "Subscribe Here for special sales & Promotions" information stored? This information is stored in a distribution list accessible through Outbound . You can go into the send screen and go to the distribution list screen. Use the Recall hot key and pull up the AUTO-WOE distribution list. This will contain all of the addresses submitted using the Subscribe option on the web site. Can one customer login to two different companies? If the customers are ship tos of another bill to, the contact should be able to access both companies. If they are totally seperate entities, the contact would need to be on both companies and would have different logins for each company. Is it possible to extend the character limit on drill down menus past 35 characters? This would be a custom quote. Is it possible to add pages to the Web Commerce site? This would be a custom quote. Copyright Epicor Software Corporation All rights reserved Page 16

17 Web Drills disappear after recache when using the Multi Hot key The multi hot key for drills is using the AND logic so ALL keywords listed would have to exist in the keywords of a product to be brought into the drill. To use an OR logic, enter the keywords on separate lines of the main screen. If a drill is empty - no products match the criteria - then the drill will disappear. For example: When using separate lines as seen below, the products with the words Dan OR Echo OR Widget will appear in the drill. When using the Multiple Values hot key as seen below, only the products with the words Dan AND Echo AND Widget will appear in the drill. Copyright Epicor Software Corporation All rights reserved Page 17

18 Control file for WOE Anonymous logins is set to yes but the create new account button is not showing In order for the Create a New Account button to show for anonymous logins, the following pieces must be in place: 1. The control for Allow Anonymous logins must be set to Y. 2. The WOE Customer Template customer needs to be set up as a Branch Cash acct. 3. The WOE Customer Template customer needs to have a password defined. Where are "Retail" and "Your Price" coming from in web order entry? "Retail" is the LIST price on the product in product maintenance (be sure to check all existing price sheets because WOE will use any LIST price found) "Your Price" is the price that would be on a sales order if the customer was to enter the order (appropriate matrix for that product/customer) Note: The "Retail" price can be shut off - see control file Display List Price In WOE. How to Undo Bypass Login Screen Selection When logging into WOE if a customer previously checked the bypass login screen box, they will not see the log-in screen at all. To change it back to require login: Access WOE again and select My Account>My Settings. There is a button to click to "clear auto login". This will stop you on the main login page the next time you log in. How to setup where WOE is directed upon Logoff WOE WWW Home Page is the control record that dictates where the Standard Checkout and the logoff screens are directed. If WOE IP Address is filled out, this is where Standard Check out will be directed and logoff will use WOE WWW Home Page. Eclipse appends both records with /eserv/r86test.ecl. So this is not needed in either record. Copyright Epicor Software Corporation All rights reserved Page 18

19 Where the Web Commerce site is directed when a customer logs off can also be controlled on the server by a DNS record or at the customer level. The DNS needs to be the internal and external IP addresses of the web commerce on the Igate and is generally in this format Epicor provides these IP Addresses when the Web Commerce companion product is installed. Please work with your IT person (or if we support your network, our systems team) to setup the DNS record. To have a special log-off for a particular customer, go to customer maintenance, bring up the customer, Alt M (ReMote), Alt W (WOE Info) and then hot key W (WOE Logoff URL) and enter the URL you wish that customer to be directed to when logging off of the web commerce site. Serial Numbers Do Not Display or Print on Web Invoices The display of the serial numbers on the invoices in Web Commerce is not part of the current feature set. There is not a control file or other setting that would alter this behavior. The current options are to manually enter the serial number in the comments field and that will display on the web or pursue custom quote to add this feature. How to Dictate Security and Default Settings for Woe Customers and Contacts When creating a new customer or a new contact/user on the web, the template control record is used to pull default settings and security. Create a dummy customer with the desired settings and a dummy contact with the desired settings. Specify these in the "New WOE Customer Template" and "New WOE Contact Template" control records in control maintenance. How to Limit the Number of Ship To Accounts to Select During Log on You have the ability to dictate which ship to accounts display when logging in to web commerce. For the ship to accounts that you do NOT want to display here, in customer maintenance>additional>misc info> set the "Exclude from Index" to Y. This setting Copyright Epicor Software Corporation All rights reserved Page 19

20 will prevent the account from being returned in a search in Eclipse in places such as customer maintenance and sales order entry. Even though it will not return in a name search it can still be pulled up by entering the customer ID. You will also need to set the control record "Exclude From Ship-To/Ship-From Selection If Excluded from Index" to Y. It is the control record that prevents it from displaying on the web. Unable to View Images or Banners for specific customers NOTE: Web Commerce Level 2 only In order for the site to properly display for customer 7029, remove them from the Control File (System > System Files > Control Maintenance: WOE LEVEL > Select: WOE Login ID's Allowed To Preview Level2) This is a custom control record. Resolution The control file list dictates which WOE level the customer sees when logging in and is no longer used. Was used when Web Commerce Level 2 was first delivered to customers who switched from Web Commerce Level 1. You should remove everyone from this list. OR ask site to upgrade to Web Commerce Level 3 product, at no cost. SOURCE SR /DLX431 Setup for Sell Package Quantity in WOE ISSUE: Customer orders through WOE (Bid) a product were they are able to change the Sell Package Quantity from 50 to 25. RESOLUTION: Control record "Round To Minimum Package Quantity In WOE" need to be set to "F - Force". Probably set to "N - No" on site. Source: SR Tracker: DND336 Removing Web Users If a username is not associated with the correct customer, follow these instructions to remove the user from Eclipse. You will need to create the user, if you want it on another record. Copyright Epicor Software Corporation All rights reserved Page 20

21 1. Open the customer account in Eterm 2. Open TCL a. F2 - System b. T - TCL Search for the record by using the Contact ID SEARCH WC.PASSWORD STRING:2406 <---enter the Contact ID to be deleted STRING: 1 record(s) selected to SELECT list #0. LIST WC.PASSWORD LIST WC.PASSWORD 04:37:31pm 22 Nov 2013 PAGE 1 1 records listed. DELETE WC.PASSWORD 1 records DELETEd. Authorized Branches are not being respected. Issue: Web Commerce Customers can view availability in non-authorized branches. Resolution: Customer may be authorized for multiple territories. Source: DNM910 / How to add an image to a product when PDW is not a companion product for site Drag and drop the image to each product. This process is long as an image has to be dragged and dropped to each product. What other companion products can Web Commerce be used with? You can extend the power of Web Commerce by using it with other companion products. Web Commerce is fully integrated with Eclipse and the following products: Credit Card Processing with Element Payment Services - Accept and automatically authorize credit card sales from your web customers. Copyright Epicor Software Corporation All rights reserved Page 21

22 Outbound Commerce - Automatically send customers s acknowledging orders. Product Data Warehouse (PDW) - Include product images and technical information from your PDW. Customers can also make product comparisons. Document Imaging - Store and display product images, without using PDW. How to set a message that displays when the customer logs in to the web site To set a message that displays when the customer logs in to the web site: 1. From the Maintenance menu, select Customer and open a customer maintenance record. 2. From the Edit menu select Remote Order Entry Parameters to display the Remote Order Entry Parameters window. 3. From the Edit menu, select WOE Information to display the B2B/WOE Remote Order Entry Parameters window. 4. In the Login Message area, enter the contents of the message to display when the customer logs in to your web site. Note: The message you enter here also displays when Remote Order Entry users log in to Eclipse or Solar Eclipse. 5. Save your settings and return to the Customer Maintenance window. 6. Save the customer record and exit the window. How to specify a log off URL To specify a log off URL: 1. From the Maintenance menu, select Customer and open a customer maintenance record. 2. From the Edit menu select Remote Order Entry Parameters to display the Remote Order Entry Parameters window. 3. From the Edit menu, select WOE Information to display the B2B/WOE Remote Order Entry Parameters window. 4. In the WOE Logoff URL field, enter the URL you want to display for the customer when they log off your web site. The URL you enter here is used Copyright Epicor Software Corporation All rights reserved Page 22

23 instead of the URL assigned in the World Wide Web Home Page WWW URL control maintenance record when a user logs out of the web site. 5. Save your settings and return to the Customer Maintenance window. 6. Save the customer record and exit the window. Is there a way to disable reorder pad function for this specific customer? You can dictate what customers see by using the Reorder Pad Availability Display For control record. This is setup to show either the shipping branch of the order, All branches, the users authorized territories, or the customers home territory and the shipping branch. Setup for Lost Login and Password Requests To enable forgotten login and password s, set up the following control maintenance records: Request - Subject of Response for WOE Login/Password Request - Text of Response for WOE Login/Password For example, in the Request - Subject of Response WOE Login/Password record, you might enter Password Reminder to display in the subject line of the e- mail. In the Request - Text of Response for WOE Login/Password record, you must include &LOGIN.ID& and &PASSWORD& in all capital letters. When a user requests a reminder about a password, the system replaces the two variables with the login and password for the user as defined in the user's contact file. For example: This is an from -We received a request to your login and password to you. Following is the requested information: Login ID: &LOGIN.ID& Password: &PASSWORD& Thank you for using the Eclipse Web. Have a nice day. Also set the WOE Lost Password Admins control maintenance record to define a list Copyright Epicor Software Corporation All rights reserved Page 23

24 of users to notify when a client using the web site clicks the Forgot your ID or password? Click here link and the system cannot find the client's address. If the address the client enters on the web site does not match the address in the account on the system, the sent to the client asks the client to contact an administrator. User Unable to Access Remote Order Entry Review Queue A user must have the authorization key SOE.REMOTE.REVIEW assigned to have access to this screen. Level 1 allows them to view orders logged only by their users' assigned customers. Level 2 allows them to view orders logged to any user. Copyright Epicor Software Corporation All rights reserved Page 24