WEB SALES DIRECT LINK MODULE... 1 INTRODUCTION TO THE SALES DIRECT LINK MODULE... 4 SECURITY FOR B2B AND DIRECT SALES LINK MODULES...

(1)

WEB SALES DIRECT LINK MODULE

The mat erial cont ained herein is subject t o change w it hout not ice. Munics Inf ormat ion Syst ems, Inc. makes no w arrant y, express, implied or by descript ion, regarding t he inf ormat ion set f ort h herein. Munics Inf ormat ion Syst ems, Inc. does not guarant ee, w arrant or make any represent at ion regarding t he use of , or t he result s of t he use of , t he programs in t erms of correct ness, accuracy, reliabilit y, currency or ot herw ise, and t he purchaser relies on t he programs and t he result s solely at his/her ow n risk.

NEXT GENERATION^® is a regist ered t rademark of Munics Inf ormat ion Syst ems, Inc.

(4)

INTRODUCTION TO THE SALES DIRECT LINK MODULE

The Sales Direct Link module provides t he Next Generat ion sof t w are^® user w it h a method of allow ing your sales f orce and int ernal personnel t o access your Next Generat ion sof t w are^® system via an Internet connect ion. Wit h t his module, you can set up your sales organizat ion and give t hem t he capabilit y t o inquire on t he stat us of orders, check product availabilit y, view cust omer account inf ormat ion, sales hist ory, enter and update orders or quot es.

All w eb pages are dynamically built and displayed by means of t he lat est brow ser t echnology using eit her Microsof t Explorer^® or Firef ox^®.

SECURITY FOR B2B AND DIRECT SALES LINK MODULES

First t here must be internet access w it hin your building via rout er. Your router must be on t he same LAN as your Unix RS/6000 comput er. The LAN IP address of the router w ill be t he gatew ay f rom your RS/6000. Your Stat ic Public IP address w ill be on t he WAN side of the rout er. Your Rout er w ill have t o be conf igured w ith NAT (Net w ork Address Translat ion) w here you w ill be def ining port s like 80, 23, 21 et c. These port s must be NAT' ed f rom the Public IP t o t he IP address of t he RS/6000.

SSL and SSH w ill be conf igured on t he RS/6000. SSL (Secured Socket Layer) is a prot ocol t hat t ransmits your communicat ions over the int ernet in an encrypt ed form. SSL ensures that t he inf ormat ion is sent , unchanged, only to the server you int ended to send it t o. Munics recommends Verisign™ as t he originator f or the SSL certif icat e. SSH (Secured Socket Shell) is a prot ocol that allow s you t o encrypt all dat a t raveling f rom your comput er t o t he server or ot her comput ers using dif f erent t ypes of encrypt ion algorithms. It is similar t o t elnet but t he t raf f ic it passes over t he net w ork is encrypt ed. Of course this means t hat SSH has to be running on the RS/6000 Server as w ell as t he client s connect ing t o it . This prot ocol is mainly used f or rlogin, telnet and f tp.

You w ill be using t he IBM HTTPServer w hich runs apache. The Net w ork connect ion to the internet should be provided by a t rusted ISP (Internet Service Provider). The Web Servers that are accessible f rom t he Internet should be prot ect ed against unlimit ed access. This is usually done by protect ing t he connect ion bet w een the ISP and t he Web Server w it h a f irew all or a screening router. A screening rout er is basically a rout er t hat has some screening rules def ined for t he purpose of prot ect ing the systems t hat are behind it. For example, denying all t raf f ic that originat es f rom t he side t hat is not t rust ed and t ries to make connect ion t o unspecif ied ports on t he secure side.

The securit y w ould be handled w it hin your f irew all/screening rout er/Window s Server et c. Once you get t hrough t he securit y you now have access to the RS/6000 w it h a login and passw ord. The login and passw ord t he RS/6000 is asking f or gives you access t o t he UNIX box/Next Generat ion

Sof t w are/Dat abase. The ot her part s of t he securit y w ould be handled by your ow n Net w ork Administ rator/ISP/Web Company w hich w ould be grant ing access to your Netw ork.

Int ernet – Your ISP – Your Web Company – Your Rout er – Your Firew all/screening router – Your Window s/Novell Server – Now t he RS/6000.

As you can see, bef ore any login/passw ord prompt or any request hit s t he RS/6000, it must f irst get t hrough all of t he other securit y check point s. By t his w e mean t hat anyone can access your w ebsite w w w .samson.com, but 1st t hey must get t hrough your f irew all/screening rout er and Window s Server.

At t his point they can then access t he MUNICS syst em using t he B2B or WSP (cust omer & salesrep w eb applicat ions) providing t hey have a valid ID and PASSWORD w hich you cont rol. In t he B2B and Sales Direct Link Module, t his assignment is cont rolled by t he syst ems administ rat or and not by t he end user, like in some B2C syst ems.

(5)

Release NGS-6.30 WSDL - 5 You, t he Next Generat ion administ rator, also cont rol t he programs t hat display on t he navigat ion bar menu. In the B2B and Sales Direct Link Module you decide w hat programs each person that logs int o t he syst em w ill be allow ed to use. For example, if you set up t w o logins f or the company-- loginone and logint w o--you may w ant loginone only t o have access t o t he Order Stat us View and Account Overview View and not have access t o t he Order Ent ry Capabilities. On t he ot her hand, you may w ish to have logint w o only access the Order Ent ry Capabilit ies and not see any Account Overview inf ormat ion. You decide w ho get s access t o w hat programs. Also, keep in mind t hat t he only program that act ually w rit es t o t he disk is the Order Ent ry Program.

When you allow an end user to ent er orders, you have another level of securit y on a cust omer by cust omer basis:

1) Allow only quotes t o be ent ered, or

2) Allow orders t o be ent ered and automat ically placed on hold, or

3) Allow orders t o be ent ered and automat ically passed t hrough t o your normal mode of generat ing picking t ickets.

The customers using your B2B applicat ion can and probably should be your " pref erred" cust omers.

They can view t heir order st atus, credit info, t racking #' s (f or t heir ow n account only) w hich is a huge benef it f or them. They cannot updat e an exist ing order.

Nobody can get access direct ly to the MUNICS system unless they have an IP address that your rout er allow s. E.g. w e at MUNICS can get into your system via t he int ernet because w e have an IP address t hat your rout er recognizes as MUNICS. Nobody can duplicate that address because you must physically be in our system f irst and of course w e have all these levels of f irew all, int ernet, rout er, applicat ion access ment ioned above.

Also, last but not least , you have t he added security w it hin our applicat ion t hat def ines your users and w hat programs they have access to (SSM), as w ell as t he funct ions allow ed w it hin the program. A person must have a valid user id and passw ord and then have securit y t o t he program t hey w ant t o use.

IBM HTTP/APACHE WEBSERVER

The f irst step is t o have t he IBM HTTP/APACHE WEBSERVER product loaded onto your Host computer. This product creates t he " ht t p server environment " or " w eb environment " (i.e. your internal w eb server) on your in-house comput er system. All int ernal IP addressing w it h your net w ork w ill be " linked" up w it h t his product thus creating an Intranet. Once t his has been accomplished, the ext ernal IP addressing (t he WAN side) w ill be mapped and t ranslat ed w ith t he int ernal IP addressing to create t o link f rom your host syst em t o t he Int ernet . You should have an exist ing sit e t o link up t o. Obt ain a domain name, if you have not already done so, w ith an Int ernet service provider (ISP). Once you have est ablished a domain name you need t o create a static w eb page. This w ill become your " home page" .

The next step in set t ing up t he IBM HTTP/APACHE WEBSERVER product is t o creat e UNIX directories to store w eb f iles t hat are needed f or displaying informat ion t hrough t he brow sers. The directories may vary but w ill st art w it h " /usr/HTTPServer/htdocs/(customer)" . Addit ional direct ories w ill be set up under t he /(cust omer). Cust omer is your customer name e.g.

" /usr/HTTPServer/ht docs/munics" .

SETTING UP THE SYSTEM

When set t ing up eit her t he B2B system or Sales Direct Link system on a client ' s machine, make sure t he f ollow ing has been completed:

• From the latest development area (Munics f50) copy everything from the follow ing libraries:

(6)

/usr10/mis407/WEBLOAD - t his contains scripts to set up t he required tables

/usr/HTTPServer/4ge - t his library contains all of t he " Web" programs f or Sales Direct Link or B2B, depending on w hich one you' re set t ing up.

/usr/HTTPServer/cgi-bin - t his library contains script s to execut e t he " Web" programs

• For WSP setup, WSPM (Sales Direct Link Maintenance) in library usr10/mis407/mis_w sp/progs must be loaded and the pgc record added w it h a direct ory pat h of WSPPROGS. Forms must be sent f rom t he /usr10/mis407/mis_w sp/f rms library

• For B2B setup, B2BM (B2B Maintenance) in library /usr10/mis407/mis_b2b/progs must be loaded and t he pgc record added w it h a directory pat h of B2BPROGS. Forms must be sent f rom t he /usr10/mis407/mis_w sp/f rms library

COMMUNICATIONS REQUIREMENTS

Communicat ions requirements need t o be review ed w it h t he cust omer. A Stat ic DSL line is one of t he choices. A " st at ic" line is required because a permanent IP address get s assigned w hereas w ith a " dynamic" DSL line, t he IP address changes constant ly. A stat ic T1 line can also be used, but unless a cust omer already has one, t he T1 lines are expensive.

Once the " Web" environment has been creat ed and t he set up completed, you can begin t o use or cosmet ically tailor w eb pages f or your specif ic company.

CREATING START UP PAGES

It all start s w ith sett ing up a link t o your system host ing t he Next Generat ion Sof t w are^®(i.e. your internal w eb server). The link may be est ablished by coding a hyperlink f rom one of your exist ing int ernet w ebsit e' s pages (perhaps your home page), t o t he IP address of t he syst em host ing t he Next Generat ion Sof t w are^®(i.e. your internal w eb server). Or simply by placing a " short -cut" t o the IP address of t he system host ing t he Next Generat ion Sof t w are^®, on t he pc that w ill be using t he applicat ions.

(7)

Release NGS-6.30 WSDL - 7

Set up a link from your homepage

* * * * * The link is act ually an IP address follow ed by t he login page. We use t he default of w sp.ht ml e.g. htt p://999.999.99.99/w sp.ht ml * * * * *

Establish a link or links bet w een your home page on the w eb and your back of f ice system t hat hosts your Next Generat ion sof t w are

(8)

Or set up a link on your desktop.

You may also set up an icon on your desktop containing the url address and starting page of your w ebserver.

URL address and st art ing page.

i.e.: htt p://166.62.132.201/internal/w splogin.html

(9)

Release NGS-6.30 WSDL - 9 CREATING THE LOGIN, WELCOME AND LOGO PAGES

Af t er t he IBM HTTP/APACHE WEBSERVER product has been loaded and set up on you syst em, you w ill be given t he WWW Root Directory. For example: (/usr/HTTPServer/htdocs/company). The root directory is def ined in t he WSPM program. This direct ory w ill cont ain t he ht ml f iles needed t o display your login message, your w elcome message, and your company logo, or t he f irst page you w ant your sales force t o see. You may also store other ht ml pages in t his direct ory and link t hem t o each ot her or to t he navigat ion bar. We recommend using, and not changing, t he f ollow ing file names:

(w splogin.ht ml) (w spfail.ht ml) (w spsuspend.ht ml) (w elcome.ht ml) (w sp.ht ml) (logo.ht ml) w splogin.ht ml is t he page t hat cont ains your login message and requests t he users name and passw ord. This page w ill execut e a 4GL program named w splogin w hich is located in t he /usr/HTTPServer/cgi-bin direct ory.

w spf ail.ht ml is the page that w ill display if the login is unsuccessful. If w ill again execute the same 4GL program named w splogin w hich is locat ed in t he /usr/HTTPServer/cgi-bin directory.

w spsuspend.ht ml is the page t hat w ill display if t he login is unsuccessf ul af ter a cert ain amount t o t ries. An acf opt ion, w eb034 cont rols how many t imes a user can att empt t o log in bef ore t heir login is f rozen and acf w eb034a cont rols how many minut es t o f reeze the account if t he user exceeds t he amount of at tempt s def ined in acf opt ion w eb034. This page w ill execute a 4GL program named b2blogin w hich is locat ed in t he /usr/HTTPServer/cgi-bin direct ory.

w elcome.ht ml is the f irst page to be displayed aft er a successful login has occurred. This page may be any thing you w ant t o display. It can be a w elcome message, or pict ures w it h links, or addit ional ht ml pages to display.

OPTIONAL METHOD OF DISPLAYING YOUR LOGO ON EVERY PAGE

w sp.ht ml is know n as a " FRAMESET" . Frames are made up of t w o major component s - a f rameset and individual f rames. A frameset is an HTML page t hat def ines t he st ructure of a set of f rames w it hin a document . It includes inf ormat ion about t he size of the f rames, the source of t he page loaded int o a f rame and other propert ies. It is a method of displaying you logo or message or w hat ever you desire, on every single w eb page.

w sp.ht ml cont ains t w o f rames. The f irst f rame is named " Logo" w it h t he source being named logo.ht ml. The second f rame is named " Main" and the source must be /cgi-bin/w splogin. (w splogin is t he program t hat cont rols users logging into the syst em, See above). The Frameset code f or w sp.ht ml should look similar t o t his:

< FRAMESET row s= " 98,401* " f ramespacing= " 0" border= " 0" f rameborder= " 0" cols= " * " >

< FRAME name= " Logo" scrolling= " no" noresize target = " menu" src= " /logo.ht ml" >

< FRAME name= " Main" target = " _self" src= " /cgi-bin/w splogin" >

< /FRAMESET>

If you are not f amiliar w ith HTML coding, it is suggested t hat you only use t his f ile to det ermine the w idt h of the logo f rame.

logo.ht ml is a f rame w it hin t he w sp.ht ml f rameset. This is the f ile you should use to display your logo or any other messages you desire. If you are going t o display any pict ure f iles in t he logo, they should be loaded into the directory /usr/HTTPServer/htdocs/company/images. Remember, for images, it is recommended t o use .gif , .jpg or .jpeg f iles only.

(10)

* * * You MUST BE logged in under the " ROOT" passw ord to make changes * * *

* * * * * *

The w splogin.html, w spfail.html, w elcome.html, w sp.html ,and logo.html f iles need to be creat ed and copied over t o t he http server. These f iles can be created using Macromedia' s Dreamw eaver^®, Microsoft ' s Word^®, Microsof t ' s Front page^® or any other ut ilit y that creates html code. Once the f iles are created, t hey can be brought over t o t he UNIX Server, Using FTP, into the WWW Root

Direct ory. This directory is def ined in the WSPM program, opt ion #1, w eb cont rol. e.g.

(/usr/HTTPServer/htdocs/company).

Anot her met hod of creating or changing these pages is to go direct ly into the ht ml f iles using the

" vi" text editor. You can change t he phone #' s, e-mail addresses and some of the t ext using t his met hod.

The User Login Page: (w splogin.ht ml)

This page is maintained by t he end user in ht ml f ormat . The page should be named w splogin.ht ml and must reside in the WWW Root Direct ory. The user def ines the WWW root directory in program WSPM under t he w eb cont rol sect ion. The w ording can be modif ied using " vi" t ext edit or or by using Macromedia' s Dreamw eaver^®, Microsof t ' s Word^®, Microsof t ' s Front page^® or any ot her ut ilit y t hat creat es ht ml code.

Example of the User Login Page

w splogin.html

Header Banner logo.html

User Login Page

w splogin.html

(11)

Release NGS-6.30 WSDL - 11 The Failed Login Page: (w spfail.ht ml)

This page is maintained by t he end user in ht ml f ormat . The page should be named w spfail.ht ml and must reside in the WWW Root Direct ory. The user def ines the WWW root directory in program WSPM under t he w eb cont rol sect ion. The w ording can be modif ied using " vi" t ext edit or or by using Macromedia' s Dreamw eaver^®, Microsof t ' s Word^®, Microsof t ' s Front page^® or any ot her ut ilit y t hat creat es ht ml code.

Example of the failed login page w spfail.html

(12)

The Suspend Page: (b2bsuspend.ht ml)

This page is maintained by t he end user in ht ml f ormat . The page should be named

b2bsuspend.ht ml and must reside in the WWW Root Directory. The user def ines the WWW root directory in program b2bM under t he w eb cont rol sect ion. The w ording can be modif ied using " vi"

t ext editor or by using Macromedia' s Dreamw eaver^®, Microsof t' s Word^®, Microsoft ' s Front Page^® or any ot her ut ilit y t hat creates ht ml code.

Example of the failed login page w spsuspend.

html

Successf ul Login and Welcome Page: (w elcome.html)

This page is maintained by t he end user in ht ml f ormat . The page should be named w elcome.ht ml and must reside in the WWW Root Direct ory. The user def ines t he WWW root direct ory in program WSPM under t he w eb cont rol sect ion. The w ording can be modif ied using " vi" t ext edit or or by using Macromedia' s Dreamw eaver^®, Microsof t ' s Word^®, Microsof t ' s Front page^® or any ot her ut ilit y t hat creat es ht ml code.

Navigat ion bar program Menu:

You, t he Next Generat ion administ rator, cont rol t he programs t hat display on the navigat ion bar menus and the descript ion of t hose programs that appear in t he navigation bar. The SALES DIRECT LINK module is aut omat ically set up to include all programs available t o you for t hat specif ic module (i.e. Order St at us, Account View , Product s, My Order, Checkout , etc.). By going int o program WSPM you can alter t he table and select t he programs you w ish t o displayed f or an individual. You can also change t he descript ion, color, size, and f ont in t his program. Color schemes can be f ound on the w ebsit e: htt p://w w w .oreilly.com/cat alog/w dnut /excerpt /colr_names.html

On a successf ul login, w hat displays in the right hand side (the Main Frame) is det ermined by w hat is ent ered as t he very f irst ent ry on t he menu opt ion in the program WSPM f or t he user logging in.

The example below show s t he w elcome.ht ml page being displayed, because it is t he f irst ent ry in t his users WSPM menu record. If you w ant PRM t o come up upon a successful log in inst ead of the

(13)

Release NGS-6.30 WSDL - 13 Example of a

successful login page (w elcome.ht ml). The left side of the screen is know n as the Navigation Bar and is maintained in the program WSPM option

#3.

You can adjust the color,

spacing, size, font or program options by user login.

Successf ul login and w elcome page.

w elcome.ht ml Navigat ion

Bar

(14)

Opt ional Banner (Header Page): (w sp.ht ml and logo.ht ml)

These pages are maint ained by t he end user in ht ml f ormat . The pages should be named w sp.ht ml and logo.ht ml (see above f or explanat ion of f rameset s) and must reside in t he WWW Root Direct ory.

The user def ines t he WWW root direct ory in program WSPM under t he w eb cont rol sect ion. The pict ures or logos need t o be in t he image direct ory as a .gif or .jpg f ile.

Example of the banner page.

Consists of a frameset called w sp.html containing 2 frames, Logo and Main w here logo.html contains the image nextgen.gif.

TIP: If you should encount er any problems w it h set ting up the logo, login and w elcome pages make sure t o check t he directory path, the permissions, and the f ile names. And remember, ht ml is case sensit ive.

(15)

Release NGS-6.30 WSDL - 15 USING CSS STYLE SHEETS

The Next Generat ion Web programs allow you t o ut ilize pow erf ul CSS st yle sheets. A CSS (Cascading St yle Sheet ) st yle is a group of format t ing at t ribut es that cont rol t he appearance of a range of t ext in a single document or can be used to cont rol many documents at once. It essent ially allow s you t o cont rol the w ay your pages w ill look to your users. You can create CSS st yles to cont rol the f ont , font size, alignment, background color, hover color, and most t radit ional t ext f ormat t ing at t ribut es to ensure a more consistent t reat ment of your page appearance w ith dif f erent brow sers. Most brow sers (version 4.0 and above) now support CSS st yles. Earlier brow sers w ill ignore t hem.

Your syst em came pre-loaded w ith a def ault CSS style named, " mis_st d.css" locat ed in t he " /css"

directory. The full directory pat h w ould be /usr/HTTPServer/htdocs/company/css, w here /company w ould be w hat w as init ially set up on your system during installat ion. This standard css cont rols all w eb programs f or all the various w eb modules, you purchased f rom Munics Inf ormat ion Systems. If you choose t o, you may change t his f ile t o match any color or f ont scheme you desire. This w ill give your pages the same look as other w eb pages you may have already developed. You can even create individual CSS st yles for each program of each applicat ion you purchased. For example, if you purchased the Part ner Relat ionship Manager program, you could creat e a document under the above direct ory w ith the name " mis_st d_w ebprm.css" . If you purchased t he b2b module and w ant t he order program t o be dif f erent , t he name under the above directory w ould be

" mis_st d_w ebshop.css" and so on.

The Web programs search t he direct ory in the f ollow ing manner:

As soon as a " call" is made f or a program, say " prm" , the program w ill search direct ory /usr/HTTPServer/ht docs/company/css/mis_std_prm.css if it can' t f ind t hat f ile it w ill look for /usr/HTTPServer/ht docs/company/css/mis_std.css if it can' t f ind t hat f ile, it w ill t hen display w hat is " hard coded" in the program it self .

NOTE: CSS st yles do not cont rol the navigat ion menu bar w hich is a f rame t hat displays on t he left hand side of each page in t he w eb applicat ion you purchased. The menu bar is cont rolled by program " WSPM" for t he Part ner Relat ionship Product and t he Salesman direct link or by " B2BM"

f or t he Business t o Business product . See document at ion sect ion f or t hose programs.

(16)

DISPLAYING ADDITIONAL TEXT / PICTURES FOR ITEMS:

You may w ish t o enhance your items by adding addit ional text to display along w it h pictures. This may be accomplished in a couple of w ays. First of all if nothing else is done, t he it em id, desc 1, desc 2 f rom your it em mast er f ile w ill alw ays display. The customer' s specif ic pricing, it em

availabilit y, unit of measures and other pert inent informat ion also appear once you have select ed t he product /availabilit y butt on or order ent ry. In addit ion t o t his inf ormat ion, you may also w ant to add pict ures, specif icat ions, longer descript ions, et c. to enhance your sit e, see t he paragraph on using pict ures.

In t his display, w hat you' re seeing above t he f irst line is t he Item ID, descript ion 1 and descript ion 2. Bet w een t he 1^st and 2^nd line, you see a pict ure of t he it em on t he lef t side, f ollow ed by " WW"

comments on the right side. The " WW" comment s are maintained in the it em mast er t able.

Bet w een t he 2^nd line and the 3^rd line, you can create your ow n ht ml f iles, w hich could cont ain specif icat ions, inst ruct ions or even links t o ot her pages and w eb sit es.

Not e: Webshop allow s all users t o change price and view t he ipai program. You can change this rule by set t ing a code in acf opt ion w eb068 (this is used f or outside dealers or out side sales agent s).

Ent er t he same code in t he SM table t o t he Sales Agent f ield. If the Sales Agent code and acf opt ion code match, t his user w ill not be able t o change t he price or view t he apai w indow . If the SM t able is not coded, t his indicat es a regular user w ho may change t he price and view t he ipai w indow . You must remove the Product /availabilit y opt ion f rom t he menu for t he dealers/out side sales aganets).

(17)

Release NGS-6.30 WSDL - 17 ADDING ITEM COMMENTS (" WW" ) f or WEB DISPLAY (opt ional)

Below is an example of text comment s displayed for an it em on the w eb. To add, change or remove it em comments, use t he " IM" program, select t he item, t hen under opt ions, ent er " C" for

comments. These comments are added to the it em master f ile w it h a special t ype code of " WW" . The comments that you type in w ill only be displayed on the w eb w hen t his code is used.

You can even embed html commands in the w w comment field.

These are "WW" comments from the standard IM table Back up your business's mission critical data w/ tape drives backed by IBM. This high-capacity, high-performance drive is ideally suited for enterprise server systems.

YOU CAN HAVE UP TO 9,999 LINES OF COMMENTS IF YOU DESIRE.

IMAGES - Pict ures are locat ed in t he images directory.

Pict ures w ill display

aut omat ically if you use the same name as t he it em id w it h a .gif or .jpg extension.

(18)

In addit ion to any " w w " comment s you ent er in t he st andard IM table, you may also creat e your ow n ht ml comment pages and have them automat ically display immediat ely aft er t he " w w "

comments display.

These are "WW" comments from the standard IM table Back up your business's mission critical data w/ tape drives backed by IBM. This high-capacity, high-performance drive is ideally suited for enterprise server systems.

YOU CAN HAVE UP TO 9,999 LINES OF COMMENTS IF YOU DESIRE.

Specifications, Features and Benefits:

Data integrity through Error Correction Code (ECC), Cyclical Redundancy Check (CRC), and SCSI business parity checking. -

DLT IV media can be reformatted to 35/70GB or 40/80GB capacities for use in other DLT drives for greater investment protection and growth. -

Up to 36GB per hour using 2X data compression. - Four channel Read/Write for blazing performance. -

External Drive Solution - Simply install inside a 3503 BOX for a cost effective external solution

Ships with Veritas Backup Exec Quick Start Edition -

" WW" comment s f rom syst em.

SPECS - Addit ional inf ormat ion may be added by creat ing an

" ht ml" or " ht m" f ile and loading t hem in t he specs direct ory.

The f ile can cont ain graphics, t ext or links.

(19)

Release NGS-6.30 WSDL - 19 DISPLAYING PICTURES / SPECS FOR ITEMS (opt ional):

Pict ures enhance your site. They are not a requirement but can help illust rate t he products that you are t rying to sell over the w eb. Tw o t ypes of pictures may be used – Thumbnail pict ures and larger display pict ures. Thumbnail pictures should be no larger than 60 x 60 pixels. Your bigger display pict ures should be no larger t han 300 x 300 pixels. Supported f ile t ypes for pict ures are: jpg or .gif (.bmp f iles are not recommend because of t he length of t ime it t akes t o display t hem and .t if f iles are not support ). Filenames are case sensit ive. It is best to keep the f ilename and ext ension in t he same case. For example, if you are using upper case f or t he f ilename (TAPE125), t hen you must use upper case f or the ext ension (TAPE125.JPG). If you use low er case f or t he f ilename (t ape125), then use low er case f or the extension (t ape125.jpg). We recommend using the it em id as the name of t he display picture w ith the appropriat e f ile extension. For the t humbnail pict ure, use t he it em id f ollow ed by an underscore charact er and a t (i.e. " _t " ) w it h t he appropriate f ile

ext ension. For example, if you have an item id called " tape125" and w ant to use bot h pictures, name t he larger pict ure " tape125.jpg" and t he thumbnail pict ure " tape125_t.jpg. The program (by def ault ) w ill alw ays look for t he f ile name and appropriat e extensions. These f iles should reside in t he f ollow ing cust omer' s directories: /usr/HTTPServer/ht docs/company/images or

/usr/HTTPServer/ht docs/company/specs.

Below is t he hierarchy of the image and spec f ile searches in the above libraries:

IMAGES SPECS

1) low ercase item-id.jpg 1) low ercase item-id.ht ml 2) low ercase item-id.gif 2) UPPERCASE ITEM-ID.HTML 3) UPPERCASE ITEM-ID.jpg 3) low ercase item-id.ht m 4) UPPERCASE ITEM-ID.gif 4) UPPERCASE ITEM-ID.HTM 5) UPPERCASE ITEM-ID.JPG 5) UPPERCASE ITEM-ID.ht ml 6) UPPERCASE ITEM-ID.GIF 6) UPPERCASE ITEM-ID.ht m 7) low ercase item-id.JPG

8) low ercase item-id.GIF

PERMISSIONS MUST BE SET CORRECTLY AT 664. Use the UNIX command chmod 664 to change file permissions if necessary.

DISPLAYING THUMBNAIL PICTURES:

Thumbnail pict ures are smaller images t hat can be displayed on t he f ar lef t hand side of the ordering screen and w ill allow users t o get a quick visual present at ion of your products. They may click on t he t humbnail pict ure or click on t he it em id to get a larger pict ure if you have t hem set up properly.

The WEBSHOP program w ill check t he Thumbnail field in t he b2bm program t o see w hat t humbnail f ile to display. If it f inds the f ile, it w ill display it t o t he f ar lef t side of the page (i.e.-f irst t hing t o be displayed). If not hing is found in t he f ield, it checks t he /images (direct ory) for t he f ile named (it emid_t ). This is the default , t he item id f ollow ed by an underscore t . Upper and low er case is allow ed but you cannot mix upper and low er case let t ers in t he same item name and ext ension.

(i.e. - APC_T.GIF and apc_t .gif are acceptable but ApC_t .GIF is not accept able. The size of t he pict ures displayed w ill be a maximum of 60 X 60 pixels.

(20)

Thumbnail pictures should be no more the 60 x 60 pixels and should have a filename the same as the item-id follow ed by a _t.

For example:

TAPE-3580_T.JPG Or

Tape-3580_t .jpg

DISPLAYING SPEC FILES AND OTHER HTML PAGES FROM YOUR SERVER

To have ht ml pages t hat are locat ed on your server be displayed t he WEBSHOP program w orks as f ollow s:

First it w ill aut omat ically check the direct ory st ruct ure f or a directory on t he server called /usr/HTTPServer/ht docs/company/specs (w here company is the name t hat w as set up on your server for your company). Wit hin this direct ory, it w ill look f or a f ile w ith same name as the it em id w it h an ht ml or ht m extension, if one is f ound, it w ill be displayed. If none is f ound, it w ill look in t he b2bm (spec f ile f ield) t o see if it ' s a dif ferent name, if it f inds somet hing in t he f ield, it w ill at t empt to look in the above direct ory f or that f ilename w it h an ht ml or ht m ext ension. If one is f ound, it w ill display that. If it cannot f ind t he f ile in t hat directory, then not hing w ill be displayed.

All imbedded images must reside on your server to be displayed on t his page. Everyt hing must remain on your server.

DISPLAYING SPEC FILES AND OTHER HTML PAGES FROM AN OUTSIDE SERVER

If t he WEBSHOP program det ects " ht tp://" in b2bm (spec f ile f ield), f ollow ed by and address, it w ill display a message " click here for more information" on t he w ebpage and automat ically place a hyperlink on that message t o t he address you provided in t he spec f ield. When t he user clicks on t hat link, it w ill take t he pat h and f ilename f rom t hat b2bm (spec f ile f ield), and open a NEW w indow and display the inf ormat ion in t hat new w indow . In this case, not hing has t o reside on your server.

(21)

WSPM- SALES DIRECT LINK MAINTENANCE PROGRAM

This maint enance program allow s you t o maintain cert ain aspects of the SALES DIRECT LINK module.

There are three parts t hat need to be set up:

Web Cont rol – This f unct ion allow s you t o establish t he locat ion of the home page, the shopping page, the root direct ory of w here t he programs and f iles are stored on your server (i.e. pict ures, specif icat ion pages, any addit ional ht ml pages, et c). It also def ines t he def ault e-mail address, w het her or not you w ant t o show inventory availabilit y, how you w ant t o show t he availabilit y and t he lengt h of t ime you w ant to show open/shipped order st atus.

Login Maint enance – This f unct ion allow s you to establish the relat ionship betw een t he Internet and your internal personnel w ho w ill be logging int o your syst em. It def ines t he login, passw ord, t heir e- mail address, sales ID, user ID and account st at us. An import ant f ield is t he account st atus (" O" for open / act ive and " C" meaning closed / inact ive). The other f ield is order rules. This f ield tells t he Next Generat ion system w hat to do w it h t his part icular salesrep' s " Web" order. It can be processed as a regular order, put on hold f or review or a quote order can be created.

Menu Maint enance – This f unct ion allow s you t o def ine certain crit eria about t he appearance of the w eb pages. You can def ine the menu w idt h, font, size, colors, etc. You can determine w hat you w ant to use as a w elcome page and def ine t hat f ile here. It also allow s you to det ermine on a salesrep by salesrep basis, w hich of t he available programs t hat they are allow ed t o use. For example, you may w ant to allow Salesrep # 1 to ent er orders and check order st at us and t hat ' s all.

You may allow Salesrep # 2 t o enter orders, check st atus, and view account ing data such as out st anding invoices. You may also set up addit ional ht ml pages, pdf f iles, links t o ot her sit es, et c., using t his f unct ion, and have them appear on your menu. You may also add menu-ids f or groups of cust omers and associat e that menu-id w ith the logins t hat you creat e. The def ault menu is menu id

= " ALL" and login id = " all" .

Special Features on some st andard Next Generat ion programs

program SVC – ship via maintenance - the shipvia codes t hat you w ish t o have displayed w hen using w eb ordering must have t he w eb_f lag f ield set t o a " Y" or blank in t his program. If set t o an

" N" , t he shipvia code w ill not display on the checkout screen.

program PGM – product group maint enance - the product group codes that you w ish t o have displayed w hen using b2b w eb ordering must have the w eb_f lag f ield set t o a " Y" or blank in t his program. If set t o an " N" , t he product group code w ill not appear in t he product group drop dow n box w hen select ing it ems t o order.

program FPM – f reight payment method - the f reight payment codes that you w ish t o have

displayed w hen using WSP w eb ordering must have t he w eb_f lag f ield set to a " Y" , " X" or blank in t his program.

(22)

WSPM (Sales Direct Link Maint enance Program – con' t.)

• From any menu enter WSPM to access the Sales Direct Link Maintenance program and select t he opt ion you w ant :

Once the main screen for w spm appears, you may then choose the option you w ish to perform.

Opt ion 1- WSPM - WEB CONTROL PROGRAM

Option 1 for the program WSPM.

Home Page This is t he page you w ish your user to return t o af ter t hey logout . Must be ent ered as w w w address, not your IP numerical address.

e.g. w w w .munics.com not 999.999.999.9 Shopping

Page

NO longer used WWW Root

Direct ory

Ent er t he WWW root direct ory on the Web Server. This is t he root direct ory pat h f or t he e-commerce programs and document s. Note: "Munics" w ill be replaced by your Company' s name.

Def ault e-mail This is your company' s e-mail address for any correspondence t hat your business part ner w ant s t o send to you.

Allow ed Idle Time

The amount of t ime you w ant your business part ner t o stay connected if idle. e.g.

if no ent ry has t aken place. (30 minut es is an Int ernet standard).

(23)

Release NGS-6.30 WSDL - 23 It em Avail.

Met hod

Opt ions to show invent ory availabilit y w hen ent ering orders.

0 = don' t show inventory availabilit y 1 = show act ual available quant it y

2 = show " Yes" or " No" if inventory is available.

Shipped Orders

How many days back do you w ant to go to show the st at us of open or shipped orders on t he ORDER STATUS screens? i.e. 30, 60, 90 days.

All opened orders are show n.

(24)

Opt ion 2- WSPM - USER LOGIN MAINTENANCE Option 2 for

the program WSPM.

Login ID Sales Agent ' s LOGIN ID for SALES DIRECT LINK connect ion. (NOTE: it could be the same as t he Salesrep ID on t he Next Generat ion syst em). Behind t he scenes, in t he

" w ebuser t able" , the " t ype_w ebuser f ield" get s creat ed w it h an " S" to denote it ' s a Salesrep login. How ever, each salesrep must have a unique login. Sharing generic sales id' s logins w ill not w ork.

Passw ord Sales Agent ' s passw ord for SALES DIRECT LINK connect ion.

Name Name of the SALES DIRECT LINK Sales agent . (NOTE: it could be t he same as t he salesrep name on the Next Generat ion syst em).

Email E-mail address of t he sales agent w ho w ill receive e-mail messages f rom t he Next Generat ion system. If mult iple e-mail addresses are required, t hey must be separated by a comma (" ," ). If t he user doesn' t have an email address, t hen you may leave t he f ield blank or assign a generic email address t o t hem (i.e. - a general company address).

Sales ID Act ual Salesrep ID on the Next Generat ion system. Must be a valid salesrep in t he SM t able. Customers belonging to this id are the only ones t hat w ill be displayed unless you have est ablished UCM records. (See document at ion on UCM below ).

User ID Act ual User ID t o logon t o t he Next Generat ion system. Must be a valid user in t he UIM t able. The system checks t his f ield f irst bef ore Sales ID to det ermine if a UCM record has been set up. If one is f ound, then t he cust omers belonging t o t hat group w ill be displayed. Ot herw ise t he syst em w ill just display t he customers belonging t o t he Sales ID f ield above. (See document at ion on UCM below ).

Menu Group

This is used w hen you w ant to cont rol t he side menu bar f or certain users or groups. You can set up a menu-id in the menu opt ion sect ion of t his program, t hen put t he name of t hat menu-id in this f ield. Anyone w ho logs in that has this menu group assigned w ill have that part icular menu displayed. If no menu group is ent ered, t he " All" , " all" record w ill be used.

Search Rule This set t ing allow s you t o assign a search rule t o a login. Dif ferent users can have dif f erent search rules applied to them. This is a method of limit ing t he search f or a

(25)

Release NGS-6.30 WSDL - 25 or isac4 codes). The set ting you choose in t his user' s individual record w ill over-ride t he system w ide def ault acf w eb058 sett ing. If lef t blank, it w ill default t o t he w eb058 sett ing. The values are as f ollow s:

0 = Product Group Search 1 = Isac1 Search

2 = Isac2 Search 3 = Isac3 Search 4 = Isac4 Search

NOTE: User may set up a search rule by login in programs WSPM or B2BM.

Order Rule The Rules f or t his sales agent w hen creat ing orders and/or quotes:

0- Allow s t he sales agent t o ent er bot h regular orders & quotes.

1- Allow s only regular orders to be entered by the sales agent ; quotes cannot be ent ered.

2- Allow s only quotes t o be entered by the sales agent ; orders cannot be entered.

3- Allow s t he sales agent t o ent er bot h regular orders and quot es; all orders are aut omat ically put on hold.

4- Allow s only regular orders to be entered by the sales agent ; all orders are aut omat ically put on hold; quot es cannot be ent ered.

5- Allow s all t he valid w eb t ransact ions t o be ent ered and processed (WEBORDER only).

X- Does not allow anything t o be ent ered (WEBORDER only). (This prevents a sales agent f rom ent ering orders if you are using a generic menu that has WEBORDER on t he list).

No. of It ems/Page

If t he number of items per page is set t o a 0 (w hich is t he default), t hen the

program w ill require t he user to ent er a quant it y on an item and click on the " add t o cart but ton" , t hen ent er anot her quant it y on anot her it em and click on the " add to cart but ton" and so on.

If a value is put in t hat f ield, say 100 it ems per page, w hen t he program searches t he database using Opt ion 1, up t o 100 it ems w ill be displayed on t he w eb page.

At t hat point , t he user may t hen ent er t he quant it ies f or all t he it ems being

purchased and click on t he Accept butt on. If more t han 100 it ems are f ound in the search, mult iple pages are used. If t he user is going t o order it ems f orm mult iple pages, t hey must enter t he it ems on one page t hen click on t he Accept but t on f or t hat page bef ore t hey enter quant it ies on another page.

Acct Stat us St atus of t his Sales Agent " O" = open and act ive " C" = closed and inact ive Price/Cost

Opt ion Flag:

Det ermines w het her or not t his user can see t he margin analysis screen show ing cost s. 0, 1, or 2.

0 – User can not change mat rix or margin 1 – User may change the mat rix

2 – User may change the margin Shipped

Orders

The Number of Days to det ermine t o go back t o check f or orders t hat have been shipped or billed and only display t hose orders. If t his f ield is lef t blank, t he syst em w ill use t he value in opt ion 1 of t his program t o determine the number of days t o display.

No. of Login

This f ield is increment ed every t ime a user at tempt s t o login and is unsuccessful.

When t he number of logins exceeds t he number that ' s entered in acf opt ion w eb034, t hen the account w ill be f rozen. The account remains f rozen f or the number of minut es entered in acf opt ion w eb034a. This f ield can be reset by t he system administ rat or by calling up t he user record and t yping an " R" for reset.

(26)

REMOVE f unct ion

You can remove any Salesreps w it h t he REMOVE funct ion.

Changing the send passw ord message

In t he B2B and Sales Direct link Modules, you can send t he user their passw ords under t w o

separate circumstances. One, w hen init ially establishing t hem in t he b2bm and w spm programs you w ill be asked t he quest ion, " Send passw ord to this Login (Y/N)?" The other circumst ance w ill be any t ime you are request ed t o do so by choosing t he " Mail Passw ord command" . In bot h of t hese circumst ances, a st andard message w ill be sent as follow s:

" List ed below is your Login ID and Passw ord. Please not e t his inf ormat ion for using our e-commerce w eb sit e.

Login id: (User Login ID) Passw ord: (User Passw ord)

Name : (User Name)

E-mail : (User E-mail address)

If you have any quest ions regarding t he use of our e-commerce site, please cont act us at:

Telephone: (your company phone number) Fax : (your company fax number E-mail: (your company email address)"

If you chose t o customize your ow n message, you may do so by creat ing a St andard Comment in t he SCOM program. You may cont rol both the init ial and subsequent messages by creat ing t hese special standard comments:

For B2B t he Special St andard Comment IDs are:

B2BCONF-EN (For emailing t he init ial B2B English conf irmat ion passw ord message w hen adding a new user)

B2BPSWD-EN (For emailing subsequent B2B English passw ord messages)

B2BCONF-FR (For emailing t he init ial B2B French conf irmat ion passw ord message w hen adding a new user)

B2BPSWD-FR (For emailing subsequent B2B French passw ord messages) For t he Sales Direct Link the Special St andard Comment IDs are:

WSPPSWD-EN (For emailing init ial and subsequent WSP English passw ord messages) (NOTE: The program w ill det ermine w hat cust omer gets t he English or French Version, by reading t he b2bm (or w sp) record. It uses the cust omer id in t hose tables to read t he cust omer master record, looks f or any existing ship-t o records and uses the Language Indicat or f ield in either the STM or CM t able.

When creat ing the St andard Comment , you may also det ermine w hat f ields t o send in the email content by using the f ollow ing variables:

$1= id_w ebuser (User Login ID)

$2= passw d_w ebuser (User Passw ord)

$3= name_w ebuser (User Name)

$4= email_w ebuser (User E-mail address)

$6= name_division (Your division name)

(27)

$7= phone_division (Your division phone)

$8= f ax_no_division (Your division f ax)

$9= email_w ebconf (Your email) Example:

SCOM

Add or Update St andard Comment " B2BPSWD-EN" go t o t he Comments f ield.

" This is new subject

Listed below is your new login id and passw ord

Login ID: $1 Passw ord: $2

Cont act system administ rat or if you have any questions. "

This example w ill just send t he Login ID and t he Passw ord (i.e. $1 and $2)

(28)

Opt ion 2- UIM/UCM - SETTING UP HIERARCHIES FOR MANAGERS

How to set up a sales hierarchy for managers to see sales info f or all of their sales reps.

The w ay the syst em w orks t o det ermine w hat can be displayed, is as f ollow s, t he brow ser

programs f irst read the user id f ield t hat w as entered in t he WSPM program, it looks up t he UIM f ile using t hat f ield, checks to see if t here is a code in the Sales Agent field in t he UIM t able and if so looks for a UCM Record. If it f inds a match, t hat is w hat the program uses t o determine w hat cust omers/salesreps informat ion can be displayed.

If t here is no UCM record f or t hat user id, t hen t he program w ill use t he Sales ID f ield that w as ent ered in the WSPM program and determine w hat cust omers can be displayed. In ot her w ords, it only show s t he salesrep cust omer and sales inf ormat ion f or their ow n accounts (i.e. t he brow ser programs w ill match t he Sales ID in t he login record t o salesrep id in the cust omer and sales f iles in t he standard Next Gen syst em).

If you w ant managers t o view more that just their ow n records, for inst ance, a dist rict sales manager may w ish to see dat a f or salesreps t hat report t o t hem, user cat egory records (UCM records) must be est ablished to cont rol that st ructure. In the example below , assume that

myron400 is a regional sales manager and has access t o all of his salesrep informat ion. To set up t his t ype of st ructure, do t he f ollow ing:

First, establish a Category Code ID record in the UCM

program, for Category Type " 4"

(Sales Agent) In this

example, the code is 999.

It contains a list of all the sales id' s that this manager w ould have access to.

Enter these ids in the Detail Value field.

Next, establish a link betw een the UIM record and the UCM record (see below ).

(29)

Release NGS-6.30 WSDL - 29 In the UIM

program, select the user, (in this example, myron400), that you w ant to allow access to the UCM record you entered above (i.e.

999) and enter this code in the Sales Agent field.

In this example, you w ould enter

" 999" in the Sales Agent field.

That establishes a link betw een t he t w o t ables and now Myron400 has access t o all t he salesreps t hat are listed in t he UCM record 999.

(30)

How to set up a hierarchy for senior managers and designat ed personnel, to see all records f or the entire company.

If you w ish t o have your senior management or other designat ed personnel have access t o view dat a f or everyone in the ent ire company, a user category must be est ablished t o cont rol that st ruct ure. In t he example below , rob has access to everyone.

First, establish a Category Code ID record in the UCM

program, for Category Type " 4"

(Sales Agent) In this

example, the code is VALL.

Enter the w ord

" ALL" in the Detail Value field.

Next, establish a link betw een the UIM record and the UCM record (see below ).

(31)

Release NGS-6.30 WSDL - 31 In the UIM

program, select the user that you w ant to allow access to everyone' s data and enter (in the Sales Agent field) the code in the User Category Record table that has

" ALL" in the detail value field. In this example, you w ould enter

" VALL" in the Sales Agent field.

(32)

Opt ion 3- WSPM - NAVIGATION BAR MENU MAINTENANCE

This opt ion cont rols t he navigat ion menu bar. It can cont rol by login w hat f unct ions a user can or cannot do. i.e. can they enter orders or just check an order status and view account inf ormat ion. There must be a " default" record set up w it h t he Sales Agent ID def ined as ALL and the Login ID def ined as all. This record def ines the characterist ics f or all logins. You only need t o add ot her records t o t his f ile, through t his screen, if you w ish t o cust omize, or personalize w hat a company or users w it hin a company can see and do. Wit h t his screen, you can change the color, font, size, spacing, et c. If you w ould like to have bullet s, or ot her small images, displayed on t he menu bar, you may do so by creat ing a " gif" or " jpg" f ile and ent ering t he name of this f ile in an acf opt ion.

TOP PORTION.

If you' re adding a new menu record for a specific user or group of users, the bottom portion w ill automatically be generated from the ALL, all record.

You can then adjust the menu.

Menu ID. A met hod t o have separate screens appear f or dif ferent logins. Assigning a group of logins t o a cust omer ID. " ALL" w ould represent all Cust omers.

Login ID Valid login t hat w as entered in Opt ion 2 (User Login Maintenance. " All" w ould represent all logins assigned to the Cust omer ID above.

Font Name. Ent er a valid f ont such as, Verdana, Times New Roman, Arial, Helvet ica, Courier New , etc.

Font Size Ent er t he size of the f ont (6 t o 18) in Point .

Font Color Ent er t he color of the f ont. A useful sit e f or color schemes is //w w w .oreilly.com/cat alog/w dnut /excerpt /color_names.ht ml Menu Widt h Ent er Menu Width (100 to 300).

Spacing Ent er a value f rom 1 t o 30 w hich is the spacing bet w een menu It ems.

Hover Color. Ent er t he color of the f ont w hen Mouse is moved over t he descript ion.

Menu BG Color Ent er t he background color of the menu. (If BG Picture is not used.) Act ive Color Ent er t he color of the f ont t hat is act ive (in use).

BG Pict ure Ent er t he locat ion of any background pict ure you w ish to use e.g.

(33)

Release NGS-6.30 WSDL - 33 Menu Page This feature allow s t he end user to create a w eb (html) page t o be used f or the

side bar menu. The user w ould enter t he name of the menu t hey desire in this f ield and that page w ill be displayed on the lef t hand side of the screen, for any or all logins. NOTE: w hen creat ing a menu page, on each object, you use target= " content" in the href st atement.

Logo Page If you are using a logo at t he t op of every w eb page (Frameset ), you can change t he logo f or each login if you desire, by ent ering t he name of anot her logo (ht ml) page, in t his f ield.

You can change t he sequence of the f unct ions, insert new f unct ions and also remove f unct ions f rom t he lef t navigat ion bar display. You can also change t he descript ion and add new ht ml pages.

You can creat e links t o html pages on your sit e or even to ot her sites. To add a link t o the

navigat ion bar, just add anot her sequence number, put in a descript ion and t he URL of t he sit e you w ish them to go to.

e.g. Add sequence 9, Descript ion = Yahoo search engine, URL = ht t p://w w w .yahoo.com.

BOTTOM PORTION.

Press " D" for details to change or add new items to the menu.

You may also alt er t he spacing of t he menu by ent ering in t he w ord " space" in t he descript ion. For example:

Seq Descript ion URL

1 space /

2 space /

and so on.

To enter, remove or change the sequence number,

Ent er t he Type over t he sequence # w it h a diff erent number to change t he sequence

(34)

sequence # t o display

display. e.g. if you w ant Order Ent ry (sequence # 2) t o appear af ter Account List (Sequence # 5), change the sequence # on line 2 to a sequence # of 5. This w ill insert line 2 af t er line 5 and re-sequence all of t he lines.

Ct rl – O to Remove lines

Posit ion the cursor at the f unct ion you w ish t o remove, hit ct rl – O, then answ er ' Y' and t he funct ion w ill be removed f rom t he navigat ion bar menu.

Ent er new

sequence #

Posit ion the cursor af t er the last line t o insert new funct ions. Enter t he next higher sequence # or an exist ing sequence # t o insert t he new f unct ion w herever you w ant on the screen. The program w ill insert that f unct ion af ter t he line number you specif y.

(35)

WEBCS- ORDER STATUS

Allow s t he user to check on open orders, shipped and billed orders or all orders.

You may select customer' s records by entering any of the criteria on this w indow . The records that appear are based on the w ay your log in is coded in UIM/UCM.

You may select Open Orders, Shipped and Billed Orders or All Orders by clicking the mouse over the appropriate heading. You may also change the w ay it sorts by clicking over the appropriate heading (i.e.

by Order #, TT, Date, Shipto, Ship Date, etc.)

(36)

WEBSALES- SALES HISTORY DISPLAY

Any isac or csac sales analysis report s t hat exist on your back of f ice system can be accessed in t he brow ser provided the w eb f lag t he appropriate report is set to " y" in t he SAP program.

Any isac or csac report w ill appear is the flag for that report is set to a " y" in SAP. The records that appear are based on the w ay your log in is coded in UIM/UCM.

Example of the Customer Sales by Division Report.

(37)

WEBACCT/WEBCCQ- ACCOUNT LIST AND ACCOUNT OVERVIEW

Allow s t he user to view their account s, display an overview and drill dow n on hist ory.

WEBACCT:

Select a customer or range of customers.

" click" on the customer id to see the overview .

WEBCCQ:

The user may

" drill dow n"

to specific invoices by clicking on the various buckets. If you select the total balance, all invoices w ill appear, if you select the over 60 day number, just those

invoices over 60 past due w ill appear.

(38)

A list of open invoices w ill appear if you that make up the

appropriate bucket you

" clicked" on.

When you

" click" on the reference number, the invoice w ill be displayed.

Invoices can be displayed and emailed to the customer if desired.

(39)

WEBSHOP- SELECTING AND ORDERING CUSTOMERS AND PRODUCTS

This program allow s your personnel to select cust omers and to order products. This program w as developed to allow you sales represent at ive in t he f ield to enter orders over the Internet . It is fully f unct ional but limit s t he f ields t hat your out side personnel can access. Your int ernal personnel, to ent er orders via a brow ser, can also use t his program. How ever, an opt ional program exists, WEBORDER, w hich allow s more capabilit y f or you back off ice personnel.

Select ing a cust omer

The f irst st ep in t his process is to select a cust omer. You may select a cust omer by ent ering your crit eria in t he search w indow t hen determine w hat field you w ant to search on by using the drop dow n w indow locat ed next t o t he search box. You may also determine t he w ay you w ant t he results of the search displayed by select ing a f ield in t he " Sort by" box, located next t o t he select ion box. Only records t hat are def ined in t he UIM/UCM f ile w ill appear.

Enter your criteria to select a customer and click on the Go button.

You may search in any one of the fields located in the box.

(40)

You can control the order in w hich the records are displayed in the w indow by selecting an option in the Sort by box.

Once you click on the Go button, the records w ill be

displayed. To select the customer you are going to enter the order for, simply click on the box next to the customer id.

If multiple ship-to addresses exist, choose the correct one at this point.

(41)

Release NGS-6.30 WSDL - 41 Select ing product s (Opt ions)

There are t w o main w ays t o select products. The f irst w ay to select products is searching for t he product by t he id or t he descript ion. You may search for t he products in all product groups or you can narrow t he search by searching select ive product groups. The second met hod is t o order product s based on previous purchases or by a master order sheet . The user may view t heir

previous purchases eit her by previous order numbers or by previous purchased it ems (ignoring order numbers and grouping it ems t ogether). The but t ons t hat appear in t his opt ion w ill be " By Orders" -

" By Items" - " Customer Order Sheet" .

OPTION 1- The search box

In t he search box, you can ent er all or part of an it em id, an item descript ion, a customer cross ref erence it em (CICR records), ISAC1 codes, ISAC2 codes, ISAC3 codes or ISAC4 codes. Once you have entered somet hing in t he search f ield, you can " click" on t he go but ton or you can narrow dow n your search by choosing a f ield to search. You can also furt her limit you search by choosing a specif ic product group to search

As soon as the user

" clicks" on the link to order

products, (In this example the link w ould have been on the Products button on the menu bar), this screen w ill appear.

This screen allow s the user to search for products (option 1) or to order products from history

(option 2), i.e. - an existing order, quote, standing order or invoice.

(42)

OPTION 1- The search " by" box Once you

enter

something in the search field, you can then narrow your search by identifying the field you w ant to search. The allow able fields are Item id, Item Descriptions, Customer Part ID, and 4 ISAC Codes.

Not es:

You can designate by user login if Product Group (0), Isac 1 (1) or t he ot her Isac codes (2,3,4) w ill be used for searching. Use b2bm or w spm and set t he search rule f ield for each user.

Three f ields aut omat ically come up in the sort by box, It em ID, Item Descript ions and Customer Part ID. The ISAC1 t hrough ISAC4 f ields w ill only appear if t here is a value in acf opt ions w eb044 t hrough w eb044c ( f or the English Version) or w eb045 t hrough w eb045c (f or t he French Version) and w ill display w hatever descript ion you have coded in t he acf opt ion.

If you search by Item Descript ions – the syst em automat ically searches three f ields. It w ill search t he It em Id f ield as w ell as t he It em Descript ion and It em Descript ion 2 f ields.

ACF opt ion w eb037 determines in w hich order t he It em ID and It em Descript ions come up as a def ault . A blank or 0 w ill bring the It em ID up as a def ault (i.e. f irst ), a 1 in this f ield w ill bring up t he It em Descript ion as a def ault .

ACF opt ion w eb058 allow s you t o select w hich default you w ant t o use w hen doing a search f or Product Group or isac codes. The value you ent er here is t he default f or ALL users t hat is displayed in t he " IN" box above. Use B2BM Search Rule f ield t o allow individual users to have a diff erent def ault t hat the one set in w eb058.

By using t he Search Rule f ield in the B2BM program, you can limit an individual' s search capabilit y t o one specif ic category. You may assign the user to search by product code or by a specif ic isac code. When the user does a search, they w ill only be able t o search f or t he cat egory assigned to t hem. This opt ion over-rides the acf opt ion w eb058 w hich is t he def ault search rule for ALL users.

(43)

Release NGS-6.30 WSDL - 43 OPTION 1- The search " in product group" box

Once you have entered the field you w ant to search on, you can further limit the search by selecting a specific product group.

Not es:

You must t ell t he syst em w hich product groups you are going to allow to be sold by def ining them in t he PGM (Product Group Maintenance Program). Set t he w eb f lag to Y t o allow the product group or N t o prevent it f rom being sold.

Once you have t he PGM records established, you can disallow specif ic it ems w it hin the allow able product groups by going int o t he B2BM program (opt ion 3- B2B It em Maintenance Screen) and set t ing t he Allow ed f lag to N to prevent it or Y t o allow it . You can do mass updat es in t he B2BM program – see B2BM sect ion.

OPTION 1- Adding one line t o t he cart at a t ime or mult iple lines at once

When ent ering t ransact ions t hrough the brow ser, once you have ent ered your select ion crit eria, a w indow appears w it h the mat ching products. The user may t hen enter t he quant it y f or t he it em desired and t hen click on t he " add t o cart butt on" and cont inue ordering it em by it em.

There is an addit ional opt ion that w ill allow t he user t o enter mult iple it ems at once on a select ion screen rat her t han ordering one at a t ime. This feature is based on an individuals log in. To act ivate t he mult iple line ent ry, simply use the program B2BM f or t he B2B module or WSPM f or the direct sales link module program and ent er t he number of it ems per page you w ant to display f or t he user (t he maximum number you can enter is 100).

If t he number of items per page is set t o a 0 (w hich is t he default), t hen the program w ill require t he user t o enter a quant it y on an item and click on t he " add t o cart butt on" , t hen ent er anot her

quant it y on anot her it em and click on the " add t o cart but t on" and so on.

(44)

If a value is put in t hat f ield, say 100 it ems per page, w hen t he program searches t he dat abase using Option 1, up to 100 it ems w ill be displayed on t he w eb page. At t hat point, the user may t hen ent er t he quant it ies for all t he it ems being purchased and click on t he Accept but t on. If more t han 100 it ems are f ound in t he search, mult iple pages are used. If t he user is going t o order it ems f orm mult iple pages, t hey must enter t he items on one page then click on t he Accept but t on for t hat page bef ore t hey enter quant it ies on anot her page.

Once the selection criteria is entered, the user can then enter the quantities.

This option has the No.

of Items per Page field in B2BM or WSPM set to zero..

This option has the No.

of Items per Page field in B2BM or WSPM set to something other than a zero.

WEB SALES DIRECT LINK MODULE... 1 INTRODUCTION TO THE SALES DIRECT LINK MODULE... 4 SECURITY FOR B2B AND DIRECT SALES LINK MODULES...