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adminhelp:workflowapprovals:workflowactions:actiondetails [2011/11/22 11:14]
aquandt [CheckOut]
adminhelp:workflowapprovals:workflowactions:actiondetails [2018/08/10 06:49] (current)
mnikolic
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 +
 +====== Action Details ======
 +
 +===== Send Quote XML =====
 +
 +The purpose of this functionality is to enable users to send CPQ Quote XML explicitly (by invoking the appropriate action on the quote), or implicitly (by setting this action to be a pre or post action for some other quote action). \\ 
 +The action can send Quote XML to:
 +  * URL address (by using HttpPost Method)
 +  * FTP address 
 +**Workflow Setup** - The action **Send Quote XML** should be set up in the workflow. This means that appropriate user groups need to have privileges to execute this action, and that this action should be put in workflow. Send Quote XML can also be defined as a pre or post action to some other action (for example to Place Order). \\ 
 +**Send XML to Http Address** - If administrator wants the action to send XML to a Http Address , under **Setup@@****General@@****Application Parameters** on the **Shopping Cart and Quote **tab there is a parameter [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|When action 'Send Quote Xml' is executed, send xml to Http Address:]]. This parameter is required for Http sending, and it should be filled with appropriate Http Address. \\ 
 +**Send XML to FTP Address - **If the administrator wants the action to send XML to a FTP Address,the following parameters should be adjusted under **Setup » GeneralApplication » Parameters**: \\ 
 +  * [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|When action 'Send Quote Xml' is executed, send xml to FTP Address:]]  This parameter is required for FTP sending and it should be filled with the appropriate FTP Address.
 +  * [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|Action 'Send Quote Xml' sends quote xml under the name:]]This parameter should be filled with the template for Xml document name that will be sent to FTP server. Example – Quote<***CTX(Quote.CartCompositeNumber)***>  will create XML  document that will contain the quotation number in its name (for example – Quote00010024.xml).
 +  * **Ftp Path:** This parameter should be filled with the local folder path of the Ftp server, where the file will be saved.
 +  * **Ftp Username:**  This parameter should be filled with the FTP server username.
 +  * **Ftp Password:**  This parameter should be filled with the FTP server password 
 +**Action execution - **Users can execute the action explicitly – by invoking it from the quote, or implicitly – by invoking some other action, that will activate ‘Send Quote XML’ as its pre or post action. \\ 
 +===== Send BOM XML =====
 +
 +The purpose of this functionality is to enable users to send CPQ BOM XML explicitly (by invoking the appropriate action on the quote), or implicitly (by setting this action to be a pre or post action for some other quote action). \\ 
 +The action can send BOM XML to:
 +  * URL address (by using HttpPost Method)
 +  * FTP address 
 +**Workflow Setup** - The action **Send BOM XML** should be set up in the workflow. This means that appropriate user groups need to have privileges to execute this action, and that this action should be put in workflow. Send BOM XML can also be defined as a pre or post action to some other action (for example to Place Order).\\ **Send XML to Http Address** - If administrator wants the action to send XML to a Http Address , under **Setup » General » Application Parameters** on the **Shopping Cart and Quote **tab there is a parameter [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|When action 'Send BOM Xml' is executed, send xml to Http Address:]] . This parameter is required for Http sending, and it should be filled with appropriate Http Address. \\ 
 +**Send XML to FTP Address - **If the administrator wants the action to send XML to a FTP Address,the following parameters should be adjusted under **Setup » General » Application Parameters**: \\ 
 +  * [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|When action 'Send Quote Xml' is executed, send xml to FTP Address:]] This parameter is required for FTP sending and it should be filled with the appropriate FTP Address.
 +  * [[adminhelp:generalsettings:applicationparameters#Shopping Cart and Quotes|Action 'Send Quote Xml' sends quote xml under the name:]] This parameter should be filled with the template for Xml document name that will be sent to FTP server. Example – Quote<***CTX(Quote.CartCompositeNumber)***>  will create XML document that will contain the quotation number in its name (for example – Quote00010024.xml).
 +  * **BOM Ftp Path:** This parameter should be filled with the local folder path of the Ftp server, where the file will be saved.
 +  * **BOM Ftp Username:**  This parameter should be filled with the FTP server username.
 +  * **BOM Ftp Password:**  This parameter should be filled with the FTP server password
 +**Action execution - **Users can execute the action explicitly – by invoking it from the quote, or implicitly – by invoking some other action, that will activate ‘Send BOM XML’ as its pre or post action. \\ 
 +
 +===== Detach Quote From Opportunity =====
 + 
 +Action **Detach Quote From Opportunity **will enable users to break the link in CPQ between CRM opportunity and CPQ quote. After user has detached the quote from one opportunity, he will be able to attach it to another opportunity, or to create a new opportunity from the quote. \\ 
 +If CRM system is Salesforce, the CPQ quote will be removed from the list of opportunity related quotes in Salesforce. \\
 +===== CheckOut =====
 +
 +Action **CheckOut** allows users to go through a checkout process and purchase products using a credit card.  CheckOut process requires a payment gateway integration to be set up.  Contact Webcom Inc for more details.
 +===== Reapply Taxes =====
 +
 +Action **Reapply Taxes** allows users to refresh country and state tax. This action does not have a big impact on the performance unless the formulas for [[adminhelp:pricingcalculations:country_sales_tax#Country Sales Tax]] or [[adminhelp:pricingcalculations:statesalestax#State Sales Tax]] are complex.
 +===== Send Email =====
 +
 +Action **Send Email** is tied in with Generate Quote action.  When Generate Quote action is completed, user is presented with a button to Create Email  and Download the document.  When user creates an email and clicks Send Email, Send Email Action will be executed. \\
 +
 +Currently Send Email allow for an Activity to be added to Salesforce.com opportunity.  To set it up: \\
 +In Setup : \\
 +*In Setup-Quotes-Email Customers / Quote Acceptance Settings section, set Update Opportunity activity in Salesforce after sending Email to Customer to TRUE \\
 +*Make sure that Send Email action in added to the workflow \\
 +*Make sure user groups has permissions set for Send Email action under Workflow-Workflow Permissions \\
 +
 +On user side: \\
 +*User has to come from Salesforce.com \\
 +*Generate a quote \\
 +*Click on Create Email \\
 +*Send the email \\
 +*Activity will be added to the opportunity Activity History \\
 +
  
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