Tasks

This topic describes all tasks contained in the WebSphere Commerce business process model. Tasks are grouped by role. The task name links to the WebSphere Commerce help topic that describes how to perform the task.

Account Representative

Cancel all contracts 
Cancel all the contracts under a business account. 
Change PO spending limit 
Change the spending limit allowed with a specific Buyer purchase order number. 
Contact credit mgt dept 
Contact the credit management department to set up a credit line for a customer in the external accounting or credit management system. 
Contact IT department 
Contact the IT department to investigate and fix any contract deployment problems.
 
Create new version 
Create a new version of a contract in order to make changes to the contract. A copy of the existing contract is made, and the contract is given a new version number. 
Create predefined purchase orders 
Add a specific Buyer purchase order number in the business account. The customer may purchase using this specific Buyer purchase order number. 
Delete all contracts 
Delete all the contracts under a business account. 
Delete business account 
Delete a business account. The terms and conditions from the business account will not be available, nor can reports be created on the business account. 
Delete contract 
Delete a contract. The contract will no longer be available to create reports.

 
Delete predefined purchase order 
Delete a specific Buyer purchase order number from a business account. The customer may no longer purchase using this specific Buyer purchase order number. 
Display business account details 
View the details of a business account, including all the terms and conditions and other business account details. 
Display Buyer purchase order limits 
View the Buyer purchase order spending limits under a contract and the current order totals for a customer. 
Display contract details 
View the details of a contract, including all the terms and conditions and other contract details. 
Display contract spending limits 
View the right-to-buy and obligation-to-buy spending limits specified under a contract and the current order totals for a customer. 
Display orders 
View the details of a particular customer's order 
Find business account 
Find the business account in the system about which a customer is making an inquiry. 
Initiate contract deployment 
Deploy an approved contract WebSphere Commerce so that the contract is available to customers. When a contract is approved, the system automatically deploys the contract. The contract only has to be manually deployed if the initial deployment fails. 
Mark contract canceled 
Cancel a contract. The contract remains in WebSphere Commerce for reporting purposes, but it cannot be made available to customers. 
Mark contract resumed 
Make a currently suspended contract available to customers. 
Mark contract suspended 
Suspend a contract so that the customer temporarily cannot purchase using this contract. 
Negotiate with customer 
Contact a customer offline to discuss and negotiate on the terms and conditions and other details for a new contract. 
Receive customer request 
Receive a customer request to:
-- modify the terms and conditions or other details about a business account
-- inquire about the status or details of a business account and/or contract
-- manage the Buyer purchase orders under a business account
 
Renegotiate with customer 
Contact a customer offline to discuss a current contract and negotiate on any modifications to the contract. 
Report on contract due to expire 
Create a report on the contracts that are going to expire in the near future. 
Request invoice creation 
Contact the IT department to create a JSP file to format invoices.
 
Request logo creation 
Contact the IT department to create a JSP file or image for a display customization.

 
Select base contract 
Select the base contract applicable with the industry to which the customer belongs. The contract will share the terms and conditions from the base contract. Base contracts are contained in accounts that are marked for containing base contracts. These accounts can be in the same store as the customer contract, or they may be in a store with which this store has a 'contract' store relationship. 
Select business account 
Select a business account which you want to modify. 
Select contract 
Select a contract which you want to modify. 
Select customer group participants 
Select the customer groups and organizations that take part in the contract as Buyers and Sellers. One Seller and multiple Buyer participants may be specified. The Buyer participant can be customer groups that contain a list of entitled users. 
Select organization participants 
Select the organizations that take part in the contract. One Seller and multiple Buyer participants may be specified. The Buyer participant can be the entire account holder organization, specific sub-organizations, or individual users. 
Set account terms 
Terms and conditions define how an account is implemented for a customer organization.
WebSphere Commerce supports the following terms and conditions for accounts:
-- Payment method
This optional term specifies the payment methods that will be accepted for orders made under a contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract.
-- Shipping terms and conditions
Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:
---- Shipping mode
This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.
---- Ship-to address
This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses.
---- Shipping charge type
This term defines who pays for shipping orders. The following types of shipping charges are supported:
------ No shipping charge
------ Shipping charges are paid by the Buyer to the Seller. The Seller calculates the shipping charges when the order is captured and the shipping costs become part of the order total.
------ Shipping charges are paid by the Buyer to the shipping carrier. The carrier calculates the shipping cost and assumes the responsibility of collecting payment from the Buyer. Shipping costs are not calculated when the order is captured.
These terms and conditions in the account are available to a buyer, along with the terms and condition specified in a contract. 
Set Buyer purchase order terms 
WebSphere Commerce provides the ability for you to track and authorize customer purchase order numbers. If a business account includes any purchase order terms and conditions and a contract specifies the use of that account, all purchases under the contract must specify a purchase order number defined with the account. A single purchase order number can then be used for payment authorization. Purchase order numbers are specified when the customer places an order. Purchase order numbers can be specified for three different types of purchase orders:
-- Blanket purchase orders
-- Limited purchase orders
-- Individual purchase orders
 
Set contract details 
Set contract details such as:
-- start and end dates
-- contract description and remarks
-- contract attachments
-- can purchases under this contract be made using the business account credit line
 
Set contract terms 
Terms and conditions define how a contract is implemented for a customer organization. They define what is being sold under the contract, the price of the items being sold, how the items are shipped, how orders are paid for, how item returns are handled, how orders are approved, and where orders are shipped from.
Contract terms and conditions can also be referred to as contract terms or terms.
Many terms and conditions reference business policies because many aspects of a store's operation are defined by business policies. Terms and conditions provide some standard parameters for the business polices they reference. Providing parameters to the business policies allows you to modify the behavior of business policies for each contract. Terms and conditions that reference business policies are indicated on this page with an asterisk (*).
The Buyer is entitled to all the terms and conditions from this contract, any base contract of this contract, and from the Buyer's account. For each term and condition, the Buyer is entitled to a union of the specified terms in the contracts and account, except where noted below.
WebSphere Commerce supports the following terms and conditions:
-- Fulfillment center
This optional term allows you to specify the list of fulfillment centers from which orders placed under the contract must be filled. This list must be a subset of the fulfillment centers defined for the store. Fulfillment center precedence is defined by the store and cannot be overridden by the terms and conditions of a contract.
-- Order approval
This term specifies if orders must be approved by the customer organization before filling the orders. You can specify an optional amount, that includes taxes and shipping, that would allow orders with a value below the amount to be filled without approval from the customer organization. If an order total is over this amount, approval is required. If a Buyer is placing an order with order items under multiple contracts and one item in the order has a contract specifying this term, the entire order is subject to the order approval term that applies to the item.
-- Payment method
This optional term specifies the payment methods that will be accepted for orders made under the contract. The payment method could be as general as a payment type, such as a credit card type, or as specific as a credit card number to be used for payment. If no payment method term is specified in a contract, payment in all methods accepted by the store will be accepted for orders made under the contract.
-- Pricing terms and conditions
Pricing terms and conditions define what products are available under a contract and what prices the customer will pay for the products. At least one pricing term is required in a contract. The following pricing terms and conditions are available in WebSphere Commerce:
---- Master catalog with filtering
You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract.
The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:
------ The catalog tree, which you can use to include the catalog, categories, and products; exclude categories and products and apply percentage price adjustments to the entire catalog.
------ The Include dialog, which displays when you include either the entire catalog, category, or product. The Include dialog allows you to set the percentage price adjustment for the catalog, category, or product that you are including for sale in the store. You can set a fixed price for a product.
------ The Set Price Adjustment dialog, which displays when you choose to change the percentage price adjustment for the catalog, a category, or a product, or fixed price adjustment for a product.
The current settings from this contract and any base contract are displayed.
This term and condition replaces the rest of the pricing and product terms mentioned below, except for the Customized price list.
---- Customized price list
This term specifies that both the list of products for sale and their prices are customized for sale in a contract and their price is customized. Items are not limited to a section of the store catalog they can be from anywhere in the store catalog.
---- Entire catalog with adjustment*
This term offers all of the products available in a store catalog for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.
---- Price list with adjustment*
This term offers all of the products available in a price list for sale with a percentage adjustment (mark-up or discount) from the base price as defined in the store catalog. If no adjustment is specified, items are sold at the base price.
---- Price list with selective adjustment*
This term is similar to price list with adjustment except the adjustment is not applied to the entire price list. The adjustment is made on a subset of the price list. The subset of the price list may either be a product set business policy or a customized product set.
-- Product constraint terms and conditions
Product constraint terms and conditions control what products are included or excluded for sale under a contract. Product constraint terms are optional. If no product constraint terms and conditions are specified in a contract, all products specified in the contract's price terms and conditions are available for sale under the contract. The following product constraint terms and conditions are available in WebSphere Commerce:
---- Customized product set exclusion
This term states the items in a customized product set are not for sale in a contract.
---- Customized product set inclusion
This term states that items in a customized product set are for sale in a contract.
---- Product set exclusion*
This term states the items in a product set business policy are not for sale in a contract.
---- Product set inclusion*
This term states that items in a product set business policy are for sale in a contract.
Exclusion terms have precedence over inclusion terms. This means that if a product appears both an inclusion term and an exclusion term in the contract, the product could not be purchased under the contract.
-- Returns terms and conditions
Returns terms and conditions specify how returns are handled under this contract. If no returns terms and conditions are specified then returns can not be created. If returns terms and conditions are specified they should only be one set that applies to the entire contract. The following returns terms and conditions are available in WebSphere Commerce:
---- Refund payment method*
This term specifies the payment method used to pay refunds to a customer. If a return charge term is specified, at least one refund payment method term must be specified as well. This term may not be specified if returns are not allowed under the contract.
---- Return charge*
This term specifies how returns are automatically approved and any deductions from the refund made for handling the return (for example, restocking charges).
-- Right to buy amount
This term places a limit on the combined value of all orders, including taxes and shipping, placed under a contract. The value of all orders made under the contract must be less or equal to a specified amount. If this limit is exceeded when placing an order, payment authorization for the order will fail.
-- Shipping terms and conditions
Shipping terms and conditions specify how orders will be shipped, where they will be shipped to and who will pay for the shipping. The following shipping terms and conditions are available in WebSphere Commerce:
---- Shipping mode*
This optional term defines how orders created under a contract are shipped. If this term is not specified in a contract, orders can be shipped by any mode available in a store. A shipping mode is also known as a shipping provider. A shipping provider is the combination of a shipping carrier and its shipping service. For example, "XYZ Courier, Overnight" is a shipping provider.
---- Ship-to address
This optional term specifies where products purchased under a contract are shipped. Specifying this term and condition allows you to limit the locations where orders can be shipped. If the ship-to address term and condition is not specified, a ship-to address must be specified each time an order is made under a contract. If this term is specified, the Buyer can not specify a new ship-to address when placing an order, but must select a ship-to address from a list of ship-to addresses.
---- Shipping charge type*
This term defines who pays for shipping orders. The following types of shipping charges are supported:
------ No shipping charge
------ Shipping charges are paid by the Buyer to the Seller. The Seller calculates the shipping charges when the order is captured and the shipping costs become part of the order total.
------ Shipping charges are paid by the Buyer to the shipping carrier. The carrier calculates the shipping cost and assumes the responsibility of collecting payment from the Buyer. Shipping costs are not calculated when the order is captured.
There can only be one shipping charge term in a contract. The order of precedence is the customer contract, if not defined there, then the Buyer's account, and if not defined there, then in the base contract.
 
Set individual PO characteristics 
Specify if individual purchase orders can be specified at the time of an order, and if these purchase order numbers must be unique. 
Specify business account details 
Set the details for a business account including :
-- account remarks
-- specify if customers under this business account are allowed to purchase under the store's default contract which allows customers to purchase all the products in the catalog.
-- will this account be used to contain base contracts
 
State credit line terms 
A credit line is a payment method that provides the ability for a Buyer to delay the payment settlement for all orders. The account holder is responsible for payment settlement on an outstanding balance on a credit line. If a credit line is used for payment, the Seller debits the account for an order at the time of payment capture, and the account is credited during payment settlement.
Note: Payment settlement for credit lines is handled outside of WebSphere Commerce. The system does not keep track of the payment settlement status.
Allowing a credit line as a method of payment is configured as part of business account management. Purchase order numbers may be specified when paying for orders with credit lines, but a Buyer is not required to use the credit line payment method when specifying a purchase order number. In order for a Buyer to use a credit line as a method of payment, they must be authorized to use a contract, and the contract terms and conditions must specify that credit lines are allowed.
Note: Credit lines can be removed any time after the account has been created. This is one way to stop the use of the credit line if an account becomes delinquent.
 
State display cust terms 
WebSphere Commerce allows you to change the look of display pages in your store for customers by specifying the display customization term and condition in the business account definition. This display customization can be as simple as adding a different logo for each customer to display pages or as complex as changing the look and feel of your store for each customer.
Display customization involves more than specifying the customized portion of a display page in the business account. It must be planned as a part of your store from the beginning. Any pages in your store must be designed and coded to include the customizable portion of the page. The display customization term is then used by WebSphere Commerce to locate the customized portion of the page.
 
State invoicing terms 
A business account can record whether or not the invoice should be shipped by e-mail, regular mail or included with a shipment. If the business account is configured to have invoices sent by e-mail, the invoice will be sent automatically when the pick batch for the release is generated.
The invoice terms and conditions specify the method for issuing the invoice. If the invoice is to be sent by e-mail, it is sent to the e-mail address of the Buyer contact for the account. If the Buyer contact does not include an e-mail address, the invoice is not sent. If the invoice is to be sent by regular mail or included with the shipment, use the generated XML data to print the invoices outside of WebSphere Commerce.
 
Submit contract for approval 
Submit a contract for a Sales Manager's approval when all the contract modifications have been completed. 
Update catalog filtering terms 
You can use the WebSphere Commerce catalog filtering features to restrict or limit the view of the catalog to a specific set of users within a hosted store. You can also use the Catalog Filter to exclude any of the products or categories in the master catalog that you do not want to sell under a contract.

The Catalog Filter presents the master catalog as an aggregated tree view of all products and categories available for sale from the store. The Catalog Filter consists of three parts:

-- The catalog tree, which you can use to include the catalog, categories, and products; exclude categories and products and apply percentage price adjustments to the entire catalog.
-- The Include dialog, which displays when you include either the entire catalog, category, or product. The Include dialog allows you to set the percentage price adjustment for the catalog, category, or product that you are including for sale in the store. You can set a fixed price for a product.
-- The Set Price Adjustment dialog, which displays when you choose to change the percentage price adjustment for the catalog, a category, or a product, or fixed price adjustment for a product.
The current settings from this contract and any base contract are displayed. 
Wait until contracts have expired 
Wait until all the contracts under a business account have expired. 

Business intelligence analyst

Review data mining results  (External task)
The Business Analyst reviews the results of the datamining using DB2 Intelligent Miner for Data. These results display in the form of statistical graphs that define customer groups (segments) that are clustered based on different demographic and behavioral data gathered by WebSphere Commerce Analyzer. 
Run data mining step 
This step initiates the datamining process if DB2 Intelligent Miner is installed and datamining is enabled. Selected tables from the WebSphere Commerce Datamart are processed using Demographic Clustering algorithms in order to define customer groups (segments) in response to a set of business questions. 
Update data mart 
Selected tables from the WebSphere Commerce and Tivoli Web Site Analyzer databases are replicated, or copied, to the datamart for processing. DB2's Replication technology copies only the changes made since the last replication, not the entire table.

Data from the replicated WebSphere Commerce and Tivoli Web Site Analyzer tables is processed and manipulated into the WebSphere Commerce Analyzer datamart tables, which are optimized for reporting. This manipulation also completes some summarizing and effectiveness calculations on the data.
 

Buyer (buy-side)

Accept entire RFQ response 
Accept all items in the RFQ response. 
Accept only some items in response 
Accept only some items in the RFQ response, if the seller specifies that some items can be accepted. 
Add categories/products from catalg 
Select categories or products to be added to the RFQ after browsing through a catalog, or select products from a requisition list. 
Add products from shopping cart 
Add products from the shopping cart to RFQ. 
Close RFQ manually 
Close the RFQ. Once the RFQ is closed, no more responses will be accepted. Before the buyer can accept or reject any response, the RFQ must be closed. 
Evaluate RFQ responses 
Evaluate the responses received before the RFQ is closed. 
Fill in & submit registration form 
The customer provides required registration information, including e-mail address and password. 
Obtain organizational data  (External task)
The customer finds out from their organization administrator which organization they should register themselves under. 
Prepare a shopping cart 
A shopping cart is prepared, meaning that items are added to it in preparation for requesting quotations from distributors. 
Process RFQ winning responses 
Depending on the intent of the RFQ, an order or contract can be created from a winning response. If more negotiation is desired, a next round of RFQ can be created instead. 
Register new buyer org 
The buyer provides business information and details for the requested new organization and administrator logon ID. 
Reject entire RFQ response 
Reject the entire RFQ response. 
Request a final quote 
Request a final quotation for the final item selections and their quantities. 
Request a quote from distributors 
Request a quotation for a shopping cart. 
Review quotation(s) received 
Review the quotation returned from the distributor. 
Select a distributor 
Select a distributor. The selection is implicitly made, when selecting a quotation. 
Select items and quantities 
Select items and their quantities in the quotation for a final quote. 
Set multi-seller RFQ information 
Set the general information of the request, such as the activation time of the RFQ (the date on which responses will first be accepted), the closing rule of the RFQ. The RFQ closing time depends on the closing rule. The supported closing rules are:
-- At a fixed time.
-- When a specified number of responses are received.
-- At a fixed end time or when a specified number of responses are received.
-- At a fixed end time and when a specified number of responses are received.
 
Set to public 
Indicate that the RFQ is open to the public. 
Specify made-to-order item 
Specify a made-to-order item in the RFQ. With the made-to-order feature, buyers can create a customized item that does not exist in the store catalog. 
Specify optional contract terms 
Specify contract terms for creating a contract from the winning response. 
Specify order ship to, bill to info 
Specify some of the shipping and billing information for creating an order from the winning response. 
Specify percentage adjustment 
Specify the percentage price for negotiation. 
Specify requested fixed price 
Specify the fixed price for negotiation. 
Specify RFQ attachments 
Specify attachments at the RFQ level. Include attachment files to help other parties understand the RFQ specification. 
Specify RFQ information 
Set the general information of the request, such as the activation time of the RFQ (the date on which responses will first be accepted), the closing time of the RFQ (the last date on which responses will be accepted). These two dates indicate the period during which responses will be accepted. 
Specify RFQ intent (order,contract) 
Specify whether the RFQ is to result in a contract or an order. 
Specify RFQ terms and conditions 
Specify the terms and conditions for the RFQ. 
Specify targeted Sellers 
Specify the list of Sellers to whom the RFQ is targeted. 
State customized product attributes 
Provide product specifications and comments describing the requirements. 
Submit order to distributor 
Submit the order for processing by the distributor. The will result in the order being processed and the processed order being transferred to the distributor. 
Submit RFQ 
Submit the RFQ. The sellers then respond to the RFQ request. 
Wait for response 
When a buyer has activated an RFQ, the seller can respond to the terms and conditions and product descriptions specified by the buyer. The seller can either accept the RFQ as received, or can present counterproposals in their response. For example, the seller may want to propose another delivery date, another product, or change the value of a changeable product specification. 

Buyer Approver

Channel Manager

Approve registration 
If the Seller decides to accept the registration request, then the customer is put in approved state. A notification is sent out to let them know that their request has been accepted and that they can now shop in the store. 
Check product compliance  (External task)
The Channel Manager decides verify that online stores comply with their service agreements, or has received information that a Seller is violating its service agreement. 
Create account for base contracts 
Create an account to hold base contracts 
Create organization 
Create an organization in the administrative domain to place the Extended Site under. 
Create Seller 
Create the Ex-Site administrator that will administer an Extended Site. 
Create service agreement 
Create an XML document that represents the service agreement between the hub (channel, hosting or supplier hub) and the business partner. This includes all the terms and conditions that have been negotiated with the business partner, and the initial configuration of their online or proxy store. 
Delete store 
Delete a store so that it is removed from the WebSphere Commerce system. The store is not available for reports.

 
Determine Ex-Site admin domains 
Determine the administrative domain required for the Extended Sites. 
Determine Ex-Site administrator 
Determine who will be the administrator of the Extended Site. 
Find store 
Search for a store by the store name, service agreement name, or the store state. 
Import service agreement 
Import the XML document representing the service agreement between the hub (channel, hosting or supplier hub) and its business partner. The service agreement will be set-up in the system, and the store will be created for the business partner. 
Inform resellers  (External task)
Inform all the resellers at the site that a new distributor is available to deliver quotes and transfer shopping carts and orders. The reseller should update its profile to indicate the appropriate user ID and password for that distributor, and specify whether or not that distributor should appear on their preferred list of distributors. 
Lock Seller organization 
Lock the organization to prevent the users who belong to that organization from logging into the WebSphere Commerce system. 
Negotiate with distributor  (External task)
Negotiate with the distributor to determine the terms and conditions for enabling the distributor at the channel hub. These terms can include: the period of time the distributor will be available, the functions and communications protocols supported by the distributor, and whether or not the distributor is restricted from offering quotes for particular categories or products. 
Notify Seller  (External task)
Inform the Seller by e-mail or other methods of communication that the Seller's store has been created or that store operation has been resumed. The Seller may now complete the configuration of their store, and then open the store. 
Notify Seller about inactivity  (External task)
Inform the Seller by e-mail or other methods of communication that the Seller's store has been inactive for a certain period of time and that it may be removed from the hub (channel, hosting or supplier hub). 
Notify Seller about locking  (External task)
The Channel Manager informs the Seller by e-mail or other methods of communication that the Seller's organization has been locked. The Channel Manager provides the Seller the reason for locking their organization, and the terms by which they will unlock the organization. 
Notify Seller about suspension  (External task)
The Channel Manager informs the Seller by e-mail or other methods of communication that the Seller's store has been suspended. The Channel Manager provides the Seller the reason for the suspension, and the terms by which the problem can be fixed. 
Notify supplier 
Inform the supplier by e-mail or other methods of communication that the supplier's store has been created or that store operation has been resumed. The supplier may now complete the configuration of their store, and then open the store. 
Produce inactive store reports  (External task)
Create a report of stores that have been inactive for a certain period of time. An inactive store is one that has not taken any orders for a certain period of time. 
Produce product sales report 
Create a report about the products sold by a store. Look for products that are not allowed to be sold, or whose descriptions contain offensive text. 
Receive request from Seller  (External task)
The Channel Manager receives a request from a Seller that they would like to have a hosted store on the hub (channel, hosting or supplier hub) site. 
Receive request from supplier 
The Channel Manager receives a request from a supplier that they would like to have a hosted store on the supplier hub. 
Register distributor 
Set up the distributor on the site by creating an organization and enabling the WebSphere InterChange Server adapter communication mechanism for the distributor. 
Reject registration 
If the Seller decides to reject the registration request, then the customer is not approved -- and cannot shop. A notification is sent to the customer that their request has been rejected. 
Resume store 
The Channel Manager can resume operation of the store to allow the Seller to make their store available to customers. 
Review approval request 
The Seller navigates to the administrative UI, finds the pending request, and chooses either to approve or reject it. 
Search for products 
Use the Product Management tools within the WebSphere Commerce Accelerator to search the products that are sold by a store. Look for products that are not allowed to be sold, or whose descriptions contain offensive text. 
Search keywords in store directory 
Search the store directory to find products that should not be sold, or have descriptions that include offensive text. 
Suspend store 
The Channel Manager can suspend a store to prevent the store owner from making the store available online. The store owner can access the store to make any modifications, but they cannot open the store. Only once the Channel Manager has resumed the store can the store owner open the store to make it available to customers. 
View e-Marketing Spots 
Enter the online store to view the e-Marketing Spots that are displayed to customers. Look for products that are not allowed to be sold, or whose descriptions contain offensive text. 

Customer Service Representative

Add ad-hoc item to return request 
Add an ad-hoc item to the return request. An ad-hoc item is one that is not in the original order. 
Add catalog item 
Add a catalog item to the return request, without referencing an existing order item. 
Add order item to return request 
Add an order item to the return request. This indicates that the item is an item being returned. 
Adjust refund amount 
Adjust the refund amount up or down based on negotiation with the customer. 
Assign roles to user 
The Customer Service Representative may choose to assign additional roles to the user, beyond what is automatically assigned. See the WebSphere Commerce production online help for more information on role assignment. 
Chat with other CSR 
A customer service representative can use the customer care applet to chat with other customer service representatives to get additional help for a customer care request, or use it to inform another customer service representative about transferring a customer care request to a different queue. 
Create customer record 
Create a new customer based on information obtained:
-- Logon
-- Password
-- Name
-- Challenge question/answer
-- Preferred currency/language
-- Address
-- Contact information
-- Demographic information
The customer should be enabled.
 
Determine Customer to update 
The first step is that the Customer Service Representative needs to determine which user to update. 
Determine parent organization 
In the B2B scenario, the customer must choose a parent organization. This represents the buyer organization under which the customer wants to be registered. 
Enter comment 
Enter a comment to be kept with the order. The comment can optionally be chosen to be e-mailed to the customer. 
Enter order price adjustments 
The Customer Service Representative can enter order price adjustments. This price adjustments that can be entered are
-- An amount to be subtracted from the order
-- An amount that will be the shipping charge
-- A coupon identifier that will be used to calculate a discounted price 
Find catalog item 
Find an item by name or part number in the catalog. 
Find customer 
Find the customer using information obtained from them
-- Logon ID
-- First name
-- Last name
-- Phone number
-- e-mail address
-- Zip/postal code
-- Account (BE) 
Find customer's order 
Find an order for a customer. A search can be performed using one of the following:
-- Order number
-- Customer logon ID
-- Advanced Search options:
--- Order creation date range
--- Order modification date range
--- Customer information:
---- First name
---- Last name
---- Address
---- Phone number
---- E-mail address
---- ZIP/postal code 
Find order item 
Find an order item in an existing order. 
Find order(s) 
Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone 
Find products for customer 
Find products for the customer that will be added to the shopping cart. Products can be found using a fuzzy search by either product name or SKU. 
Find return 
Find the return in the system. 
Gather customer information 
Customer service representatives can get information about customers while they are monitoring a customer care queue. By default the following information is available:
--Customer profile: The customer's account information and purchase history
--Shopping cart: Information about the products that have been put into the customer's shopping cart

In addition, during a chat session with a customer, customer service representatives can also view the page that the customer is browsing.
 
Give customer return instructions  (External task)
Give instructions to the customer as to how and where to return the goods. 
Handle item availability 
A customer chooses one of the three Availablility to Promise methods to manage backordered items. There are three available methods: ship the order when all the items are available, ship the available items first then ship the rest of the items when they are available, and ship the available items only. The CSR moves the items that the customer does not want now to another order or removes the unwanted items. 
Modify return request 
Modify the return request to allow it to be successfully approved. 
Monitor customer care request 
Customer service representatives must start the customer care applet using the WebSphere Commerce Accelerator to be able to monitor a customer care queue and accept requests from customers. 
Negotiate return  (External task)
Negotiate with customer over the denial in an attempt to resolve the dispute. 
Notify customer about RMA number  (External task)
Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference. 
Notify customer order doesn't exist  (External task)
Inform the customer that the order does not exist in whatever means the business supports. 
Notify customer order is denied  (External task)
Redirect to quote expiry, URL if specified, to inform buyer that the quote is not valid and the store does not accept expired quotes or it accepts them but the total that was recalculated was larger than the original order total and the store does not allow this. 
Notify customer refund won't happen  (External task)
Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user. 
Notify customer ret doesn't exist  (External task)
Inform the customer that the return does not exist in the system. 
Notify customer return is denied  (External task)
Notify the customer that the return has been rejected. 
Obtain customer information 
Obtain information from the customer that will allow the customer to be found in the system. One of the following can be used to find a customer's record:
-- Logon ID
-- First name
-- Last name
-- Phone number
-- E-mail address
-- ZIP/Postal code
-- Account (BE) 
Provide a solution 
A customer service representative can provide a solution to the customer either by answer the question in plain text format, or by re-direct the customer's browser to the Web page that the customer is looking for. 
Receive return request 
Receive the return request from the customer, which typically would be via mail or e-mail. The request should identify the original order and/or the customer that placed the original order. It is possible that customer did not place the original order and that the original order is not identified. 
Reject return updates 
The updates will be rejected if the goods for the return have been received already or a credit was issued already. 
Remove ad-hoc item from return req 
Remove an ad-hoc item from the return request. 
Remove order item from return req 
Remove an order item from the return request. 
Requeue request 
If a customer service representative concludes that a customer care request can be better served by another customer service representative, he can requeue the request to the queue that is assigned to the target customer service representative. 
Reset password 
The Customer Service Representative can reset a customer's password on their behalf. This will generate a new password for the customer, and send them an email notification with the new password. See 'password reset' in the online help for more details. 
Select line of credit 
Select line of credit as the payment method to be used for issuing the credit to the returner. 
Select shipping address 
The customer provides the shipping address and the CSR enters it. The address is remembered for the registered customer. Multiple shipping addresses per order can be entered. 
Understand customer request 
Usually, a chat session with a customer starts with a series of questions and answers sent back and forth between the customer and the customer service representative, until the customer service representative fully understands the background of the request. 
Update customer profile information 
The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem. 
Update partner site uid and pwd 
This task is only available in the demand chain model. The partner site userid and password can be used to define user credentials for multiple distributors. See the topic Partner groups and partner sites in the WebSphere Commerce production online help for more details. 
Update refund method 
Update the refund payment method. 

Customer

Add ad-hoc item to return request 
Add an ad-hoc item to the return request. An ad-hoc item is one that is not in the original order. 
Add catalog item 
Add a catalog item to the return request, without referencing an existing order item. 
Add coupon into coupon wallet 
A customer selects a suitable coupon from the coupon wallet. 
Add order item to return request 
Add an order item to the return request. This indicates that the item is an item being returned. 
Add product into requisition list 
A customer can select a previously created requisition list. The items are added to the selected requisition list. 
Add product to requisition list 
A registered customer adds a product into a requisition list. 
Add product to shopping cart 
A customer adds a selected product into a shopping cart. If a shopping cart already exists, the product will be added into it. Otherwise, a new shopping cart will be created. 
Add product to wish list 
A registered customer adds a product into a wish list. If no wish list exists, a new one is created. 
Add SKU to shopping cart 
The customer orders a product by directly inputting a SKU number. 
Adjust addresses in shopping cart 
Change the desired products in the order to the new address. 
Adjust refund amount 
Adjust the refund amount up or down based on negotiation with the customer. 
Answer questions 
The customer selects an answer to one question at a time. Each time, the answer will narrow down the set of the products the customer is interested in. 
Approve return manually 
Manually approve the return. Return items will have an "Approved Manually" state. 
Assign CSR to queues 
Customer service supervisor can assign customer service representatives to a store's customer care queue using the WebSphere Commerce Accelerator. 
Assign roles to user 
The Customer Service Representative may choose to assign additional roles to the user, beyond what is automatically assigned. See the WebSphere Commerce production online help for more information on role assignment. 
Cancel scheduled order 
The customer can cancel an order that they have previously scheduled. 
Change password 
The customer is prompted to change the password. The changed password is saved as the permanent password. 
Chat with other CSR 
A customer service representative can use the customer care applet to chat with other customer service representatives to get additional help for a customer care request, or use it to inform another customer service representative about transferring a customer care request to a different queue. 
Check e-mail 
The customer checks the e-mail in the inbox. 
Choose checkout type 
A registered customer can choose checkout type: regular checkout, or quick checkout. 
Choose contracts for products 
The customer selects which one of the available contracts they would like to use for pricing each product. 
Choose how to handle back orders 
A customer chooses one of the two Available to Promise methods to manage backordered products. There are two available methods: ship the order when all the products are available, or ship the available products first then ship the rest of the products when they are available. 
Copy list products to shopping cart 
Customer places an order from the requisition list page, causing the products from the list to be added to the shopping cart. 
Create address 
The customer creates an address in the address book. 
Create address book 
The customer creates one ore more addresses in the address book. 
Create autobid 
Create the autobid with the specified information such as the initial bid price, the maximum bid limit, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order. The bid activity is monitored for autobids and bids are periodically updated to maintain a winning status until the maximum bid limit is reached. 
Create bid 
Create the bid with the specified information such as the bid price, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order. 
Create customer care queues 
The customer service supervisor can create a customer care queue for the store using the WebSphere Commerce Accelerator. 
Create customer record 
Create a new customer based on information obtained:
-- Logon
-- Password
-- Name
-- Challenge question/answer
-- Preferred currency/language
-- Address
-- Contact information
-- Demographic information
The customer should be enabled.
 
Create new requisition list 
From the Requisition List screen, a customer creates a new requisition list by clicking on the Create Requisition List button. 
Create shopping cart 
Create a shopping cart for a customer. 
Create shopping cart from order 
The customer clicks the "Re-order" link for the order that they would like to reorder. The products from that order are placed into the current shopping cart. 
Delete address 
The customer deletes an address in the address book. 
Determine Customer to update 
The first step is that the Customer Service Representative needs to determine which user to update. 
Determine parent organization 
In the B2B scenario, the customer must choose a parent organization. This represents the buyer organization under which the customer wants to be registered. 
Enter billing address 
The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser. 
Enter comment 
Enter a comment to be kept with the order. The comment can optionally be chosen to be e-mailed to the customer. 
Enter order price adjustments 
The Customer Service Representative can enter order price adjustments. This price adjustments that can be entered are
-- An amount to be subtracted from the order
-- An amount that will be the shipping charge
-- A coupon identifier that will be used to calculate a discounted price 
Enter payment information 
The customer specifies the payment information, such as payment method, and credit card information. 
Enter personal identification 
The customer specifies a registered e-mail address, to which the e-mail that has a temporary password is sent. 
Enter promotion code 
Customers have the option to provide a promotion code to receive discounts or special offers on their order. 
Enter recipient information 
The customer provides one or more e-mail addresses of the recipients, and optionally provides descriptions. 
Enter registration information 
The customer provides required registration information, including e-mail address and password. 
Enter search criteria 
In simple search mode, the customer can type one line of text for the search criteria. In advanced search mode, a variety of search criteria can be specified. 
Enter shipping address 
The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method. 
Examine addresses in shopping cart 
Check the addresses for products in the shopping cart to determine if any of them are currently going to the address that needs updating. 
Find catalog item 
Find an item by name or part number in the catalog. 
Find customer 
Find the customer using information obtained from them
-- Logon ID
-- First name
-- Last name
-- Phone number
-- e-mail address
-- Zip/postal code
-- Account (BE) 
Find customer's order 
Find an order for a customer. A search can be performed using one of the following:
-- Order number
-- Customer logon ID
-- Advanced Search options:
--- Order creation date range
--- Order modification date range
--- Customer information:
---- First name
---- Last name
---- Address
---- Phone number
---- E-mail address
---- ZIP/postal code 
Find order item 
Find an order item in an existing order. 
Find order(s) 
Find by: order number and customer logon Id
Advanced query: by all order fields: address, order status, date (start end), e-mail, phone 
Find orders requiring payment attn 
This task involves looking for orders that have a bad payment status. In some cases, the status in itself is not necessarily bad, but it has been in that state for too long to be considered good.
Some examples are:
-- An order with status A indicates that the order requires review. The payment system has returned AVS code(s) that the store does not accept.
-- An order has been in state M (pending authorization) for an unacceptable amount of time.
 
Find products for customer 
Find products for the customer that will be added to the shopping cart. Products can be found using a fuzzy search by either product name or SKU. 
Find return 
Find the return in the system. 
Find scheduled order 
The customer clicks on Order Status, and browses through the list of scheduled orders to find the one they would like to view. 
Gather customer information 
Customer service representatives can get information about customers while they are monitoring a customer care queue. By default the following information is available:
--Customer profile: The customer's account information and purchase history
--Shopping cart: Information about the products that have been put into the customer's shopping cart

In addition, during a chat session with a customer, customer service representatives can also view the page that the customer is browsing.
 
Give customer return instructions 
Give instructions to the customer as to how and where to return the goods. 
Handle item availability 
A customer chooses one of the three Availablility to Promise methods to manage backordered items. There are three available methods: ship the order when all the items are available, ship the available items first then ship the rest of the items when they are available, and ship the available items only. The CSR moves the items that the customer does not want now to another order or removes the unwanted items. 
Log on 
A registered user logs on to the store by providing the ID and the corresponding password.
 
Modify address book 
The customer modifies or deletes the addresses in the address book, or adds new addresses. 
Modify return request 
Modify the return request to allow it to be successfully approved. 
Modify shopping cart 
Modify the shopping cart by adding items to it or removing items from it. 
Monitor customer care request 
Customer service representatives must start the customer care applet using the WebSphere Commerce Accelerator to be able to monitor a customer care queue and accept requests from customers. 
Negotiate return 
Negotiate with customer over the denial in an attempt to resolve the dispute. 
Notify customer about RMA number 
Notify the customer that a Return Merchandise Authorization(RMA) has been generated and provide the RMA number for reference. 
Notify customer order doesn't exist 
Inform the customer that the order does not exist in whatever means the business supports. 
Notify customer order is denied 
Redirect to quote expiry, URL if specified, to inform buyer that the quote is not valid and the store does not accept expired quotes or it accepts them but the total that was recalculated was larger than the original order total and the store does not allow this. 
Notify customer refund won't happen 
Notify the customer that the refund for the return request will not be issued to the customer. An example of when this might occur is for a store that does not support refunds to a person that is not a registered user. 
Notify customer ret doesn't exist 
Inform the customer that the return does not exist in the system. 
Notify customer return is denied 
Notify the customer that the return has been rejected. 
Obtain customer information 
Obtain information from the customer that will allow the customer to be found in the system. One of the following can be used to find a customer's record:
-- Logon ID
-- First name
-- Last name
-- Phone number
-- E-mail address
-- ZIP/Postal code
-- Account (BE) 
Provide a solution 
A customer service representative can provide a solution to the customer either by answer the question in plain text format, or by re-direct the customer's browser to the Web page that the customer is looking for. 
Receive return request 
Receive the return request from the customer, which typically would be via mail or e-mail. The request should identify the original order and/or the customer that placed the original order. It is possible that customer did not place the original order and that the original order is not identified. 
Reject return updates 
The updates will be rejected if the goods for the return have been received already or a credit was issued already. 
Remove ad-hoc item from return req 
Remove an ad-hoc item from the return request. 
Remove order item from return req 
Remove an order item from the return request. 
Remove requisition list 
The customer can remove a requisition list from their account by clicking the 'Remove' link beside the requisition list. 
Remove requisition list item 
The customer can remove an item from the requisition list by clicking the appropriate link beside the item that is to be removed. 
Request return update 
The customer requests an update to their return request. 
Requeue request 
If a customer service representative concludes that a customer care request can be better served by another customer service representative, he can requeue the request to the queue that is assigned to the target customer service representative. 
Reset password 
The Customer Service Representative can reset a customer's password on their behalf. This will generate a new password for the customer, and send them an email notification with the new password. See 'password reset' in the online help for more details. 
Respond to a message in the forum 
Respond to messages in the forum. 
Review order summary 
The customer views the summary of an order before submitting it. The ordered products and order prices (discount information is displayed where applicable), are reviewed. 
Review pricing 
The customer checks that the pricing on the order is acceptable. 
See all bids 
View the bids submitted by all participants in an auction. 
Select a requisition list 
The customer select a requisition list from a list of existing requisition lists. 
Select advertised product 
The customer clicks on the advertised product; the product page displays. 
Select an existing requisition list 
A customer can select a previously created requisition list. The items are added to the selected requisition list. 
Select an order 
The customer can choose any order in the summary table and view details. 
Select attributes 
If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays. 
Select backorder handling 
A customer chooses one of the three Available to Promise methods to manage backordered items. There are three available methods: ship the order when all the items are available, ship the available items first then ship the rest of the items when they are available, and ship the available items only. 
Select comparison criteria 
The comparison criteria consist of a range of product attributes. By selecting the criteria, only the products that are within that range are displayed. 
Select coupon to redeem 
The customer selects one or more available coupons to redeem. The price of the order is adjusted accordingly. 
Select current order 
A customer views the current order. 
Select default list name 
The name "Unknown name" is provided as the default requisition list name. If a customer does not specify the requisition list name, this name will be used. Multiple requisition lists can share the same name. 
Select hosted store 
A customer selects a hosted store link from the search results. 
Select item 
An item is a product that has a SKU. The customer selects an item by clicking on the link to the item information page. 
Select line of credit 
Select line of credit as the payment method to be used for issuing the credit to the returner. 
Select new addresses 
Select new addresses for products that are currently going to the address that needs to be deleted. 
Select payment method 
Select a method of payment from those that are eligible to be selected. 
Select previously placed order 
The customer chooses which of their placed order of interest. 
Select product 
The customer clicks on a product link, and the product information displays. The customer may be able to specify product attributes on this page. 
Select product attributes 
If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays. 
Select product from req list 
The customer selects a product from a requisition list to order 
Select product from search result 
The returned search results contain links to the matching products. A customer clicks on one of the links, and the information of the linked product displays. 
Select product from wish list 
A customer selects a product from the wish list 
Select product in the e-mail 
The customer clicks on a link or image of the product; the product page displays. 
Select requisition list 
A customer selects an existing requisition list that they would like to modify. 
Select shipping address 
The customer provides the shipping address and the CSR enters it. The address is remembered for the registered customer. Multiple shipping addresses per order can be entered. 
Select shipping method 
The customer selects one or more shipping methods for the ordered items. 
Select SKU 
A product can have mutiple SKUs. The customer selects a SKU by clicking on the link to the SKU information page. 
Select store category 
A customer selects one of the many store categories available on the site. 
Select subcategory 
The customer clicks on a category link, and the page that contains all of the subcategories or products displays. 
Select suggested product 
The customer clicks on the advertised product; the product page displays. 
Select supplier and contract 
Select the supplier and contract to buy from. 
Select supplier and list 
Customer selects a supplier and a requisition list to order from. 
Select supplier shopping cart 
Products from different suppliers are added to separate shopping carts. The registered customer selects the shopping cart of a particular supplier to check out. 
Send the wish list 
The customer sends the wish list to all the recipients by clicking <b>Send wish list</b>. 
Specify scheduling conditions 
The customer can select when they want the first of the scheduled orders to occur, and how often they would like it to repeat after that. 
Specify sku(s) 
A customer can add one or more items to a requisition list. To add items the customer specifies the SKU. 
Specify supplier and SKU(s) 
A customer can add one or more items to a requisition list. To add items, the customer specifies the supplier and SKU(s). 
Specify user identification 
The customer types in their user ID so that their password can be reset. 
Submit order 
The customer submits an order for processing. The credit card number is validated before the submission is successful. 
Submit registration form 
The customer submits the registration form. If the data in the form is complete and valid, the customer is registered. 
Understand customer request 
Usually, a chat session with a customer starts with a series of questions and answers sent back and forth between the customer and the customer service representative, until the customer service representative fully understands the background of the request. 
Update address book 
The customer modifies or deletes the addresses in the address book, or adds new addresses. 
Update customer profile information 
The WebSphere Commerce member subsystem supports storing user profile information about customers. This information is extensible if there are requirements to capture additional information. The user profile covers information from the user profile, demographics, and business profile tables. See the UserRegistrationUpdateCmd in the online help for the complete list of attributes supported by default in WebSphere Commerce member subsystem. 
Update list item quantity 
The customer chooses a product and enters in a new quantity in the space provided. Clicking on the appropriate button will update the quantity of the chosen product. 
Update partner site uid and pwd 
This task is only available in the demand chain model. The partner site userid and password can be used to define user credentials for multiple distributors. See the topic Partner groups and partner sites in the WebSphere Commerce production online help for more details. 
Update personal information 
The customer provides and then saves their personal information. 
Update quick checkout profile 
The customer updates the information recorded in a quick checkout profile. 
Update refund method 
Update the refund payment method. 
Update registration information 
The customer provides and then saves their personal information. 
Update requisition list name 
The customer can change the name of the current requisition list by entering in a new name into the Requisition List Name field and then clicking the 'Change Name' button. 
Update shopping cart 
The customer makes any updates necessary to the shopping cart. Updates can include changing quantities or contracts for existing products, or adding new products. 
View list of order status summary 
The customer can view the table that contains a brief summary of the status of each order. 
View order detail 
Customers can choose any order in the summary table and view the details. For the selected order, a page displays with detailed order status information. The complete list of purchased products are shown on this page. 
View order history 
The customer can view the table that contains a brief summary of the status of each order. 
View order status detail 
For the selected order, a page displays with detailed order status information. 
View order summary 
The customer views the summary of an order before submitting it. The ordered items, order prices (discount and coupon information is displayed where applicable), and payment information display. 

Marketing Manager

Announce product availability 
Announce the availability of the new product to all potential consumers.

 
Change Web activity 
Depending on the nature of the change, one or more business processes described earlier may be used to change the activity. The following list shows an example of possible changes:
--Target customer segment
--Better incentives (promotion, discount or coupon)
--Better suggestive sells by showing "hotter" products or categories
--Better images to attract customers
 
Choose reporting tool  (External task)
WebSphere Commerce provides a framework for viewing Busines Intelligence reports using Commerce Accelerator. For more advanced reporting you may query the datamart directly using 3rd party report tools. 
Deactivate Web activity 
To suspend an ineffective activity, a Marketing Manager may use the WebSphere Commerce Accelerator tool. 
Generate reports 
Business intelligence reports are created on demand and run against the WebSphere Commerce Analyzer datamart. Depending on the report tool you are using, the results will display in varying ways, but the report contents should remain the same. 
Import customer segment data 
The Marketing Manager may import a list of customers identified by WebSphere Commerce Analyzer through WebSphere Commerce Accelerator while creating or updating the customer segment. 
Review BI Report  (External task)
Review the BI report to find areas of that you may want to modify/improve or maintain. You may want to change where you are focusing your marketing activities, change pricing and segmentations or introduce different sets of merchandise in your business depending on market demand/trends. 
Review e-mail statistics 
The e-mail activity statistics can be used to plan upcoming e-mail campaigns. It provides data to measure the effectiveness of an e-mail campaign. The metrics supported are:
--Number of e-mails sent
--Click/open rate
--Bounce back rate


 
Review sales & demand forecast  (External task)
 
Review Web activity reports 
Refer to Business Intelligent business process for further detail. 
Review Web activity statistics 
The Web activity metrics are reviewed on a regular basis or at the close of each campaign. This information can be used to plan upcoming campaigns and activities. It provides data to measure the effectiveness of the Web activity. The metrics supported are:
--Frequency: How many times were the activities shown to customers?
--Attractiveness: How many times did the customer click on shown activities?
 
Schedule activity 
An activity may be scheduled to an e-Marketing Spot at the specified time and date interval. At that time, within the date interval, the content will be shown to the customers of the store if they are a target of this activity. 
Select e-mail template 
Select template representing e-mail body. 
Set ad properties 
State ad copy name, type and optional custom fields. 
Set advertising criteria 
Set the criteria for displaying fixed cross-sell or up-sell merchandising associations in the activity. The Marketing Manager may choose to show target up-sell or cross-sell products when the source product is currently being browsed by the customer, is in the customer's shopping cart, or is in a customer's previous order. 
Set campaign properties 
State campaign name and optionally description, campaign sponsor and campaign objectives 
Set customer behavior 
Additional conditions may be specified for this advertisement to be shown based on customer behaviors:
--The existence or non-existence of a product or product category in the customer shopping cart.
--The existence or non-existence of a product or product category in previous purchases.
--The total amount of the customer shopping cart. 
Set customer segment properties 
Name and description of the segment should be entered by the creator of the segment. 
Set delivery date 
Set date for the processing and sending of e-mail to the target customers. 
Set e-mail properties 
Name and description of e-mail activity can be set by the creator of this activity. 
Set segmentation criteria 
A customer segment may be created by specifying the characteristics of the following:
--Registration information
--Demographic information
--Address information
--Cultural information
--Purchase history
--Account information (for Business to Business stores only)
--Other customer information such as interests

An inclusion or exclusion list of customers may also be specified. In addition, existing customer segments may be included or excluded in the creation of a customer segment.
 
Set suggestive sell 
The products may be selected individually, or selected by the product recommendation engine. Note that the product recommendation engine is not available in the Express Edition.
The product category may be selected from a list provided. 
Set web activity properties 
Name and description of web activity can be set by the creator of this activity. 

Operations Manager

Change inventory adjustment code 
Change an inventory adjustment code reason. 
Create inventory adjustment code 
Create a new inventory adjustment reason, thereby making it available for use as a reason for an adjustment to inventory. 
Delete inventory adjustment code 
Delete an inventory adjustment reason code, there by making it no longer available for use as a reason for inventory adjustments. 
Find stale orders 
The criteria for determining which orders are stale and at what point a particular order becomes stale would be defined by a particular business. Some examples are as follows:
-- Payment declined
-- Rejected orders
-- Stale backorders
-- Stale shopping carts
 
Reserve inventory 
This task creates a reservation of a requested quantity of inventory of a given item from a given fulfillment center for a given store. Following a successful reservation, the reservation number may be obtained.
Required parameters are as follows:
-- Requested quantity
-- Itemspec ID
-- Fulfillment-center ID
-- Store ID
-- Reservation type
-- Description (reservation instance) 
Resolve fulfillment center 
This task will resolve the fulfillment center for a specified inventory item. The output of this task is a fulfillment center.

 
Select inventory adjustment code 
Select an inventory adjustment reason code that is to be changed. 
View inventory adjustment codes 
View a list of codes that are to be used for inventory adjustment reasons. 

Payment administrator

Approve payment with the backend 
Perform the approve payment operation, possibly interacting with a backend system to complete the operation. 
Cancel payment 
Cancel the payment, there by voiding the payment. 
Create payment 
Create a payment upon which subsequent operations will be performed, such as approve and deposit. 
Deposit payment with back-end 
Perform the payment deposit operation, possibly interacting with a back-end system to complete the operation. 
List open batches 
This can be a task performed by the Payments Administrator when manually administering batch settlement, or it can be an automated task as part of a scheduled job to settle open batches. 
Process payment authorization  (External task)
Perform the steps necessary to authorize payment. For example, this may mean the use of a swipe box to make the request for authorization. 
Process requested deposit  (External task)
 
Resolve batch issues with acquirer  (External task)
This is an external task where the Payment Administrator resolves an out-of-balance batch.

Note: It makes no difference whether the output is a closed batch or a "non-closed" batch as the process would behave correctly either way. When it is not closed (shown in the process), the batch is directed back through the process again. 
Settle batch 
This is the process of balancing a group of deposits and credits. If the batch balances, the settlement is successful and the batch is closed. 

Pick Packer

Pack boxes  (External task)
Pack the items to be shipped and include the printed pack slip. 
Pick items  (External task)
Pick the items to be packed. 
Restock goods  (External task)
The goods will be restocked. 
View/Print pack slip 
View and print the pack slip to be included in the package to be shipped. 
View/Print pick ticket 
View and print the pick ticket for use in picking the items to be packed and shipped. 

Product Manager

Add attributes 
Add or modify attributes that describe a product, service, part, SKU, kit or bundle. This could include images, additional translated descriptions, manufacturer or supplier data, MSRP, descriptive attribute information, and defining attribute information for products. A combination of the set of defining attribute's values determine the SKUs for a product. 
Add category attributes 
Add or modify attributes which describe the Category. This includes images, descriptions and other information in different languages associated with the Category.
 
Add category hierarchy 
Add or modify the relationship of a Category within the hierarchy of the Catalog / Taxonomy. A Category can be added as a child Category to the root of the Catalog or as a child of another Category. 
Adjust inventory reservation 
Adjust the inventory for a given inventory reservation by the amount of the given quantity. This is a task command. Required arguments are inventory reservation number and adjustment quantity (which may be negative).
If the quantity argument is negative, it means release inventory. If this is the case, see whether or not there is enough inventory reserved to satisfy the release amount.
If quantity argument is positive, it means add inventory to the reservation. If this is the case, see whether or not there is enough inventory to satisfy the additional reservation amount.
If the above edit checks are successful, adjust the quantity reserved by the amount of the quantity argument. 
Assign display pages 
Each catalog, category, product or SKU requires an associated JSP file for display. The category, product or SKU may be assigned a specific JSP file, a default JSP file per store or per site. 
Categorize product 
Add or modify the relationship of a product, part, service, kit or bundle under a category of the hierarchy of the catalog or taxonomy. 
Close expected inventory record 
This task creates an expected inventory record for the specified vendor for the specified item.

Input:
-- Fulfillment center
-- Expected data
-- Quantity
-- part number (item specification)
-- Comments
 
Create associations 
The Product Manager creates an association between a source product or SKU and target product or SKU, or between a source category and target category. A search for the source and target is performed and then the following associations can be specified:
-- Cross sell
-- Up sell
-- Accessory
-- Replacement
-- Alternative
-- Substitute
The associations can be used within marketing campaign initiatives that schedule and provide content to e-Marketing Spots within JSP files. 
Create catalog 
The Product Manager or Category Manager creates a master catalog or sales catalog. The catalog has attributes such as images and descriptions in multiple languages. 
Create category 
Create a category within the catalog. 
Create composite product 
Create a product as a composite product. The composite product will define a set of attributes and its associated possible values 
Create configurable product 
Create a configurable product or dynamic kit as a product. A configurable product will define a set of attributes and its associated possible values. 
Create data export transform 
The format of the data from WebSphere Commerce will be a fixed XML format from which customers must map to their XML or text format. 
Create data import transform 
Since the format of externally supplied product or category data may not match WebSphere Commerce's XML-based format, WebSphere Commerce provides editors to assist the mapping of fields prior to the database load. 
Create drop ship inventory receipts 
This task is takes a list of items to be drop-shipped and creates inventory receipts for the items for the target fulfillment center. 
Create expected inventory record 
This task creates an expected inventory record for the specified vendor for the specified item.

Input
-- Fulfillment center
-- Expected data
-- Quantity
-- Part number (item specification)
-- Comments
 
Create guided sell rules 
The Guided Sell shopping metaphor provides product recommendations in which a list of SKUs are returned based on the customers answers to a set of presented questions. The Guided Sell Tool within WebSphere Commerce Accelerator is used to create a search space over a set of products. A search space can be created on a specific category within either the master or sales catalog, or by selecting specific products. The Guided Sell Tool is then used to create a set of hierarchical questions on the search space. Each question in the hierarchy reduces the number of products and SKUs within the search space. Creating the tree requires the following:
-- Create the question with text.
-- Specify the attribute constraint which applies to the question.
-- Add the question into the hierarchy.  
Create package 
Create a product for a package. The package will define a set of attributes and its associated possible values. 
Create part 
A part is a product within the master catalog that may not be sold individually but rather is used to build kits and bundles in the catalog. 
Create product 
A product is a high level container which defines a set of attributes and its associated possible values. These values describe the SKUs of that particular product. 
Create product comparison rules 
The Product Comparison shopping metaphor provides a view of multiple SKUs usually in tabular form such that the values of each attribute of the SKUs are displayed for comparison.
WebSphere Commerce provides the Product Advisor Tool to create a search space over a set of products which have like attributes for the comparison. A search space can be created on a specific category within either the master or sales catalog, or by selecting specific products.
Within the search space, attributes are selected to create rules that customers will base their selection of products on. In addition, display mechanisms for the attributes are specified for the comparison view within a JSP file. 
Create product exploration rules 
The Product Exploration shopping metaphor provides search capabilities possible ranges of values for attributes of SKUs are selected by the customer in order to reduce the list of products to display. WebSphere Commerce provides the Product Advisor Tool to create a search space over a set of products which have like attributes for the exploration. A search space can be created on a specific category within either the Master or Sales Catalog, or by selecting specific products.
Within the search space, attributes are selected to create rules that businesses will base their search of products on. In addition, display mechanisms for the attributes are specified for the exploration view within a JSP file. 
Create service 
A service is a product within the master catalog that the business provides accompanying another product. Examples of services are warranties, gift wrapping, or personalized messages. 
Create SKU 
A SKU represents a buyable instance of a product and is defined by a particular combination of the product's attribute values. For example, a product may be a knit sweater with the following defining attributes: color ( values are red or blue) and size (values are S, M, or L). There could potentially be 6 SKUs associated with the product, one for each combination of the defining attributes (red-S, red-M, red-L, blue-S, blue-M, blue-L).
Each SKU may specify its own attributes such as images, MSRP and descriptions. SKUs may be generated based on possible combinations of the product and its defining attributes. 
Create vendor 
This task creates a vendor in WebSphere Commerce. A vendor must exist and serve is input when creating expected inventory records.

 
Define replacement product 
The Product Manager creates an association between the discontinued product and the new announced product. This association can be used in marketing campaign initiatives that schedule and provide content to e-Marketing Spots within JSP files. 
Delete expected inventory record 
This task deletes an existing expected inventory record for the specified vendor for the specified item.

Input:
A ra_id indentifying an expected inventory record 
Determine reason inventory found  (External task)
This is an external task that will determine the reason for the inventory adjustment. The output of the task is an adjustment reason code. The code is maintained with the adjustment for tracking and reporting purposes. 
Determine reason inventory is lost  (External task)
This is an external task for determining the reason for the adjustment. This reason will be specified when making the adjustment. The output of this task is an adjustment code. 
Export product/category data 
The unloading of the product and category data from the WebSphere Commerce database using a mass export utility. 
Find expected inventory records 
The task is used to find expected inventory records. It finds a expected inventory records for a vendor for a particular store.
 
Find vendor 
The task is used to find a vendor, since one is required for creating expected inventory records. It finds a vendor for a particular store.
 
Get list of drop-shippable items 
This task is used to determine the list of items that will be drop-shipped from the target drop-ship fulfillment center. The output is a list of items and a fulfillment center. 
Import product/category data 
The loading of the product or category data into the WebSphere Commerce database using the Loader utility. 
Override price 
Sets a price for a product against the master catalog. Each product may have a different price assigned for each supported currency. Each supported currency may have ranged pricing based on quantity purchased. This is the price that is used within the default contract for a store. Shoppers may be entitled to other contracts that could result in a different price being offered. 
Remove product 
A product is removed from the Master Catalog either physically or logically such that it cannot be bought or viewed. 
Review strategy 
At this stage, the product manager will analyze the current product strategy against the product strategy document. Based on this analysis, decisions to make changes to the current product/catalog are made. 
Select category 
Select an existing category within a Master Catalog or Sales Catalog to add to the current Sales Catalog. 
Select customer segment 
Select the customer segment targeted for this activity. 
Select expected inventory record 
Select an expected inventory record from those in the list. 
Select product subset 
Select a subset of products and categories that will be available in the online catalog. Any products or categories that are not selected in the subset, will not be available for purchase in the online store. 
Select products 
Select products for which the standard price is being defined 
Select products and categories 
The Product Manager must first select the set of products or categories to promote with merchandising concepts. 
Set coupon properties 
Optionally set the relative number of days in which the coupon will expire after being issued. 
Set price 
Sets a price for a product against the master catalog. Each product may have a different price assigned for each supported currency. Each supported currency may have ranged pricing based on quantity purchased. This is the price that is used within the default contract for a store. Shoppers may be entitled to other contracts that could result in a different price being offered. 
Set price adjustments 
Allows the reseller to set a pricing adjustment on a manufacturer's product. For example, a manufacturer's products may have a MSRP price list set against them. In this case, the reseller may wish to set an adjustment that offers all products in a particular category at a 10% below the MSRP price. Alternatively, the manufacturer may have prices set according to cost. In this case, the reseller would mark-up the prices based on a percentage they wish to make on each sale (say, 15%). 
Set product state 
A product can have associated states to indicate its stage in the life cycle: Announced Product, Available Product, Discontinued Product, or Withdrawn Product. The product state can include dates to indicate the next state change 
Set promotion properties 
Each promotion has a name, description, and priority. These may be set at creation time. Promotion limits may also be set to describe how a promotion should be applied when procesing an order. The limits are as follows:
-- Limit on how many times a promotion can be applied to an order, any order;
-- Limit on how many time a promotion can be applied for an individual shopper;
-- Limit on the number of times a promotion can be applied overall.
In addition, an optional promotion code may be specified. When a promotion code is specified for a promotion, the business user may indicate whether or not the customer needs to enter the code in order to redeem the promotion.
 
Set promotion rewards 
For product promotion, the following types may be selected:
--Percentage off per item or product
--Fixed amount off for all items or products
--Fixed amount off per item or product
--Buy any item or product, get one more at a discount
--Free gift with purchase
For order promotion, the following types may be selected:
--Percentage off
--Fixed amount off
--Free gift with purchase
For shipping promotion, the following types may be selected:
--Discounted shipping
 
Set promotion schedule 
Set effective dates, days, and times in which the promotion is valid. 
Update affected kits 
Any kits or bundles that contain the discontinued product need to be updated. Updates can take the form of one or more of the following:
-- The kit is also marked as discontinued.
-- The kit's price and description are modified to reflect the change.
-- The replacement product is substituted in the kit. 
Update attributes 
Add or modify attributes that describe a product, service, part, SKU, kit or bundle. This could include images, additional translated descriptions, manufacturer or supplier data, MSRP, descriptive attribute information, and defining attribute information for products. Each combination of the set of defining attribute's values determine the SKUs for a product. 
Update expected inventory record 
This tasks creates an expected inventory record for the specified vendor for the specified item.

Input:
-- Fulfillment center
-- Expected data
-- Quantity
-- Part number (item specification)
-- Comments
 
Update kits and bundles 
If the contents of the catalog have been changed, some kits and bundles may no longer be correct or applicable. The validity of any kit or bundle that is affected by a catalog update such as a product announcment or withdrawal must be verified and updated appropriately. 
Update merchandising 
Merchadising associations may no longer be relevant or can be enhanced. Affected merchandising associations need to be updated to reflect the current catalog. 
Update price 
The product manager updates the product price as a ruesult of the base list price change. This price change may be a fixed price override or a percentage adjustment. 

Receiver

Accept goods  (External task)
This is an external task that will accept the goods into inventory. 
Create ad-hoc receipt 
This task receives ad-hoc inventory by creating a receipt for the fulfillment center and making it available to the distribution arrangement for the store.
 
Create receipt 
This task receives expected inventory by creating a receipt for the fulfillment center and making it available to the distribution arrangement for the store. It also will update the corresponding expected inventory with the quantity received.
 
Examine goods  (External task)
Examine the goods that have been returned. This task will produce a received goods summary. 
Examine goods for disposition  (External task)
The received goods are examined by receiver for dispositioning. 
Find inventory item 
This task will find inventory known to the system given either a part number or partial match on a short description. The output is a list that matches the request.

 
Find RMA in the system 
Find the RMA (return) in the system. 
Handle item received and not found  (External task)
This is an external task that would handle receiving an item that was not known to the inventory system. There are many possibilities as to how this could be handled, and they are business dependent. 
List expected items 
List the items in the return to get the expected items. 
Log received items 
Log the items that are being received. 
Look for RMA number in received box  (External task)
Look for the RMA number in the received box. 
Mark disposition: bad 
Mark the disposition of the goods bad. 
Mark disposition: good 
Indicate that the disposition is good and that the goods will be returned to inventory. The output of this task is an adjustment code that will be used to identify the reason for the adjustment. 
Notify customer RMA number invalid  (External task)
Notify the customer that the RMA is not valid. 
Print RMA 
Print the RMA so that it can be sent along with the goods as they go to dispositioning. 
Receive goods 
The goods are received by a receiver in the warehouse. 
Redirect goods  (External task)
The goods will be redirected as defined by business policy. 
Reject goods  (External task)
Reject the goods preventing them from being accepted and restocked. 
Resolve RMA number not found  (External task)
Resolve the issue of the RMA not being found. 
Send goods for disposition  (External task)
Send the goods along with the printed RMA to dispositioning. 
View expected inventory records 
This is task is used to view expected inventory records to see if the inventory item is one that is expected. A purchase order ID or some other identifier present with the items that can be used to correlate the received item to the expected inventory record.
 

Registered Customer

Add coupon into coupon wallet 
A customer selects a suitable coupon from the coupon wallet. 
Add product into requisition list 
A customer can select a previously created requisition list. The items are added to the selected requisition list. 
Add product to requisition list 
A registered customer adds a product into a requisition list. 
Add product to shopping cart 
A customer adds a selected product into a shopping cart. If a shopping cart already exists, the product will be added into it. Otherwise, a new shopping cart will be created. 
Adjust addresses in shopping cart 
Change the desired products in the order to the new address. 
Cancel scheduled order 
The customer can cancel an order that they have previously scheduled. 
Change password 
The customer is prompted to change the password. The changed password is saved as the permanent password. 
Check e-mail 
The customer checks the e-mail in the inbox. 
Choose contracts for products 
The customer selects which one of the available contracts they would like to use for pricing each product. 
Choose how to handle back orders 
A customer chooses one of the two Available to Promise methods to manage backordered products. There are two available methods: ship the order when all the products are available, or ship the available products first then ship the rest of the products when they are available. 
Copy list products to shopping cart 
Customer places an order from the requisition list page, causing the products from the list to be added to the shopping cart. 
Create address 
The customer creates an address in the address book. 
Create address book 
The customer creates one ore more addresses in the address book. 
Create autobid 
Create the autobid with the specified information such as the initial bid price, the maximum bid limit, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order. The bid activity is monitored for autobids and bids are periodically updated to maintain a winning status until the maximum bid limit is reached. 
Create bid 
Create the bid with the specified information such as the bid price, the desired quantity, their willingness to accept a partial quantity and billing, shipping information for the order. 
Create new requisition list 
From the Requisition List screen, a customer creates a new requisition list by clicking on the Create Requisition List button. 
Create shopping cart from order 
The customer clicks the "Re-order" link for the order that they would like to reorder. The products from that order are placed into the current shopping cart. 
Delete address 
The customer deletes an address in the address book. 
Enter billing address 
The customer provides a billing address and submits it. The address is remembered for the registered customer. For guest customers, the address is remembered as long as the customer does not close the browser. 
Enter payment information 
The customer specifies the payment information, such as payment method, and credit card information. 
Enter personal identification 
The customer specifies a registered e-mail address, to which the e-mail that has a temporary password is sent. 
Enter promotion code 
Customers have the option to provide a promotion code to receive discounts or special offers on their order. 
Enter shipping address 
The customer provides the shipping address and submits it. The address is remembered for the registered customer. For the guest customer, the address is remembered as long as the customer does not close the browser. The customer can specify multiple shipping addresses per shipping method. 
Examine addresses in shopping cart 
Check the addresses for products in the shopping cart to determine if any of them are currently going to the address that needs updating. 
Find scheduled order 
The customer clicks on Order Status, and browses through the list of scheduled orders to find the one they would like to view. 
Log on 
A registered user logs on to the store by providing the ID and the corresponding password.
 
Modify address book 
The customer modifies or deletes the addresses in the address book, or adds new addresses. 
Remove requisition list 
The customer can remove a requisition list from their account by clicking the 'Remove' link beside the requisition list. 
Remove requisition list item 
The customer can remove an item from the requisition list by clicking the appropriate link beside the item that is to be removed. 
Respond to a message in the forum 
Respond to messages in the forum. 
Review order summary 
The customer views the summary of an order before submitting it. The ordered products and order prices (discount information is displayed where applicable), are reviewed. 
Review pricing 
The customer checks that the pricing on the order is acceptable. 
See all bids 
View the bids submitted by all participants in an auction. 
Select a requisition list 
The customer select a requisition list from a list of existing requisition lists. 
Select an existing requisition list 
A customer can select a previously created requisition list. The items are added to the selected requisition list. 
Select an order 
The customer can choose any order in the summary table and view details. 
Select coupon to redeem 
The customer selects one or more available coupons to redeem. The price of the order is adjusted accordingly. 
Select current order 
A customer views the current order. 
Select default list name 
The name "Unknown name" is provided as the default requisition list name. If a customer does not specify the requisition list name, this name will be used. Multiple requisition lists can share the same name. 
Select item 
An item is a product that has a SKU. The customer selects an item by clicking on the link to the item information page. 
Select new addresses 
Select new addresses for products that are currently going to the address that needs to be deleted. 
Select previously placed order 
The customer chooses which of their placed order of interest. 
Select product attributes 
If the product has one or more attribute, the customer can choose values for the attributes. Once the attributes are specified, the page that contains the matching product item displays. 
Select product from req list 
The customer selects a product from a requisition list to order 
Select product from wish list 
A customer selects a product from the wish list 
Select requisition list 
A customer selects an existing requisition list that they would like to modify. 
Select shipping method 
The customer selects one or more shipping methods for the ordered items. 
Select SKU 
A product can have mutiple SKUs. The customer selects a SKU by clicking on the link to the SKU information page. 
Select supplier and contract 
Select the supplier and contract to buy from. 
Select supplier and list 
Customer selects a supplier and a requisition list to order from. 
Select supplier shopping cart 
Products from different suppliers are added to separate shopping carts. The registered customer selects the shopping cart of a particular supplier to check out. 
Specify scheduling conditions 
The customer can select when they want the first of the scheduled orders to occur, and how often they would like it to repeat after that. 
Specify sku(s) 
A customer can add one or more items to a requisition list. To add items the customer specifies the SKU. 
Specify supplier and SKU(s) 
A customer can add one or more items to a requisition list. To add items, the customer specifies the supplier and SKU(s). 
Specify user identification 
The customer types in their user ID so that their password can be reset. 
Update address book 
The customer modifies or deletes the addresses in the address book, or adds new addresses. 
Update list item quantity 
The customer chooses a product and enters in a new quantity in the space provided. Clicking on the appropriate button will update the quantity of the chosen product. 
Update personal information 
The customer provides and then saves their personal information. 
Update quick checkout profile 
The customer updates the information recorded in a quick checkout profile. 
Update registration information 
The customer provides and then saves their personal information. 
Update requisition list name 
The customer can change the name of the current requisition list by entering in a new name into the Requisition List Name field and then clicking the 'Change Name' button. 
Update shopping cart 
The customer makes any updates necessary to the shopping cart. Updates can include changing quantities or contracts for existing products, or adding new products. 
View list of order status summary 
The customer can view the table that contains a brief summary of the status of each order. 
View order detail 
Customers can choose any order in the summary table and view the details. For the selected order, a page displays with detailed order status information. The complete list of purchased products are shown on this page. 
View order history 
The customer can view the table that contains a brief summary of the status of each order. 
View order status detail 
For the selected order, a page displays with detailed order status information. 

Distributor

Accept batch availability request  (External task)
An external task executed by the distributor that involves accepting the availability request. 
Confirm order transfer 
Confirm that the order that was transferred has been received and that the order is pending remote processing. 
Create availability response  (External task)
An external task executed by the distributor that creates a response to the inventory availability request. A XML document is created that indicates the inventory quantitty for the corresponding item in the request. 
Create quote response  (External task)
Create a response to a request for price and availability information. 
Send order status  (External task)
Send order status as appropriate based on the processing of the order by the distributor. 

Reseller

Add list to shopping cart 
the favorites list screen, click on "Add list to cart" 
Add part numbers to shopping cart 
There are two ways to add product directly to the shopping cart. The first is to enter the part number into the "Add to Order" field on the Commerce Plaza homepage. The second way is to select the "Add multiple part numbers to order" link from the homepage, and enter the part numbers into the list provided. 
Add to existing favorites list 
A registered reseller selects an existing favorites list and adds SKUs to it. 
Add to favorites list 
A reseller selects "Add to favorites" from the item page. They are given the option to add to an existing list, or create a new one. 
Adjust quantity 
Change the amount in the "Quantity" field and click on the "Update" link. 
Assign quantities to distributors 
A reseller assigns quantities to purchase from the distributors that have replied with quotes. A reseller may split the order among as many distributors as are available. 
Browse featured items 
From the Commerce Plaza home page, select the "Browse featured items" link 
Complete order on distributor site  (External task)
Transfer to the distributor site and complete the order as required by the distributor's processes. 
Create new favorites list 
A reseller adds a product into a favorites list from the product page. Alternatively, they may use the "Create a new favorites list" link to enter SKUs into the list. 
Enter search term 
In simple search mode, the customer can type one line of text for the search criteria. In advanced search mode, a variety of search criteria can be specified. Refer to the IBM WebSphere Commerce Sample Store Guide for details. 
Enter SKU and quantity for quote 
Enter the SKU and quantity into the "Quick Links" fields on the Commerce Plaza homepage. Price and availability information will be returned. 
Prepare to submit shopping cart 
A reseller submits the shopping carts with quantities assigned to the distributors to obtain a second confirmation of prices and availabilities. 
Reassign quantities 
A reseller changes the quantities they are purchasing based on the price and availability information received from the distributors. 
Receive approval for user 
System delivers a notification that the registration has been approved. 
Refresh price and availability 
Generate a new price and availability from the distributors by selecting the "Refresh Price and Availability" button, and then choosing the distributors to get quotes from. The updated quote information will replace any existing quote information for the shopping cart. 
Register in existing org 
The user chooses to register under an existing organization. 
Register new reseller org 
The seller provides business information and details for the requested new organization and administrator logon ID. 
Request price and availability 
The reseller indicates that they would like to request price and availability information for items in the current shopping cart. 
Save favorites list 
A registered reseller may save updates to the favorites list if they would like to keep them. 
Save quote 
Save the existing shopping cart and quote information so it can be used at a later date. 
Save shopping cart 
If desired, click on the "Save shopping cart" link 
Select a favorites list 
From the home page, click on "View my Favorites lists". Select the desired favorites list. 
Select distributors 
The reseller selects which of the available distributors they would like to receive quotes from. 
Select pending shopping cart 
Select an existing shopping cart from the Pending list, and make it the current cart. The existing shopping cart may have an associated quote, depending on whether a quote was previously requested for it. 
Submit shopping carts 
A reseller transfers shopping carts to the respective distributors. 
View order status 
A reseller may view order status of transferred orders. Status is received from the distributor site and updated in Commerce Plaza. 
View status on distributor site  (External task)
A registered reseller may view more order status on the remote distributor's site by selecting "Open shopping cart on distributor site" from the order status details page. 

Returns Administrator

Close return request 
Close a return request. This is the end point in the life cycle of a return. 
Create ad-hoc return request 
Create an ad-hoc return request. This is a return request without a pre-existing order. 

Sales Manager

Approve RFQ response 
Approve the pending RFQ response. 
Assign Account Representative 
Assign the Account Representative from the Seller organization who will be responsible for this business account. 
Examine rejected order 
Look at the order in preparation for making a determination about how the order should be handled 
Find customer organization 
Find the customer organization in the system who will be the account holder of the business account. 
Mark contract approved 
Approve a submitted contract when all terms and conditions and other details of the contract are acceptable. 
Mark contract rejected 
Reject the submitted contract because the terms and conditions of the contract are unacceptable, or some other aspect of the contract should be modified. 
Reject RFQ response 
Reject the pending RFQ response. 
Review approval pending response 
Review the pending response for approval. 
Review report 
Review the business analysis report to find areas of the business relationship that you may want to modify. You may want to change the terms and conditions of the business accounts and/or contracts if they are not proving to be profitable. 
Review submitted contract 
Review all the terms and conditions and other contract details in a submitted contract. 
Set up business account 
Create a business account by specifying :
-- customer organization and customer contact name, and contact information
-- Seller organization and Seller contact name
 
Submit contract 
Submit a contract for approval when the contract modifications have been completed. 
Update order 
Update the order as required to remove the condition causing it to be rejected or the payment authorization denied. For example, another form of payment may be provided. 

Seller

Add message 
Create new message in the forum. 
Add user to member group 
Adds a customer to a given membergroup. See 'explicit membergroups' in the online help for more details. 
Assign roles to buyer admin 
The new user is assigned the role of buyer administrator in the new buyer organization. 
Cancel RFQ response 
Cancel the RFQ response. 
Check for anomalies  (External task)
Check for anomalous bidding activities. 
Close store 
Close the store to make the online store unavailable to customers. The store owner can access the store to test that any store modifications are implemented successfully. When the changes are completed, the store owner can open the store. 
Create departments 
The buyer organization can be partitioned into multiple departments. 
Create store 
Use the Store Creation wizard within the WebSphere Commerce Accelerator to create an online store. The store can resell products from the hub's catalog (channel, hosting or supplier hub). The store has the option to use their own catalog, or to use both the hub's catalog and their own. 
Delete message 
Delete messages in the forum. 
Determine organization parent 
Organizations must always have a parent. The Seller would have communicated the parent organization as part of the creation request. 
Enter buyer admin registration info 
Information about the buyer administrator is entered, including e-mail address and password. 
Enter required organization info 
On a Seller's behalf, the Customer Service Representative would enter information about the new buyer organization into the system. See the OrgEntityAddCmd in the online help for more details on the parameters available, including the mandatory parameters. 
Fix store data 
The store owner uses the WebSphere Commerce Accelerator to fix the problems in their store that violate their use of the hub (channel, hosting or supplier hub) that were identified by the Channel Manager. 
Force-close auction 
Close the bidding for an auction manually. 
Manage order failed bid(s)  (External task)
If a problem occurs while creating the order from the winning bid(s) (for example, if Payment Manager is not active), the order is not created. Fix the problem and recreate the order again. 
Mark customer message to public 
Mark messages created by customer to public. 
Notify Channel Manager  (External task)
The Seller notifies the Channel Manager that the modifications to the Seller's store have been completed. The Channel Manager can then verify that the changes have been made to their satisfaction. 
Open store 
Open the store to make the online store available to customers, so they can browse the products and place orders. 
Read messages in the forum 
View messages in the forum 
Remove user from member group 
Removes a customer from a membergroup. See 'explicit membergroups' in the online help for more details. 
Reply to customized prod attribute 
Respond to the customized product attributes specified by a buyer. 
Request store creation  (External task)
Seller requests channel manager to create a store. 
Respond to fixed price 
Respond to the requested product fixed prices and quantities specified by a buyer. 
Respond to percentage adjustment 
Respond to the requested product percentage prices and quantities specified by a buyer. 
Respond to RFQ attachments 
Respond to the RFQ level attachments specified by a buyer. 
Respond to terms and conditions 
Propose an alternative to any of the terms and conditions specified by a buyer. 
Revert response back to draft state 
Change the response back to "draft" state so that more modifications can be made to the response. 
Set exclusion terms 
You can use the WebSphere Commerce catalog filtering feature to exclude any of the products or categories in the master catalog that you do not want to be sold at the store. 
Set price in the response 
Set price in the response. 
Set up store 
Use the WebSphere Commerce Accelerator to set up and configure the store.

Manage administrative tasks for the store by using the tasks offered under the Store menu:
--Open and close the store
--Redesign the store profile and how customers will navigate through the store pages
--Change tax, shipping, fulfillment center, payment, and report delivery settings
--Configure the store to send and receive messages (such as to notify customers or special promotions)

Exploit a variety of marketing strategies for the store by using the tasks within the Marketing menu:
--Work with customer profiles, including viewing a summary of each profile
--Manage campaigns and campaign initiatives, including viewing campaign initiative statistics
--Create, change, and remove campaign initiative conditions
--Work with e-Marketing Spots and schedule campaign initiatives on e-Marketing Spots
--Manage awareness ads

Manage merchandise offered at the store by using the tasks under the Merchandising menu:
--Work with products, categories, bundles and kits for the catalog
--Manage your online catalog by importing a catalog, optionally filtering the products you want to sell, and adjusting prices
--Find and list expected inventory records and product vendors
--Manage merchandising associations (such as up-sells or cross-sells) and other special offers such as discounts and coupons for promotional purposes
--Manage auctions, including auction styles and bid control rules

Ensure the customers always come first when dealing with the store by using the tasks under the Operations menu:
--Create and change customer registration information
--Reset customer logon passwords
--Manage orders, including creating, changing, adding comments to, or viewing a summary of an order
--Splitting and canceling orders
--Transfer orders for fulfillment in the channel hub and find shopping carts fulfilled in the channel hub
--Administer auctions for customers
--Approve, deposit, settle, and find payment using WebSphere Commerce Payments
--Manage inventory, including expected inventory records and pick batches

Track and manage your business with reports (such as inventory or order management) that you can request and view within the Reports menu. 
Specify auction bid control rule 
Specify a previously defined bid rule for Sealed Bid and Open Cry auctions. 
Specify auction display information 
Specify what templates to use in displaying auction rules and the product display for an auction. 
Specify auction pricing information 
Specify pricing information for an auction. 
Specify auction type 
Specify the types of auction such as Open Cry auctions, Sealed Bid auctions, and Dutch auctions (Dutch auction type cannot be specified in bid control rule). 
Specify bid control rule detail 
Specify detail of the bid control rule such as name, description, associated auction type, minimum bid value and minimum bid quantity, minimum bid increment within specified price ranges (for Open Cry auctions). 
Specify duration, closing rule 
Specify when an auction starts and the conditions under which it ends. 
Specify product and quantity 
Specify information about the product to be auctioned such as SKU, product name, product description and auction quantity. 
Specify product in response 
Substitute a product in the RFQ response. This is especially useful for a made-to-order item. The buyer may include a made-to-order item in the RFQ; the seller then reviews the RFQ, and substitutes the item the buyer had for one the seller has in the catalog. This can only happen if the buyer has stated that the product can be substituted. If the item does not exist in the current catalog, the seller has to create the item first. 
Submit auction creation 
Submit the request to create an auction after providing all the detail. When the auction is created, the specified quantity of the product for auction is reserved and is no longer available for "normal" sale. 
Submit bid control rule creation 
Submit bid rules determine how bidding is allowed to proceed for Open Cry and Sealed Bid auctions. 
Submit RFQ response 
Submit the RFQ response. The buyer then reviews the response. 
Submit style template creation 
Submit the creation of new auction style template. 
Update auction display information 
Update what templates to use in displaying auction rules and the product display for an auction. 
Update auction pricing information 
Update pricing information for an auction. 
Update duration, closing rule 
Update information on when an auction starts and the conditions under which it ends. 
Update product and quantity 
Update information about the product to be auctioned such as SKU, product name, product description and auction quantity. 
Withdraw participant's bid(s) 
Withdraw bid submitted before an auction is closed. 

Shipping clerk

Confirm shipment 
This task performs shipment confirmation and sends the information to WebSphere Commerce. The following information is sent to cause a manifest to be created:
-- DateShipped
-- ShippingCosts
-- OrderId
-- OrdReleaseNumber
-- PackageId
-- Weight
-- PickupRecordId
-- Currency
-- ShipModeId
-- TrackingId
-- WeightMeasure
The manifest can optionally be indicated as released in the same step. 
Obtain shipment tracking info  (External task)
Obtain the shipment tracking information. This may be done by scanning a shipment label or manually recording it. 

Site Administrator

Load member data 
The member data can be loaded into the system using either the massload capability (see the Loader package information in the WebSphere Commerce development online help for more details) or through a custom tool using one of the enterprise integration adapters. 
Monitor AC log table 
The administrator can monitor the ACCLOGMAIN and ACCLOGCUB tables for patterms of access violations. 
Notify security administrator  (External task)
If a pattern of violations is detected, the security administrator can be notified and action taken. 
Prepare member data  (External task)
The process of converting the data into a format that WC member subsystem is done external from the system. This typically includes mapping attributes from attributes in the external system to WebSphere Commerce attributes, and generating customer passwords. 
Schedule drop ship rcpt maintenance 
This task schedules a job to perform drop-ship receipt maintenance. A technique of setting the inventory quantity to the maximum allowed assures that the inventory is always available. Since the fulfillment center is a drop-ship type, the exact level of the inventory is not relevant. Inventory is assumed to always be available. The scheduled job will update the inventory levels as the level drops as the result of fulfilling orders. 
Set up hub policies 
Use the WebSphere Commerce Accelerator to set up the store policies for the store. Setup could involve changes to store pages, store flow, or text on the store pages. 
Set up store policies 
Use the WebSphere Commerce Accelerator to set up the store policies for the store. Setup could involve changes to Taxing, Shipping, Returns Codes, Shopping flow, or text on the store pages. 

System

Accept batch availability response 
Accept the inventory availability response, parse the input XML document, and determine the following data:
-- Fulfillment center identifier (fulfillment location)
-- A list of specified items. For each specified item, find out the following.
--- The member identifier and part number of the specified item
--- The external UOM code for quantity (optional)
--- Quantity available
--- Restock date (optional) 
Activate RFQ 
Change the RFQ to the "active" state when the closing rule is met (in multi-seller RFQ) or when the closing time is reached (in a single-seller RFQ or a special bid RFQ). 
Add items to Manufacturer order 
Add the designated items to the shopping cart. 
Add to order ship history 
Update the ship history for the item with quantity shipped and date shipped. 
Adjust inventory 
Adjusts existing inventory by marking down quantities in one or more rows in the RECEIPT table when the adjustment is negative. This is required because a receipt is not allowed to have a negative quantity. If the adjustment is positive, a quantity in a row in the RECEIPT table will be increased.
 
Allocate from existing inventory 
Allocate existing inventory for a particular order item at a particular fulfillment center.
The behavior of the command is as follows:
-- If the order item is suitable for allocation (that is, its inventory status attribute specifies unallocated or backordered) and there is sufficient existing inventory at one of the specified fulfillment centers (searching in order from first to last in the input fulfillment centers) to completely allocate the quantity needed by the order item, allocate it and update the order item to reflect the allocation.
-- If the order item is still unallocated or backordered and there is sufficient existing inventory at one of the specified fulfillment centers (searching in order from first to last in the list of input fulfillment centers) to partially or fully allocate the quantity needed by the order item, allocate that amount rounded down as explained in the next sentence and update the order item to reflect the allocation. When the amount to allocate cannot be allocated fully, the amount actually allocated is rounded down to the nearest multiple of a floating-point number obtained by converting the CatEntShip.QuantityMultiple for the CatEntry of the order item to the unit of measure specified by BaseItem, dividing by BaseItem.QuantityMultiple, and then rounding down that multiple to the nearest integer. When there is no CatEntShip for the order item's CatEntry, CatEntShip.QuantityMultiple is assumed to be 1 and CatEntShip.QuantityMeasure is assumed to be C62. However, when the order item has no CatEntry, the amount to allocate is not rounded down at all (that is, it is rounded down to the nearest multiple of 1).
-- If none of the needed quantity can be allocated, the order item is not changed. 
Approve automatically 
This is an automatic approve based on business rules. Some examples of standard checks:
-- If return is with X days
-- If item is creditable
-- If the quantity is less than or equal to the quantity shipped
-- If the item return amount is within the amount paid.
 
Assign fulfillment center to items 
Assign the selected fulfillment center to items to be released to fulfillment. 
Assign winning bid(s) 
Winners are determined based upon the auction rules. 
Associate item status with order 
Associate the item status in the ORDISTAT table with a WebSphere Commerce order. 
Auto-assign roles 
Based on the store to which the customer is registering, the organization under which the customer is being created, and the type of registration (in this case user registration) the customer will be granted roles in the system based on the configuration specified in the MemberRegistrationAttributes.xml (see section on MemberRegistrationAttributes.xml in the online help for more details). In general, a B2C site will be configured either to grant the customer a RegisteredCustomer role at the site level, or for the store to which they are registering. 
Backorder from expected inventory 
Allocate expected inventory for a particular order item at a particular fulfillment center.
The behavior of the command is as follows:
-- If the order item is suitable for backordering (that is, its inventory-status attribute specifies unallocated) and there is sufficient expected inventory at one of the specified fulfillment centers (searching in order from first to last in the list of input fulfillment centers) to completely backorder the quantity needed by the order item, backorder it and update the order item to reflect the backorder.
-- Otherwise, the order item is not changed.

Note: In the default implementation, expected ship date is computed by looking at both expected inventory receipts and expected inventory records as well as at store policy for how long it takes to fulfill an item once an order is placed.

Alternatively, allocation may be allowed from certain fulfillment centers even when there are no inventory records or expected inventory records available at that fulfillment center (as if there was an expectation of infinite inventory for certain stores at certain fulfillment centers) as long as the item is not discontinued. For such unlimited-supply fulfillment centers, the estimated availability time is derived from the policy represented by the Store.defaultBackorderOffset attribute. 
Calculate refund amount 
Calculate the refund amount for the product based on business rules. In addition, calculate adjustments and taxes for the refund. 
Cancel all draft RFQ responses 
When the RFQ is closed, all responses in draft state will be cancelled and will not be included for evaluation. 
Cancel order 
Update the order state to canceled (X).
 
Check external account 
This task is used to check the payment against the customer account through an external accounting system. It is intended for third parties to extend and write implementation code for integration with an external accounting system.
 
Check for bid override 
Check if the bid is overridden. When a customer's bid is overridden, an auction notification message is produced to inform the customer that a higher bid has been placed. 
Check for shipped orders 
Check for shipped orders (status S) for the store having a payment method. 
Check order 
Check a submitted order to make sure that it has not already been processed. The default behavior is to check whether or not the order has payment information saved for it. If it does, the command fails. 
Check order acceptance 
Check that an order can be accepted for processing. The default behavior is to check that the trading agreements for all the order items in the order have an active status. 
Check payment 
Execute the check if payment is authorized. 
Check payment accept policy 
Execute the business policy command to check if payment is authorized. 
Check PO spending limit 
Check to see whether or not the spending limit of the purchase order would be exceeded.
Records of the purchase amount of purchases registered against a limited purchase order are kept in the same currency specified for the limited purchase order. These records are kept in the LPOPURAMT table. (Note that the currency specified by the limited purchase order must not change once the purchase order is used for any purchases.)
Purchases can be made using different currencies. Checking involves doing a currency conversion if necessary before checking. 
Check TA spending limit 
Check the trading-agreement (TA) spending limit to see whether or not it has been exceeded.
An order may include order items that are purchased under different trading agreements, and different trading agreements may have different spending limits.
-- Checks to see whether or not the spending limit of the trading agreement would be exceeded with this purchase if the trading agreement includes a RightToBuy-by-amount terms and conditions (TC).

Records for the purchase amount and refund amount for purchases and refunds against a trading agreement with a RightToBuy-by-amount TC are kept in the same currency specified for the RightToBuy-by-amount TC. These records are kept in separate tables, TRDPURAMT and TRDREFAMT respectively. Note that the currency of this RightToBuy TC must not change once the trading agreement has been activated and purchases have been made against the trading agreement.
Purchases can be made using a currency that is different from the currency specified for the RightToBuy-by-amount TC.

-- For each unique trading agreement specified in the order items that includes a RightToBuy-by-amount TC, this default implementation converts the sum of the purchase amounts of the order items to the currency specified for the RightToBuy TC. If the resulting amount and the sum of all purchase amounts for the trading agreement in the TRDPURAMT table exceed the RightToBuy amount in the TC plus the sum of all refund amounts in the TRDREFAMT table for the same trading ID, the check fails.

The purchase amount of an order item is the sum of the ORDERITEMS.TOTALPRODUCT plus ORDERITEMS.TAXAMOUNT plus ORDERITEMS.SHIPCHARGE plus ORDERITEMS.SHIPTAXAMOUNT minus ORDERITEMS.TOTALADJUSTMENT. (Similarly, the purchase amount for the whole order consists of the sum of ORDERS.TOTALPRODUCT plus ORDERS.TOTALTAX plus ORDERS.TOTALSHIPPING plus ORDERS.TOTALTAXSHIPPING minus ORDERS.TOTALADJUSTMENT. This is the same as the total amount passed by the caller.) 
Close RFQ automatically 
Close the RFQ when the closing rule is met or when the closing time is reached. Once the RFQ is closed, no more responses will be accepted. Before the buyer can accept or reject any response, the RFQ must be closed. 
Consume coupons 
Update any coupons used for this order as a discount such that they are used.
 
Create a receipt 
Create an ad hoc reciept by calling CreateReceipt task command. 
Create bid for autobid 
Create the bid from autobid. The bid activity is monitored for autobids and bids are periodically updated to maintain a winning status until the maximum bid limit is reached. 
Create contract from RFQ response 
Create a contract from the RFQ winning response. 
Create invoice(s) 
Prepare an invoice for order release in the form of an XML string, store the string in the WebSphere Commerce database, and send the invoice to the buyer contact of the account in the form of an e-mail, if the account has an invoice terms and conditions that specify a delivery method using e-mail.
 
Create next round RFQ request 
Create a next round RFQ for further negotiation. 
Create order from RFQ response 
Create an order from the RFQ winning response. 
Create order from winning bid 
Process winning bids and create orders. 
Create order status 
Create the order status in the ORDSTAT table using the input information.
-- The first order status for an order must have orderId and merchantOrderNumber specified.
-- Check if the order specified in orderId exists in the ORDERS table.
-- If serialization information is available, such as the sequenceNumber and the lastUpdateTimestamp parameters, check if the values are more recent than the ones already in the ORDSTAT table; if not then no update will be performed. 
Create pack slip 
Create a packing slip XML document, and save it as part of the release.
<Packslip>
<Order_Information
Store_Name=store_name
Fulfillment_Center=ffmcenter_name
Order_Number=order_number
Release_Number=release_number
Pickbatch_Number=pickBatchId
Order_Date=order_date
Shipping_Provider=shipping_provider
Customer_Number=customer_number
Invoice_Method=invoice_Method
/>

<Shipto
AddressID=addressId
First_Name=shipto_firstname
Last_Name=shipto_lastname
Middle_Name=shipto_middlename
Address_1=shipto_address1
Address_2=shipto_address2
Address_3=shipto_address3
City=shipto_city
State=shipto_state
Zip=shipto_zipcode
Country=shipto_country
/>
<Order_Items
SKU=sku
Product_Name=product_name
Product_Description=product_desc
Catalog_Name=catalog_name
Quantity=ordered_quantity
Unit_Price=unit_price
Total_Price=total_price
Currency=currency
Customer_Comments=customer_comments
>
<Component
SKU=component_SKU
Product_Name=component_product_name
Product_Description=component_product_desc
Quantity=component_quantity
/>
</Order_Items>
</Packslip>

 
Create pick slip 
Create a pick ticket for the pick batch. An XML document is created that may be transformed into an end-user document or can be used to integrate with back-end systems.

<Pickticket>
<Pickbatch_Information
Store_Name=store_name
Fulfillment_Center=ffmcenter_name
Pickbatch_Number=pickBatchId
/>
<Pickbatch_Items
SKU=partNum
Product_Name=shortDescription
Product_Description=longDescription
Quantity=quantity
/>
</Pickticket>
 
Create releases 
A release is created for each item that is being released separately. For all other items, a release is created that has the same carrier, the same ship-to address, fulfillment center, and output queue.
The release enters the ship state. 
Create return request 
Create a return request using the original order as input. 
Credit external account 
This is an extension point for interfacing to an external accounting system.
 
Deallocate existing inventory 
Deallocate the line item that was allocated from existing (instock) inventory. This makes is available for allocation to other orders. 
Deallocate expected inventory 
Deallocate the backordered line item. This removes soft allocations made for this line item. This makes the expected inventory available to be allocated to other backorders. 
Debit external account 
This is an extension point for interfacing to an external accounting system.
 
Deposit payment 
This task executes the business-policy command to perform the deposit.
 
Determine approval amount 
Determine the amount in the specified currency that an approval is to be obtained for. 
Extend order process 
This is an extension point to extend the order process
 
Finalize auction 
Retrieve all Bidding Closed auctions and determine the winners of auctions. 
Find approver group 
Starting with the organization to which the user registers, the system walks up the hierarchy looking for an organization with an associated approver group. When the first approval group is found, the members of that group are resolved and a notification is sent to them that there is a request pending their approval. If a disable approval group is the first group found, then we know that approvals have been disabled on this subtree, and we auto-approve the user. 
Find orders to be released 
Find orders that are ready to be released. 
Find orders with pending auths 
Find submitted orders with status I (submitted) or status M (pending payment authorization). 
Find payments for order 
Query the payment system to determine the authorizations for the order. 
Find stale order line items 
Find order line items that are stale. An order line item that is stale has the following characteristics:
-- It is in a shopping cart
-- It is allocated or backordered
-- The store supports expired allocations (ALLOCATIONGOODFOR) and the amount of time since order line item was allocated exceeds the amount of time the allocation should be considered valid. 
Get eligible fulfillment centers 
For each input item, return a list of fulfillment centers (ordered in sequence of descending preference from first to last) that could ship that item if there was sufficient inventory.
The default implementation behaves as follows:
For each distinct store, shipping address, and shipping mode combination in those input order items in fulfillment centers:
-- Determine a list of applicable shipping arrangements, sorted in descending sequence by their precedence attribute. (A shipping arrangement is applicable if it is not restricted or, when it is restricted, if the shipping address matches one of the shipping arrangement's associated shipping-jurisdiction groups.) In that sequence, build a list of fulfillment centers by adding the fulfillment center indicated by each applicable shipping arrangement if it is not already in the list.
A shipping arrangement is used to indicate that a fulfillment center can ship products on behalf of a store using a shipping mode. A shipping mode represents a shipping carrier (for example, UPS).
The result is a list of eligible fulfillment centers for each distinct shipping address and shipping mode combination. 
Get invalidly allocated line items 
Determine items that are unallocated or needing reallocation. Reallocation is required if the fulfillment center changed, the quantity changed or the ship-to address changed.
 
Get payment methods for return 
Get the payment methods that are allowed for the return. The default behavior is to return the payment method(s) used in the original order. 
Handle payment authorization denied 
Display an error view to the buyer if the PO number is not valid or the PO spending limit has been exceeded.
 
Look up accepted orders 
Find orders that are eligible to be released.
The criteria is an order with payment information capture complete (C) and either at least one allocated item and the order is not ship as complete or the order is ship as complete and at least one item is not allocated or does not have a ship-to address. 
Look up existing inventory for item 
Convert the quantity available to baseitem quantity used in the receipt quantity received attribute. To convert from available quantity to baseitem quantity use the external UOM standard and the QTYUNITMAP table to determine the quoted quantity unit, then convert from that quantity unit to the baseitem quantity measure, and then divide by the baseitem quantity multiple. If UOM code is not specified, assume quantity unit. Store the restock date in the ItemFulfillmentCenter restock time attribute. 
Look up pmt methods in return TC 
Get the payment methods from the contract terms and conditions. 
Modify bid information 
Modify the information on the bid to maintain a winning status until the maximum bid limit is reached. 
Notify Buyer Approver 
Notify the buyer approver for whom there is an order requiring their approval. 
Notify customer 
Notify the customer regarding the customer status of the process. This is a general task used to communicate information that the customer should know. In returns processing, the customer is notified if a requested update to a return request is rejected, because the goods were received already or a credit was issued already. 
Notify user of approval 
The buyer approver sends out an email to tell the user they have been approved, including comments if desired. 
Notify user of rejection 
The buyer approver sends out an email to tell the user they have been rejected, including comments if desired. 
Prepare order 
Order preparation includes calculating product prices, adjustments, shipping charges, and tax charges. 
Profile order for user 
Profile the order for the user.
 
Query releases in 'shipped' state 
Find releases that are ready to be shipped for a fulfillment center and store. 
Recalculate prices 
Recalculates prices by ensuring that all the items are buyable, updates ship-to address for items not having one, validates the configuration of items that are dynamic kits, checks inventory availability and then updates items prices, as well as totals and calculates shipping and tax charges.
 
Recalculate shipping and taxes 
Recalculates shipping charges and taxes, and locks the order.
 
Receive and create a quotation 
Receive and validate the response to a quotation request. Create a quotation order for the shopping cart and correlate the items in the response to the shopping cart. Record the supplier part number and the estimated supplier availability. 
Record authorization result 
Record the result of an external authorization request. This task provides the system with the fact that the authorization has been obtained. 
Refund payment 
Execute the refund to the returner
 
Refund using payment policy 
Execute the refund as defined by the contract.
 
Release manifest 
Release the manifest. This can be invoked either with the ReleaseManifest Controller command or as part of the ReleaseShipConfirm Controller Command. In other words, it can be performed as a single step as part of shipment confirmation or as a separate step.


Tools Controller Command
-- ReleaseManifestCmd


Task Command
-- UpdateManifestStatusCmd
 
Release ship notify 
Sends an e-mail notification message to the buyer for order release shipment.
 
Remove status for items not updated 
Since a request for update was requested, remove the status for all items that are in the ORDISTAT table for the order and not in the input information provided. 
Reprepare order 
Recalculate shipping charges and taxes, and lock the order. A locked order means that it has been prepared and is used to indicate whether or not an order has changed.
 
Request inventory updates 
Create a request for inventory for each catalog entry passed as a parameter to the command. The default implementation determines the user credentials based on the store and the customer number and business partner grouping from the organization. A XML document representing the request is created and sent to the distributor.

If the store has the Referral Interface Terms and Conditions (TC) defined by the default contract, transmit the inventory level request by calling the Referral Interface batch availability request method. The following information is specified for each product in the request:
-- The member identifier and part number of the specified item.
-- The external UOM code mapped from the quantity unit of the base item of the specified item 
Request payment deposit 
Request that a payment be deposited. In the check (ACH) domain, this is the method of validating that the check (payment) is good. 
Send E-mail to customer 
Notify the customer regarding the customer status of the process. This is a general task used to communicate information that the customer should know. In returns processing, the customer is notified if a requested update to a return request is rejected, because the goods were received already or a credit was issued already. 
Send E-mail to merchant 
Notify the customer regarding the customer status of the process. This is a general task used to communicate information that the customer should know. In returns processing, the customer is notified if a requested update to a return request is rejected, because the goods were received already or a credit was issued already. 
Send invoice as e-mail 
Send the invoice as e-mail to the recipient specified in the business account 
Send message to backend system 
This is an extension point for integrating messaging to a back-end system. Typically, this is used to indicate that an order has been created.
 
Send problem to CSR 
Send the failed payment approval to a CSR for resolution. 
Send to payment administrator 
Send the failed payment to a payment administrator for resolution 
Set release capture date 
Update the release by indicating the payment-capture date. 
Time to activate future auction 
It is time to activate the future auction. 
Time to check for shipped orders 
This task models an event that starts a scheduled command or process.
 
Time to close auction automatically 
Close the bidding for an auction when it is time to close. 
Time to execute 
This process is initiated as a scheduled task. A scheduled task starts asynchronously when the scheduler has determined that it is time to execute. 
Time to release orders for store 
This task models the event that starts a scheduled command or process.
 
Transfer order 
Transfer the order to the distributor's store. 
Update billing address 
Update the billing address. The default behavior is to update the billing address from the terms and conditions if a billing address exists for it. If it does not exist, the billing address is updated based on the customer information associated with the order. 
Update current quantity 
Update the current available quantity on the Dutch auction. 
Update existing order status 
Update the existing order status in the ODSTAT table with the information provided as input. 
Update inventory receipt 
Performs supply netting:
Quantity on hand = Quantity on hand - Quantity picked
Quantity in process = Quantity in process - Quantity picked 
Update order item status 
Update the order item status in the ORDISTAT table for each item in the input provided. 
Update order release 
Update the order release in the ORDRELEASE table with the external order number from the input information provided. 
Update order to backorder 
Change the order status to backordered. Backorders are not allowed to ship and thus will not be eligible for release to fulfillment with a status of backordered. 
Update order to payment authorized 
The order is not a backorder, the payment has been authorized, and there are no AVS codes that the store does not accept. 
Update order to requires review 
AVS codes were present that are not accepted by the store. The order is assigned a status of requires review (A). 
Update PO spending limit 
Perform the following:
-- The default implementation inserts a row into the LPOPURAMT table if the purchase was done specifying a limited purchase order. (No row is created if the purchase order specified is not a limited purchase order.)
-- Throws an ECApplicationException if the purchase amount exceeds the purchase-order spending limits specified via a purchase-order TC for a limited purchase order.
-- If the purchase was made using a currency that is different from the currency specified for the limited purchase order, the total amount will be converted to the purchase-order currency before storing it in the LPOPURAMT table.
-- Because this task command may be called more than once, skip the insert if the row already exists.
-- The total purchase amount of the limited purchase order is not decremented if a refund is issued later against the order. 
Update status version 
Update versioned status by making a copy of the last order status. Its version (OSVERNBR) will be set to the maximum number of existing version +1. 
Update TA spending level 
This task performs the following:
-- If a trading agreement has both RightToBuy-by-amount TC (terms and conditions) and ObligationToBuy-by-amount TC, the currency specified for the two TCs must be the same.
An order may include order items that are purchased under the same trading agreement or different trading agreements.
-- If all the order items specify the same trading agreement with a RightToBuy-by-amount TC or an ObligationToBuy-by-amount TC or both, the default implementation inserts a single row (with the total amount converted to the currency of the TC) into the TRDPURAMT table with the TRDPURAMT.ORDERITEMS_ID column set to null. If not all order items have the same trading agreement, the command inserts multiple rows into the TRDPURAMT table for each order item that has a trading agreement that includes a RightToBuy-by-amount TC or an ObligationToBuy-by-amount TC or both, with purchase amount of the order item converted to the currency of the TC.
-- For each unique trading agreement in the order with a RightToBuy-by-amount TC, the command also checks to see whether or not the total purchase amounts of the order items converted to the currency specified for the RightToBuy TC plus the sum of all purchase amounts for the trading agreement in the TRDPURAMT table exceeds the RightToBuy amount in the TC plus the sum of all refund amounts in the TRDREFAMT table for the same trading ID. If it does, the task command throws an ECApplicationException and the insert does not happen.

The purchase amount of an order item is the sum of the ORDERITEMS.TOTALPRODUCT plus ORDERITEMS.TAXAMOUNT plus ORDERITEMS.SHIPCHARGE plus ORDERITEMS.SHIPTAXAMOUNT minus ORDERITEMS.TOTALADJUSTMENT.

Because this task command may be called more than once, skip the insert if the row or rows already exist. 
Update TA spending limit 
Perform the following:
-- If a trading agreement has both a RightToBuy-by-amount TC(terms and conditions) and an ObligationToBuy-by-amount TC, the currency specified for the two TCs must be the same.
An order may include order items that are purchased under the same trading agreement or different trading agreements.
-- If all the order items specify the same trading agreement with the RightToBuy-by-amount TC or an ObligationToBuy-by-amount TC or both, the default implementation inserts a single row (with the total amount converted to the currency of the TC) into the TRDPURAMT table with the TRDPURAMT.ORDERITEMS_ID column set to null. If not all order items have the same trading agreement, the command inserts multiple rows into the TRDPURAMT table for each order item that has a trading agreement that includes a RightToBuy-by-amount TC or an ObligationToBuy-by-amount TC or both, with the purchase amount of the order item converted to the currency of the TC.
-- For each unique trading agreement in the order with a RightToBuy-by-amount TC, the command also checks to see whether or not the total purchase amounts of the order items converted to the currency specified for the RightToBuy TC plus the sum of all purchase amounts for the trading agreement in the TRDPURAMT table exceeds the RightToBuy amount in the TC plus the sum of all refund amounts in the TRDREFAMT table for the same trading ID. If it does, the task command throws an ECApplicationException and the insert does not happen.

The purchase amount of an order item is the sum of the ORDERITEMS.TOTALPRODUCT plus ORDERITEMS.TAXAMOUNT plus ORDERITEMS.SHIPCHARGE plus ORDERITEMS.SHIPTAXAMOUNT minus ORDERITEMS.TOTALADJUSTMENT.

Since this task command may be called more than once, skip the insert if the row or rows already exist 
Update trading agreement amount 
This command does the following:
-- The default implementation inserts a row into the TRDDEPAMT table for the order with the depositAmount in the default currency of the store if all order items specify the same Trading Agreement. However, if NOT all the order items have the same Trading Agreement, this command inserts multiple rows, one for each order item, with the deposit amount of each order item converted to the default currency of the Store.
-- The deposit amount of an order item is the sum of the
ORDERITEMS.TOTALPRODUCT + ORDERITEMS.TAXAMOUNT + ORDERITEMS.SHIPCHARGE + ORDERITEMS.SHIPTAXAMOUNT minus ORDERITEMS.TOTALADJUSTMENT.
 
Validate business account 
Assure that the business account being used is valid. 
Validate payment policy 
Check if a payment policy is associated to all contracts to all the order items

Checks if the Payment Policy ID specified is valid for the Order. A Policy is valid if all Trading Agreements associated with the OrderItems include a Payment TC that specifies this Policy and if the specified TC includes a billToAddress and pre-defined attributes, all the other Trading Agreements must have a compatible TC that specify the same billToAddress and attributes. Trading Agreement with no Payment TC could use any Payment Policy unless the Policy has an exclude-from-defaultTC or require-explicit-TC clause. 
Validate purchase order 
Validate the purchase-order number and checks the purchase-order spending limit.

ValidatePONumber:
-- Checks the buyerPONumber against predefined purchase orders (limited or blanket purchase order) in the trading agreement (of the account). If the buyerPONumber is one of the predefined purchase orders but the purchase order is no longer active, it then throws an ECApplicationException.
-- If the buyerPONumber is not a predefined purchase order and individualPO is not specified for the trading agreement, then the buyerPONumber is invalid. It throws an ECApplicationException.
-- If the buyerPONumber is not a predefined purchase order and individualPO is specified for the trading agreement (of the account), it makes sure that this "individual" purchase-order number has not been used for this account if uniqueness is in the purchase-order TC (POTCIndividual). Otherwise, it throws an ECApplicationException.

CheckPOSpendingLimit:
-- Checks to see whether or not the spending limit of the purchase order would be exceeded.
-- Records of the purchase amount of purchases registered against a limited purchase order are kept in the same currency specified for the limited purchase order. These records are kept in the LPOPURAMT table. (Note that the currency specified by the limited purchase order must not change once the purchase order is used for any purchase.)
-- Purchases can be made using different currencies. Checking involves doing a currency conversion if necessary and then checking.
-- If the check fails, the command throws an ECApplicationException. 
Validate with external account syst 
A task to authorize the payment against the customer account through an external accounting system. This is an extension point.

 
Verify order item is still stale 
Verify the order line item is still stale. An order line item that is stale has the following characteristics:
-- It is in a shopping cart
-- It is allocated or backordered
-- The store supports expired allocations (ALLOCATIONGOODFOR) and the amount of time since order line item was allocated exceeds the amount of time the allocation should be considered valid.