To enable a customer contact:Use the Contact WOE Parameters screen to enable a customer contact for access to your web site. When a customer has more than one person using your web site, each contact should have their own web settings. Contact settings include unique passwords and access to different parts of the web site. For example, you may limit who in your company can view accounts receivable (A/R) information. Defining separate settings for each user lets you track each user's web orders and usage.
The New WOE Contact Template control maintenance record allows you to enter default settings for new contacts. These settings include basic information, such as, name, address, and phone number. The defaults entered in this record populate the Contact WOE Parameters screen each time you create a new WOE contact. You can overwrite these defaults, as needed.
To enable a customer contact:
From the Files menu, select Contact and open the contact record.
Use the WOE hot key to display the Contact WOE Parameters screen.
In the Login field, enter the login ID that the contact uses to access the web site or the Job Management application. Logins must be to between 6 and 40 characters in length.
In the Password field, enter the contact's password. Passwords must be between 6 and 14 characters in length.
Specify the following additional information as necessary:
|
Field |
Definition |
|
Hide Account Inquiry Button (Y/N) |
Displays or hides the Account Inquiry web button for this contact. The button displays all open invoices, shipping and billing information, and order items. Press F10 and select Y or N. If this field is blank, the system uses the setting in the Hide Account Inquiry Button field in the B2B/WOE Remote Order Entry Parameters screen for the customer account to which the contact belongs. If that field is also blank, the system uses the setting in the Hide Account Inquiry Button in WOE control maintenance record. |
|
Hide Order History Button (Y/N) |
Displays or hides the Order History web button for this contact. The button displays all previous invoices, shipping and billing information, and order items. Press F10 and select Y or N. If this field is blank, the system uses the setting in the Hide Order History Button field in the B2B/WOE Remote Order Entry Parameters screen for the customer account to which the contact belongs. If that field is also blank, the system uses the setting in the Hide Account Inquiry And Order History Button In WOE control maintenance record. |
|
Superuser (Y/N) |
Assigns superuser authority to the contact. A superuser can set up web access for other contacts linked to the same customer account. The default setting is N. |
|
Allow Ship To Creation (Y/N) |
Indicates whether the contact can enter a new shipping address in their associated customer file on the Choose a Shipping Address web page of the Web Commerce site.. Press F10 and select Yes or No. If this field is blank, the system uses the setting defined in the Allow Creation of New Ship To Customers field on the B2B/WOE Remote Order Entry Parameters screen for the customer account to which the contact belongs. If that field is blank, the system uses the Allow Creation Of New Ship-To Accounts In WOE control maintenance record setting. |
|
Prevent Modification of Non-WOE Bids |
Prevents or allows the contact with web site access to modify bids for the customer that were created using the Eclipse system. If set to Y, the contact can only modify bids that were created by his or her customer using the web. Bids created in the Eclipse system display without the Modify Bid button. If this field is blank, the system uses the setting defined in the Prevent Modification of Non-WOE Bids field on the B2B/WOE Remote Order Entry Parameters screen for the customer account to which the contact belongs. If that field is blank, the system uses the Prevent Modification of Non-WOE Bids control maintenance record setting. |
|
Credit Decision Maker |
Indicates whether this contact can purchase any product up to any amount without any limits, if the Enable WOE Contact Credit Limits control maintenance record is set to Yes. If this contact is not a credit decision maker, assign account managers, which are credit decision makers assigned to other users, to the contact using the Account Managers hot key. Contact account managers have authorization access for orders the contact places that are over the credit limit or contain products not on the authorized-to-buy list for the contact. For more information about credit limits, see Defining Credit Limits and Master Bid Lists for Web Commerce. |
|
Order Credit Limit |
Indicates the dollar amount that the contact can spend in a single order without authorization from an account manager. For example, if you enter $1000.00 in this field, the contact can place orders for $1000.00 or below without having to submit the orders for approval. |
|
Enable Ship Branch Override |
Applies to Web Commerce. Prevents or allows the contact to override the shipping branch on the Shipping Information page.
Leave this field blank to use the setting in the setting in the Enable Ship Branch field of the B2B/WOE Remote Order Entry Parameters screen. If that field is blank, the system uses the setting in the Enable Ship Branch Override In WOE control maintenance record. If the control maintenance record is blank, the default setting is No. |
|
Enable Ship-to Editing |
Prevents or allows customer contacts to edit existing ship-to information on the current web order on the Web Commerce site.
If this field is blank, the system uses the setting in the Enable Ship-to Editing field in B2B/WOE Remote Order Entry Parameters screen for the customer ship-to account. If that field is blank the system uses the setting in the bill-to customer record. If that setting is also blank, the system uses the setting in the Allow Editing Of Existing Ship-To Accounts In WOE control maintenance record. |
|
Enable Job Management Login |
Allows a contact access to their job summary information in the Job Management application using their login and password information entered in the Login and Password fields. When a contact logs in, they are able to search for and view current and past activity to which their customer is associated including job summary status and shipment summary information available in the Job Summary page's Job Status tab. In addition, contacts who log in are able to set a user profile for viewing information and to view the online Help. Allowing customers to log in to your instance of Job Management requires configuration to your firewall to allow users from outside your VPN to access your system. Contact your sales representative or customer support for additional information regarding the setup requirements. |
Use the Account Managers hot key to define the contact's account manager that authorizes orders that are above the contact's credit limit or orders that contain products the contact is not authorized to buy.
Note: You only need to define account managers if you are using credit limits and the Enable WOE Contact Credit Limits control maintenance record is set to Yes.
|
Field |
Description |
|
Tracker View-Only (Y/N) |
Indicates whether the trackers shown in the Web Care site are view-only for this contact. Setting this field to N allows the contact to edit trackers on the Web Care site. |
|
Email On Tracker Updates (Y/N) |
Indicates whether to send e-mail to the contact when a user updates a Web Care tracker. The default setting is N. |
Press Esc to save your changes and exit the screen.'
To disable a customer contact:
From the Files menu, select Contact and open the contact record.
Use the WOE hot key to display the Contact WOE Parameters screen.
In the Login and Password fields, delete any existing login and password so the fields are blank.
Press Esc to save your changes and exit the screen.'
See Also: