Enterprise and customer context
A user must be able to quickly view the business card of the customer, enterprise name, or both on any screen across the application.
Solution
The following section describes APIs, user exits, services, and other components.
Based on the
context in which a screen is launched, the user must be able to view
the business card of the customer, enterprise name, or both at the
top of each screen.
- Enterprise: The name of the enterprise is displayed in a panel
at the top of each screen. This allows a user to be aware of the enterprise
that is associated with the current activity. The enterprise name
is displayed based on the following factors:
- The screen must be launched in the context of an enterprise. For example, the screens in the Order Entry flow. However, screens that do not have an enterprise context do not display the enterprise name. For example, the home page and search screens.
- The logged-in user must have access to multiple enterprises. If the user works only for one enterprise, then the enterprise name is not displayed.
The
getOrganizationListAPI is called to retrieve the enterprise details. - Business Card: The customer's name, phone number, and email address
are displayed in a panel at the top of each screen. This allows a
user to be aware of the customer that is associated with the current
activity. The business card is displayed based on the following factors:
- The screen must be launched in the context of a customer. For example, all the screens in the Order Entry flow, after the customer is identified.
- When the user clicks the email address of the customer, the default mail client on the user's system is launched.
- When the user clicks the customer's name, the
getCompleteCustomerDetailsAPI is called to display the Customer Details screen.
Implementation
The following section describes the rules that you must configure.
None.
End-user impact
The user is informed about the customer and enterprise on any screen.