Legacy platform

Create consumer customers

A new consumer customer can call to place an order. In such situations, users must be able to gather minimum details and create a consumer customer.

Solution

The following section describes APIs, user exits, services, and other components.

A user can create a consumer customer from the Customer panel on Create Consumer related task on the home page. When the user chooses to create a consumer customer, a list of enterprises is displayed if the user has access to multiple enterprises. The getOrganizationList API is called to retrieve the list of enterprises. The user can select an appropriate enterprise to create the customer and then proceed to enter the customer details. Alternatively, the user can also create a consumer customer while creating an order. In this case, the user need not select the enterprise.

When a user logs in to the application, the organizations to which the user has access are automatically retrieved.
  • If the user has access to only one organization or all the organizations point to the same customer master organization, the Create Consumer screen is immediately displayed.
  • If the user has access to multiple organizations and the organizations are associated with more than one customer master organization, the user must first select an organization before creating a customer.
The user must enter minimum details such as first name and last name. The user can also capture the title, email address, status, phone number, demographic details, and so on.
  • The getCommonCodeList API is called with the CodeType as CUSTOMER_STATUS to retrieve the list of statuses.
  • The getCommonCodeList API is called with the CodeType as YCD_TITLE to retrieve the list of titles.

The user can also enter the demographics which includes information such as date of birth, wedding anniversary, and so on.

The CSR can enter multiple addresses, such as Ship To and Bill To. When the CSR enters only a customer's Bill To address, then the Ship To address panel displays a "Same as Bill To," which indicates that the CSR does not need to enter a shipping address unless it is different from the billing address. When the CSR saves the address, if only the billing address is entered, then it is passed as the shipping address to the manageCustomer API with the IsDefaultBillTo, IsBillTo, and IsShipTo attributes as "Y".

When the user creates a consumer customer and saves the changes, the manageCustomer API is called to save the customer details. After the customer record is created successfully, the getCompleteCustomerDetails API is called to display the customer details.

Implementation

The following section describes the rules that you must configure.

Creating a customer is a permission controlled task. For information about administering user group permissions, see the Administering user group permissions.

Configure the following options in Sterling™ Business Center. For more information, see the Sterling Business Center System Configuration.
  • Customer Contact Types
  • Customer Titles

For more information about the APIs, see the Javadoc.

End-user impact

Users can create a consumer customer to expedite the order capture process with the predefined customer information.