Manage business customer contacts

Solution

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

A user can view contacts on the Customer Details screen. The Contacts tab lists all the contacts and the user can click a contact to view the details. Only a user with the appropriate resource permissions can view the details in this tab.

The getCompleteCustomerDetails API is called to display the contact information, addresses, payment methods, and ordering permissions.

In the Addresses tab, the user can add, edit or delete an address. When the user chooses to create or edit an address, the appropriate address capture window is displayed. The user can enter the details and save the address. When the user saves the address, the verifyAddress API is called to validate the address. For more information about the implementation of the address capture feature, see Capture addresses.

The user can also select an address as the default "ship to", "bill to", or "sold to" address. For example, if the user sets an address as the default "Bill to" address, the IsDefaultBillTo attribute is set to Y in the getCustomerDetails API. The address that is selected as default is considered as the default address for the business customer. Only a user with the appropriate resource permissions can view the details in this tab.

In the Payment Methods tab, the user can view the existing payment methods. The user can also create payment methods. These payment methods can be customer's preferred methods to pay for orders. When the user chooses to create a payment method, the getPaymentTypeList API is called to retrieve the payment methods defined for the enterprise. The user can select an appropriate payment method, enter the appropriate details, and save the changes. Only a user with the appropriate resource permissions can view the details in this tab.

In the Ordering Permissions tab, the user can enter the spending limit and select the appropriate currency. The getCurrencyList API is called to retrieve the list of currencies.

The getCustomerDetails API is called to display all the updated information and the manageCustomer API is called to save the changes to the customer.

Implementation

The following section describes the rules that you must configure.

Managing the business customer contacts is a permission-controlled task. For information about administering user group permissions, refer to the Administering user group permissions.

The Allow Customer Payment Method Information To Be Stored And Used Through The Interface rule must be enabled to allow the user to add payment methods for the customer. For more information, see Configuring customer payment method rules.

For more information about the APIs, refer to Javadoc

End-user impact

None.