Change customer options

Solution

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

A user can change the customer options by using the "Change Customer Options" related task on the Order Summary screen. However, this task is visible to the user only if customer information is present on the order. The user can choose to allow tax exemption and also change the Tax exemption code for consumers. Additionally, for business customers, users can also enter or modify the purchase order number. When the Change Customer Options screen loads, the getCompleteOrderDetails API is called to retrieve customer options for the order. The API returns the TaxExemptFlag and CustomerPONo attributes. If the value of TaxExemptFlag attribute is N, the user cannot provide tax exemptions to the customer.

The getCompleteOrderDetails API also returns the modification permissions. If the TAX modification type is allowed, the user can change the customer options.

When the user confirms the changes, the changeOrder API is called to apply the tax options to order. If the customer options are saved successfully, a default note is logged automatically. For more information about automatic notes logging, see Automatic notes logging.

based on whether taxes are applied at the header level or the line level, implement either the YFSRecalculateHeaderTaxUE user exit or the YFSRecalculateLineTaxUE user exit to recalculate taxes after the tax exemption code is entered.

Implementation

The following section describes the rules that you must configure.

You must enable the "Change Tax" status modification rule to allow a user to change customer options. For more information, see the Configuring Distributed Order Management.

Changing customer options is a permission-controlled task. For more information about administering user group permissions, see the Administering user group permissions.

Configure order entry rules to enable tax options for customers. For more information, see the Sterling Business Center System Configuration.

For more information about the APIs and user exits, see the Javadoc.

You can configure a default note to be logged automatically when customer options are changed. For more information, see Automatic notes logging.

End-user impact

None.