Manage business customers
After creating a business customer, the user must be able to modify the customer's details.
The following section describes APIs, user exits, services, and other components.
getCompleteCustomerDetailsAPI is called to populate the buyer information which includes Customer ID, Organization Name, Website address, and so on. It also retrieves the DB D-U-N-S Number (a unique nine digit identification number, for each physical location of a business organization), which is displayed as part of customer demographics.Note: The user cannot edit the Customer ID field.
- The Customer Demographics tab includes the Status, Relationship
Type, Customer Level, and Vertical fields, which are populated by
- The Customer Preferences tab includes the allowed currencies,
default currency, shipping preferences, and the tax exemption details.
getCurrencyListAPI is called to retrieve the list of currencies.
- In the Addresses tab, the user can add, edit or delete an address.
When the user chooses to add 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
verifyAddressAPI 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
IsDefaultBillToattribute is set to
getCustomerDetailsAPI. 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 create, edit, or delete
payment methods. These payment methods can be customer's preferred
methods to pay for orders. When the user chooses to create or edit
a payment method, the
getPaymentTypeListAPI is called to retrieve the payment methods defined for the enterprise. The user can select a 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.
manageCustomer API is called to save
the changes to the customer record. When the user saves the changes,
appropriate attributes are passed to the
to update the business customer record. For example, if the user selects
the shipping preference as "Group into as few shipments as possible",
OptimizationType attribute is set to "03" in
the input to the API. This shipping preference is used when the user
captures an order for the customer.
The following section describes the rules that you must configure.
Managing customers is a permission controlled task. For information about administering user group permissions, see Administering user group permissions.
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.