Search for customers
When a customer wants to place an order, users need to determine if the customer already exists. In such situations, the customer search feature can be used to search and select the right customer for the order.
Solution
The following section describes APIs, user exits, services, and other components.
When a user logs in to the application, the organizations to which the user has access are automatically retrieved.
The user can do customer
search from the Customer panel and the Customer Search related task
on the home page of the application. When the user chooses to do a
customer search, the getOrganizationList API is called
to retrieve the list of enterprises. Only if a user has access to
multiple enterprises, the list of enterprises is displayed from which
the user can select the appropriate enterprise and does a search.
Based
on the type of customer that the user wants to search, the user must
enter the appropriate details. When the user does a search, the getCustomerList API
is called to retrieve the customer records that match the search criteria.
If the search results in a single record, the user can view the customer
details. Otherwise, the user must select the appropriate customer
record to view the details. In case of business customers, the getCompleteCustomerDetails API
is called to retrieve the business customer contacts in the Contacts
tab.
Implementation
The following section describes the rules that you must configure.
You can configure Customer Type Search Options to display both
Business and Consumer customer types as the search criteria or set the default customer
type. For more information about configuring Customer Type Search Options
rule in the Order Entry Rules Wizard, see the Sterling Business Center System Configuration.
For more information about the APIs, refer to Javadoc.
End-user impact
Users can find the required customer details.