Legacy platform

Modifying customer details

If it is necessary, a user can modify the customer details after creating an opportunity or a quote.

After an opportunity or a quote is created, a Field Sales Representative may have to modify the details of a customer in the opportunity or the quote. For example, if the address of a customer has changed, a Field Sales Representative may have to make the required modifications in the opportunity or the quote.

Solution

A user can modify the details of a customer by performing the following tasks:

  • Assigning a different contact to a business customer
  • Modifying the address of a business customer or consumer customer

A user can assign a different contact to a business customer. The getCustomerDetails API is called to populate the Contact drop-down list in the Opportunity Details screen. A user can also create a new contact and assign the contact to the business customer in the Add New Contact dialog box.

A user can modify the address information of a business customer or a consumer customer in an opportunity. A user can either select an existing address or add a new address for the customer or the contact. The getCustomerDetails API is called to populate the Existing Addresses drop-down list in the Edit Address dialog box.

In the Add New Contact dialog box and the Edit Address dialog box, the names of the city and state in which the customer or the contact resides can be derived from the country or region and Postal Code fields, if the enterprise has defined a region schema in the Channel Applications Manager.

The getRegionList API is called to retrieve the names of the city and state. The region schema that is called corresponds to the enterprise to which the user belongs. If multiple values are retrieved for the city and state names, the first value returned by the getRegionList API is displayed.

When an address is either added or modified, the verifyAddress API is called to verify the address. If the address verification fails and the Address Verification System (AVS) returns multiple addresses, the user can select an address from the list. The manageCustomer API is called to save the changes made to the contact and address information of a customer. When a new address is added for a customer or a contact, it is saved against the customer or the contact as an additional address. If the AllAddressesVerified flag is passed as ''Y'' in the input XML of the verifyAddress API, Sterling™ Field Sales does not attempt to verify any addresses on the opportunity or quote unless any of them is changed.

The manageOpportunity API is called to save the changes made to the opportunity.

Solution of address verification user exit

The YCDVerifyAddressWithAVSUE user exit allows Sterling Field Sales to interact with the external AVS. The YCDVerifyAddressWithAVSUE user exit is called from the verifyAddress API. The user exit returns an XML output, which is the same as the verifyAddress API output. For more information about the YCDVerifyAddressWithAVSUE user exit, see the IBM Sterling® Order Management: Javadoc.

The AVSReturnCode attribute returned by the verifyAddress API and the YCDVerifyAddressWithAVSUE user exit can have the following values:

  • VERIFIED if the address is valid.
  • FAILED if the address is not valid.
  • AVS_DOWN if the AVS system could not be connected with.

End-user impact

Based on the configuration, the State field is displayed as a drop-down list or a box in the Add New Contact dialog box and the Edit Address dialog box.

Implementation

This section explains the configurations for this functionality:

  • You can configure the region schema to be used for deriving the names of the city and state when a user enters the address of a new contact for a business customer or modifies the address of a customer.
  • You must implement the YCDVerifyAddressWithAVSUE user exit to verify the addresses with the AVS.