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versago3:customer_portal

Customer Portal Solution

There are two versions of the solution that can be downloaded from the customer portal under Software>Versago-Bizweaver Template content:

  • VGO-BW Customer Portal SQL: SAP on SQL Server environment
  • VGO-BW Customer Portal HANA: SAP HANA environment.

Please refer to the sections below for more detail information on the solution.

Instructions

  • Versago database connections to vgoCommon, vgoData, and SAP must be configured before import.
  • Bizweaver database connections to vgoCommon, vgoData and SAP must be configured before import.
  • Bizweaver connections to SAP’s Service Layer must be configured before import.
  • Import the Versago package before the Bizweaver package.
  • Ensure to map the correct connections when importing the VGO and BW packages.
  • Each customer user created in Versago must be assigned the correct account filter for customer-specific data access.
  • Update the Crystal Report action link in the My invoice history data view with the included Crystal Report file.
  • Copy the file ServiceLayerErrorResponse.txt to the path C:\ProgramData\Bizweaver\Templates\

Billing

The following objects are included in the Billing category.

  • Pay Invoices: data view that allows customers to pay invoices (VGO's Payment Gateway settings must be configured).
    • BW Workflow integrates to SAP by creating an Incoming Payment.
  • My Aging Summary: customer's invoice aging data view.
  • My Aging Chart: customer's invoice aging chart view.
  • My Invoice History: customer's detail invoice data view.
  • My Credit Note History: customer's detail credit note data view.

Inventory

The following objects are included in the Inventory category.

  • Inventory with Supply Details: data view shows detail information regarding inventory levels.

Purchasing

The following objects are included in the Purchasing category.

  • Request a Quote: allows customer to request a quote.
    • BW Workflow integrates to SAP by creating a Sales Quote.
  • Reorder: allows customer to reorder items based on the last ordered data.
    • BW Workflow integrates to SAP by creating a Sales Order.
  • Place an Order: allows customer to place an order.
    • BW Workflow integrates to SAP by creating a Sales Order.
  • Request a Return: allows customer to create a return request.
    • BW Workflow integrates to SAP by creating a Return Request.
  • My Order History: customer's detail sales order data view.
  • My Quote History: customer's detail sales quote data view.
  • My Shipments: customer's detail deliveries with tracking link.

Service

The following objects are included in the Service category.

  • Register a Product: allows customer to register a product.
    • BW Workflow integrates to SAP by creating an Equipment Card.
  • Place a Service Request: allows customer to request a service call.
    • BW Workflow integrates to SAP by creating a Service Call.

Admin

The following objects are included in the Admin category.

  • My Company Information: allows customers to update company and contact information.
    • BW Workflow integrates to SAP to update Business Partners.

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versago3/customer_portal.txt · Last modified: 2024/07/17 12:46 by dlee