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--- versago3:customer_portal [2023/11/28 14:08]
dlee created
+++ versago3:customer_portal [2024/07/17 12:46] (current)
dlee [Instructions]
@@ Line 1: / Line 1: @@
-====temp==
+====== Customer Portal Solution======
+There are two versions of the solution that can be downloaded from the [[https://portal.twbs.com/|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.
+----
+**[[versago3:Home|Home]]**

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