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--- versago3:customer_portal [2024/03/13 12:33]
dlee [Versago]
+++ versago3:customer_portal [2024/07/17 12:46] (current)
dlee [Instructions]
@@ Line 1: / Line 1: @@
 ====== Customer Portal Solution======
-There are two versions of the solution that can be downloaded from the customer portal under Software>Versago-Bizweaver Template content:
+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.
@@ Line 14: / Line 14: @@
   * 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\
@@ Line 22: / Line 25: @@
     * //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.
-===== Banking =====
-The following objects are included in the Banking category.
-  * **Customer Payments**: payments data view that retrieves SAP AR invoices. Demonstrates Versago's payment functionality.
+===== Inventory =====
-    * //Sub-records//
+The following objects are included in the Inventory category.
-      * AR Invoice Details: detail lines for invoice.
-  * **Payments**: workflow that creates an SAP incoming payment.
-  * **Payments-(SL mapper)**: same as above. It demonstrates the use of BW's Service Layer connector.
-===== Business Partners =====
+  * **Inventory with Supply Details**: data view shows detail information regarding inventory levels.
-The following objects are included in the Business Partners category.
-  * **Create BP**: form to create an SAP business partners.
+===== Purchasing =====
-  * **BP Maintenance**: data view that retrieves SAP business partners.
+The following objects are included in the Purchasing category.
-    * //Sub-records//
-      * BP Contacts: shows list of current contacts with action links to add and update contacts.
-    * //Action Links//
-      * Update BP: form to change BP info.
-  * **Business_Partners**: workflow to create and update business partners.
-  * **Business_Partners_Contacts**: workflow to create and update business partner contacts.
-===== Marketing Documents =====
-The following objects are included in the Marketing Documents category.
-  * **Add Marketing Document**: form to create SAP marketing documents. Sales orders, AR invoices, purchase order, and AP invoices are included.
+  * **Request a Quote**: allows customer to request a quote.
-  * **Marketing_Documents**: workflow to create marketing documents. The following types have been implemented
+    * //BW Workflow// integrates to SAP by creating a Sales Quote.
-     * Sales Order
+  * **Reorder**: allows customer to reorder items based on the last ordered data.
-     * AR Invoice
+    * //BW Workflow// integrates to SAP by creating a Sales Order.
-     * Purchase Order
+  * **Place an Order**: allows customer to place an order.
-     * AP Invoice
+    * //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.
-===== Versago Admin=====
+  * **Register a Product**: allows customer to register a product.
-The following objects are included in the Versago Admin category.
+    * //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.
-  * **Account Filters**: retrieves account filters used in data views.
-  * **Data View Links**: retrieves action links configured in data views.
-  * **Lookup in Forms**: retrieves lookup data views used in forms.
 ----
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