Goal:
iStore
business (B2B) user who can access multiple customer accounts which is also
known as Multi customer Access
Solution:
With
the Multi customer Access feature, an iStore B2B user can view and place orders
on behalf of multiple customers using a single login id. The B2B user can log
in to the iStore Customer application and view or place orders for their
default customer, and then use the switch customer interface in the Welcome Bin
to view or place orders for another customer.
iStore: Multi Customer Access Setup
|
Profile Option Name
|
Site Level
|
|
IBE : Multi customer
Access
|
Yes
|
|
IBE: Use Welcome Bin
|
Yes
|
|
HZ: Enable DQM Party
Search
|
Yes
|
|
DQM Match Rule for Online
Duplicate Identification
|
SAMPLE: SIMILAR_PERSON
|
|
HZ: Duplicate Allowed
|
No
|
|
HZ: Enable Duplicate
Prevention at Party Creation
|
Person or Organization
|
|
HZ: Match Rule for Contact
Duplicate Prevention
|
SAMPLE: SEARCH
|
|
HZ: Match Rule for
Organization Duplicate Prevention
|
SAMPLE: SEARCH
|
|
HZ: Match Rule for Person
Duplicate Prevention
|
SAMPLE: SEARCH
|
Run the below concurrent programs
"DQM Compile Match
Rules"
"DQM Staging
Program" with option STAGE_ALL_DATA
"DQM Synchronization
Program"
"DQM Index Optimization
Program"
STEP 1:
Identify
the existing customer that employs the existing contact, this will be known as
the “from Customer Contact”.
Navigation
·
On
the Customers Tab, perform a simple search (Customer Type of Organization ) for
the Customer that has an existing relationship with the contact
·
Select
the Customer radio button for the desired Customer after performing the search
·
The
available Account(s) for the Customer will be displayed below
·
Click
on the Account Details icon on the Customer Search page
STEP 2: Identify the “from Customer Contact” for a specific Account:
Navigation
·
On
the Receivables – Account Details Page, Click on the Communications Tab
·
A
list of Account Contacts for the Customer will be displayed
·
Determine
the Account Contact that you want to use as the “from Customer Contact”
·
Click
on the Details icon for that Account Contact On the Receivables – Account
Contact Details Page, note the following Contact Information:
o
First
Name
o
Last
Name
o
Job
Title
o
Address
(Street, City, State, Postal Code, Country)
·
Now
that you have identified the “from Customer Contact”, you will assign them as
the “to Customer Contact”
STEP 3: Create a new relationship between the “from Customer
Contact” and an existing Customer:
Navigation
·
Back
on the Customers Tab, perform a simple search (Customer Type of Organization )
for an existing Customer that will be receiving the new relationship (of
Self Service) with the “from Customer Contact”
·
Select
the Customer radio button for the desired Customer after performing the search;
this will be known as the “to Customer”
·
The
available Account(s) for the “to Customer” will be displayed below
·
Click
on the Account Details icon on the Customer Search page
STEP 4: Identify a specific Account for the “to Customer”:
Navigation
·
On
the Receivables – Account Details Page, Click on the Communications Tab
Click on the Create Contact button
Click on the Create Contact button
·
Enter
the IDENTICAL information that was noted for the “from Customer Contact”, that
being:
o
First
Name
o
Last
Name
o
Job
Title
o
Address
(Street, City, State, Postal Code, Country)
·
Click
on the Apply button
·
You
will be prompted on the next page, which is the Create Account Contact page to
either Create a New Person or to Use an Existing Person
·
Click
on the Use Existing Person button and the Select Focus region will appear
·
Click
on the Select Focus radio button which corresponds to the “from Customer
Contact”
STEP 5: Assign our “to Customer Contact” with a Self Service
Contact Role:
Navigation
·
Once
we add the Contact to the “to Customer ” there is a new relationship
·
To
create a Contact Role, on the Account Contact page for the “to Customer ”,
click on the Add Another Role button in the Contact Roles region.
·
From
the Role drop-down menu, select “Self Service User”
·
Click
on the Apply button; this saves the role for the Contact
·
You
will be navigated to the Account Detail page
·
Click
on the Apply button; this saves the Account and Contact role relationship for
the “to Customer ”
STEP 6: Verifying the data setup for a “Self Service” Contact Relationship
Using an Oracle Customers Online (OCO) as a reference application, you can perform the following:-
Navigation
Oracle
Customers Online Superuser ->In the Organizations Search enter the “to
Customer ” from the prior steps and click on the Go button ->Click on the
link for the “to Customer ”->Click on the Visualize Relationships button->Once
the screen has launched click on "Has Contact"->You should now see
the newly created user in the list
Note
that the “from Customer Contact” now has a Self Service Role and relationship
with the “to Customer
STEP
7: Check that the
two customer accounts have a relationship
In
Oracle Customers Online (OCO) query the Customer ->Select Update->Select
Accounts hyperlink
Select Account number > Update ->Scroll down to Account Relationships
Select Account number > Update ->Scroll down to Account Relationships
·
There
must be an entry here for the Account number
·
if
not select the Create Relationship button and apply
