Portal Defaults Edit MBBZ

Use this screen to enter details of the default codes to be used to support the e-customer portal.

The portal uses some standard back end diary and BEM functionality and requires the following codes to be set up for each company using portals:

Diary Type - Enter a diary type to be used by the Customer portlet application when it generates diary entries to record portlet contact from customers. It would be sensible to use a diary type that allows you to record Portlet related diary entries separately from other entries.

Diary Contact Code - Enter a diary code to be used by the Customer portlet application when it generates diary entries to record portlet contact from customers. It would be sensible to use a diary code that allows you to record Portlet related diary entries separately from other entries

Diary Credit Request Code - Enter a diary code to be used by the Customer portlet application when it generates diary entries to record a customer request for Credit via the customer portlet. It would be sensible to use a diary code that allows you to record Portlet related diary entries separately from other entries.

Query Code - Enter here a query code to be used by the Customer Portlet application when generating queries against transactions. It would be sensible to choose a query code that allows you to separately record queries directly created by customers from other queries.

The Customer Portlet can be deployed where Accounts Receivable is in place, or where Cash Receipting is in place.

Cashier Group - Where Cash Receipting is in use it is necessary to enter here a default cashier group that will be used to determine the pool of cashiers that can be used by the customer portlet for cash receipting data entry. The customer portlet will first acquire a cashier from the pool before any processing takes place, and once processing is completed the cashier will be released back to the pool for another portlet session to use.

Element - Where Intra Company Account (ICA) processing is in use, enter here a default element that will be used in the creation of cash transactions via the customer portlet. The element will be used when a payment via credit card is received through eCustomer. This element will default onto the cash allocation header to allow a cash transaction to be created and allocated to the selected transactions.

Location - Enter here a default location that will be used in the creation of transactions via the customer portlet. The location will be used when a payment via credit card is received. This location will default onto the cash allocation header to allow a cash transaction to be created and allocated to the selected transactions.

If you define specific codes as Portal Codes, then you will have a method of identifying the portal activity from within the customer diary enquiries.

If not described elsewhere in this topic, click in the field and press F1 to view a description. See Common Fields for more information.

Fast prompt allows you to quickly view a list of options for certain fields.

NOTE Field visibility can be defined by your System Administrator, so not all fields documented may be shown.

See Using the Command Line on opening the screen without going through the menu.