Deploying and Using the B2B Portal, by Doug Johnson
Download as PPTX, PDF•2 likes•1,526 views
The document outlines the deployment and usage of the B2B portal version 5.0 for Acumatica ERP, detailing the architecture, deployment processes, and security settings. It includes instructions for customizing the portal for user management, inventory, and B2B ordering, along with various use cases for functionalities such as account management and support cases. Careful management of user permissions is emphasized to ensure security.
Deploying and Using the B2B Portal, by Doug Johnson
- 1. Deploying & Using the B2B Portal Doug Johnson Sales Engineer Better Faster Stronger Version 5.0
- 2. Deployment
- 3. Architecture • Database • Same DB as Application • Multi-tenancy • Application • Web site with pages • Runs as a .NET application in IIS Acumatica ERP Acumatica Portal Multi-Tenant Database
- 4. Deployment Process – Create Portal Acumatica ERP Configuration Wizard • Deploy a new site – Similar to ERP deployment, except select ‘create portal’ • Assign URL – Separate application and path
- 5. Deployment Process – Security Acumatica ERP Application • Enable features in portal • Add/remove features screen • Create Roles • External users for added security • Create User Types • Different roles for customer
- 6. Deployment Process – Admin Acumatica Portal • Login as Administrator – Configure general settings – Configure B2B ordering • Modify home page – Create a home page to match your needed look and feel
- 7. Deployment Process – Inventory Acumatica ERP • Add inventory items to portal • Create categories • Add items to categories • Add rich-text descriptions
- 8. Deployment Process – Users Acumatica ERP • Create users • Customer contacts • Vendor contacts • Assign permission • 1 step process • Email notifies user
- 9. Use Cases
- 10. Use Case – Print/View Statements Acumatica Portal • View/print financial documents • Real-time availability • Reports (AR balance report) • Paperless environment • Email-less environment too!
- 11. Use Case – Support Cases Acumatica Portal • Support cases • Create new case • View open cases • See history of cases • Real-time status • Cases update in real-time
- 12. Use Case – Account Management Acumatica Portal • Manage account • Update contact information • Add users • Customer Management • Verify use cases for Customer Accounts and Customer Contacts (might be related to parent accounts!)
- 13. Use Case – B2B Ordering • Acumatica Portal • View order status – See orders and order status • Create new order – Copy existing order – Browse inventory – Simple checkout process
- 14. Add Vendor Screens and Access • Add Vendor Section to Portal • Vendors – Vendor Price Worksheet – Vendor Bills • Add Vendor User – Note permissions Caution: permissions must be closely managed
Editor's Notes
- #2: In this session we demonstrate how to deploy the customer portal in Acumatica with the new B2B ordering functionality. Once deployed, we review several use cases and best practices for using the portal.
- #5: Perform application maintenance View site you want to create portal for, review Database Click new and connect to database Step 1: select existing database, and connect Step 2: click new company Step 3: review installed companies, click next (selected company will be given portal capability) Step 4: skipped (assuming advance button not clicked) Step 5: specify database connection Step 6: specify ‘Create Portal’ by clicking checkbox and enter URL for your portal Step 7: add to a particular application pool Step 8: review and confirm
- #6: Configuration > Common Settings > Licensing > Enable/Disable Features (CS.10.00.00) Add customer portal and sub-features Configuration > User Security > Manage > User Roles (SM.20.10.05) Show permissions for portal user in Access Rights screen Configuration > User Security > Manage > User Types (EP.20.25.00) Explain how this simplifies setup
- #7: Navigate to portal > Configuration > Portal Site Management > Portal Preferences (SP.80.00.00) Set general settings and B2B ordering settings Home page Wiki article: Configuration > Document Management > Wiki Articles Status: Published Wiki Name: Web_Site ID: SP_00_00_00 New in 5.0 Home page setting to allow selecting Wiki as home page
- #8: Distribution > Inventory > Setup > Manage > Item Sales Categories (IN.20.40.60) Add tree structure of categories Distribution > Inventory > Work Area > Manage > Stock Items (IN.20.25.00) Tab Attributes: add sales categories, pictures, etc. Tab Description: add rich-text to describe item as it will appear in the portal
- #11: User: malone Portal > Finance > My Statements (SP40.46.00) Select from date: 01/01/2013 Portal > Finance > My Documents (SP.40.20.00) Show open documents and AR Aged Past Due User: admin (in ERP site) Create new AR document and release it Show immediately available in list
- #12: User: malone Portal > Support > Closed Cases (SP.20.40.10) Drill into support case Portal > Support > New Case (SP.20.30.00) Create new case (billing) User: admin (in ERP site) Show new case immediate created Workflow can assign and notify owner Update case Return to portal (user: malone) Show open case and updated data
- #13: User: malone Portal > Support > My Account > Company Profile (SP.40.80.30) Update data, immediate added to database and reflected in ERP Optional: login to ERP as admin and show customer record Portal > Support > My Account > Contacts (SP.40.80.40) Modify contact Add new capability is turned off by default
- #14: User: malone Portal > Orders > Explore > My Orders (SP.70.00.03) Flow 1: Copy Existing Order Select Order (do not select quote) Click button “Copy Order to Cart” Click button “Proceed to Checkout” then “Continue” then “Submit Order” Return to My Orders to show order Optional: login to ERP and admin and show order in SO module Portal > Orders > Shop > Catalog (SP.70.00.00) Flow 2: Shop Inventory Click an item (laptop computer) Select quantity and click “Add to Cart” Return to main catalog screen – cart contains items Go to My Cart (SP.70.00.01) Notice that inventory is not in stock at warehouse (if selected AACOMPUT01) Process Order
- #15: User: admin (main ERP site or Portal site) Portal > Configuration > Customization > Portal Map (SM.20.05.21) System > Customization > Manage > Portal Map (SM.20.05.21) Navigate to RevisionTwo > Finance > Finance > Work Area Add segment called “Vendors” – click expand Save then select Vendors Add AP Bills screen and Vendor Price Worksheet Enter AP.30.10.00 and Title, rest completes automatically Enter AP.20.20.10 and Title Click expand checkbox at end of row In Main ERP, give Vendor (AAVENDOR) access to portal Finance > AP > Manage > Vendors (AP.30.30.00) Select Contacts tab Click Bob Miller – pop-up opens Navigate to User Info tab – add portal access Return to portal and login as Bob Miller Note that he does not have access to both screens Login as admin (now you can see both) Go back to main site, add permissions to screen if needed Note: this give access to all information on screens. Need to limit access so specific vendors.