Enter B2B Customer Users
Explanation
This activity is used to connect users to a B2B customer. A single user can
be connected to multiple B2B customers. One of them is set as the Default
Customer.
Prerequisites
Customer has to be flagged as a B2B customer, in order to make a connection on the B2B
User-Customer window.
System Effects
Only users that has a connection here, will be able to perform the customer
related B2B functional flows.
Window
B2B
User-Customer
Related Window Descriptions
B2B User-Customer
Procedure
To connect existing users for a known B2B customer.
- Open the
B2B User-Customer
window.
- Create a new record.
- Enter the User ID manually or via
List of Values.
- Confirm the user name.
- Enter the B2B Customer manually or via List of Values.
- Confirm the customer name.
- Save the record.
To make the B2B user customer connection, default.
- Open the
B2B User-Customer window, query for the
user records.
- Right click and click on the Set Default
option to set the connection as default.