Entering B2B/WOE Remote Order Entry Parameters

Use the B2B/WOE Remote Order Entry Parameters window to enter additional Web Commerce information for a customer. Many entries on this window are used to override control maintenance records. Overriding global settings lets you customize Web Commerce for each customer.

The WOE.MAINT authorization key controls access to this window.

This topic describes how to complete the following tasks for a customer:

If you use the Business Connect XML companion product, see Setting Post Locations for XML Customer Transaction Documents to enter posting locations for your customer transactions.

To assign B2B or web parameters to a customer:

  1. From the Maintenance menu, select Customer and open a customer maintenance record.

  2. From the Edit menu select RemoteOrder Entry Parameters to display the Remote Order Entry Parameters window.

  3. From the Edit menu, select WOE Information to display the B2B/WOE Remote Order Entry Parameters window.

  4. Specify the B2B/WOE remote order entry parameters according to the following descriptions: 

Field or Check Box

Description

B2B/WOE Password

The password a customer uses to access your Web Commerce site or to make B2B inquiries. A ship-to customer can use your web site without a password if they use the bill-to customer's password.

Passwords must be at least six characters.

WOE A/R Information Password

The password to view accounts receivable information. If you leave this field blank, the A/R information is not password protected. This password must be different from the password in the B2B/WOE Password field. The system checks both bill-to and ship-to accounts for the password, and after the customer enters the password, the A/R information remains available during that web session.

Show List Price in Web Order Entry

If set to Yes, Web Commerce shows list prices, in addition to customer's prices, for items on an order or bid. If set to No, Web Commerce shows only the customer's price.

Leave this field blank to use the setting in theDisplay List Price In WOEcontrol maintenance record. If the control maintenance record is blank, the default setting is not selected.

Force Information To Be Entered On CC Page

If set to Yes, Web Commerce requires credit card information for this customer to place an order.

If this field is blank, the system uses the setting in the Force Info To Be Entered On The WOE Credit Card Pagecontrol maintenance record.

Require Ordered By

If set to Yes, Web Commerce requires the order writer to enter ordered by information on the Shipping Information page when placing a web order.

If this field is blank, the system uses the setting in the Require Ordered By In WOEcontrol maintenance record.

If you require ordered by information, and set up authorized personnel, only the authorized personnel can place an order.

Allow Creation Of New Ship-To Customers

If set to Yes, the customer can create new ship-to accounts in their customer file on the Choose a Shipping Address page on the Web Commerce site.

If this field is blank, the system uses the setting in the Allow Creation Of New Ship To Accounts In WOEcontrol maintenance record.

For a contact, the system uses the Allow Ship-To Creation field in the Contact WOE Parameters window for that contact. If the contact record field is left blank, then the system uses the setting in this field for the customer.

Hide Order History Button

If set to Yes, the Web Commerce site does not include a Order History button that displays all previous invoices, shipping and billing information, order items, and so on.

If this field is blank, the system uses the setting in the Hide Order History In WOEcontrol maintenance record.

For a contact, the Hide Order History Button field in the Contact WOE Parameters window for that contact is used. If the contact record field is left blank, the system uses the setting in this field for the customer.

Hide Account Inquiry Button

If set to Yes, the Web Commerce site does not include an Account Inquiry button that displays invoice details, cash receipts, deposits, and shipping and billing information.

If this field is blank, the system uses the setting in the Hide Account Inquiry Button In WOEcontrol maintenance record.

For a contact, the Hide Account Inquiry Button field in the Contact WOE Parameters window for that contact is used. If the contact record field is left blank, the system uses the setting in this field for the customer.

Hide Stock Products With Zero Pricing

If set to Yes, the Web Commerce site does not show stock/catalog products that have a price of zero. Set this field to Yes to prevent orders of unpriced products. When

Prevent Modification of Non-WOE Bids

Prevents or allows the customer contacts with web commerce access to modify bids entered for this customer from the Eclipse system. If set to Yes, the customer can only modify bids that were created by this customer in web commerce. Bids created in the Eclipse system display without the Modify Bid button.

If this field is blank, the system uses the setting in the Prevent WOE Customers From Modifying Non-WOE Bidscontrol maintenance record.

For a contact, the Prevent Modification of Non-WOE Bids field in the contact record is used. If the contact record field is blank, the system uses the setting in this field.

Note: If the contact record field is set to No, you cannot override it at the customer level. You must clear the field in the contact record for the setting in the customer record to take effect.

Display PDW Products

Applies to Web Commerce.

If set to Yes, products in the Product Data Warehouse display for the customer.

If set to No, the system uses the setting in the Display PDW Products In WOEcontrol maintenance record.

Display Catalog Products

Applies to Web Commerce.

If set to Yes, catalog products display for the customer.

If this field is blank, the system uses the setting in the Display Catalog Products In WOEcontrol maintenance record.

Enable Ship Branch Override

Applies to Web Commerce.

Prevents or allows customer contacts to override the shipping branch on the Shipping Information page.

  • Yes - Allows customer contacts to override the shipping branch when placing a web commerce order.

  • No - Prevents customer contacts from overriding the shipping branch when placing a web commerce order.

Leave this field blank to use the setting in the WOE Ship Branch Overridecontrol maintenance record. If the control maintenance record is blank and the Enable Ship Branch field in the Contact WOE Parameters window is blank, the default setting is No.

Enable Ship-to Editing

Applies to Web Commerce.

Prevents or allows customer contacts to edit existing ship-to information for the current web order on the Web Commerce site.

  • Yes - Allows customer contacts to edit ship-to account information.

  • No - Displays ship-to account information as view only on the web site.

For a contact, the system uses the setting in the Enable Ship-to Editing field on the Contact WOE Parameters window for that contact. If the contact record field is blank, then the system uses the setting in this field. If this field is blank the system uses the setting in the bill-to customer record. If that setting is also blank, the system uses the setting in the Allow Editing Of Existing Ship-To Accounts In WOEcontrol maintenance record.

Display ID

(Level 1 Web Sites only). Displays predefined product categories assigned to a display ID in Product Category Display Order.

Maximum Ship-Tos Listed Per Page

The maximum number of ship-to accounts to list on a single web page.

  1. Save your settings and return to the Customer Maintenance window.

  2. Save the customer record and exit the window.

To define users the customer can message from the web site (Level 1 Web Sites only):

  1. From the Maintenance menu, select Customer and open a customer maintenance record.

  2. From the Edit menu select RemoteOrder Entry Parameters to display the Remote Order Entry Parameters window.

  3. From the Edit menu, select WOE Information to display the B2B/WOE Remote Order Entry Parameters window.

  4. In the Message Users area enter or select one user ID or message group per line that you want the customer to be able to message from the web site.

If one or more people are listed, the Account Info Page displays a Message Users option. Selecting the option displays the Message Users page, where the customer can enter and send an e-mail to any user you define in the Valid Users screen.

  1. Save your settings and return to the Customer Maintenance window.

  2. Save the customer record and exit the window.

To set a message that displays when the customer logs in to the web site:

  1. From the Maintenance menu, select Customer and open a customer maintenance record.

  2. From the Edit menu select RemoteOrder Entry Parameters to display the Remote Order Entry Parameters window.

  3. From the Edit menu, select WOE Information to display the B2B/WOE Remote Order Entry Parameters window.

  4. In the Login Message area, enter the contents of the message to display when the customer logs in to your web site.

Note: The message you enter here also displays when Remote Order Entry users log in to Eclipse or Solar Eclipse.

  1. Save your settings and return to the Customer Maintenance window.

  2. Save the customer record and exit the window.

To specify a log off URL:

  1. From the Maintenance menu, select Customer and open a customer maintenance record.

  2. From the Edit menu select RemoteOrder Entry Parameters to display the Remote Order Entry Parameters window.

  3. From the Edit menu, select WOE Information to display the B2B/WOE Remote Order Entry Parameters window.

  4. In the WOE Logoff URL field, enter the URL you want to display for the customer when they log off your web site. The URL you enter here is used instead of the URL assigned in the World Wide Web Home Page WWW URL control maintenance record when a user logs out of the web site.

  5. Save your settings and return to the Customer Maintenance window.

  6. Save the customer record and exit the window.

See Also:

Setting Remote Order Entry Parameters

Control Maintenance Records for Web Commerce

Editing Web Pages