You can define additional customer rules.
About this task
To define additional customer rules:
Procedure
- From the tree in the application rules side
panel, choose Cross Application > Customer > Customer Rules.
The Customer Rules window displays in the work area.
- Click the Other Rules tab.
- In the Service Slot Group Used By Customer
For Slot Preferences field, select from the drop-down list the identifier
of the service slot group that is used to define customer preferences.
- If you want specific users (or members of
a team) to manage the relationship with certain customers, select
the Manual User To Customer Assignment Is Required check box. This
provides the assigned user with access to all of this customer's orders
and related information.
- When you select the Use Parent Customer For
Default Address And Payment check box, and if the customer does not
have default address or payment information set, the parent customer's
default address or payment information will be used for defaulting
on the order.
- Select the Get Customer Grade Information
From Sterling Business Intelligence check box to source customer grades
from Sterling Business IntelligenceTM.
Note: If this check box is selected, ensure that Sterling
Business Intelligence is installed and integrated with Sterling Selling and
Fulfillment Foundation.
If either the installation or integration is incomplete, an error
message is displayed.
If the Get Customer
Grade Information From Sterling Business Intelligence check box is
not selected, customer grades, if available, are sourced from an external
Business Intelligence system and stored in the YFS_CUSTOMER_ANALYTICS
table.
Note: A user exit is provided that enables
customers to override this configuration and implement their own custom
logic for computing and sourcing customer grades. For additional information
about the user exit, YSCGetAdditionalCustomerInformationUE, refer
to the Sterling Selling and Fulfillment Foundation:
Javadocs.
- In the Default User Group For Customer Users field, select
from the drop-down list the user group to be associated with customer
users.
- Click the Save icon.