Acumatica Sales Engineer Doug Johnson shares how to deploy and use the Acumatica B2B portal during the sales breakout track at the Acumatica Partner Summit 2015 in Long Beach, California
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
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
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.
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
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
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
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
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
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
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
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
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.