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Electronic Invoice Presentment and Payment
Account
Miscellaneous

Account

Release 7.0

My Account

scMyAccount sc-my-account

This control is used to render My Account dashboard as well as the following. The widget requires the user to be authenticated. Therefore, it must be placed on a page with authentication permissions.

  • Edit billing address
  • Edit profile
  • Contacts maintenance
  • Credit card maintenance
  • Bank account maintenance
 

My Account

Sample Views
1- Dashboard

A dashboard is a user interface which displays frequently used information that may change on a frequent basis. Most dashboard information will be available to both customer and consumer type records.  Each section of the dashboard is explained below.

Product List - A product list is a group of items the user wishes to group together for whatever reason. The dashboard will display the first three product lists. This dashboard data is available for both customer and consumer type company web accounts.

Saved Carts - The user can create a saved cart anytime they have a group of products in their cart, but they aren't ready to finalize the purchase for whatever reason. The dashboard will display the first three saved carts.  This dashboard data is available for both customer and consumer type company web accounts.

Shopping Cart - The shopping cart is a listing of items that the user is currently intending to purchase. This dashboard data is available for both customer and consumer type company web accounts.

Total Purchases - The total purchases information groups orders into a graphical form to allow the user to visualize purchasing trends. Orders are included into this information if they meet the document type restrictions setup in the Management Console and if they are not considered canceled (all lines on the order have a last status greater than or equal to the status for canceled line in the Management Console). The graph may be viewed in the following intervals based on the number of days:

 Daily - 7 days

Weekly - 30 days

Weekly - 45 days

Monthly - 60 days

Monthly - 180 days

Monthly - 365 days

 The web account must have permission to view shopping history to work with total purchases information.  If the web account does not have this permission (or if there are no orders that meet the criteria mentioned above) this section of the dashboard will not be visible. This dashboard data is available for both customer and consumer type company web accounts.

Recent Orders - Orders are included in this information if they meet the document type restrictions setup in the Management Console.  Recent Orders may include canceled orders based on Management Console settings to display or hide canceled lines as well as canceled line status. This dashboard data is available for both customer and consumer type company web accounts.

Open Invoices - An open invoice is an invoice that does not have a zero balance due.  If the web account has either the pay invoices or view invoice history permission granted this section will be visible.  If the web account does not have either permission (or if they have no invoices with amount due <> 0) this section will not be visible. This dashboard data is available for only customer type company web accounts.

Quotes - A quote is a request from your customer to you for special orders and/or special pricing typically based on massive purchase quantities or frequency.  Quote processing is a module that must be purchased and requires a SPC to function.  Therefore, if you have not licensed Quote Processing this section of the dashboard will not be visible.  If you have licensed this module you must ensure that the Management Console is configured with a valid P4210 version for quotes.  Then, if the user has permissions to either quote orders or quote conversions this section will be visible. This dashboard data is available for only customer type company web accounts.

Returns - A credit order (aka return) is a mechanism used by customers to return merchandise in exchange for their money back. If data is available this section will be displayed. 

Account Aging - This section of the dashboard will graphically display the user's AR balances (F03B15) into aging buckets for review. The web account must have permissions to view account balance otherwise this section will not be visible. This dashboard data is available for only customer type company web accounts.

sc-my-account_dashboard-view-mb
2- Customize Dashboard
The customized dashboard will only show the elements configured to show.
3- Dashboard empty state
When the dashboard elements have no records the dashboard is in an empty state.
4- Edit Profile
If the user has permissions My Profile information may be edited.
sc-my-account_edit-profile-view-mb
5- Change Password Modal
When the user click Change Password this modal appears.  Once the information is entered the user will click Change.
6- Default Shipto Selection Modal
With permission the user will be able to select the default ship to for the account.
7- Edit Bill To
With permission the user will be able to edit the Bill To information for the account.
sc-my-account_edit-bill-view-dsk-03
8- Edit Phone Modal
With permission the user will be able to edit phone number information for the account.
9- Ship To List
A ship to is a physical location where the user wants the product(s) they purchase from your business to be delivered. The Ship To listing will show all addresses related to the web account.  Ship to's may be sorted by all fields available.  Ship to's may also be filtered by Active and Inactive.
sc-my-account_shipto-list-mb-01
10- Add Ship To
With permission the user will be able to add a ship to on the account.
sc-my-account_add-shipto-mb
11- Edit Ship To
With permission the user will be able to edit a ship to record.
sc-account_edit-shipto-mb
12- Credit Card List
The Credit Card List will show all credit cards stored on file for the account.  They may be filtered by Active or Expired.  The user may also sort the records as needed. Pressing the vertical ellipsis will allow the user to edit or delete a record.
sc-my-account_credit-card-list-mb
13- Add Credit Card
With permission the user will be able to add a credit card on file for the account.
sc-my-account_add-hosted-cc-mb-02
14- Edit Credit Card
With permission the user will be able to edit a credit card on file for the account.
sc-my-account_edit-credit-card-mb
15- Bank Account List
The Bank Account List shows all bank accounts saved on file for the web account. The listing may be sorted by the available columns. The records may also be filtered by Active or Expired.
16- Add Bank Account
With permission the user will be able to add a bank account for the web account.
17- Edit Bank Account
With permission the user will be able to edit a bank account associated to the web account.
18- Contact List
An authorized buyer or contact is someone that the user wants to associate directly to their account. The Contact List will show all contacts associated to the (company) web account.  The records may be sorted by any available column. The user may also filter the records by Active, Inactive, or Without Web Account.
sc-my-account_contact-list-view-mb
19- Add Contact
With permission the user will be able to add a contact to the account.
sc-my-account_add-contact-view-mb
20- Edit Contact
With permission the user will be able to edit information relating to a contact on the account.
sc-my-account_edit-contact-view-mb
Announcements to Display
Defines if the control displays all, new, or prompt announcements. Default value is new.
Max Records to Display on Dashboard Compacts
From all records, display only first n. Default will be 5 orders.  If the value is set as 0 then the application will display 5. (Announcements, Shopping Cart, Wish List, Saved Carts, Shopping History, Returns, Quotes, Invoices, etc)
Display SideBar
Defines if the SideBar section is displayed in the Dashboard view. This property is contained under the Account designer option.
Display Companies

Defines if the Companies section is displayed in the Dashboard view. This property is contained under the Account designer option.

Display Annouuncements
Defines if the Annouuncements section is displayed in the Dashboard view. This property is contained under the Account designer option.

 

Display Ship To's
Defines if the Ship To's section is displayed in the Dashboard view. This property is contained under the Account designer option.

 

Display Payments
Defines if the Payments section is displayed in the Dashboard view. This property is contained under the Account designer option.

 

Display Contacts
Defines if the Contacts section is displayed in the Dashboard view. This property is contained under the Account designer option.

 

Display Product List
Defines if the Product List section is displayed in the Dashboard view. This property is contained under the Account designer option.

 

Display Saved Carts
Defines if the Saved Carts section is displayed in the Dashboard view. This property is contained under the Account designer option.

 

Display Invoice History
Defines if the Invoice History section is displayed in the Dashboard view. This property is contained under the Account Receivable designer option.

 

Display Purchases Graph
Defines if the Purchases Graph section is displayed in the Dashboard view. This property is contained under the Account Receivable designer option.

 

Display Account Balance
Defines if the Account Balance section is displayed in the Dashboard view. This property is contained under the Account Receivable designer option.

 

Display Open Invoices
Defines if the Open Invoices section is displayed in the Dashboard view. This property is contained under the Account Receivable designer option.

 

Display Recent Orders
Defines if the Recent Orders section is displayed in the Dashboard view. This property is contained under the History designer option.

 

Display Recent Quotes
Defines if the Recent Quotes section is displayed in the Dashboard view. This property is contained under the History designer option.

 

Display Return History
Defines if the Return History section is displayed in the Dashboard view. This property is contained under the History designer option.

 

Display Shopping Cart
Defines if the Shopping Cart section is displayed in the Dashboard view. This property is contained under the Other designer option.

 

Notify web user when profile information is changed from website
Ecommerce > Settings
Determines if an email will be sent to the user when web account has changed from the website.
Display announcements from last n days
Ecommerce > Settings
Indicates the number of days an announcement will be displayed past its published date. If 0 then all announcements will be displayed.
Store Companies
Profile > Account Receivable
Companies for which information will be displayed.
Invoice Document Restrictions
Profile > Account Receivable
Limits the invoice types to display in Invoice History and Invoice Payments.
Individual Main Phone Type
Profile > Individual
Designates the type of phone number being added for an individual.  For example business, cell, or home.
Sales Order Document Restrictions
Sales > Settings
Sales order types to display in Order Status / Shopping History.
Allow Foreign Transactions
Sales > Settings

Determines if orders can be recorded in a currency other than the base currency of the company. Possible Options are:

  • Yes - Allow and display foreign currency. For customers currency will pull from the customer master.  For consumers the currency will pull from the default customer assigned in the Management Console.
  • No - Do not allow or display foreign currency
Sales Order Display cancelled lines
Sales > Settings
When displaying details of a sales order canceled sales order lines can be displayed or hidden from web user.
Decimal Places to Display Totals
Sales > Settings
Determines how many decimal places are displayed for totals.
Notify web user when profile information is changed from Management Console
Ecommerce > Settings
Determines if an email will be sent when profile is changed from within Management Console.

 

Display product number
Inventory
For CMS stores this is the product number that will be displayed upon entry and validation of a product. For Electronic Invoice Presentment and Payment (EIPP) stores this is the product number shown in order and invoice history. This is also the product number that will be used throughout the Management Console. 
View Shopping History
If the web user does not have permission to view order history then Shopping History option is hidden.
Pay Invoices
Determines if the web user is allowed to pay invoices.
View Contacts
If web user does not have permission to view contacts then contacts summary is hidden.
Add Credit Card
If user does not have permission to add new credit cards the option is hidden.
View Account Balance
If the web user does not have permission to View Account Balance then Account Balance option is hidden.
Modify Bill To Address
If the does not have permission to modify the bill to address then the user can edit only shipping instructions. If user is a company then Company Preferences can also be edited. This permission does not impact phone maintenance.
Add Bill To Phone
If user does not have permission to add bill to phones then add new option is hidden.
Modify Bill To Phone
If the web user does not have permission to modify bill to phones then edit and delete options are hidden.
View Invoice History
If web user does not have permission to View Invoice History then the user is redirected to an internal error page where an error message is displayed. (“You are not authorized to execute this action”).
View Credit Cards on File
If web user does not have the permission to view credit cards on file then the section is hidden.
Add New Bank Accounts On File
Determines if web user has permission to add new bank accounts on file.
Modify Bank Accounts On File
Determines if the web user has permission to modify bank accounts on file (ACH).
Modify Contact
If the web user does not have permission to modify contacts the edit contact option is hidden.
Add Contact
If user does not have permission to add new contacts the option is hidden.
Sales Person Continue Buying for Yourself
Determines if the sales person can choose to continue buying for themselves and not on behalf of a specific client. 
Account Administrator
With permission Administrator may modify permissions for contacts.
Schedule Invoice Payments
Determines if the web user will be allowed to schedule (future) payments.
Modify Credit Cards
If the user navigates to this view in edit mode and does not have permission to modify credit cards then the user is redirected to an error page.

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