A new feature establishes a standard process for CyberStore to create Customer records in SYSPRO when creating a new on-file shopper Account.
The Create On File Account process will attempt to create both a new Account and a new Customer, linking them together establishing the new On-FIle Account
Creating a new on-file Account requires the following fields
- Email Address
- Password
- First Name
- Last Name
- Company Name
- Primary Phone Number
- Billing Address 1
- Billing Zip Code
Failure to send the above fields with values will cause the process to terminate .
If no shipping info is included, the process will use the billing address for the shipping address.
If an Account with the same Email Address exists, the process will terminate.
When creating a new Customer, the following logic will be utilized to determine the Customer Number value.
- Evaluate the SYSPRO Customer Number Format setting from SYSPRO Configuration setup
- If Numeric, attempt to get the next SYSPRO Customer Number using the IMPQIK e.net Query and
- If SYSPRO returns the Numeric method as Automatic, then it will return the next available customer number which will be used, but
- If SYSPRO returns the Numeric method as Manual, then it will return null
- If Alphanumeric, or no next Customer Number could be returned then default to use the Primary Phone Number provided, stripping away non-numeric characters,
- If an error occurs or the method cannot be determined then a random number is generated of either 7 or 15 characters (SYSPRO versions before 7.0 are 7 characters, after 7.0 then 15)
- The customer number will be prefixed with leading zeros based on the configuration settings (Site Manager > A/R Configuration)
- Finally, an optional mask will be applied to the numbers based on the settings in SYSPRO Configuration (Note: if the masked result has more characters than a valid customer number, then the string is truncated from the left of the string to the maximum number of characters which is 7 or 15)
When a Customer Number is resolved a new Customer will be created using the Template Customer as configured in Site Manager > Site Configuration as a baseline from SYSPRO.
This will also then set the Customer to the Customer Class to which the template customer is assigned, and therefore the Account will pick up any Account default Settings as established in Customer Class Maintenance.
Finally upon completion of the process the new account will be logged in and all context for the shopper set to the new Account and Customer.
See Also
Release Notes
Site Manager
