AR Customer Account Query

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The following depicts the process required to set up the SYSPRO Supply Chain Portal and its associated portal users:

1. Installation:

   Install the following using the SYSPRO Installer application:

   • SYSPRO Supply Chain Portal

     Including any prerequisites not installed as yet:

     • Microsoft .NET Framework 4.6

     • SYSPRO 8 Service Upgrade Manager

     • SYSPRO 8 Avanti Initialization Service

     • Internet Information Services (IIS) 7.0 Core Web Engine Feature

     • Internet Information Services (IIS) 7.0 World Wide Web Publishing Feature

     • SYSPRO 8 Reporting Host Service

2. Configure the required options in the Setup Options program:

   1. Setup Options > Company > General:

      Ensure that your specific website address is defined against the Supply chain portal URL option.

      For example:

      http://{DNS_Name}/SYSPROSupplyChainPortal_{CompanyId}

   2. Setup Options > System Setup > Reporting:

      Ensure that the Reporting configuration is defined as Server-side reporting using SQL and that the Reporting service field is defined with the correct address to the SYSPRO 8 Reporting Host Service.

      This ensures that portal users have the ability to print documents from the SYSPRO Supply Chain Portal.

3. Check your document formats:

   Ensure that the following document formats and templates are defined appropriately for the supplier or customer accounts to which you want to assign portal users.

   • Remittance advices (Configurable within the AP Check Format for SRS program)

   • Invoices, Credit notes and Debit notes (Configurable within the SO Document Format for SRS program)

   • Statements (Configurable within the AR Statement Format for SRS program)

4. Create the portal operator template (required for the creation of portal users in the Portal User Management program):

   1. Open the Operator Maintenance program (SYSPRO Ribbon bar > Setup > Operators).

      Reset your toolbar to ensure that all the latest functions and options are visible.

   2. From the Edit menu, select Maintain templates.

   3. From the toolbar, enter the template code in the Template field and press tab.

   4. From the Operator Details pane, enter the following mandatory fields:

      • Operator name
      • Operator group

      For the remaining fields, enter any other information you require for the template, or accept the defaults provided.

   5. Save the operator template.

   6. Exit the Operator Maintenance program.

5. Create the portal user:

   1. Open the Portal User Management program (Program List > Administration > Security).

   2. Select the Add Portal User function.

      The Add Portal User window is displayed.

   3. Select the hyperlink of the required operator template from the Templates listview to populate the Copy from template field in the Add Portal User pane.

   4. Configure the following fields for the portal operator:

      • Email

        This must be unique amongst all operators.

      • Name

      • The following is determined by the functional role you require:

        Supplier (When creating a portal user for the Supplier Account Management role)

        This supplier code is used as the default Portal supplier in the Operator Maintenance program when you save the operator record.

        Customer (When creating a portal user for the Customer Account Management role)

        This customer code is used as the default Portal customer in the Operator Maintenance program when you save the operator record.

      • Location

        Optionally enter the physical location of the operator.

      • Default company

        This must be specified to ensure that only a single company can be used to login to the portal.

      • Initial Password

        This is automatically populated and based on the email address entered in the Email field, but can be changed as required.

   5. Select the Save and Close function to save the portal operator and exit the Add Portal User screen.

      Alternatively, select the Save and Edit function to save the details entered and open the Operator Maintenance program to make additional changes to the operator record.

   6. Activate the new portal operator by highlighting the operator entry and selecting the Activate Users option from the toolbar.

   7. Exit the Portal User Management program.

6. Assign the required functional role(s) to the portal user:

   1. Open the Portal User Management program (Program List > Administration > Security).

   2. Navigate to the portal user to which you want to assign a functional role.

   3. Select the Maintain role hyperlink in the Role action column to launch the Portal User Role Management program.

      This column is hidden by default and can be added using the Field Chooser function.

   4. Indicate which functional role(s) must be assigned to the portal user by selecting the appropriate checkbox in the Select column.

   5. Select the Save function.

   6. Exit the Portal User Management program.

7. (Optional) Define a dynamic landing page for your portal operators, per company:

   1. Open the Portal Role Application Configuration program (Program List > Administration > Setup).

   2. At the Company toolbar field, indicate for which company you want to create a dynamic landing page.

   3. At the Landing page toolbar field, indicate a unique name for the landing page you want to create, and tab off your entry.

   4. Within the Assign column of the Portal Landing Page listview, select the functional role(s) you want included within your landing page.

   5. Within the Section title column, accept the default title provided or change this according to your requirements.

   6. Use the check box within the Collapsible column to indicate if you want the section to be collapsible within the landing page.

   7. From the Action column, select the Configure applications link.

      This opens the Landing Page Properties window, which lists the applications available for the selected functional role.

      1. Using the check boxes within the Assigned column, indicate which applications you want included on the landing page.

      2. Customize your landing page further by using the drop down or browse icons against the following columns:

         • Width

         • Icon

         • Icon color

         • Background color

         • Foreground color

      3. Select the Save function.

      If you selected more than one functional role for your landing page, repeat this step for each role.

   8. Exit the Portal Role Application Configuration program.

   Next you need to assign the landing page to your portal users:

   1. Open the Portal User Management program (Program List > Administration > Security).

   2. Locate the portal user you want to maintain and select the Maintain role link within the Role action column of the listview.

      The Portal User Role Management program is launched.

   3. Select the Use Dynamic Landing Page toolbar function.

      Selecting this option only occurs once. Selecting the Maintain role link on subsequent returns to the Portal User Management program will take you directly to the Assign Portal Landing Page to Operator program.

      Currently, you can't revert back to using the static landing page once you select the Use Dynamic Landing Page option.

   4. The Assign Portal Landing Page to Operator program is launched.

      Proceed as follows for each company listed against the portal user:

      1. Select the browse icon from the Landing page column.

      2. Select the applicable landing page from the list displayed to be used for this portal user, for the specified company.

      3. Select the Save function.

   5. Exit the Portal User Management program.

8. Email the following information and login credentials to the portal user:

   • SYSPRO Supply Chain Portal URL

   • Username (i.e. email address)

   • Password

   Ensure to advise portal users to change their password using the Change Password option when they first login to the SYSPRO Supply Chain Portal. The operator password in SYSPRO is then updated to the new password defined by the portal user.

Request for Quote System Considerations

• Depending on how your security is configured, you'll need to give either the portal operator (or its operator group) access to the Supplier Quote Entry program, so that they can use it in the SYSPRO Supply Chain Portal.

• All suppliers are given the same URL, however access is controlled in the background where users can only see quotes pertaining to the supplier code assigned to their portal user.

Requirements for printing documents from the SYSPRO Supply Chain Portal include:

• Only the reprinting of documents is allowed. Therefore, a document must have already been printed by the SYSPRO company before a portal user has access to printing it.

• The ability to print documents from the portal is only available with Server-side Reporting. Therefore, only SRS Documents are available for printing.

The following defaults apply when a portal user prints a document from the portal:

Invoices, Credit notes and Debit notes

• Documents can only be printed for the specific customer account assigned to the portal user.

• The document format applied is taken from the DocumentFormat column of the SorMasterRep table, as defined against the customer account assigned to the portal user.

Statements

• Statements can only be printed for the specific customer account assigned to the portal user.

• The document format applied is taken from the ArStatementNo column of the ArCustomer table, as defined against the customer account assigned to the portal user.

• Portal users can select a statement period from the first month-end date of the previous year, up to the current month-end date.

• The following options are based on the default parameters defined against the portal user's assigned customer account:

  • Balance options

  • Print selection

• The following is based on the ageing options defined against the SYSPRO company to which the portal user belongs:

  • Ageing options

The following additional parameter defaults can be defined against the SYSPROPortalARStatementParameter XML parameter using the Custom Configuration program:

• Balance Type

• Minimum Balance

• Sales Message

Remittance advices

• Remittance advices can only be printed for the specific supplier account assigned to the portal user.

• The document format applied is based on the bank defined against the supplier account assigned to the portal user, as recorded within the ApCheckFormat table (or the EftRemitFormat table for EFT remittances).

When the portal user selects the year for which he wants to download his remittances, a list of all the payment runs forming part of that year are returned. The user can then select which one(s) to download and print.