A customer needs to be activated online to ensure their debtor transactions and sales orders are integrated.
Step-by-step guide
The The Commerce Vision Integration client does not by default integrate data for all customers as this can sometimes cause unnecessary data integration.
A customer must be at a status of 'Active' to have their data (statement data and orders) integrated.
Step-by-step guide
To Mark an Account 'Active':
- Login as and administratorGo to Accounts and then Account Selectionan Administrator.
- Navigate to 'Accounts' --> 'Account Selection'.
- Search for the customer to be activatedrequired Customer.
- Select the customerCustomer record via radio button.
- Click the "'Mark Active"option'. This will set the customer to "'Pending" ' and their data will be available after the get "'Get Orders" the Integrator performs' integration event.
| Tip |
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It is possible to have a setting the that will automatically activate all customers. This should be used with caution as it will cause a large amount of data to be integrated. Please consult with Commerce Vision regarding turning this option on. |
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