A customer needs to be activated online to ensure their debtor transactions and sales orders are integrated.
Step-by-step guide
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.
- Login as and administrator
- Go to Accounts and then Account Selection
- Search for the customer to be activated
- Select the customer
- 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.
It is possible to have a setting the 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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