Managing Users (for SXP Partner)

First published on: 08/10/2023/6:54 pm

 

 

Business Partner Users

'Business Partner Contact' users can be configured for use with SXP Partner and applications built using SXP Technology.

 

Business Partner Contact user setup is done through SAP Business One. Before you can begin configuration, you must enable SXP Manager Add-On for SAP Business One.

 

Once SXP Manager Add-On is running:

  • Open the 'Business Partner Master Data' record in SAP Business One at Business Partners > Business Partner Master Data. Ensure the business partner type (marker 1 below) matches the Portal being configured.

  • Open a business partner’s data and navigate to the business partner's contacts tab (marker 2 below). Select the desired business partner contact (marker 3 below).

  • On the contacts tab, ensure there's an email address assigned to the contact that will be enabled for web login (marker 4 below). Without an email address, the user can't log in. This email address must be unique.

  • Use the 'InterConnect User Setup' button to open SXP Manager Add-On user configuration screen (marker 5 below)

 

Set the business partner type (1). On the business partner contacts tab (2), select the contact to be enabled for web login (3). Ensure the user has an email address (4), then use the 'SXP User Setup' button (5) to update web user settings.

 

Fill in the user data as described in the 'Portal User Configuration' section.

 

SXP User Configuration Screen

Once the Portal User has been opened, fill in all role details as described below.

 

Roles

Role information is required for all users. Open the 'Roles' tab to complete these fields (marker 3 below). Once you've configured a user, they can log into a configured SXP Platform.

 

Business partner user roles section.

 

  • User name is based on the email address and cannot be modified manually. (Marker 1 above.)
  • Temporary password is optional. It will prompt the user to change their password upon login and the temporary password will be deleted. (Marker 2 above.)
  • 'Account Enabled' flag must be checked for a web user to log in. (Marker 4 above.)
  • Roles in the right-hand menu (marker 6 above) can be set for each Application selected from the left-hand menu (marker 5 above).
  • Apply changes using the 'OK' button.

 

The table below only defines system roles. Additional roles may be installed with sample meta-data or if you've applied custom configuration.

 

SXP Partner

All installations of SXP Partner include these roles. Custom roles are optional.

 

Role Feature Description
B2B B2B Marketplace

Grants access to B2B Marketplace collections, search, and cart functionality.

Requires a B2B Marketplace license.
Billing Standard Grants access to the ability to pay invoices (if payments are configured).
Edit orders Order Pad
B2B Marketplace

Allows the user to edit existing open orders.

Requires the Order role.
Edit quotes Order Pad
B2B Marketplace

Allows the user to edit existing open quotes.

Requires the Order role.
Full access Standard
Order Pad
B2B Marketplace		 Grants access to all core SXP Partner features and reports. May not grant access to custom menu entries.
Order Order Pad Grants access to orders via Order Pad 
 
Quote Order Pad This role grants access to quotes via Order Pad
Service CP Standard Grants access to the 'Service Call' module of SXP Partner.
ManageWebAssets Sales User Grants access to managing web assets such as CSS and media files (images). May be applied to employee or customer users.

 

Partner Platform Tab (SXP Partner only)

Business partner user in the Partner Platform tab.

 

Note: Branches are an optional feature for SAP Business One. This setting applies only to companies with 'Branches' enabled in core SAP Business One settings.

If the user doesn't have an assigned branch, the user can choose the desired branch based on the branches assigned to that user’s business partner.

 

When performing transactions, such as placing an order or paying an invoice, the user must select the desired branch before performing the transaction (e.g., the user must select a branch before paying invoices and another branch before paying against a second branch).

 

If the user is assigned a branch, the user will perform all transactions using that branch. The user will see only query results that include their assigned branch (i.e., the user will see only orders placed at the specified branch).

 

B2B Marketplace Business Partner Configuration: BP “Configure For CP” tab

In addition to per-user configuration, B2B Marketplace requires business partner configuration.

 

Before you can configure a business partner’s settings, you must configure B2B (e.g., set up one or more store fronts or shipping groups). See 'B2B Marketplace Configuration Guide' for a walkthrough.

 

To apply B2B Marketplace settings to a business partner:

  • Edit the business partner in SAP Business One.
  • Open the 'Configure for CP' tab. Marker 1 below.

 

 

 

Open the 'Configure for CP' tab (1); Assign the customer's store front (2), shipping group (3), and payment options (4); Update the BP to apply changes (5).

 

  • Apply preferred settings for this customer. Markers 2, 3, and 4 above. Default settings for the store front and shipping group must be created before assigning them to a customer. If these settings don't exist, B2B functionality won't work.

  • Update the business partner to apply changes. Marker 5 above.

 

 

 

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Last modified: 09/17/2024/2:24 pm

 

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