Customer Login

Hello Joe,

Thanks for your prompt response and suggestions.
I understand your point and fully agree.

But somehow as following is the business requirement.

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Provide following activities for 'customer' as system stakeholder.

Transactions
Place the order
Update the order
Cancel the whole order or partial order
Accept the goods
Send rejected goods back
Make payments
Accept payment back for the sent excess, rejected goods
Reports
Order History
Pending Orders
Material In Register
Status of the payments
List of returned goods transactions
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Thus I must try to get customer login facility. I was evaluating FA for the business needs.
I must say that the FA is a quality product and must have been developed by the Experts.

I have made mind to utilise FA for my project. But as I am totally new to FA, I would be grateful if you could help me by providing guidelines to go ahead. I am aware of PHP, MySQL.

With Regards

Hello Janusz,

Thanks for your input. It is really valuable.
We want the customer to perform - sales order entry/edition/query through FA.

Could you please guide me about the changes I need to do to achieve this ?

With Regards

Hello Janusz,

Thanks for your response. Your approach is correct.
I had studied FA for my requirements. I taken review once again as per your suggestion. I feel it is suitable for me with some additional facilities to be created.

As you said, I have set a new role. Ideally this role should have following access (only 2 links under sales)
1. Sales Transactions - Sales Order Entry (Without other Customers list)
2. Sales Inquiries and Reports - Customer Transaction Inquiry (Without other Customers list)

I could set new role having access restricted to said transaction but failed to restrict reports access. Following additional links are still active.
1. Sales Quotation Inquiry
2. Sales Order Inquiry
3. Customer and Sales Reports

Could you please guide how to disable them for new role ?
Also how to replace customer list by specific customer for said role.

With Regards

No, currently there is no such relation implemented.
To be understand right: there is no customer access implemented in FA for now. If you want to do it, I believe you should follow the way I have described above and localize all needed changes. One of those changes is adding relation between user login data and customer account (e.g. by adding list selector in user setup to select some customer to deal with, or all).

Janusz

Oh, yes I overlooked your previous post.
When access scheme was created we have assumed that minimal access rights (if granted at all) to some module transactions (in this case sales) is reading them all.  This of course depends on company requirements, but in most cases it is enough. Therefore we have not divide access levels more, and all sales transactions inquires are under SA_SALESTRANSVIEW access area.
If you want to have more grained access, you have to read access_levels.txt file in doc directory, where the access levels system is explained, and make needed changes in php code (files customer_inquiry.php and access_levels.inc at least).

Regarding the customer list in sales order entry screen - this should be replaced by customer name on display, and customer id (set on user login) should be used when order is saved. Exact implementation is up to you and depends on design decision how user-customer relation is coded.

Janusz

You are welcome . If you would like to continue with implementation of customer login, do not hesitate contact me directly when you encounter any problem hard to solve. I think such extension would be valuable indeed, if coded carefully enough to protect sensitive data from customer access.

Janusz

Hi

I observed that FA has release version 2.2 stable. Thanks for new release.
I think it would be better if we can support customer login.

This functionality would need
1. Linking user account to customer. (Needs db change.)
2. Restricting customer to enter only few transactions (can be easily done by setup->access setup)
3. Customer should be able to enter transactions only for own account.

I have modified the code in order to provide all of the above features.
If moderators see any value addition in this proposal, I would be happy to share code for review.

Thanks

Hi,

Is this code available ?  Where could I find it ?

Kind regards,
F.