Steps in the screenshots correspond to the numbers in the headings.
This article just covers the things that need to be set up in Salesforce for successful integrations between the two systems.
The information covered in this applies whether the order has been placed by a Site Service Rep, or an FMS Buyer, or an IPS Sales Rep.
1. From the Main Menu, go to accounts and bring up the site in question.
2. Under the account details, scroll down until you see the following fields.
The screenshot below has a number of fields removed for the sake of space.
3. If the customer is Tax Exempt (most of our sites are NOT for every transaction) this checkbox will be checked.
4. The Billing Account checkbox is checked.
5. Repair Account Status must be set to Active.
6. Repair Account Terms must be set to Open Account if the site is going to be allowed to Pay by PO.
7. The Parts account checkbox must be checked.
8. The eCommerce Customer Group will have a number in it. That number relates specifically to the customer's price list.
9. If the customer is going to have access to the eCommerce site, it will say "eCommerce" under the eCommerce type.
#10 applies to FMS Sites and ATS Buyers only.
10. And finally, having FMS in the eCommerce business unit directs this quote/order to certain process flows. For example, Harvard orders for FMS sites bypass the CSR Team and go straight to the IPS Pricing team.
11. One last thing to note. There is another Tax information field on the record. This field is currently not being used. We will use it in a future release.
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