INFOCUS 22: JDE Customer/Distributor/Agent/Sales Self-Service Portal – Ordering and a Lot More
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Posted by Quest Customer Learning Team
- Last updated 11/15/22
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Presented at INFOCUS 22
Your Buyers, Agents, and Sales Personnel are increasingly asking for more from your web sales channel. Going beyond basic ordering we’ll review examples of robust JDE real-time integrated commerce portals. We’ll review the following:
• Salesforce.com Integration: Contacts, Case Management
• Agent ST/OT Management
• Pricebook: PDF or Excel, On-Demand, Graphics, Adv. Pricing, BP Inventory
• AR Invoice: Email PDF Management & Payment
• AR Portal: Customer Online Bill Pay (Card or ACH), Auto-Pay, Statements, Receipts, Unapplied Cash, etc.
• Returns: Client/Product-Based Workflow Process
• JDE Integration: Orchestrator, BSFN, Queries, Media Objects, UDC, Calendar, Cat/Status Codes & More
• Ordering: Basket Pricing, Change Order, Media Object Integration for Description, Item Restrictions, Order Splitting, Alt. Item # Search, On-Behalf Of, Offline, Custom Catalogs
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