Customer self-service parameters (form) [AX 2012]

Updated: March 30, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Customer self-service > Customer self-service parameters.

Use this form to set up the parameters for the Customer self-service module on Enterprise Portal for Microsoft Dynamics AX.

The following tables provide descriptions for the controls in this form.

Link

Description

General

Set options so that you can display items and receive orders in Microsoft Dynamics AX 2012.

Product structures

Specify the type of product catalog. Also, specify how to set out product groups.

Number sequences

Add number sequences to the shopping cart and to the registration number.

Field

Description

Sales origin

Specifies the default value of the sales origin. This is inserted in the Sales origin field on the Sales order form when you create a sales order in the Customer self-service Web application.

Order type

Select an order type. Microsoft Dynamics AX 2012 then uses the selected type to create the sales order. If you do not want Internet orders to affect your on-hand inventory, select Journal; otherwise, select Sales order. For more information, see About sales order types.

Resting shopping cart

Specifies whether the shopping cart is available for later use by the customer.

View on-hand

Select this check box if you want inventory levels to be displayed in the Customer self-service module.

Show negative as zero

Select this check box if you want negative inventory levels to be shown as 0 (zero). If the field remains blank, and the View on-hand field is selected, negative numbers will be displayed.

Multiple

Indicates whether Microsoft Dynamics AX 2012 checks that the quantity entered in the Customer self-service Web module is always divisible by the sales quantity that is set per item. Numbers are rounded according to the sales quantity. For example, if a customer orders 3 items and the set sales quantity per item is 2, the ordered items are automatically changed to 4.

Min. order quantity

Indicates whether Microsoft Dynamics AX 2012 enforces the minimum quantity specified for the sale of an item.

Example

The minimum quantity for an item is 5. Five items are put in the shopping cart whenever a customer adds the item to the shopping cart.

Max. order quantity

Indicates whether Microsoft Dynamics AX 2012 enforces the maximum quantity specified for the sale of a specific item.

Example

The maximum quantity is 100 items. No more than 100 items can be put in the shopping cart.

Show physical dimensions

Select this check box if you want to display the physical dimensions in the Customer self-service Web application. The information comes from the Gross depth, Gross width, and Gross height fields. The fields are located on the Setup tab in the Items form.

Show credit limit

Select this check box if you want the credit limit of a customer to display in the Customer self-service Web module.

Show credit available

Select this check box if you want the customer's balance to display in the Customer self-service Web module.

Show time of delivery

Select this check box to display the number of days it takes between the time the customer places the order and the time it is sent.

Product catalog

Select to apply the settings on this tab to this option. This will specify a setup for all of the product catalog.

Campaign items

Select to apply the settings on this tab to this option. This will specify a setup for all campaign items.

Start page

Select to apply the settings on this tab to this option. This will specify a setup for all start pages.

Use default

Select to set the default layout of the product catalog to these settings:

  1. Show all items = not selected.

  2. Layout product groups as = Group with links

Product group

Select the product group to display as the initial start page. You use the start page to navigate in the product group structure. The first level of product groups or items that are included in the selected product group display on the home page.

Show all items

Select to show all items in the product group.

NoteNote

This field is not available if you select the Use default option. If the field is not available, a limit of six items display together with the product group.

Layout product groups as

Select to determine the layout of the product groups.

NoteNote

This field is not available if you select the Use default option. However, if the field is set to Group with links, the product numbers display with links. If the field is set to Group with imagelinks, the product numbers display with clickable images.

Reference

The reference type of the number sequence.

Number sequence code

Select a Number sequence code from the list of available codes. The available codes are valid for the reference type displayed in the Reference field.

Use same number as

Select this option only if you want the selected reference to follow the number sequence that is specified for another reference.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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