Acumatica Customer Portal Issues

​@gdewald 

We're implementing the customer portal although strictly for AcuPay and were also a bit underwhelmed. 

Our A/R person asked right away why credit memos can be seen but not applied. Haven't hit the overdue charges issue yet. 

Would you be willing to share at least the outline of the customization you created to apply CMs in the portal?

​@akatzkomori Hi there, I’m glad I’m not the only one.  Before I send you the customization I want you to be aware of a couple of things.  I am very much new to creating customizations, so it is likely that there are bugs and things that I am not taking into account.  Furthermore, I have only used it in a local dev instance as we have not gone live with our Portal yet due to the concerns I stated above.  I also partnered it with another customization I was working on, so I am going to have to create a separate customization for you, which I would happily do if you think it would help. 

Just to give you the basics though, this payment screen(SO302000) uses similar logic to the payment screen on the main site.(AR302000) As a result, you can pull in the logic that makes the Load Documents button work (if you're unaware of this button you can ask your AR person). I made it so that there are preset conditions for this function (set in ARPymentEntry.LoadOptions), and to trigger it to run automatically when the Payments screen is loaded (using LoadInvoicesProc).  

Do you want to see the actual code that I used to get this done? Again, given that this is one of my first customizations, I do not recommend applying it to production, as there are no doubt numerous things that I have not taken into account when creating it.  

​@gdewald 

Thanks for the response and you’re ahead of me: haven’t delved into making my own customizations yet.

We’re going live with the portal as is, our current payment processor’s “portal” doesn’t offer this feature either, so our customers aren’t missing anything.

I don’t need the code, will be requesting this from our partner, if management wants to add this functionality. Your recap of what you’re doing in there is enough for me to request the partner to put together a proposal.

I like the idea that you are making it so run Load Documents on launch, as I was thinking it’s hard enough to train our users on Acumatica, I can’t imagine trying to train our customers on it too (Remove Hold, Release, etc.)

Thanks again for sharing, this could be a useful feature for us.

​@akatzkomori Absolutely, and no problem. I certainly hope it would be useful. Id love to hear what your partners come up with. On the portal, have you also experienced the error where if you refresh the url after looking at a report (such as an invoice or statement) you get an error screen? This is another huge gripe for us since it would make us look like our portal is filled with bugs.  

​@gdewald 

Just noticed that, getting a “You don’t enough rights” warning on the .rpx file if you use the browser reload while in an invoice, thanks for the heads up. Which is crazy because they’re in that report when they hit the refresh button!

I also don’t like that while the Payments document link in the My Documents screen (CST.SP.40.20.00) is a link, it doesn’t take the user anywhere. No error, no nothing, it just doesn’t do anything. Are you addressing this in some way?

There’s enough info in the screen line, so not sure we need them to be able to open the payment screen, even view only. We’re customizing that page’s screen grid to add the fields for the card used and who made the payment. Our current system is based around the user, not the account, so cards are stored by user. AcuPay (and EBiz Charge) use account-based access, so multiple users could see and use any available stored card to charge against, so we wanted them to have visibility about who used what card to charge a transaction.

​@akatzkomori 

I’m sorry it took me so long to get back to you. And I agree with you on the warning! I think it looks extremely unprofessional.  I know I would be less than impressed as a customer if I was looking up my invoice/statement then saw a message like that pop up if I accidentally reloaded my page. 

As for the Payment link, I have seen the same thing.  I have not found a way to fix this yet either.  At the moment I have decided to let it be, though I do think it would be nice if customers could see a remittance of how their payment was applied.

Furthermore, I think being able to sort by those fields is an excellent idea! We are still in the process of looking at CC providers, though Acupay and EbBiz are at the top of our list at the moment. Have you made any further progress on the Acumatica customer portal? I’ll admit, it has been on the backburner for us for a few months now.

​@gdewald  We went live with the default portal setup, with a small customization to the My Documents screen where we had the partner add the card number used and the username of the person who made the charge. This was the best we could offer the customer to handle mis-use of shared card info, having them see who made the charge on which card. A bit odd because when a charge for a sales order goes through my Scheduled Business Event for those, the “user” is the system admin account (which I renamed to be more friendly appearing).
We do have a plan for Phase 2 to change the portal landing page and possibly doing those changes you were thinking of around the document launches. The portal homepage change steps I got from our partner is goofy as it’s around using the Wiki designer and making the homepage a Wiki but not really one, just using the tools to make a different landing page. Don’t recall if those instructions included how to set that as all the portal users’ homepage, but something we’ll be checking out.