Setup

Setup involves:

• enabling starting block functionality in your system (disabled by default) and configuring starting blocks in the Product Catalog web module.

• setup for credit checking (if you need to use that functionality).

Security – Permissions

Permissions are required for skipping required credit checks, and manually adding deposits to a transaction. These permissions are included in the following roles:

• Orders Admin

• Orders Manager

• Orders User

These permissions are listed under Orders for the selected user and environment in the Security web application.

Enabling/Disabling Starting Block Functionality

There are two settings for enabling this functionality – one in Orders and one in Customer Care. You must enable the Orders setting to use this functionality. The setting in Customer Care is also required if you want to use this functionality in Customer Care.

• Enabling Starting Blocks in Orders

  • When disabled (default), there is no change to the current user experience in Orders and Customer Care. Also, starting blocks cannot be configured in Product Catalog web module.

  • When enabled, the Product Catalog web module supports starting block configuration. Also, the NEW (+) button in Orders is relabeled as START > and clicking it displays a dialog for selecting a starting block as a means to start a sale/order. Also, starting block functionality is supported in Customer Care if the corresponding setting is enabled there as well.

  

• Enabling Starting Blocks in Customer Care

  • When disabled (default), starting block functionality and sale transactions are not supported in Customer Care. In this case you can enable the functionality in Product Catalog web module and Orders using the Orders setting and leave it disabled in Customer Care.

  • When enabled a Start Transaction button is provided on the Account Summary page (all views) to initiate account-level transactions. A button is also provided on Services and Features page when a service is selected to support service-level transactions. In both cases, clicking Start Transaction displays the dialog for selecting a starting block.

Prerequisites for Credit Checking

This article provides a quick overview. Complete setup details are provided in the Setup for Credit Scoring and Deposits article in the IDI Knowledge Center.

Getting Started/Prerequisites

Establish a relationship with TransUnion and work with them to set up an account for your company. Contact your IDI Project Manager for advice on how to do this. Then submit a work order to have IDI set up credit scoring logic as described above. Include your specific requirements for an IDI specialist to assess.

Credit Scoring

• Assign permissions in Admin Console Security and Web SaaS Security.

• Configure credit scoring settings in IDI Desktop Client.

• Configure credit classes in Admin Console > Data Management.

• Configure one or more starting blocks in the Product Catalog web module.