LeanSwift Customer Portal
22.4.0
Release Notes
Table of Contents
- Overview
- Environment Details
- Standard Features
- Enhancements
- Pre-Requisites
- Bug Fixes
- Limitations
- Validated Versions
- Point of Contact
Overview
LeanSwift Customer Portal is a customer self-service web portal that enables users to get instance access to information about their orders, invoices, and payments. With additional add-ons, users can also make e-payments directly via the portal. It is seamlessly integrated with Infor M3 Cloud Suite using ION. Customer Portal offers a single point of access to structured information about customer transactions and self-service functionality such as pay invoices, user management and much more.
Environment Details
| Software Name | Version |
|---|---|
| Magento Open Source | 2.4.4 |
| LeanSwift eConnect Base | 6.2.2 |
| LeanSwift M3 Login | 22.4.0 |
| LeanSwift Customer Portal | 22.4.0 |
| LeanSwift Payment Portal | 22.4.0 |
| LeanSwift IDM | 4.1.2 |
| RabbitMQ | 3.7.28 |
| ION Desk (CloudSuite) | 2022.01.03 |
| Infor M3 (CloudSuite) | 10.4.1.20220810_084103_01 |
| ION Package Version | 1.0.0 |
Standard Features
Account
- Registration and Login of External User
- Import and Login of Internal User
- View User Account Information
- Customer Selection by logged in user
- Switch Customer Account
Orders
- View Order History
- Synchronization of Order Status in real-time
- Search by Order#, Order Date
- Filter by Order Status
- Sort by Order Date
Invoices
- View Invoice History
- Synchronization of Invoice Status in real-time
- Search by Invoice#, Invoice Date
- Filter by Invoice Status
- Sort by Invoice Date
Payments
- Pay Invoices by CC
- Pay Invoices by Credit Memos
- Pay on Account by CC
- Support for both Full & Partial Payments
- Synchronization of Payment Status in real-time
Admin
- Settings and Configuration for Portal and M3 Connectivity
- M3 User Roles Configuration, User Permissions and sub-account management
Enhancements
-
Upgraded IDM add-on to be compatible with eConnect-base version 6.2.2.
-
Magento version upgraded to 2.4.4.
-
PHP version upgraded to 8.1.12.
-
Removed SwissUp theme and created LeanSwift Portal Theme.
-
Search fields added for Payments page.
-
Modified CustomerPortal and PaymentPortal to fit Magento Standards.
Pre-Requisites
-
Internal users should be active users on Mingle / Infor OS in order to be able to log into and use the portal.
-
Internal users should have at least one valid user role assigned in ‘m3 user roles’ configuration to login.
-
Internal users should have permissions granted in both ‘m3 user roles’ section and the customer panel.
-
CyberSource is the default payment gateway. Hence a CyberSource account is required for taking payments from the portal. If any other payment gateway is required to be supported, that can be done only by additional, customized development and is not available out-of-the-box.
Bug Fixes
-
Documents uploaded for Short Pay Invoices is not available in M3 Program ARS200 is resolved.
-
Business context is added for the delivery note document type in IDM.
-
Customer name search on Upper Cases is now working in home page.
Limitations
-
Multiple currency support is not supported at the customer level.
-
When importing customer data (update multiple customer information via csv), fields like view sections, ‘is admin’ and ‘make payments’ are mandatory and cannot be empty.
-
Only Payments by Credit Card are supported via the portal in this version.
-
Customers will not be able to edit payment and billing information on CyberSource payment pages.
-
Import Order History data is limited to 10,000 records per M3 customer number.
-
Clears the downloaded files from IDM and Cron/Real time configurations in IDM upload and download is not supported.
Validated Browser Version
Chrome version 109.0.5414.120