LeanSwift Customer Portal
25.1.0
Release Notes
Table of Contents
- Overview
- Environment Details
- Standard Features
- Enhancements
- Pre-Requisites
- Limitations
- 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 | 2.4.7 |
| LeanSwift eConnect | 25.1.0 |
| LeanSwift eConnect Base | 6.4.1 |
| LeanSwift M3 Login | 25.1.0 |
| LeanSwift Customer Portal | 25.1.0 |
| LeanSwift Payment Portal | 25.1.0 |
| LeanSwift IDM | 4.3.0 |
| RabbitMQ | 3.8.3 |
| ION Desk (CloudSuite) | 12.0.0 |
| Infor M3 (CloudSuite) | 16.1 |
| ION Package Version | 1.0.0 |
Standard Features
Account
- 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
- When installed with Econnect, customer registration is not required. Users can change their password using their Infor M3 email ID.
- If installed as a standalone, registration requires ERP number, order number, invoice number, and amount.
- With Econnect, the system will apply the Econnect registration restriction group, while in standalone, it will apply the Customer Portal restriction group.
Highlights
- The Customer Portal modules now support installation with Econnect without the need to create multiple websites.
- The features of the Customer Portal modules will remain consistent whether using Econnect or as a standalone.
- Econnect customers can access all Customer Portal features.
- We have updated the m3 login authentication process by replacing mingle url with ifs service url
Pre-Requisites
-
Internal users must be active on Mingle / Infor OS to log into and use the portal.
-
Internal users need at least one valid user role assigned in the ‘m3 user roles’ configuration to access the portal.
-
Permissions must be granted to internal users in both the ‘m3 user roles’ section and the customer panel.
- CyberSource is the default payment gateway, so a CyberSource account is necessary for processing payments through the portal. Supporting any other payment gateway requires additional, customized development and is not available out-of-the-box.
Limitations
- Multiple currency support is unavailable at the customer level.
- When importing customer data (updating multiple customer information via CSV), fields such as view sections, ‘is admin,’ and ‘make payments’ are mandatory and cannot be left empty.
- In this version, only credit card payments are supported via the portal.
- Customers cannot edit payment and billing information on CyberSource payment pages.
- Importing order history data is limited to 10,000 records per M3 customer number.
- Clearing downloaded files from IDM and Cron/Real-time configurations in IDM upload and download is not supported.
- Customer synchronization and addition will be based on Econnect customer sync configuration
- Existing M3 customers (External Customers) can use the forgot password option to set a password for login with their M3 email address
- Restrict Customer Group will operate based on Econnect, not from Customer Portal configuration
- Orders and Invoices Menu will relate to M3 Orders and invoices, with distinct details for both Econnect and M3