Process: Delete business account
Flow
Objective
To remove a business account from WebSphere Commerce
Description
If you want to end a relationship with a customer, then an Account Representative should delete the business account. When a business account is deleted, the contracts under that account are not automatically affected. The Account Representative needs to decide if the contracts should be terminated immediately, or they can be left to expire at their end dates. If the contracts should be terminated immediately, then the contracts need to be canceled before deleting the business account. If the contracts are left to expire, the Account Representative has two options: wait until the contracts have expired before deleting the business account, or delete the business account immediately. Contracts left to expire are available to customers once the account is deleted, but the customer is not entitled to the terms and conditions from the business account. Once a business account has been deleted, then it is not available for reporting purposes.
Features
- Business account life cycle
- Contracts life cycle
Customization
Scripts can be developed to clean out the information relevant to business accounts from the database, and to remove the associated files, such as invoice and display customization JSP files.
Edition
Enterprise
Tasks
| Task | Description | Role |
|---|---|---|
| Cancel all contracts |
Cancel all the contracts under a business account. |
Account Representative |
| Delete all contracts |
Delete all the contracts under a business account. |
Account Representative |
| Delete business account |
Delete a business account. The terms and conditions from the business account will not be available, nor can reports be created on the business account. |
Account Representative |
| Wait until contracts have expired |
Wait until all the contracts under a business account have expired. |
Account Representative |
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