Process: Select organization

 

Flow

Legend

 

Objective

To allow a registered customer to change the organization that they want to shop on behalf of in the current session.

 

Description

If the customer has the "Organization Participant" role in multiple buyer organizations then that allows him to shop on behalf of those organizations. By default, the customer is entitled to shop under its parent organization. After selecting an organization to shop under, the current entitled contracts for the customer will be re-evaluated and loaded in session.

 

Features

Once switched active organizations the customer view of promotions, marketing, orders, requisition lists, etc will be scoped by the selected organization.

 

Customization

Do not scope the view of orders, requisitions lists, etc by the current active organization.

 

Edition

Enterprise

 

Tasks

Task Description Role
Determine entitlement

System determines all the entitled contracts for the current user under the current active organization.

System
Select organization

Select the organization that want to shop on behalf of from the list of entitled organizations. Entitled organizations are the customer's parent organization plus all the organizations/sub-organizations where the customer plays the Organization Participant role and has an active business account.

Registered Customer

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