Operate > WebSphere Commerce Accelerator > Business relationship management


Tutorial: Creating contracts to reference base entitlement contracts

In this tutorial, we will learn how to create several contracts. You will create base contracts, then create other contracts to reference to those base contracts. For example, you might have a requirement where several different organizations may share the same entitlement to a product set. In this instance, you could create several organizational units that can reference a base contract that contains the shared attributes for that contract, specifically in this case, entitlement attributes.

This tutorial shows you how to set up different organizations, accounts and contracts to allow a shopper to access AdvancedB2BDirect for an entitlement contract shopping experience.

To complete this tutorial you should be familiar with the following terms and concepts:

  1. Log into the AdvancedB2BDirect Store URL: http://localhost/webapp/wcs/stores/servlet/AdvancedB2BDirect/index.jsp

  2. Click Register > Register Organization. Enter the following information:

    Organization Name Company Example 1
    Description Company Example 1
    Business Category External
    Address 4 Central Street, Bldg 1
    City East Hartford
    State CT
    Country United States
    ZIP 06108
    E-mail address <your email>
    User ID CompanyExample1AccMgr
    Password ibm1ibm
    Verify Password ibm1ibm
    Employee ID 06108
    Last Name Shields
    Address 4 Central Street, Bldg 1
    City East Hartford
    State CT
    Country USA
    ZIP 06108
    E-mail address <your email>

    Click Submit.

  3. Open the Organization Administration Console:

    1. Enter the following information for Company's Account 1:

      Organization Name CompanyExample1-SoldToA
      Description CompanyExample1-SoldToA
      Business Category External
      Address 4 Central Street, Bldg 1
      City East Hartford
      State CT
      Country United States
      ZIP 06108
      E-mail address <your email>
      User ID ExSoldToA
      Password ibm1ibm
      Verify Password ibm1ibm
      Employee ID 06108
      Last Name Shields
      Address 4 Central Street, Bldg 1
      City East Hartford
      State CT
      Country USA
      ZIP 06108
      E-mail address <your email>

      Click Submit.

    2. Enter the following information for Company's Account 2:

      Organization Name CompanyExample1-SoldToB
      Description CompanyExample1-SoldToB
      Business Category External
      Address 4 Central Street, Bldg 1
      City East Hartford
      State CT
      Country United States
      ZIP 06108
      E-mail address <your email>
      User ID ExSoldToB
      Password ibm1ibm
      Verify Password ibm1ibm
      Employee ID 06108
      Last Name Shields
      Address 4 Central Street, Bldg 1
      City East Hartford
      State CT
      Country USA
      ZIP 06108
      E-mail address <your email>

      Click Submit.

    3. Enter the following information for Company's Ship To 1:

      Organization Name ExShipToAA
      Description ExShipToAA
      Business Category External
      Address 4 Central Street, Bldg 1
      City East Hartford
      State CT
      Country United States
      ZIP 06108
      E-mail address <your email>
      User ID ExShipToAA
      Password ibm1ibm
      Verify Password ibm1ibm
      Employee ID 06108
      Last Name Shields
      Address 4 Central Street, Bldg 1
      City East Hartford
      State CT
      Country USA
      ZIP 06108
      E-mail address <your email>

      Click Submit.

    4. Enter the following information for Company's Ship To 2:

      Organization Name ExShipToAB
      Description ExShipToAB
      Business Category External
      Address 4 Central Street, Bldg 1
      City East Hartford
      State CT
      Country United States
      ZIP 06108
      E-mail address <your email>
      User ID ExShipToAB
      Password ibm1ibm
      Verify Password ibm1ibm
      Employee ID 06108
      Last Name Shields
      Address 4 Central Street, Bldg 1
      City East Hartford
      State CT
      Country USA
      ZIP 06108
      E-mail address <your email>

      Click Submit.

  4. Approve Registered Users:

    1. From the Approvals menu, click Approval Requests.

    2. Check boxes for ExampleCompany1AccMgr, ExSoldToA, ExSoldToB, ExShipToAA, ExShipToBB

    3. Click Approve

    4. Log out of the Organization Administration Console.

  5. Add Addresses for users:

    1. Log into the AdvancedB2BDirect Store URL: http://localhost/webapp/wcs/stores/servlet/AdvancedB2BDirect/index.jsp

      Userid ExShipToAA
      Password ibm1ibm

    2. Click Account. > Edit Address Book > Add New Personal Address Enter the following information for Company's Ship To 1:

      Nickname address2
      Last Name Shields
      Address 4 Central Street, Bldg 4aa
      City East Hartford
      State CT
      Country USA
      ZIP 06108

      Click Submit.

    3. Click Add New Personal Address Enter the following information for Company's Ship To 1:

      Nickname address3
      Last Name Shields
      Address 4 Central Street, Bldg 4ab
      City East Hartford
      State CT
      Country USA
      ZIP 06108

      Click Submit.

    4. Log out of Store; then log in using the following information:

      Userid ExShipToAB
      Password ibm1ibm

    5. Click Account button Click Edit Address BookClick Add New Personal AddressEnter the following information for Company's Ship To 1:

      Nickname address2
      Last Name Shields
      Address 4 Central Street, Bldg 5aa
      City East Hartford
      State CT
      Country USA
      ZIP 06108

      Click Submit.

    6. Click Add New Personal Address. Enter the following information for Company's Ship To 1:

      Nickname address3
      Last Name Shields
      Address 4 Central Street, Bldg5ab
      City East Hartford
      State CT
      Country USA
      ZIP 06108

      Click Submit.

    7. Log out of the store.

  6. Update the database to associate new addresses to point to organization level: 

    update address set member_id = (select orgentity_id from orgentity
where orgentityname = 'ExShipToAA') 
        where nickname like 'address%' and address1 like '4 Central
Street, Bldg 4a%'

update address set member_id = (select orgentity_id from orgentity
where orgentityname = 'ExShipToAB') 
        where nickname like 'address%' and address1 like '4 Central
Street, Bldg 5a%'

  7. Create Accounts and Contracts for each store:

    1. Log into the WebSphere Commerce Accelerator and select AdvancedB2BDirect Store

    2. Create Account For: From the Sales menu, click Accounts.

    3. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    4. Click New. The Account notebook displays.

    5. Complete the fields for each page as required, and use the links on the left side to switch between pages. Account Customer

      Customer Organization Company Example 1
      Contact CompanyExample1AccMgr
      This is for base contracts 'checked'

    6. Click OK to save the business account and close the notebook. The business account is displayed in the Account List page.

    7. Create Contract For: Air Canada Customer Level

    8. From the Sales menu, click Accounts.

    9. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    10. Select the check box to the left of the business account that to create a new contract for. Click New Contract. This will open the Contract notebook.

    11. Complete the fields for each page as required, and use the links on the left side to switch between pages. Contract General Information

      Contract name Example 1 Customer Level
      Short Description Example 1 Customer Level
      Description Example 1 Customer Level
      Starts immediately 'checked'
      No expiry date 'checked'

      Participants

      Selected organizations Company Example 1

      Catalog Filter

      Woodworking 'Include at List Price'
      Power 'Include at List Price'

      Shipping Charge Type

      Shipping Charge Type select 'Free shipping'

    12. Click OK to save the contract and close the notebook.

    13. Select the check box to the left of the business account that you have just created a new contract for. Click the button "Contracts"

    14. Select the check box to the left of the contract that you have just created. Click Submit.

    15. Click button "Refresh" until the status for the contract states "Active"

    16. Create Account For: CompanyExample1-SoldToAFrom the Sales menu, click Accounts.

    17. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    18. Click New. The Account notebook displays.

    19. Complete the fields for each page as required, and use the links on the left side to switch between pages. Account Customer

      Customer Organization CompanyExample1-SoldToA
      Contact ExSoldToA
      This is for base contracts 'checked'

    20. Click OK to save the business account and close the notebook. The business account is displayed in the Account List page.

    21. Create Contract For: Ex-SoldToA

    22. From the Sales menu, click Accounts.

    23. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    24. Select the check box to the left of the business account that to create a new contract for. Click New Contract. This will open the Contract notebook.

    25. Complete the fields for each page as required, and use the links on the left side to switch between pages. Contract General Information

      Contract name Ex-SoldToA
      Short Description Ex-SoldToA
      Description Ex-SoldToA
      Starts immediately 'checked'
      No expiry date 'checked'
      Refer to Contract Example 1 Customer Level

      Participants

      Selected organizations CompanyExample1-SoldToA

    26. Click OK to save the contract and close the notebook.

    27. Select the check box to the left of the business account that you have just created a new contract for. Click Contracts.

    28. Select the check box to the left of the contract that you have just created. Click Submit.

    29. Click Refresh until the status for the contract states Active.

    30. Create Account For: CompanyExample1-SoldToBFrom the Sales menu, click Accounts.

    31. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    32. Click New. The Account notebook displays.

    33. Complete the fields for each page as required, and use the links on the left side to switch between pages. Account Customer

      Customer Organization CompanyExample1-SoldToB
      Contact ExSoldToB
      This is for base contracts 'checked'

    34. Click OK to save the business account and close the notebook. The business account is displayed in the Account List page.

    35. Create Contract For: CompanyExample1-SoldToB

    36. From the Sales menu, click Accounts. The Account List page displays, containing business accounts currently defined for the selected store.

    37. Select the check box to the left of the business account that to create a new contract for. Click New Contract. This Contract notebook opens.

    38. Complete the fields for each page as required, and use the links on the left side to switch between pages. Contract General Information

      Contract name CompanyExample1-SoldToB
      Short Description CompanyExample1-SoldToB
      Description CompanyExample1-SoldToB
      Starts immediately 'checked'
      No expiry date 'checked'
      Refer to Contract Example 1 Customer Level

      Participants

      Selected organizations CompanyExample1-SoldToB

    39. Click OK to save the contract and close the notebook.

    40. Select the check box to the left of the business account that you have just created a new contract for. Click the button "Contracts"

    41. Select the check box to the left of the contract that you have just created. Click Submit.

    42. Click button "Refresh" until the status for the contract states "Active"

    43. Create Account For: ExShipToAAFrom the Sales menu, click Accounts.

    44. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    45. Click New. The Account notebook displays.

    46. Complete the fields for each page as required, and use the links on the left side to switch between pages. Account Customer

      Customer Organization Ex-ShipToAA
      Contact Ex-ShipToAA

      Account Display Customization

      Logo mockups/logo.gif
      Text Field One Company Example 1 - SoldTo A
      Text Field Two Ship To 1

      Account Purchase Order

      Purchase order number must be specified at time of order 'checked'

    47. Click OK to save the business account and close the notebook. The business account is displayed in the Account List page.

    48. Click the same Account that was just saved to enable editing of the information.

    49. Complete the fields for each page as required, and use the links on the left side to switch between pages. Shipping Providers

      Selected Shipping Providers 'Shipping Policy for A1' and 'Shipping Policy for A2'

      Shipping Charge Type

      Shipping Charge Type select 'Free shipping'

      Shipping Addresses

      Selected Shipping Addresses select 'ExShipToAA' and 'address2' and 'address3'

    50. Click OK to save the business account and close the notebook. The business account is displayed in the Account List page.

    51. Create Contract For: ExShipToAA

    52. From the Sales menu, click Accounts.

    53. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    54. Select the check box to the left of the business account that to create a new contract for. Click New Contract. This will open the Contract notebook.

    55. Complete the fields for each page as required, and use the links on the left side to switch between pages. Contract General Information

      Contract name Ex-ShipToAA
      Short Description Ex-ShipToAA
      Description Ex-ShipToAA
      Starts immediately 'checked'
      No expiry date 'checked'
      Refer to Contract Ex-SoldToA

      Participants

      Selected organizations ExShipToAA

      Shipping Providers

      Selected Shipping Providers 'Shipping Policy for A1' and 'Shipping Policy for A2'

      Shipping Charge Type

      Shipping Charge Type select 'Free shipping'

      Shipping Addresses

      Selected Shipping Addresses select 'ExShipToAA' and 'address2' and 'address3'

    56. Click OK to save the contract and close the notebook.

    57. Select the check box to the left of the business account that you have just created a new contract for. Click the button "Contracts"

    58. Select the check box to the left of the contract that you have just created. Click Submit.

    59. Create Account For: ExShipToABFrom the Sales menu, click Accounts.

    60. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    61. Click New. The Account notebook displays.

    62. Complete the fields for each page as required, and use the links on the left side to switch between pages. Account Customer

      Customer Organization Ex-ShipToAB
      Contact Ex-ShipToAB

      Account Display Customization

      Logo mockups/logo.gif
      Text Field One Customer Example 1 - SoldTo A
      Text Field Two Ship To 2

      Account Purchase Order

      Purchase order number must be specified at time of order 'checked'

    63. Click OK to save the business account and close the notebook. The business account is displayed in the Account List page.

    64. Click the same Account that was just saved to enable editing of the information.

    65. Complete the fields for each page as required, and use the links on the left side to switch between pages. Shipping Providers

      Selected Shipping Providers 'Shipping Policy for A1' and 'Shipping Policy for A2'

      Shipping Charge Type

      Shipping Charge Type select 'Free shipping'

      Shipping Addresses

      Selected Shipping Addresses select 'ExShipToAB' and 'address2' and 'address3'

    66. Click OK to save the business account and close the notebook. The business account is displayed in the Account List page.

    67. Create Contract For: ExShipToAB

    68. From the Sales menu, click Accounts.

    69. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    70. Select the check box to the left of the business account that to create a new contract for. Click New Contract. This will open the Contract notebook.

    71. Complete the fields for each page as required, and use the links on the left side to switch between pages. Contract General Information

      Contract name Ex-ShipToAB
      Short Description Ex-ShipToAB
      Description Ex-ShipToAB
      Starts immediately 'checked'
      No expiry date 'checked'
      Refer to Contract Ex-SoldToA

      Participants

      Selected organizations ExShipToAB

      Shipping Providers

      Selected Shipping Providers 'Shipping Policy for A1' and 'Shipping Policy for A2'

      Shipping Charge Type

      Shipping Charge Type select 'Free shipping'

      Shipping Addresses

      Selected Shipping Addresses select 'ExShipToAB' and 'address2' and 'address3'

    72. Click OK to save the contract and close the notebook.

    73. Select the check box to the left of the business account that you have just created a new contract for. Click the button "Contracts"

    74. Select the check box to the left of the contract that you have just created. Click Submit.

    75. Click button "Refresh" until the status for the contract states "Active"

    76. logout of WebSphere Accelerator

    77. Check product entitlement Log into the AdvancedB2BDirect Store URL: http://localhost/webapp/wcs/stores/servlet/AdvancedB2BDirect/index.jsp

    78. Log into Store:

      Userid ExShipToAA
      Password ibm1ibm

    79. Add two different products to the cart

    80. Click "Current Order" and click "Next"

    81. Ensure there are multiple shipping address drop-down selections available for each order

    82. Click "Checkout"

    83. Click "Next" and continue to "Order Now"

    84. Once there is an order confirmation, logout of store and repeat steps for ExShipToAB

    85. Log into Store:

      Userid ExShipToAB
      Password ibm1ibm

    86. Click "Browse Catalog"

    87. Add two different products to the cart

    88. Click "Current Order" and click "Next"

    89. Ensure there are multiple shipping addresses drop-down selections available for each order

    90. Click "Checkout"

    91. Click "Next" and continue to "Order Now"

    92. Once there is an order confirmation, logout of store

    93. Export Accounts and Contracts Log into the WebSphere Commerce Accelerator and select AdvancedB2BDirect Store

    94. Compile all account identifiers from the database. Use the following SQL: 

                 select * from account

    95. For each account identifier, export the Account XML using the following URL format: 

         https://localhost/webapp/wcs/stores/servlet/AccountExport?
       
accountId=14501&fileName=accountExCompanyExample1.xml&langId=-1&xsdName=Package.xsd&URL=

        https://localhost/webapp/wcs/stores/servlet/AccountExport?
       
accountId=14503&fileName=accountExSoldToA.xml&langId=-1&xsdName=Package.xsd&URL=

        https://localhost/webapp/wcs/stores/servlet/AccountExport?
       
accountId=14505&fileName=accountExSoldToB.xml&langId=-1&xsdName=Package.xsd&URL=

        https://localhost/webapp/wcs/stores/servlet/AccountExport?
       
accountId=14507&fileName=accountExShipToAA.xml&langId=-1&xsdName=Package.xsd&URL=

        https://localhost/webapp/wcs/stores/servlet/AccountExport?
       
accountId=15501&fileName=accountExShipToAB.xml&langId=-1&xsdName=Package.xsd&URL=

      For these URLs, enter them into the browser which initiated the Accelerator tool as this will have the appropriate cookie to enable privilege to run this command.

    96. Go to the directory <CommerceInstallPath>/xml/trading/xml/ and find the files that were just exported. These files represent your accounts.

    97. Export All Contracts from the Sales menu.

    98. Click Accounts.

    99. The Account List page displays, containing business accounts currently defined for the selected store. If you do not see this menu, then your logon ID does not have the appropriate authority to perform this task. Contact the Site Administrator.

    100. Select the check box to the left of the business account that to export a contract for. Click Contracts. This will list all the available Contracts for a particular account.

    101. Select the check box to the left of the contracts that you wish to export and click "Export"

    102. The "Export contract to a file" page will appear. Enter in a Filename.xml value for each contract.

    103. Click "OK"

    104. Go to the directory WC_INSTALL/xml/trading/xml/ and find the files that were just exported. These files represent your contracts.


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