Organization Details page (B2B)

Buyer Administrators for a B2B organization can use the Organization Details page to view and edit organization details and behavior. The page is broken down into multiple sections. Buyer Administrators can select the icon for a section, change the details in that section, and then save.

Elements of the Organization Details page

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The Approvals section and Roles section provide administrative options for an organization

Approvals

The Approvals section allows the Administrator to enable or disable order approvals and buyer approvals. By default, approval types are inherited from the parent organization. The approvals settings that are selected also dictate who can approve orders or approve buyer registrants for the current organization. Consider the scenarios in the following table.

Approval settings	Store behavior	Buyers who can approve
	Order approval is enabled. Buyer approval is enabled.	Users who belong to the current organization's Order Approval Group can approve orders. By default: Only Buyer Approvers and Buyer Administrators of the current organization can approve orders. Buyer Approvers and Buyer Administrators of other organizations cannot approve orders. Users who belong to the current organization's User Registration Approval Group can approve buyer requests. By default: Only Buyer Administrators of the current organization can approve buyer requests. Buyer Administrators of other organizations cannot approve buyer requests. Note: Administrative accounts that belong to other parent organizations or suborganizations can approve order or buyer requests if they are added to the correct member groups.
	Order approval is disabled. Buyer approval is disabled. Note: Select Do not inherit if you do not know the settings of the parent organization and want to ensure that the settings in the current organization are applied.	Orders are immediately sent to processing. No approval necessary. Buyers who register with the current organization can immediately log on and shop. No approval necessary.
	Order approval settings are inherited from the parent organization. For example, if order approval is enabled in the parent organization, then order approval is also enabled in the current organization. Buyer approval settings are inherited from the parent organization. For example, if buyer approval is enabled in the parent organization, then buyer approval is also enabled in the current organization.	If order approval is enabled in the parent organization, only users who belong to the parent organization's Order Approval Group can approve orders. By default: Buyer Administrators and Buyer Approvers of the parent organization can approve orders Buyer Administrators and Buyer Approvers of other organizations, including the current organization, cannot approve orders. If buyer approval is enabled in the parent organization, only users who belong to the parent organization's User Registration Approval Group can approve orders. By default: Only Buyer Administrators of the parent organization can approve buyer requests. Buyer Administrators of other organizations, including the current organization, cannot approve buyer requests. Note: Administrative accounts that belong to other organizations can approve order or buyer requests if they are added to the correct member groups.

Roles

In the Roles section, the Administrator can edit roles that can be assigned to buyers in the current organization, which also dictates the roles that become available in the suborganizations. By default, all six buyer Organizational management rolesorganizational management roles are available in the top-level organization.

Consider the following scenario: The current organization has all six roles available in the Roles section. A Buyer Administrator selects Buyer Administrator, Buyer Approver, and Buyer (buy-side) as assignable. Only those three roles can be assigned to buyers in the current organization. Also, only those three roles become available to the suborganizations. For example, the following image depicts the Roles section in its suborganizations.

JSP files

The page layout is built with widgets that use the Commerce Composer framework to retrieve and display content. However, the page is not managed in the Commerce Composer tool, and not all the widgets are available to Management Center users in the Commerce Composer tool.

• OrganizationCreateEdit.jsp represents the entire page.

  Note: This JSP file represents both the Create Organization page and Organization details page. The widgets and their properties that are rendered by this JSP file depend on the action that was made on the Organizations and Buyers page. The Edit Organization button forces OrganizationCreateEdit.jsp to use one set of widgets, while the Create Organization button forces OrganizationCreateEdit.jsp to use a different set of widgets or properties.

• 1 BreadcrumbTrail.jsp* is the top-level JSP file for the Breadcrumb Trail widget, which displays the breadcrumb trail.

• 2 MyAccountNavigation.jsp is the top-level JSP file for the My Account Navigation widget, which displays the My Account sidebar and its navigational links.

• 3 OrganizationList.jsp is the top-level JSP file for the Organization List widget, which displays the parent organization of the selected organization.

• 4 OrganizationSummary.jsp is the top-level JSP file for the Organization Summary widget, which displays the address and contact information of the organization and allows for editing.

• 5 OrganizationMemberGroup.jsp is the top-level JSP file for the Organization Member Group widget, which displays the approval options and allows for editing.

• 6 OrganizationRoles.jsp is the top-level JSP file for the Organization Roles widget, which displays the assignable roles within the organization, and allows for editing.

^{* indicates widgets that are available to Management Center users in the Commerce Composer tool.}

Links and buttons

7 Address

Edit organization address.

8 Contact Information

Edit the Buyer Administrator's contact information such as email, phone number, and fax number.

9 Approvals

Enable or disable the requirement for buyer approvals and order approvals. The approvals section contains four options:

• Order Approvals: Orders require approval before processing.

• Buyer Approvals: Buyer account registration requires approval before the buyers can log on to the store.

• Do not inherit order approvals: Override parent organization order approval behavior with the option defined by Order Approvals.

• Do not inherit buyer approvals: Override parent organization buyer approval behavior with the option defined by Buyer Approvals.

10 Roles

Edit the roles that can be assigned to buyers within the selected organization and its suborganizations.


Related concepts
Organizations


Related reference Organization and buyer administration flows (B2B)