A customer needs to be activated online to ensure their debtor transactions and sales orders are integrated. The Commerce Vision Integration client does not by default integrate data for all customers as this can sometimes cause unnecessary data integration.
A customer must be at a status of 'Active' to have their data (statement data and orders) integrated.
Step-by-step guide
To Mark an Account 'Active':
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Account Selection'.
- Search for the required Customer.
- Select the Customer record via radio button.
- Click 'Mark Active'. This will set the customer to 'Pending' and their data will be available after the 'Get Orders' integration event.
It is possible to have a setting that will automatically activate all customers. This should be used with caution as it will cause a large amount of data to be integrated. Please consult with Commerce Vision regarding turning this option on.
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