Impersonation/“On Behalf Of”
The “On Behalf Of” feature allows internal users to impersonate users that exist under JDE Account Types.
Typically, users exist under Accounts. These accounts are determined different ways depending what type of account it is (JDE, Guest, Consumer, Internal). As long as the account type is not internal, each account has at least one associated Billing Address and each Billing Address has at least one associated Shipping address. The users under that account have access to the Billing Addresses and Shipping addresses also under that account.
If an account is an internal account type, it has no Billing Addresses or Shipping Addresses. This is because internal users are not considered the main users of the site and do not have a JDE Address Number associated to their user. This also means they could not navigate the site, because regular actions in EASYCommerce send JDE business functions that require a JDE Billing address in order to retrieve pricing or order placement rules.
However, with impersonation, the internal users are allowed to navigate the site as if they existed under a JDE Account Type and had an associated JDE address number. Once they are impersonating, the site resembles what a user under the matching JDE account would see after login. All advanced prices shown will be calculated using the borrowed Billing Address and upon order creation, it will be sent to the selected shipping address from the list of shipping addresses for the account.
Who Can Impersonate?
There are three User Authorization Types that have this feature available to them:
These user authorization types have the impersonate WebPart on their home screen. Immediately after logging in, they are shown a list of accounts to impersonate.
Which Accounts Can Be Impersonated?
The impersonation WebPart is a list section populated by a query to JDE. This is the same query that is run on the “Work with Accounts” page. It is done this way so the list of accounts in “Work with Accounts” is identical to the list of accounts to impersonate. You can only impersonate accounts that would appear in the Work with accounts page (which means users could be created for them).
After the initial filters to select only Parent Addresses or actual Accounts that exist in the portal, each user that has the impersonate ability can be assigned to a subset of accounts. The admin controls which internal users with the impersonate ability can see which accounts to impersonate. This is done in the “Assign Customers to Representatives” page. This determines the filter to apply to the JDE query to select the accounts.
If no filter is applied to the internal user’s list of accounts to impersonate, all accounts are available for impersonation.
Assigning Customers to Representatives
The Admin of the site can assign specific accounts to the internal users who can impersonate in a page called “Assign Customers To Representatives”. This lists all users that can impersonate (users with a matching user authorization type) and allows the admin to assign specific accounts.
This is done by specifying a filter to the query to JDE that is used to select the accounts. The admin can enter a filter like:
ABAN8 in (‘4242’,’1003’)
This value is saved to the table “EC_Impersonate_Restrictions”. When the user logs in, the records from this table is retrieved. The query to select the accounts the user can impersonate is then appended with this value and the query becomes:
[Original Query To Select JDE Accounts] AND ABAN8 in (‘4242’,’1003’)
Order By ABAN8