Setting Portal Parameters

Portal parameters must be defined only in the primary site. For complete information about setting up the portal, refer to the Infor Service Management Portal Administration Guide.

On the Portal Parameters form, in the Service Portals area, specify this information:

Site Group

Specify the site group that contains sites configured to provide data on the portal. We recommend that you set this to the same group used on the Accounts Receivable Parameters form. It should be a group in which the customer table is replicated to all sites in the group.

Customer Prefix

A default prefix for customer numbers is set on the Accounts Receivable Parameters form. We recommend that you specify a different default prefix here, to be used for customers added from the Service Portal, so you can distinguish these customers from customers added using Service Management. If you leave this field blank, the prefix from the Accounts Receivable Parameters form is used. Specify this value only in the portal primary site.

Phone

Specify the phone number to be displayed on the portal Contact Us page. If this field is left blank, the phone number specified on the General Parameters form in the portal Primary Site is used.

Validate Customer Address

Select this check box to require that portal users' state and country entries for shipping information are validated against the state/country combinations specified on the Prov/States form.
When this check box is selected, a customer must specify a state and country that are included in the drop-down lists presented to them. If the field is cleared, a customer can specify any state and country name, regardless of whether the state or country is in the lists.

Auto Add Serials

Select this check box to accommodate automatic entry of scanned serial numbers on the portal Service Order Transactions page. If this option is selected, and the Expand S/N check box on the Inventory Parameters form is also selected, then when a portal user scans a serial number bar code, the number is entered automatically. The portal user does not need to click the Add button.
In the Incidents area, specify the default service support representative (SSR), status code, and owner for incident records that are submitted from the Service Portal.
Select Allow Portal Users to Set Incident Priority if you want to allow portal users to set the incident priority when creating an incident from the portal.
Save your changes.