1. Objectives

QUALITY CUSTOMER DATA connector interconnects automatically RETAIL Y2 with CAPENCY’s or DQE’s electronic form, adding information quality assurance regarding addresses, e-mails and phone numbers, without leaving RETAIL Y2.

From Y2 customer record, the user

• accesses automatically to CAPENCY or DQE form,
• fills out the information in CAPENCY or DQE and while doing so he is aided in the input of quality data for the address, e-mails and phones,
• the validated data is returned and loaded into the customer record along with quality codes for future analysis

The connector is activated when:

• new customer record is created,
• an existing customer is updated,
• new customer’s complementary address is created,
• a customer’s complementary address is updated.

The connector does not work in stand-alone mode.

This functionality is available from Retail Y2:

• Release 2016 => from Version 13.00.0000.2724 du 14/12/2018
• Release 2017 => from Version 14.00.0000.2751 du 14/12/2018
• Release 2018 => from Version 18.00.0000.1808 du 14/01/2019

2. Where it works?

2.1. Customer Main Record

Menu option in Mode Place: Basic data -> Customers

Menu option in Front Office: Customers -> Customer profile

2.1.1. New Customer Record

When creating a new customer by clicking on button, PARTNER form will open automatically to collect and validate important data such as address, email and phone numbers.

Basically, all fields appear empty except for a few that have default values.

The control is returned to RETAIL Y2 along with the validated data.

Once in RETAIL Y2 the address, email and phone numbers can be updated directly in place (Y2 form) or by clicking on the PARTNER’s button.

It is possible to update information directly in RETAIL Y2 whenever the connector setting isn’t active for the store in question.

In doing so, no validation will be applied, and any quality code sent by PARTNER will be reset (cleared) on Cegid’s side.

Otherwise, if the above parameter is active for the current store (store id belongs to list), it’s mandatory to click on the PARTNER button because the address, email and phone number fields are blocked in RETAIL Y2.

The default values for nationality, language and country are based on the settings of the store associated to the register or user, depending if it is Front Office or Mode Place and login user.

Here are some additional details on the rules implemented to transmit and initialize the Nationality, Language and Country of the postal address fields in the Partner's customer file.

In the CUSTOMERDATA connector, the store is retrieved in the following way depending on the context:

• Store of the cash register if the workstation is connected to a cash register
• Store by default of the user otherwise

The "LBL_LANGID" parameter containing the language is systematically transmitted from the language of the user's cultural profile.

• In modification:
  • The fields T_LANGUAGE, T_NATIONALITY, T_COUNTRY are retrieved from the values present on the customer record.
• In creation, management of the 3 fields T_COUNTRY, T_LANGUAGE, T_NATIONALITY: for each of them:
  • if the field is empty in the Y2 customer file, then the current rules are maintained. In other words, we respect the following rules
    • TIERS.T_LANGUAGE is retrieved from the language of the user's cultural profile (idem " LBL_LANGID ")
    • TIERS.T_NATIONALITY is retrieved from the country of the store.
    • TIERS.T_PAYS is retrieved from the country of the store.
  • Otherwise from version 1.7.1 (11/01/2024), we retrieve the value initialized by Y2 and transmit it to the URL.

Example:

Managing the T_LANGUE field

• The language transmitted for the T_LANGUE field in the URL should be that of the customer file, i.e. that of the Y2 file. This respects the Y2 settings, i.e. the field settings if they are set.
• If the field settings are not set for this field, i.e. T_LANGUE is empty in Y2, then we can keep the current rule described above

Store: Amsterdam
Cultural profile: France
Creation:

2.1.2. Update Customer Record

When a customer record is opened in update mode, two possible flows can occur, depending on how the connector setting is configured:

If the current store “Open form automatically” is checked, when opening an existing customer record, PARTNER form is called automatically and loaded with the current customer data. It is the same behaviour as when creating a new one. The difference is that the form is loaded with the current record instead of just with default values.

Once again, after the information is updated and validated in PARTNER, it will be sent back to Y2 where it can be updated again directly or by clicking on the PARTNER’s button.

2.2. Additional address information

2.2.1. New Additional address information

Inside customer’s main record, clicking on the highlighted menu option (Complementary data / Addresses),

A new screen will open, and the address, email and phone fields will be inputted/validated in PARTNERS’ form.

When adding a new complementary address to an existing customer, the same principal is applied. PARTNER’s form is opened automatically with default values.

The information retrieved from PARTNERS can be manipulated directly or not in RETAIL Y2. This depends on how the connector setting is configured:

• "INFORMATION EDITABLE IN CONNECTOR ONLY" ACTIVE => Fields appear blocked.
  Any necessary update is mandatory to use the PARTNER’s button
  
• “INFORMATION EDITABLE IN CONNECTOR ONLY” NO ACTIVE => Fields are not blocked. It is possible to update directly in RETAIL Y2.
  Take into account that any update to the above fields directly in RETAIL Y2, will reset/discard any existing quality code sent from PARTNER’S form.

2.2.2. Update additional address information

All available additional addresses information associated to a specific customer, are listed whenever the form is opened.

It is necessary to select the address (row) to update and by doing so the information appears automatically on the lower part of the form.

Once the address has been selected and the connector setting isn’t active, it’s possible to conduct the update directly in RETAIL Y2 without no control/validation of the address, email and phone data.

If “Information editable in connector only” is active, it’s mandatory to go through the PARTNER’S button to be able to update the address, email and phone fields.

When the PARTNER’S button is clicked, PARTNER’S form is opened and loaded with the current record.
Update the necessary information and in the end validate changes. The new data will be sent back to Y2.