wiki.customer1 [p-collab wiki]

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====== Customer Onboarding Process ======

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Once the user logs in, a launchpad with all the available module is visible and then Click on Customer Onboarding.
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After clicking on Customer Onboarding, the Customer onboarding process page will open. To invite a new customer, click on the Invite a New Customer button.

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After clicking on Invite a New Customer, the 'Invite a New Customer' page will open. The customer must fill in all the mandatory fields. Once all mandatory fields are completed, the Invite button will be enabled.
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Once the user clicks on the Invite button, the Select Workflow pop-up will appear. This pop-up displays all workflows created for the Customer Registration Request. Select a workflow from the list and then click on the Proceed button.
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The record will appear in the List of Customer Invites.
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After submitting the customer registration form the customer will reflect in the List of Customer with the status Approval in Progress and then click on the customer id for detail view.
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After opening the detail view scroll down to fill the ERP Reference data.
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After filling the ERP reference data click on Submit button and then click on the Take Action button.
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After clicking on the Take Action we get the Take Action pop-up.
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The Ok button will get enabled once we click on the Take Action button.
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After all approvals, customer details auto-sync to SAP, customer is created in SAP, and the customer code shows in the portal.
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By clicking on the Notes we can see the history of actions taken along with comments and timestamps.
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