Workspace for thinking through settings. VERY drafty.

Settings by entity

Disregard edit button. Feel free to open spreadsheet (attached to this page) - formatting is here is a little off.

Below is a listing of the settings that Contacts will see in their "My Account" area grouped by type of entity that the particular setting is tied to. The settings are further classified as Laddawn-created (L) or Contact-created (C), as well as editable preference (EP) or read only (RO).

When Laddawn creates a new Sales Organization, we will also create at least one Bill-to and one Contact associated with that Sales Org. This will enable additional Contacts to self-register on the web, and create and maintain Ship-to's and additional Bill-to's. Self-registering Contacts will, upon registering, have to affiliate themselves first with an existing Sales Organization (via # known to existing Contacts) and then a Bill-to, either an existing one or a new one that they must create at time of registration.


Attachments:

my account matrix.xlsx (application/vnd.openxmlformats-officedocument.spreadsheetml.sheet)
my account matrix.xlsx (application/vnd.openxmlformats-officedocument.spreadsheetml.sheet)
my account matrix.xlsx (application/vnd.openxmlformats-officedocument.spreadsheetml.sheet)