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C4C Utility Move-In; Accessing Customer Object During Contract Account Scripts

Hello Community.

I have a question that I hope someone can help with. Within the Utilities Guided Move-In process I obviously have scenarios where a new contract account is required. When the end-user chooses "New" the fields for the new Contract Account appear. I would like to derive some default values for these fields based on attributes on the Customer (new or pre-existing) that would have already been designated at this point. However, I cannot find where I have an extensibility option to readily access the customer object. I have already extended the UtilitiesActionBO object for some fields on Contract Account and I see in the data model for this page that there is a Cust_info association object in addition the node CustomerDetails that exists as a sub-node on the UtilitiesActionBO. But, during my script processing for Contract Account the only other element I have access to is the Root UIID. I'm confused as to what I cannot access the customer object related to the move-in process being executed. If there is any guidance/hints someone can suggest I would appreciate it.Thank you.

James

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3 Answers

  • Best Answer
    Aug 21, 2017 at 05:55 AM

    Hi James,

    Few Pointers:-

    If you are in the scope of ContractAccountDetails, below is how you can get details of other Nodes.

    Other useful information is if the customer you have selected is existing already in C4C it's relevant data will be filled under Contract Node like highlighted above and you can use Customer BO to fetch further details of him.

    But if you choose to create a new customer as a part of Guided process then you can get's those details as a part of Customer Details, as those information will be not yet there in C4C.

    I hope this helps.

    Thanks & Regards,

    John

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    Former Member
    Aug 21, 2017 at 05:00 PM

    Hello again Sir. I think I understand a bit better now. Up to this point I had been using pre-existing BPs which appear not to populate this node. But..if I use the New Customer option and enter information there does appear to be info loaded into that node. So...I'm guessing that this node only populates for new customer/accounts during the move-in?

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    Former Member
    Aug 21, 2017 at 03:22 PM

    Hello John Paul, thank you for the feedback. Going via the Contract node worked. Not sure why I didn't try that previously. I was attempting to go via the CustomerDetails node. Any particular reason why that isn't available during the AfterModify event for ContractAccountDetails?

    (1) Shown here, I have a pre-existing customer I've identified.(2) Here on the Contract Account tab I check new then make a selection.(3) And in debug when I check the Customer node I'm unable to fetch anything. I thought by observing the data model for this page I would have expected that node to have been available.

    With the new code you suggested I can get it via Contract, just not sure what CustomerDetails isn't set, or isn't available. Is there something in reviewing the screen properties in the UI designer that should have alerted me to use the Contract node vs CustomerDetails node. Apologies if these are questions with obvious answers...it just seems to puzzle me.

    Thanks again for your feedback.

    James

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