This article describes the mandatory actions for migrating customers after Integrated Shopping Experience (ISE) is enabled. "Migrating customers" means customers who have free-text forms, external webshops and possibly Guided Purchasing items created before the ISE functionality is enabled. If you are a migrating customer, read on to find out what actions you must take to set up your shopping experience.
After the ISE functionality has been enabled, you will receive an email from Basware informing you of the enablement.
After ISE is enabled, you must complete these actions. Click each action to see the detailed instructions.
Also, find more information about ISE and Marketplace:
Republish free text forms to Marketplace
Free-text forms need to be published to Marketplace. This can be done either all at once or one-by-one.
To republish all at once:
To republish free-text forms one-by-one:
Recreate external webshops in Marketplace
External webshops published directly in Basware P2P will not work after ISE has been enabled. They will need to be created in Marketplace by Basware Customer Support. To get external webshops created:
Basware Customer Support will set up the external webshops for you.
Edit guided purchasing shortcuts for the homepage
Existing guided purchasing shortcuts need to be edited and defined as Marketplace search keywords, other types of shortcuts are not available in ISE.
Ensure that all suppliers have a DUNS identifier
When ISE is enabled, the Supplier DUNS identifier becomes mandatory data for all suppliers that are used in P2P Purchase.
Assign external webshops to Marketplace views
Without ISE, it was only possible to use user roles to determine who could or could not use all external webshops. With ISE enabled, it is now possible to control which external webshops different groups of users can see. This control is done in Marketplace using views.
After Basware Support has recreated your external webshops, you must assign them to views to control which users can use the webshops. The name of each view must match either a Basware P2P user group external code or organization code. That way, users in the user group or organization will be automatically added to the views after they are created.
To create a view for an external webshop:
The view is created. Users in the specified user group or organization will be automatically added to the view when they log in for the first time. The users will be able to access all agreements that you have added to the view.
Assign free-text forms to Marketplace views
After free-text forms are published in P2P, they are added automatically into a view in Marketplace, accessible to anyone with "Use free-text forms" user rights.
However, if you want a certain free-text form to be accessible to a certain group of people only, remove it from the View published to whole organization and add it to the required view.
To remove a free-text form from the existing view:
To add the free-text form to a new view:
Basware Customer Support is more than happy to assist customers with questions related with Views.
P2P user rights in ISE
In combination with view, user rights determine the contents users will see in Marketplace. For example, if a user is added to a view that has free-text forms, but that user does not have the user right "Use free-text forms", they will not be able to see the free-text forms in that view.
Simplified Basware Purchase and Restricted Basware Purchase user rights are also supported.
You can always find the latest information online in Marketplace > Dashboard > Resources/Knowledge Base.