No Confirmation Send to Contractor when ordering in ESC
- Description of the issue: A Contractor Task has been set up in EXP, so that a Contractor can order items in ESC. This works as expected, however the Confirmation Email is not being sent to the Contractor, only to the Exhibitor.
- Account name: Jaarbeurs
- Region: EMEA
- Client version: 26.1
- Steps to reproduce:
Exhibitor: Mickey Mouse BV (Exhibitor) (00178869)
Contractor: Contractor Bob the Builder (Standbuilder) (00179153)
Event: Vakantiebeurs 2050 - TEST EVENT MINKA
Event ID: 45555
> The Standbuilder gets an invitation from the Exhibitor, like the email below.
The link in this email can be found here:
ttps://jaarbeurs.ungerboeck.com/TEST/app85.cshtml?aat=4979527843586e6a446b5a4246724f414a663077594a35336c4c3334497151744749786971422b3235486b3d
> The Contractor/Standbuilder logs in, and you can use the following credentials:
minka.verkaar+standbouwertje@gomomentus.com
Bob123
** You might want to change the email address and password to receive the emails yourself
> Click on the Exhibitor Mickey Mouse and continue to log in
> Click on the Task "Ga naar de webshop" (Contractor) which means go to the Exhibitor Service Center
> Order an item, for example some flowers:
> Add to Cart
> Open your Cart at the right top and Check Out
> Accept the Terms & Conditions and as you can see the Billing Information is linked to the Contractor/Standbuilder.
> Pay per Invoice and Place your Order
> On the Check-Out Page, it says that the Confirmation is sending to the email address of the Exhibitor (and not the Contractor)
> Also, the email and attachments (Confirmation Report & Invoice Report) are sent to the Exhibitor only and not to the Contractor (while the Contractor is named correctly on the Documents)
Order Confirmation:
Invoice:
- Observed results vs Expected results: The Contractor is not receiving any Confirmation Email
- What is the job the client is trying to accomplish: They want to share the info with the Contractor
- Business impact if not resolved: The missing information might have a big impact on the exhibitor
- Links to articles where you've looked for solutions and also other steps you've taken to research the issue: https://supportcenter.ungerboeck.com/hc/en-us/articles/7278865556119-Exhibitor-Portal-Tasks
- Link to Zendesk ticket: https://ungerboeck.zendesk.com/agent/tickets/385998
- Local v30 URL: https://supportwebemea.ungerboeck.com/JaarbeursTest
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Pieter Fourie Mike Schepker Nicole Loh Satya Ram Nukala Is this a bug? Thanks!
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I did retest this case the confirmation is set to be sent to the contractor and the exhibitor
When the purchase is made only the exhibitor receives the email
The contractor email is valid, because i did receive the link to the portal on that email
I do think this is a bug, can Product confirm?
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To me this seems correct since they are the contractor of the exhibitor and ESC is saying exactly who the confirmations will go to. I don't know of any configuration option to also include the contractor on the confirmations. That might be an enhancement if Nicole Loh or Satya Ram Nukala don't know of a way to get what they want.
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Mike Schepker the confirmation email is selected to be send to both Exhibitor and contractor
This is one of the settings of the contractor portal
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Josiane Mikhael But isn't that for Contractor Portal only? That wouldn't apply to ESC which they are launching into from the portal (if I'm understanding the workflow).
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Minka Verkaar would you please confirm the workflow?
Because i did access the ESC from the Contractor portal -
Josiane Mikhael But that configuration option in your screen shot is from contractor portal, right? I would not expect confirmation settings from Contractor Portal to apply to ESC. ESC has it's own configuration settings in its form template.
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You have the option in the Contractor Portal to send Confirmations to both the Exhibitor and the Contractor (screenshot Josi), but as Mike said, this option is not available in ESC. So this option is only applicable for Orders and Confirmation send in the EXP.
However, ESC takes the details of the Contractor in the Confirmation Report and Invoice Report, so ESC ‘knows’ that it is not the Exhibitor who is ordering, but the Contractor. And than it is weird to me that the Exhibitor gets the Confirmation with the details of the Contractor on it. I would have expect that the email was at least send to the both of them by default.
I would say the option to select who is getting the email (only the Exhibitor, only the Contractor or both) would maybe be an enchanement request :( (although I think this should have been part of the basic workflow in the first place)
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I think this is probably just a gap. ESC, EXP, and Contractor Portal were all developed at different times (Contractor coming much later). Thought was probably never put into that workflow when jumping to ESC from contractor portal.
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Minka Verkaar Should I log an enhancement request?
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Francesco Torchia Please do, so we have a record of it.
Mike Schepker I understand your comment, but in my opinion, when a module cannot be used, it isn't fair to treat it as an enhancement request. An enhancement is an improvement to a module/functionality that already works as intended/designed, whereas a bug/gap is something that doesn't work at all.
Since the Contractor Portal cannot currently be used because of this, I expect Jaarbeurs to escalate this issue.
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