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📖 Handbuch / portal_ecosystem / The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.
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The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.

Betrieblicher Arbeitsbereich portal_ecosystem

Multi-mandant self-service for customers: catalogue orders, invoice calls, service reports and support.

Ziel & Fachlicher Nutzen: Exclusive B2B customer portal for customer customers. It offers 14 integrated specialist modules (products, orders with attribute field sets, offers, orders, service reports, invoices, deadlines, returns, facilities and support tickets).
⚡ Arbeitsabläufe (4) 📋 Aufgaben & Funktionen (35) ❓ Formularhilfe im Bereich 🛡️ Rechtliche Richtlinien

⚡ Typische Arbeitsabläufe Schritt für Schritt

Customer portal ordering and ERP casing

From the customer portal basket to the automatic asset of quote and delivery order.

sequenceDiagram Kunde im Portal->>PortalAPI: POST /portal/{slug}/bestellung (Positionen & Fieldsets) PortalAPI->>PortalAPI: validate_attribute_values() PortalAPI->>DB: INSERT INTO quotes (source_type = 'SYSTEM') PortalAPI->>DB: INSERT INTO work_orders (order_type = 'delivery', status = 'SCHEDULED') PortalAPI-->>Kunde im Portal: Bestätigungsseite & Auftragsnummer
Ablaufschritte:
CATALOG
Selection of products

customer selects products and fills in dynamic attribute field sets.

✓ Compulsory field checking in the browser
SUBMIT
Transmission of orders

POST to /portal/{slug}/order with typically validated semantic_attributes.

✓ to execute order_submit
QUOTE_GEN
Proposal for a Council Regulation (EC) No

System generates quote with source_type='SYSTEM' and 'portal_order'.

✓ to take semantic_attributes
WORKORDER_GEN
The Commission shall adopt implementing acts.

Automatic production of the execution order (work order) in the LVS/ERP.

✓ Other, of a kind used for the manufacture of goods

The following information is provided for in Article 2 (1) of Regulation (EC) No 1290:

The following is the list of the main functions of the system:

Ablaufschritte:
customer_crud_subagent
customer_crud_subagent

The following is the list of the products:

✓ customer_crud_subagent

Benutzerbefehl: portal admin agent

The following is the list of the main functions of the system:

Ablaufschritte:
portal_admin_agent
portal_admin_agent

{"key": "execute_command", "label": "Befehl prüfen, ausführen oder zur Freigabe vorlegen", "adapter": "agent.execute", "agent": "portal_admin_agent", "condition_fact": null}

✓ portal_admin_agent

Customer portal request received

The following is the list of the types of data that are used for the purpose of the report:

Ablaufschritte:
portal_request_dispatch_agent
portal_request_dispatch_agent

The following is the list of the products:

✓ portal_request_dispatch_agent

📋 Wichtige Aufgaben & Funktionen in diesem Bereich

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Formular- & Eingabehilfe in diesem Modul

In allen Erfassungs- und Bearbeitungsmasken dieses Moduls finden Sie an jedem Eingabefeld das blaue ?-Symbol:

  • Ebene 1 (Kurzhilfe): Ein Klick zeigt sofort Bedeutung, Pflichtstatus und empfohlene Werte an.
  • Ebene 2 (Erweiterte Hilfe): Ausklappbare Details zu Validierungsregeln, Formatvorgaben und Buchungswirkungen.
  • Ebene 3 (Prozess-Verknüpfung): Direkter Link zum übergeordneten Geschäftsprozess und den Prüfpunkten.

🛡️ Rechtliche Leitlinien & Compliance

✓ Article 15 of the GDPR (Right to information and access to data) ✓ B2B data security and RLS isolation