The optional Accounts Receivable function of Customer Self Service exists to push out information to customers as well as take back information such as payments. Unlike Vendor Self Service where general information is pushed and entities register themselves, Customer Self Service only pushes information to an individual customer that has to either be registered on their behalf by your site, or they have to request registration. It should also be noted that registrations for each self-service is separate so that registering for one does not give an entity access to the other.
The registration process has several triggered events to complete the process within and outside of CGI Advantage Financial. The first step is that the customer must be created as an Advantage user with a User Transaction, delivered as Customer User Maintenance (CDOC). The transaction creates not only security but also a tie to a business role that controls the home page presentation. After the transaction is processed, there are three other items queued up for the customer: the standard new user mail, a welcome email with registration details, and an alert to further introduce them to Customer Self Service. The final item triggered in the registration process is when the customer has successfully logged in and completed any necessary tasks (for example, changing the temporary password and choosing security questions), where the system changes the CSS Status on Vendor/Customer from Registration Sent to Registered. This update is then pushed downward through customer configurations.