How To Set Up A myKaplan Platinum Account PeopleSoft And Web Panel

PeopleSoft path: Main Menu -> Customers -> Customer Information -> General Information
Enter Bill to Customer Number (Bill to Cust#)
Click the General Info Links dropdown arrow and select Additional General Info
Click Standard ID Qualifier dropdown arrow and select Web Customer
In the ID Number field, enter the Bill to Customer Number
If Ship to Customer is different from Bill to Customer, set up ship-to as follows:
- Click the General Info Links dropdown arrow and select Additional General Info
- Standard ID Qualifier = Web Customer
- ID Number = “always bill to cust#” (i.e., use Bill to Cust#)
- Tie all Ship to Customer# to the Bill to Customer#
- Complete this step if the Ship to Customer# is different from the Bill to Customer#

Main Menu -> Kaplan Product Web Info -> Web Customers
Click Add a New Value
SetID = kapco
Standard ID Qualifier = Web Customer
ID Number = Bill to Customer Number
Click Add
Enter contract number (Buying Agreement) if applicable and press Tab; terms will populate
If Purchase Order is required, enter (Y) if yes user must enter a purchase order during the ordering check-out process
- If the account has tier levels (Approvers), do not select (Y) for the Purchase Order unless the submitter(s) will enter PO#. Otherwise approvers will add the PO# prior to approval
Image -> enter kaplan_logo
Enter welcome text (example): “Welcome [customer name] to your Kaplan Early Learning Company website.”
Enter disclaimer (example; modify as needed):
- Coupons and promotions are valid on in-stock items only (drop shipped items and backorders are not included). Cannot be combined with any other offer or discounts. Cannot be used on prior purchases or custom-stocked items. Limit one coupon per customer. Products cannot be resold or used for commercial purposes. No cash value. Void where prohibited. Subject to restrictions and change without notice.
Save
Click Bill to – Ship to
Enter Bill to Customer number and location
Enter Ship to Customer numbers and locations (click + to add additional customer numbers)
Save

Note: PeopleSoft day-end process must complete before Web users can be set up (complete the web panel process a day after the PeopleSoft Set up)

Inside.kaplanco.com/admin (access path after day end)
Go to Inside.kaplanco.com/admin
Log in with Kaplan computer credentials: username / password
Adding Users and User Tier Levels
- Click Add New Users
- Create/Enter Username (create a username unique and specific to the user i.e.: email address, first initial last name, etc.)
- Create/Enter Password (use system generated or create a password unique to the user)
- Corporate Account: select the correct Bill to Customer from the dropdown list of organization names
- Enter User Information:
  - Name
  - Telephone #
  - Email address
- Select User access:
  - Admin Privileges: set to No (unless the customer will add new users)
  - Set up new Ship to’s: No (unless the customer will be adding ship-to addresses)
- Select Authorization Level: Submitter or Approver
- Click Update
Post-update steps:
- Check the Bill to associated with the user
- Select ship to(s) for each User Submitter(s) and Approver(s)
- Update

To the Customer:
- Email welcome letter/email to the customer
- Forward credentials (username(s) and password(s))
- Send a one-page overview ordering sheet
- Share details related to the navigation panel
To the Sales Representative:
- Confirm that myKaplan setup is complete

Ensure all IDs (Bill to and Ship to) are correctly linked to avoid login or access issues.
If PO access is required for some users, coordinate with the Approvers to populate PO# before approval.
To view screenshot step by step - http://know.kaplanco.com/internalkb/how-to-set-up-a-mykaplan-platinum-account

Step-by-Step informational and how-to guide for setting up a myKaplan Platinum customer in PeopleSoft and enabling the Web Process