Manage Large Government Agencies
Distributors designated as Large Government Agencies (LGA) distributors can create and manage LGA customers. An LGA-enabled distributor can:
- Create LGA customers
- Migrate existing LGA customers from VIP to VIP Marketplace
- Convert a customer in the Government market segment to an LGA customer
For more information on managing LGAs using APIs, refer to Managing Large Government Agencies using APIs.
Use this document to test how to create and manage LGAs in a Sandbox environment.
Create LGA customers
You can create an LGA customer in one of the following ways:
Create a membership for transfer using the Quick Create option
- Go to the Transfer Memberships tab in the Sandbox UI and then select Quick Create:
- Under the Quick Create section, select Enable LGA to create an LGA customer.
Configuration tips:
- When the COM and EDU market segments are selected, the Enable LGA option is disabled.
- When the HVD, 3YC, and Worldwide options are selected, the Enable LGA option is disabled, and vice-versa.
- The value selected for the Market Segment must be
GOV
. SelectingGOV
as the Market Segment displays market subsegment options:STATE
andFEDERAL
. - Selecting Enable LGA sets the minimum and maximum values of the Number of Eligible Offers to 1 and 5, respectively.
- A customer migrated using the generated membership ID should be an LGA customer.
Create a membership for transfer using the Custom Create option
- Go to the Transfer Memberships tab in the Sandbox UI and select Custom Create:
- Select Enable LGA under the LGA Customer section.
- Enter other details. Some configuration tips are as follows:
- Selecting the Enable LGA checkbox displays the Has FRL products checkbox. Selecting this checkbox opens the quantity selector corresponding to the FRL products.
- Market Segment must be
GOV
. When theCOM
andEDU
market segments are selected, the Enable LGA option is disabled. SelectingGOV
displays market subsegment options:STATE
andFEDERAL
. - When the HVD, 3YC, and Worldwide options are selected, the Enable LGA option is disabled, and vice-versa.
- The value selected for the Market Segment must be GOV.
- Selecting LGA changes the available offers in the offers section to products with 06-09 discount levels.
- Selecting Enable LGA disables the Number of Additional Eligible Offers checkbox.
- A customer migrated using the generated membership ID should be an LGA customer.
- Selecting Enable LGA, without FRL products, shows invalid in the "LGA Enabled" checkbox and does not allow membership ID creation if the total quantity of offers selected is less than 100.
Select market subsegment for existing GOV customers
For the GOV
market segment, you can select market subsegment for the customer in the Edit mode:
View LGA customer details
To view LGA customer details:
- Go to Manage Records > Customers.
- Expand the customer record.
LGA Customers contain a LARGE_GOVERNEMENT_AGENCY
section in benefits
. This section shows the type of benefits applicable to the customer and its status.
View Linked Membership details of an LGA customer
When an LGA or non-LGA customer is part of a Linked Membership group, you can view those details from the customer account details. Two new attributes, type
and country
, are displayed in the linkedAccountGroup
details section:
View ineligible memberships
The Transfer Memberships > Ineligible Memberships tab lists the error codes for the LGA Membership Transfer cases, as shown in the following figure: