Customer Setup - eCommerce overview

Customer > Setup > Customer

If you communicate with the customer electronically, use this page to set up transmission information.

Document Send Types

In the section, you can specify the output format for these documents:

  • Acknowledgments
  • Advance Shipping Notices
  • Invoices
  • Proposals
  • Statements

The customer must be able to consume and process the method that you select.

See the Infor CloudSuite Distribution Setup and Administration Guide for EDI.

Product Certificate Document Selection

This section displays all the product certificates that are defined on the SA Table Code Value Setup-Product Certificate Type screen. Certificates can be assigned to various document types for the customer.

The Certificates grid includes these details:
  • Acknowledgement/Quote: A checkbox to indicate that the product certificate must be included when the Acknowledgement/Quote document is printed or emailed. The selected certificates for this document are listed in the Acknowledgement/Quote field.
  • Pick Ticket/Packing List: A checkbox to indicate that the product certificate must be included when the Pick Ticket/Packing List document is printed or emailed. The selected certificates for this document are listed in the Pick Ticket/Packing List field.
  • Delivery Note: A checkbox to indicate that the product certificate must be included when the Delivery Note document is printed or emailed. The selected certificates for this document are listed in the Delivery Note field.
  • Invoice: A checkbox to indicate that the product certificate must be included when the Invoice document is printed or emailed. The selected certificates for this document are listed in the Invoice field.
  • Demand: A checkbox to indicate that the certificate can be printed or emailed using the Print option on the Sales Order Entry screen. All certificates with this checkbox selected are listed in the Demand field.
  • Certificate Type: The name of the certificate as defined on the SA Table Code Value Setup-Product Certificate Type screen.
  • Description: The description of the certificate as defined on the SA Table Code Value Setup-Product Certificate Type screen.
  • Product Certificate Active: The status of the certificate as defined on the SA Table Code Value Setup-Product Certificate Type screen.
  • Receiving Type: Indicates whether the certificate is required from the vendor or supplier upon receiving, as defined on the SA Table Code Value Setup-Product Certificate Type screen.
  • IDM Document Type ID: The IDM document ID as defined on the SA Table Code Value Setup-Product Certificate Type screen.
    Note: You must use Personalization to view this field.
  • IDM XQuery Attributes: The IDM query attributes as defined on the SA Table Code Value Setup-Product Certificate Type screen.
    Note: You must use Personalization to view this field.

Advanced Shipping Notice

In the section, you can specify the recipients of advance shipping notices and group information.

Inbound Purchase Order Settings

In the section, you can select customer-specific parameters for processing and creating order information when electronic data is processed by the SX API Full Order Maintenance process.

Web Pages

In this section, you can specify internal and external web page addresses for the customer.