Creating customer representatives, versions released June 2022 or later

Use this procedure to create a customer representative in versions June 2022 or later. Infor Federation Services (IFS) External Entity Management is used for the registration, authentication, and authorization of customer representative contacts in the Billing and Receivables Portal. This procedure applies to new tenants and to existing tenants that were migrated to use IFS External Entity Management. See the Infor Cloudsuite Corporate, Healthcare and Operations and Regulations Multi-tenant Configuration Guide for information about the provisioning and migration processes for external applications.
  1. Select Financials > Receivables > Manage Customers > Customer Representatives.
  2. Click Create.
    The Create button is available on Validated, Rejected, and All tabs.
  3. Specify this information:
    Customer Group
    Select a customer group.
    Customer Representative Name
    Specify the name of the customer representative.
  4. On the Primary Contact Information tab, specify this information:
    Email Address
    Specify the email address of the customer representative. This is the user name for the contact in Billing and Receivables Portal.
  5. On the Company Information tab, specify this information:
    Dun & Bradstreet
    Specify the Dun and Bradstreet number.
    Tax Id Type
    Select the tax ID type.
    Tax Id
    Specify the tax ID.
  6. In the Related Company Customer section, specify this information:
    Company
    Select the associated company.
    Customer
    Select the associated customer.
  7. In the Mailing Address section, specify this information:
    Country
    Select a country code for the mailing address.
    Street Address
    Specify a street address.
    City
    Specify a city for the mailing address.
    State/Province
    Select a state or province for the mailing address.
    Post Code
    Specify a postal code for the mailing address.
    County/District
    Specify a county or district for the mailing address.
  8. Click Save.
    The contact does not yet have access to the Billing and Receivables Portal. When they use a link in an email they receive to complete registration, they can sign in to Billing and Receivables Portal.