Required records for partner-customers

For a partner-customer to use the portal, these records must exist in Infor Service Management:

  1. Billing and shipping contacts on the Contacts form.
    • For the billing contact, the record must include this information:
      • Name
      • Business Phone
      • Mobile Phone
      • Home Phone

      Also, on the Contacts tab of the Customer Ship-Tos form, this contact should be set as the primary contact for the ship-to record 0, which is the billing address.

    • For the shipping contacts, the record must include this information:
      • Name
      • Business Phone
      • Fax Number

      Also, on the Contacts tab of the Customer Ship-Tos form, a contact should be set as the primary contact for the ship-to record that should be used for shipping information.

  2. To support the use of Send External Notifications, the Forms Database Name field on the back office Sites/Entities form must be set to a default forms database name from which to retrieve translated strings for messages sent from and within each application database. See the back office online help for more information.