Required records for partner-customers

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

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.
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.