Submitting a request

The requester can submit a customer account request through the Infor OS Portal.

  1. Open the Customer Account Request workspace.

    See Infor OS User and Administration Library (Cloud) and navigate to User > OS Portal > Using workspaces.

  2. In Start Customer Account Creation widget, click the Add icon.
  3. Select M3_CustomerCreationRequest in the Select Workflow field.
  4. Specify this information:
    Workflow Instance Name
    Provide a name that is linked to the request. For example, Customer Account Request Acme Corporation.
    Workflow Instance Description
    Optionally, provide a brief workflow definition or purpose.
    CustomerName
    Provide the customer name. For example, Acme Corp.
    DocumentSharepointLink
    Provide a URL where to access the document. For example, https://yourcompany.com/ RequestDocument_Acme_Corp.docx.
    Phone number
    Provide the contact detail of the customer. For example, +1 (505) 842-5662 which includes the country code.
  5. Click Start to send the request for approval.