Components for customer accounts

Components to set up a customer account:

• Setting up the characteristics includes creating a characteristic set and the required flex fields. Characteristic sets are groups of customer-defined preferences that determine how the customer company and its suppliers do business throughSupplier Exchange. Flex fields can also be attached to the characteristic sets to define data fields that belong to either schedulers or requirements on Material Releases or Shipping Schedules. At least one characteristic set must be created for the customer.
• The customer company profile is used to turn on components and link the default characteristic set to the customer.
• Each customer can have multiple users, but at least one user must be established by the owner. This first customer administrator user has full access to the customer's account and can create additional Supplier Exchange users for the company.
• If the customer company uses EDIFACT or X12 to communicate, maps for converting data into Supplier Exchange proprietary XML must be established.
• If the customer company uses Supplier Exchange to publish to a VAN, the communications certificate information must be entered to establish the secure communications. The certificate can only be established after the customer has logged in and set up the VAN in a host profile.
• If the customer company conducts business differently by facility, characteristic sets can be assigned at the facility level to override the company-wide characteristic set. Before the facility can be assigned to a new characteristic set, the customer must have logged on to the application and created the facility record.
• If the customer is using custom labels, the label templates must be place in the database and assigned to the customer.