Specifying or modifying customer profile information

Use the Setup Customer Profiles page to specify the customer profile information such as the characteristic set, address, EMC, and ION related details.

  1. Select Setup > Implementation > Customer. The Setup Customer Profiles page is displayed
  2. Specify this information in the Customer Information section:
    Customer Name
    The name of the customer.
    Characteristic Set
    The characteristic set defined for the customer.
    Status
    Indicate the status of the customer profile. Possible values:
    • In Implementation
    • Production Ready
    • Test / Demo
    • Inactive
    Integrated Application
    The ERPs that are integrated with Supplier Exchange.
    • Others
    • LN
    • M3
    Supplier Limit
    The number of suppliers that can be created for the customer.
    Enable Shipping
    If this check box is selected, the Shipments functionality is enabled.
    Enable Discrete PO
    If this check box is selected, the Discrete POs functionality is enabled.
    Enable Releases
    If this check box is selected, the Releases functionality is enabled.
    Enable Proposed PO
    If this check box is selected, the Proposed POs functionality is enabled.
    Enable Blanket PO
    If this check box is selected, the Blanket POs functionality is enabled.
    Enable Receipt
    If this check box is selected, the Receipts functionality is enabled.
    Enable AETC
    If this check box is selected, the Authorized Excess Transportation Cost (AETC) functionality is enabled.
    Enable Parts Per Million
    If this check box is selected, the Parts Per Million functionality is enabled.
    Enable Supplier Performance
    If this check box is selected, the Supplier Performance functionality is enabled.
    Enable VAN
    If this check box is selected, the customer communicates using the Value-added network (VAN).
    Enable Premium Freight
    If this check box is selected, the Premium Freight functionality is enabled.
    Enable Kanban
    If this check box is selected, the Kanban functionality is enabled.
    Enable SMI
    If this check box is selected, the Supplier Managed Inventory (SMI) functionality is enabled.
    Enable PPAP
    If this check box is selected, the Production Part Approval Process (PPAP) functionality is enabled.
    Enable DPR
    If this check box is selected, the Delivery Performance Review (DPR) functionality is enabled.
    Enable DMN
    If this check box is selected, the Defective Material Notice (DMN) functionality is enabled.
    Enable Self Billing
    If this check box is selected, the Self Billing invoice functionality is enabled.
    Enable Miscellaneous Invoices
    If this check box is selected, the Miscellaneous Invoices functionality is enabled.
    Enable Remittance Advice
    If this check box is selected, the Remittance Advice functionality is enabled.
    Enable Global Track & Trace
    If this check box is selected, the Global Track & Trace functionality is enabled.
    Enable Outside Processing
    If this check box is selected, the Outside Processing functionality is enabled.
    Enable Product Invoices
    If this check box is selected, the Product Invoices functionality is enabled.
    Enable Document Management
    If this check box is selected, the Document Management functionality is enabled.
    Enable RFQ
    Select this checkbox to enable the RFQ functionality.
    Enable RFQ Creation
    Select this check box to enable the RFQ Creation functionality.
    Enable Surveys
    Select this check box to enable the Surveys functionality.
    Enable Supplier Onboarding
    Select this check box to enable the Supplier Onboarding functionality.
    Supplier Auditing
    If this check box is selected, the Supplier Auditing functionality is enabled.
    Non-Conformance Reporting
    If this check box is selected, the Non-Conformance Reporting functionality is enabled.
    Note: This check box is only enabled if the Supplier Auditing check box is selected.
  3. Select the check box corresponding to the language that must be enabled for the customer.
  4. Specify this information in the Security Preferences section:
    Enable Multi-Factor Authentication
    Select this check box to enable Multi Factor Authentication (MFA) for suppliers.
    Passcode length
    The length of the passcode.
    Passcode Time Limit (Minutes)
    The time after which the passcode expires. The value is expressed in minutes.
  5. Specify this information in the Address Information section:
    Address
    The address of the customer.
    City
    The city in which the customer is located.
    Country
    The country in which the customer is located.
    State or Province
    The state or province in which the customer is located.
    Postal Code
    The postal code of the city where the customer is located.
    Time Zone
    The time zone in which the customer is located.
  6. Specify this information in the EMC Information and Filter Restrictions sections:
    Run Frequency
    The frequency at which the EMC events are updated.
    Hour Offsets
    Demand Filter Maximum Record Limit
    The maximum number of demands that can be displayed on the Releases page.
  7. Specify this information in the Outbound Email Settings section:
    Email Id
    The email address of the customer to which all the outbound emails generated by the Infor Supplier Exchange application, are sent.
    Email Signature
    The signature to be displayed at the end of the email.
    Use Logo Image in Email
    Select this check box to view the logo in the email body of the banner screen.
  8. Click Save.