Document profiles

A document profile must be added to each document type that is received. You can use the document profile to set the email alerts when documents are published. The alerts can be set with or without receiving the document.

You can manage the document profiles using the Define Documents menu.

You can use the document profile, to set three different levels of data receipt (export) for each document type that is sent to Supplier Exchange. You can select these options in the document profile:

• Automatic File Receipt

  The files are exported automatically to the computer using FTP.

• Email Notification with File Attachment

  If you are using a local ERP/MRP, the application sends an email notification when the data is published by the customer. The data is attached to the email in a file.

• Email Notification

  The application sends an email notification when the customer publishes data. This allows you to review the new demand or receipts without logging on to the application.

Except for the PDF files, the file extensions indicate the type of documents and not the format of the files. For example, a material release has .mat file extension. To access the file, save the file with the extension of the format selected in the document profile. If a material release must be received in XML format, the .mat extension must be modified to the .xml extension before opening the file. A PDF file is always received with the .pdf extension.