Specifying customer profile information

Select > Implementation > . The Setup Customer Profiles page is displayed.

Specify this information on the Customer Information tab:

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

Select this check box to enable the Shipments functionality.

Enable Discrete PO

Select this check box to enable the Discrete POs functionality.

Enable Releases

Select this check box to enable the Releases functionality.

Enable Proposed PO

Select this check box to enable the Proposed POs functionality.

Enable Blanket PO

Select this check box to enable the Blanket POs functionality.

Enable Receipt

Select this check box to enable the Receipts functionality.

Enable AETC

Select this check box to enable the Authorized Excess Transportation Cost (AETC) functionality.

Enable Parts Per Million

Select this check box to enable the Parts Per Million functionality.

Enable Supplier Performance

Select this check box to enable the Supplier Performance functionality.

Enable VAN

Select this check box to enable the customer to communicate using the Value-added network (VAN).

Enable Premium Freight

Select this check box to enable the Premium Freight functionality.

Enable Kanban

Select this check box to enable the Kanban functionality.

Enable SMI

Select this check box to enable the Supplier Managed Inventory (SMI) functionality.

Enable PPAP

Select this check box to enable the Production Part Approval Process (PPAP) functionality.

Enable DPR

Select this check box to enable the Delivery Performance Review (DPR) functionality.

Enable DMN

Select this check box to enable the Defective Material Notice (DMN) functionality.

Enable Self Billing

Select this check box to enable the Self Billing invoice functionality.

Enable Miscellaneous Invoices

Select this check box to enable the Miscellaneous Invoices functionality.

Enable Remittance Advice

Select this check box to enable the Remittance Advice functionality.

Enable Global Track & Trace

Select this check box to enable the Global Track & Trace functionality.

Enable Outside Processing

Select this check box to enable the Outside Processing functionality.

Enable Product Invoices

Select this check box to enable the Product Invoices functionality.

Enable Document Management

Select this check box to enable the Document Management functionality.

Enable RFQ

Select this check box 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.

Enable Supplier Auditing

Select this check box to enable the Supplier Auditing functionality.

Enable Non-Conformance Reporting

Select this check box to enable the Non-Conformance Reporting functionality.

Note: This check box is only enabled if the Supplier Auditing check box is selected.

Enable Division

Select this check box to enable the Division functionality.

Enable iProcurement

Select this check box to enable the iProcurement functionality.

Select the language in which the application must be displayed on the Language Selection tab.

Specify this information on the Additional Settings tab:

Run Frequency: The frequency in which the EMC events are updated.
Password Expiration Days: The number of days the password of a user profile is valid.
Passcode Length: The length of the password.
Enable Multi-Factor Authentication: Select this check box to enable Multi-Factor Authentication (MFA) for suppliers.
Passcode Time Limit (Minutes): The duration after which the passcode expires. The value is expressed in minutes.
Email Id: The email address of the customer to whom all the outbound emails generated by the 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.
Demand Filter Maximum Record Limit: The maximum number of demands that can be displayed on the Releases page.

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.

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.

Specify this information in the EMC Information and Filter Restrictions sections:

Run Frequency: The frequency at which the EMC events are updated.
Demand Filter Maximum Record Limit: The maximum number of demands that can be displayed on the Releases page.

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.

Click Save.