Specifying customer profile information

Use this page to define parameters for a customer profile. The parameters are enabled and can be modified only if the company is set as Primary Company.

  1. Select Setup > Implementation > Customer. The Setup Customer Profiles page is displayed.
  2. 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 Value Added Network (VAN). This allows the customers to communicate with suppliers who are integrated with EDI.
    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.
  3. Select the language in which the application must be displayed on the Language Selection tab.
  4. 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.
  5. Click Save.