You can classify any existing business documents to be
identified as a Buyer, Seller, or Carrier Document.
About this task
For
example, an advanced shipment notice is a document sent to carriers
to alert them that an order has been made and a shipment of a certain
set of items is necessary. You would identify this document as a carrier
document.
To classify
an existing business document as a Buyer, Seller, or Carrier document:
Procedure
- Open the Applications Manager and select
the application that you want.
- From the tree in the application rules side
panel, choose Communication > Business Document. The Business Document
List window displays in the work area.
- Choose the either the Seller Documents tab,
Buyer Documents tab, or Carrier Documents tab dependant on which role
you want to associate the business document with.
- Choose the Create New icon. The Role
Document Details pop-up window displays.
- From Document ID, select the business document
you want to associate with the role.
- In Document Name, enter the name of the
business document.
- In Description, enter a brief description
of the document format.
- Choose the Save icon.