Copy a Document Profile

Use the Customer Document Profile Maintenance (CDM) program to add or change, copy, and delete document profiles that define how you output documents to a customer. See Background and Road Map for more information.

  1. Enter a customer number or click the Lookup icon and use the standard lookup options to select the customer from a list.

The program displays these fields for documents for this customer:

  1. Select the document you want to copy and click Copy. You can copy from one document to another. For example, if you entered email information for a sales order acknowledgment, you can copy it to a sales quote/EDI acknowledgment to save data entry time and ensure accuracy.

  2. Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Document

Required

Select the document that you want to copy to.

Branch

Optional

Leave blank if you assigned the same parameters to all branches in the Document Output Parameter Maintenance (TDOC) program or select a branch if you assigned parameters by branch.

Ship-to

Optional
10 alphanumeric

Enter the customer's ship-to number if you want to use that address rather than the customer's address or click the Lookup icon and use the standard lookup options to select the number from a list.

  1. Accept the displayed copy number.

  2. Change the fields that are different for the new profile you are creating. See Add a Document Profile for field descriptions.