Road Map: Customer Document Profile Maintenance

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

Before you run this program each time

You should run these programs: None required

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Enterprise Options) to set the Default system email domain option.

  • System Options Maintenance (XM) (Help and Other Path Options) to set the Base path option if you are using an overlay file.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Document Output Parameters Maintenance (TDOC) to set default output parameters for each type of document.

  • Document Footer Maintenance (TDFM) to set up document footers.

  • Document Message Maintenance (TRST) to set up message codes and associated message text that you want to print on document copies.

  • Branch Maintenance (TBM) to set up branches.

  • Customer Maintenance (CM) to set up customers.

  • Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses that are different from the customer's remit-to address.

  • Customer Contact Maintenance (CLM) to set up customer contacts.

  • Audit Trail Maintenance (XAT) to activate system logging of entries and changes.

After you run this program

You will most likely run these programs:

  • Statement Print Selection (RSS) to select customer statements you want to output with the Statement Print Queue (RSPPM) program.

  • Quote Acknowledgment Print Queue (QPSPM) to process sales quotes and imported order acknowledgements in the queue.

  • Customer Project Estimate Print Queue (PCPSPM) to process project estimates in the queue.

  • RMA Acknowledgment Print Queue ((RMAAPM) to process acknowledgements in the queue.

  • RMA Packing Slip Print Queue (RMAPPM) to process packing slips in the queue.

  • Acknowledgment Print Queue (OPSPM) to process order acknowledgements in the queue.

  • Invoice Print Queue (RPPM) to process invoices in the queue.

  • Packing Slip Print Queue (OPAKPM) to process packing slips in the queue.

  • Picking List Print Queue (OPKPM) to process picking lists in the queue.

  • Sales Order Print Queue (OPPM) to process sales orders in the queue.

  • Packing List Print Queue (OPLPM) to process packing lists in the queue.

  • Audit Trails (ATR) print an audit trail report.