Display Document Profiles

When you click Documents in the Customer Inquiry (CQ) program, these fields display for the documents set up for this customer:

Field Name

Displays

Document

The documents you output for this customer

Description

The description of the document

New

For a new order:

A	Ask the user whether to output copies of this document immediately or to queue them
N	No output
Q	Queue copies of this document
Y	Output copies of this document immediately

Mod

When an order is modified:

A	Ask the user whether to output copies of this document immediately or to queue them
N	No output
Q	Queue copies of this document
Y	Output copies of this document immediately

Ship-to

The ship-to location

Copy

The number of this copy

Output device

The device used to output this document

Recipient

The recipient of this copy

The branch that outputs this document

Email/fax number

Email address and fax number

Select a document and click Select to display the profile.

The program displays these fields:

Field Name

Displays

Customer number

The customer you entered or selected

Document

The document you selected

Branch

The branch that outputs this document; if blank, this profile applies to the enterprise

Ship-to

The ship-to location

Copy

The number of the copy of this document

Output device

The device used to output this document

Recipient type

The recipient of this copy

No copy option

The number of copies

Customer contact

The contact to be sent this document if CUST CONT is selected for the Recipient type field

Footer code

The code for standard text to be printed at the bottom of the page on this copy of the document

Message code

The code of the message that prints on the document

Overlay image file

The name of an overlay file to use for this copy; an overlay file contains a form that data overlays (prints on top of)

Header image name

The name of an image file that prints on the header of this document

Boiler plate name

The name of a file that contains information to print on the last page of this document.

Boiler plate print location

The document pages on which boiler plate text prints:

Select	To print on	Output
B	Back of the first page only	duplex printer
E	Back of last page only	duplex printer
F	After the first page	duplex printer
L	After the last page	simplex printer and email a PDF file attachment
B	All pages	duplex printer

User field print codes

Note print codes

Print codes for notes

Label code 1

The code of the program to use to print label 1 at the same time you print this document

Label 1 device

The device to use to print label code 1

Label code 2

The code of the program to use to print label 2 at the same time you print this document

Label 2 device

The device to use to print label code 2

Sort order

O: Sort the printouts by order number
R: Sort the printouts by recipient

Bin selection

Select a bin for this customer document

Item message code

Select an item message code for this customer document

Print co name/addr?

Selected: Print the company name and address
Blank: Do not print the company name and address

Track document history?

Selected: Track the history of the document output
Blank: Do not track the history of the document output

Click Other info to display these additional fields:

Field Name	Displays
Include orders on credit hold?	Selected: Output a sales document if the order is on credit hold Blank: Do not output the document when the order is on credit hold
Include orders on manual hold?	Selected: Output a sales document if the order is on non-credit hold Blank: Do not output the document when the order is on non-credit hold
Include on-step orders?	Selected: Output a sales document for an order entered with the One-Step Invoice Entry (RE) program Blank: Do not output the document for a one-step order
Include credit bal invoices?	Selected: Output an invoice when the customer has a balance of zero Blank: Do not output an invoice when the balance is zero
Include zero balance invoices?	Selected: Output an invoice when the customer has a balance of zero Blank: Do not output an invoice when the balance is zero
Include internal documents?	Selected: Output internal documents Blank: Do not output internal documents
File/Path name	The file name, including the full path, of an EDI file
Include EDI headers/trailers?	Selected: EDI header and trailer records are output Blank: Header and trailer records are not used

Click Other info to display these fields for email and fax recipients:

Field Name

Displays

The recipient's email address; if blank and the Recipient type field has a recipient, the system retrieves the address for you

Sender email

The email address of the sender, which may be a person or department

CC email

The email address of the person who is to receive a copy of this email

BCC email

The email address of the person who is to receive a blind copy of this email

Reply-to email

The email address to which the customer should reply if they have a question or problem

Sender name

The name of the sender, which may be the name of a person or of the department

Email text

The text to appear in the body of the email message

Fax number

The recipient's fax number; if blank and you the Recipient type field has a recipient, the system retrieves the number for you

Sender fax number

Your fax number

First page image file

The name of the cover page image file; if blank no image is sent

Attention name

The person's name to appear on the cover page and the attention line on the fax

Fax cover page placement

The column and row where these fields print on the cover page.

Field	Action / Description
Recipient name	Print the customer name in this position
Attention	Print the Attention field entered in this program in this position
Sender name	Print the user ID of the person who output to this device in this position
Date	Print the login date in this position

Choose the appropriate options:

To	Do This
Display additional fields	Click Other info.
Exit this profile	Click OK.
Exit and return to the menu	Click Quit.

Choose the appropriate options when you click OK:

To	Do This
Display the selected copy of this document	Click Select.
Display document from a specific document	Click Restart. The program prompts Document, Branch, and Copy. Enter the first document you want to display or leave blank to begin with the first document in the file.
Print the document listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Exit the program	Click Exit.
Exit and return to the menu	Click Quit.

Choose the appropriate options:

To	Do This
Display contacts for this customer	Click Contacts. See Display Customer Contacts. Click Exit to return to this program.
Display this customer's document profile	Click Documents. See Display Document Profiles. Click Exit to return to this program.
Display the customer's ship-to records	Click Ship-to. Display a Customer's Ship-to Addresses. Click Exit to return to this program.
Display changes made to the customer record	Click Audit. See Display an Audit Trail. Click Exit after you view the audit trail to return to this program. Note This button displays only if you have activated C1A Customer Master in the Audit Trail Maintenance (XAT) program.
Exit and return to the menu	Click Quit.
Exit this customer record	Click OK.
Display additional fields	Click Other info.
Display notes	Click Notes and then Customer to display notes for this customer or BOL to display bill of lading notes. See Display Notes.
Display data in custom fields your company uses	Click User. Note This button displays only if you have set up user fields for the Customer Maintenance (CM) program in the User Fields Maintenance (XMO) program.
Go to a related program	Click Jump. See Jump.
Display this customer's address	Click Address.
View related information	Click View. See The View Button.
Display this customer's credit record	Click Credit inq. See Display a Customer's Credit Record. Click OK to return to this program.

Choose the appropriate options when you click OK:

To	Do This
Display the selected record	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Exit the program	Click Exit.