Copy a Branch Document Profile

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

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

  2. 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 manufacturing order receiver, you can copy it to a transfer receiver to save data entry time and ensure accuracy.

  3. 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

Select the branch for this profile or leave blank if this profile applies to all branches in the enterprise.

Ship-to

Optional
10 alphanumeric
 

Enter the branch's ship-to number if you want to use that address rather than the branch'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 Branch Document Profile for field descriptions.