Initial Profile Setup

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Use this form to setup the initial partner profile. It is accessed using the Create button on the eXchange form within AR Customer Maintenance and AP Supplier Maintenance. The initial profile defines the document type and template combination used for this specific profile.

An existing document type and template can be used (for example, for a common supplier or customer), or a new document type and template can be created.

Once this initial step is complete, the profile can be updated with partner-specific settings using Profile Maintenance.

Profile name

This string is inserted as a default to identify the profile:

• Either Incoming or Outgoing, depending on the document type;
• The document type, for example, GT Sales Order;
• The supplier/customer code

Directory

The polling directory for documents.

Document type detail

If the option to Create new document type is not selected, you can select an Existing document type from one already defined in Template Maintenance. If you want to create a document type, select this option and enter a name for the document type.

Template details

If this option to Create new template is not selected, you can select an Existing template from one already defined in Template Maintenance. If you want to create a template, select this option and enter a name for the template.

Partner's DTD file

This identifies the file structure for building a new template. The partner will supply this, along with technical documentation explaining the structure.

File type options

Select the relevant file type for the selected partner's DTD.

• AR Customer Maintenance
• AP Supplier Maintenance
• Profile Maintenance
• Template Maintenance

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