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Initial Profile Setup
Open this form by clicking the Create button on the eXchange form on the Accounts Receivable Customer Maintenance form and AP Supplier Maintenance.
Use this form to setup the initial partner profile. The initial profile defines the document type and template combination used for this profile.
You can use an existing document type and template can (for example, for a common supplier or customer), or you can create a new document type and template.
Once this step is complete, you can update the profile with partner-specific settings using the Profile Maintenance form.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
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 on the Template Maintenance form. 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 on the Template Maintenance form. 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 supplies this, along with technical documentation explaining the structure.
File type options
Select the file type for the selected partner DTD file.