Classifying an existing business document

You can classify any existing business documents to be identified as a Buyer, Seller, or Carrier Document.

About this task

For example, an advanced shipment notice is a document sent to carriers to alert them that an order has been made and a shipment of a certain set of items is necessary. You would identify this document as a carrier document.

To classify an existing business document as a Buyer, Seller, or Carrier document:

Procedure

  1. Open the Applications Manager and select the application that you want.
  2. From the tree in the application rules side panel, choose Communication > Business Document. The Business Document List window displays in the work area.
  3. Choose the either the Seller Documents tab, Buyer Documents tab, or Carrier Documents tab dependant on which role you want to associate the business document with.
  4. Choose the Create New icon. The Role Document Details pop-up window displays.
  5. From Document ID, select the business document you want to associate with the role.
  6. In Document Name, enter the name of the business document.
  7. In Description, enter a brief description of the document format.
  8. Choose the Save icon.