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
- Open the Applications Manager and select the application that you want.
- From the tree in the application rules side panel, choose Communication > Business Document. The Business Document List window displays in the work area.
- 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.
- Choose the Create New icon. The Role Document Details pop-up window displays.
- From Document ID, select the business document you want to associate with the role.
- In Document Name, enter the name of the business document.
- In Description, enter a brief description of the document format.
- Choose the Save icon.