Create a customer document profile

Create a customer document profile

1. Click the Open icon on the toolbar.
2. Type customer document profile in the Filter field.
3. Click the Customerdocprofile list item.
4. Click the OK button. The Customer Document Profile form opens.
5. Click the Filter in Place icon.
6. Click the New icon.
7. Type [your initials] * In the Customer field. 
8. Click the Customer drop-down arrow. 
9. Click the [your customer number2] list item.
10. Click the Ship To drop-down arrow. 
11. Click the 0 list item. 
12. Click the Method drop-down arrow. 
13. Click the Email list item. 
14. Type jane.doe@infor.com in the Destination box. 
52 Lesson 4: Using additional customer information
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15. Click the Task Name drop-down arrow. 
16. Click the Order Verification Report list item. 
17. Click to select the Active check box. Note: This check box enables this profile. 
18. Click the Save icon. 
19. Click the X on Customer Document Profile

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