xTuple logo

xTuple Connect Guide
Entering the Required Customer Data
Prev An Example Next

Entering the Required Customer Data

Creating Customer Characteristics for FTP
Defining Characteristic Values for each Customer
Attaching the EDI Profile to each Customer

Now that we have a rather generic EDI Profile, we have to set up the Customers to use this Profile. There are several ways we can do this. We've chosen to store the FTP connection information in Customer Characteristics. To take this approach we must do the following:

  1. Create the Characteristics

  2. Define values for these characteristics for each Customer

  3. Attach the EDI Profile to each Customer for all three Document Types

Prev Up Next
Building a General EDI Profile Home Creating Customer Characteristics for FTP