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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
| 12.8. Manage EDI Profile Assignments | ||
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 | 12. Utilities |  |
EDI Profiles can be assigned at the record level (i.e., on Customer, Prospect, Tax Authority or Vendor records). However, you may need at times to also manage EDI Profiles and their recipient assignments at a global level. To access the utility for managing EDI Profile Assignments, select the "Manage EDI Profile Assignments" option. The following screen will appear:
When managing EDI Profile Assignments, you are presented with the following options:
Displays the list of EDI Profiles you have defined. Use the search filter to customize how the Profiles are displayed, including grouping by document type.
Displays the list of potential recipients of EDI Profiles. The list will include your Customers, Prospects, Tax Authorities, and Vendors. Use the search filter to customize how the list of recipients is displayed―for example, by Customer or Vendor.
The following buttons are located between the EDI Profiles and EDI Recipients columns:
Highlight one or more EDI Profiles and also one or more EDI recipients, then select this button to attach the EDI Profile to the selected recipient(s).
Highlight one or more EDI recipients, then select this button to remove the EDI Profile from the selected recipient(s).
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| 12.7. Create Recurring Items |  | 13. Setup |