Enter Document Classes and Formats for B2B

Explanation

This activity is used to configure the document classes and default formats to be used for Business-to-Business (B2B) contracting. The order in which the classes should be listed can also be specified. The default format selected here can be modified when the B2B user creates documents.

Prerequisites

To perform this activity, document classes and formats must be entered in the Document Basic window.

System Effects

• The B2B user will have access to the document classes specified when creating documents.
• The selected formats will be the default format for the corresponding classes when creating documents.

Window

Document Basic (Centura)
Document Basic (IEE)

Related Window Descriptions

Document Basic
Document Basic/B2B Doc Classes and Formats

Procedure

1. Open the Document Basic window and click on the B2B Doc Classes and Formats tab.
2. Make sure that All Data is selected, and click Refresh to view a list of all the document classes including the ones with the B2B values and formats selected.
3. Enter a value in the B2B LOV Order field for a suitable class, to determine the order in which the class will be listed.
4. Enter a value in the Default Format Value field of the selected class. Use the List of Values to select a suitable value.
5. Save the record (F12).