In the [Customer Info] pane, you can set customer related information and set links with XMF Remote.
Setting customer company information and customer contact person in the job enables you to effectively create links and transaction processes with customers.
By setting links with XMF Remote, you can control data uploads and manage approval due dates.
Jobs are processed even if customer information settings are omitted.
ID | Setting | Description |
---|---|---|
1 |
Company Information |
Set information about the customer company. |
2 |
Customer ID |
Click [ Note
|
3 |
Company |
The company name registered in the company information is displayed. Note
|
4 |
Order ID |
The desired order ID can be set for a job. |
5 |
Billing Code |
The desired billing code can be set for a job. Note
|
6 |
Remote Approval Details |
Set links with XMF Remote. |
7 |
Permit XMF Remote file upload | If the checkbox is checked, the customer can add input data through XMF Remote. |
8 |
Notes |
Enter any comment. Note
|
9 |
Approval Due Date |
Click [ Note
|
10 |
Contacts |
Set the customer contact person. When you click [ Note
|