Edit or view a field profile

To edit a field profile, the invoice profile it belongs to must be open and inactive.

To edit a field profile

  1. Using Manager, click the Invoice profiles object bar.
  2. Double-click the invoice profile to open it and display its components.
  3. Right-click the invoice profile, select Settings, and make sure the Inactive setting is selected.
  4. Click the plus sign next to the Field profiles icon to display all existing field profiles.
  5. Double-click the field profile you want to edit.
  6. Edit the field profile.
  7. Click OK to save your changes.
  8. Right-click the invoice profile and select Save.

To view a field profile

  1. Using Manager, click the Invoice profiles object bar.
  2. Click the plus sign next to the invoice profile to display its components.
  3. Click the plus sign (+) next to the Field profiles icon to display all existing field profiles.
  4. Double-click the field profile that you want to view.
  5. View the field profile.
  6. Click Cancel to exit the view dialog.