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
- Using Manager, click the Invoice profiles object bar.
- Double-click the invoice profile to open it and display its components.
- Right-click the invoice profile, select Settings, and make sure the Inactive setting is selected.
- Click the plus sign next to the Field profiles icon to display all existing field profiles.
- Double-click the field profile you want to edit.
- Edit the field profile.
- Click OK to save your changes.
- Right-click the invoice profile and select Save.
To view a field profile
- Using Manager, click the Invoice profiles object bar.
- Click the plus sign next to the invoice profile to display its components.
- Click the plus sign (+) next to the Field profiles icon to display all existing field profiles.
- Double-click the field profile that you want to view.
- View the field profile.
- Click Cancel to exit the view dialog.