Enter Supplier Contacts

Explanation

This activity is used to connect a contact person to a supplier.

Prerequisites

There are no prerequisites.

System Effects

If the contact is not already defined as a Person, the contact will be registered in Person.

Window

Supplier

Related Window Descriptions

Supplier

Procedure

To enter a known supplier contact that is already defined in Person.

  1. Open the Supplier window and query for the relevant customer.
  2. Select the Contact tab and create a new record.
  3. Enter the Person ID manually or via List of Values.
  4. If you want, you can specify the role of contact person in the Role free text field.
  5. If you want, you can specify a specific Supplier Address manually or via List of  Values.
  6. If you want, you can specify a Contact Address manually or via List of Values.
  7. If you want, you can set the contact as Supplier Primary and/or Supplier Secondary by selecting their respective checkboxes.
  8. If a Contact Address has been entered, you can set the contact as Address Primary and/or Address Secondary by selecting their respective checkboxes.
  9. If you want, you can enter a note in the Note field.
  10. Save the record.

To enter a supplier contact by finding a Person already defined in Person or by defining a new Person in Person.

  1. Open the Supplier window, query for the correct supplier.
  2. Select the Contact tab.
  3. Right click and click on the Add Contact option to open the Add/Create Contact dialog.
  4. Enter the name of the contact you want to enter in the Name field and if required enter the role of contact in the Role field.
  5. If you want, you can specify a supplier address id in the available field. You can manually enter an address id or use the available list.
  6. If you want to copy this address to the entered contact person, select the Copy Address to Contact check box.
  7. Click OK to find any persons already defined in Person. The system will make a check for possible duplicates based on what has been entered in the Name field. If one or more possible matches are found they will be visible in the bottom part of the Add/Create Contact dialogue.
  8. If one or several possible matches are found and one of them is the person you want to use as a contact, select the corresponding row and click Select. A new contact is now created and a connection to the existing person is made.
  9. If no possible matches are found click OK to create the person in Person and to enter the person as a contact for the supplier.
    Note: If OK is clicked before clicking on Find, the system will still check for possible duplicates. If there are no matches, new contact is created and entered. If there are matches, step 8 is performed.