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
Add Contact
Find Person
Procedure
To enter a known supplier contact
that is already defined in
Person.
- Open the
Supplier window
and query for the relevant supplier.
- Select the
Contact tab and create a new record.
- Enter the Person ID manually or via
List of Values.
- If you want, you can specify
the role of contact person in the Role free text field.
- If you want, you can specify a specific
Supplier
Address manually or via List of Values.
- If you want, you can specify a
Contact
Address manually or via List of Values.
- If you want, you can set the contact as
Supplier Primary and/or Supplier Secondary by selecting their
respective checkboxes.
- If a Contact
Address has been entered, you can set the contact as Address Primary and/or
Address Secondary by selecting their respective checkboxes.
- If you want, you can enter a
note in the Note field.
- Save the record.
To enter a supplier contact by
finding a Person already defined in
Person or by defining a new Person in
Person.
- Open the
Supplier window, query for the correct
supplier.
- Select the
Contact tab.
- Right click and click on the Add Contact
option to open the
Add Contact dialog.
- Enter the name of the contact in the Name field and click Find to find any persons already defined in
Person.
The Select Person dialog box will be
displayed. The system will make a check for possible duplicates based on
what has been entered in the First Name and Last Name fields and possible matches will be displayed in the bottom part of the
dialog box.
- 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
OK. Optionally enter additional information in the
Add Contact dialog
box. Click OK to confirm. A new contact is now created and a connection to the existing
person is made.
- If possible matches are not found click Cancel to create a person in
Person
and to enter the person as a contact person
for the supplier.
- If required
select the applicable roles from the Role list.
- Enter communication methods like Phone No, E-mail etc.
-
If required, specify a supplier address ID in the
Address ID field. You can manually enter an address ID or select one
from the list by clicking List.
Note: When this dialog box is opened via Request for Order
Quotation or Request for Agreement Quotation window,
value in the Supplier Document Address field on the Supplier
tab is retrieved as the default value.
No value is displayed by default in this field when this dialog box is
opened from Supplier/Contact tab since the contact is regarded
as a general supplier contact.
- Optionally to copy this address to the entered contact person, select
the Copy Address to Contact check box.