Contacts (Purchase Ledger)

Use the Contacts command to maintain a table of attributes you can assign to contact records you maintain using the Contacts command associated with the Supplier form. Each contact record maintained for a given supplier account can have up to six different attributes assigned. For example, you might want to record attributes such as a person's job title or position within the company (Manager, Director, Sales Rep., and so on) or their area of responsibility (such as IT, accounts, administration and so on). These attributes can be used subsequently as selection criteria for the Supplier Contacts report.

To define contact attributes

1. Open the Purchase folder and then click Maintenance or click the Financials tab and then click Purchase - Maintenance on the Ribbon Bar.

2. Click Contacts.

3. To create a new record, click the icon on the toolbar or press CTRL+N.

4. In the boxes provided, enter a code and description for the attribute.

5. To save the record, click the icon on the toolbar or press CTRL+S.

Use a code that will help you identify the reason. For example, ADMN for Administration.

Contact Entries