Adding Contacts

If you want to assign attributes to the contact records, you need to create the attribute codes and descriptions using the Contacts command on the Purchase Ledger - Maintenance menu. A contact can be classified as the account contact, order contact or other. You can only have one account and one order contact per supplier, but you can have as many 'other' contacts as you wish. If you want to change which contact is used for the account or order contact, you must first reclassify the existing account or order contact to 'other'. You can then choose a different contact.

To Add Contact Details

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

2. Retrieve the supplier record for which you want to maintain contact records, click Action and then click Contacts. The Supplier Contacts form is displayed.

3. Complete the details required in the boxes provided.

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

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