Post Onboarding Controls (tcclb0199m000)

Use this session to Use this session to view and maintain the post onboarding controls.

Note: These controls can be modified only if the Status field for the post onboarding template and the version is set to Free in the Onboarding Template (tcclb0630m000) session.

Field Information

Country Set
The code of the country set.
Country
The code of the country.
Business Partner Set
The code of the business partner set.
Business Partner
The code and name of the business partner.
Effective Date
The date from which the post onboarding controls are effective.
Expiry Date
The date and time until when the post onboarding controls are effective.
Primary Address Changes

Indicates if the primary address can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
New Primary Address

Indicates if a new primary address can be added.

Allowed values

Allowed
Allowed With Approval
Not Allowed
Attachments Mandatory for Address Changes
Indicates if attachments are mandatory when the address is modified.
Changing Website

Indicates if the website can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
Change of Tax Registration Number

Indicates if the tax registration number can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
Change of Fiscal ID

Indicates if the fiscal ID can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
Attachments Mandatory for Company Information Changes
Indicates if attachments are mandatory when the company information is modified.
Primary Contact Changes

Indicates if the primary contact can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
New Primary Contact

Indicates if a new primary address can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
Attachments Mandatory for Contact Changes
Indicates if attachments are mandatory when the contact information is modified.
Document Changes

Indicates if the documents can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
Health & Safety Changes

Indicates if the health and safety information can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
Attachments Mandatory for Health & Safety Changes
If this check box is selected, attachments are mandatory when the health and safety information is modified.
Note: This check box is enabled only if the Health & Safety Changes field is set to a value other than Not Allowed.
Financial Statement Changes

Indicates if the financial statement can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
Attachments Mandatory for Financial Statement Changes
If this check box is selected, attachments are mandatory when the financial statement is modified.
Note: This check box is enabled only if the Financial Statement Changes field is set to a value other than Not Allowed.
Credit Reference Changes

Indicates if the credit reference can be modified.

Allowed values

Allowed
Allowed With Approval
Not Allowed
New Credit References

Indicates if a new credit reference can be created.

Allowed values

Allowed
Allowed With Approval
Not Allowed
Attachments Mandatory for Credit Reference Changes
If this check box is selected, attachments are mandatory when the credit reference is modified.
Note: This check box is enabled only if the Credit Reference Changes field is set to a value other than Not Allowed.