Setting up Contact Master

The Accounting Entity or the Company’s information such as the position, address, and communication details can be maintained in the Contact Masters Maintenance window. This information is used if the Accounting Entity is not published from your ERP.
  1. Select the Accounting Entity name and service type from the Subscriptions list.
  2. In the accordion panel, click Settings.
  3. Under Maintenance, select Contact Master from the list. Click Launch.
  4. To create a new contact:
    1. Click ADD.
    2. Specify this information based on the subscription:
      Personal Information

      Specify if the contact person is Inactive, Internal, or External, then specify the title, name, position, job description, owner's percentage, or shareholder's percentage.

      Address Information

      Specify the complete address of the contact person.

      Communication Details

      Specify the complete communication details of the contact person.

      For more information, see the Contact master section of a subscription.

    3. Click SAVE.
  5. To modify an existing contact:
    1. Select a record from the Contacts Maintenance list.
    2. Click MODIFY.
    3. Update the contact details and click SAVE.
  6. To delete a contact, select a record from the Contact Maintenance list and click DELETE.
  7. Optionally, you can add, modify, or delete an identification number of a contact record:
    1. Select a record from the Contact Maintenance list.
    2. Click Contact ID.
    3. In the Identification Numbers window, perform any of these actions:

      • Click ADD to add another identification record. Specify the identification type and identification number. Select the Default check box to display the Identification Type in the Personal Information section.

      • Select a record and click MODIFY to modify the identification details.

      • Select a record and click DEFAULT to make the selected identification number the default information.

      • Select a record and click DELETE to remove a record.

      Note: In Personal Information, the Identification Type and Identification Number fields are automatically filled.
    4. Click SAVE.
  8. Click the Close icon.