Contact master
Use this table to create a Contact Master:
| Field | Input |
|---|---|
| Contact Information |
Specify if the contact person is Inactive, Internal, or External. Then specify the title, name, position, and job description, You must set the title and position to Company. |
| Address Information |
Specify the complete address of the contact person. |
| Communication Details |
Specify the complete communication details of the contact person. |
| Identification Numbers | Click and in the Identification Numbers window, specify the
identification type and identification number. This is used as part of the file name
of the document. Note: If the
position is Company, TaxID with TaxIdentificationNumber type is required and must
be valid.
|
Note: If your ERP allows data from multiple ledgers to be published from the General Ledger,
maintaining an ID for the Financial Ledger type (contact classifications) will select only
journals for that financial ledger in the FEC. This does not apply to opening period journals
as these will all be output.
For more information on how to set up a contact master, see Setting up Contact Master.