Storing Contact Person Information
Contact person details can be created and stored in M3 BE, and connected to customers and suppliers where required. To allow storing contact person details, users need to contact customers and suppliers, and require having accurate contact person information available to them.
Workflow
Contact persons can be entered in 'Contact Person. Open' (CRS618). They are optionally connected to a customer or supplier within this program by selecting 'Employer reference type' 1 for customer and 'Employer reference type' 2 for supplier and entering an employer ID. If the 'Employer reference type' is 0 for 'other', then the employer ID is not validated against any M3 table, and is not connected with a supplier or customer.
Within program 'Customer. Connect Contact' (CMS055), a contact can optionally be connected to one or more customers and customer addresses. This program is accessed from 'Customer. Open' (CRS610) by using related option 29='Connect Contact' and from 'Customer. Connect Addresses' (OIS002) by using related option 12='Connect Contact'.
'Contact Person. Open' (CRS618) can be accessed from 'Customer. Open' (CRS610) by using related option 28='Contact Person'. It can also be accessed from 'Customer. Connect Contact' (CMS055) by using option 5='Display Contact', related option 11='Contact Person', or related option 12='Edit Contact'. CMS055 options 5 and 12 open panel E in CRS618, while option 11 displays the list.