Changes to Administration Parameters – Operating options

SOP Integration Parameters

SOP Integration

Purpose

This window allows you to specify that an external SOP system is in use that needs access to the standard SOP parameters for a customer.

Maintain SOP parameters for use by an external system?

(Display only if Global 3000 SOP is in use).

If a third part SOP system is in use in place of the standard Global 3000 SOP module, setting this parameter allows you to maintain the standard SOP parameters for each customer.

 

 

 

 

Drill Down – Availability by Interface

This modification brings the dialogue paths in CM and CL into line with DL and GL with regard to identifying whether or not drill down is available through each individual interface posting into the package.

When this service pack is applied, recovery procedure CM1234 must be run before using Interface Definition maintenance in Cash Manager system parameters to correctly establish drill down settings on existing interfaces.

 

 

 

 

Sites using Debtors Ledgers – Enhancements to address and contact maintenance

This service pack provides some enhancements to the entry and display of customer addresses and contacts.

Contacts are set up for a specific address, so when amending an address an additional feature allows contacts for that address to be maintained via a Contacts button in the address maintenance window. Additionally the option to amend addresses is made available in customer enquiries under the control of a system parameter.

The feature which gives direct maintenance of all contacts for a customer from the main enquiry window and the General Details window of Customer maintenance is retained, and enhanced by the provision of an alphabetical listing by contact name.

 

Address Details

Figure 1: Address Details Window

 

 

 

 

This window appears when you exit from the Customer Tax Registration Codes Window when setting up a new customer, and when you select Addresses in the main Customer Enquiry window or the General details window of Customer Maintenance.

Purpose

This window enables you to enter address details for the customer. There is no practical limit to the number of addresses you can enter for each customer. This window lists address details that have already been defined for the customer.

Move through list

You can move through the list using the cursor and <Page Up> and <Page Down> keys in the standard way.

Add

To create a new entry, move the cursor to the line below the last entry in the list. Alternatively you can press <F5> to insert an entry into the list, or press <F4> to go into ‘Add’ mode. You are then prompted for the details described below.

Amend

To amend an existing entry, move the cursor to it and press <Return>.

Delete

To delete an entry, position the cursor on it and press <F7>. You are asked for confirmation before the entry is deleted.

The prompts are:

Address number

This is a four digit code identifying the address. You cannot enter the same number for more than one address for the same customer.

 

When you add a new address, if you leave this blank, the next available number is automatically allocated.

Addressed to

Enter the name of the addressee. This defaults to the customer’s name as entered in the General Details Window, but can be changed; for example if the customer’s statements or invoices need to be addressed differently.

Note

Where contact names are entered against an address they are used in addition to the information entered here, not instead of it.

EDI address/lookup code

This is a separate code of up to 15 characters for each address.

If Global 3000 EDI is in use, this enables you to enter address-specific EDI account codes for the customer. This might be the customer’s combined account/address code, e.g. ‘PRICE (NEWCASTLE)’ or just the customer’s address code; e.g. ‘NEWCASTLE’.

 

If EDI is not in use, you can enter a lookup code here, but it is not a search key.

Address

Enter the address in up to four lines of 30 characters each.

Postcode

Enter the postcode in up to ten characters.

Tax Country

Enter the customer’s country code. Press Search for a pop-up enquiry.

Note

The country code specified for the customer’s invoice address determines the customer’s tax status as follows:

  • The customer is domestic if the country code is the same as your company’s country code (as specified in Company Parameters).
 

  • The customer is EC if the country code and your company’s country code are both EC.
 

  • The customer is overseas if the country code is not EC and your company’s country code is EC. (If your company’s country code is not EC, EC processing should be disabled via Tax Code Maintenance in Administration Parameters).

Invoice address

Tick if this is the invoice address for use in SOP, otherwise leave blank.

Statement

Tick if this is the statement address for use in Debtors Ledger, otherwise leave blank.

Main delivery

Tick if this is the main delivery address for use in SOP, otherwise leave blank.

Note

You can enter dummy address details on a quotation account if you want to set the default tax calculation to EC or overseas sales. (Without an address the sale is assumed to be domestic.) This enables the operator to quote the correct tax as soon as the quotation is entered. When a quotation is converted into a sales order the operator is prompted for the customer’s address. The tax is then recalculated for the transaction.

On exit

If you are setting up a new customer Þ Contact Details Window

 

Otherwise Þ original window.

 

Contact Details for Address

Figure 2: Contact Details for Address Window

 

 

 

 

 

This window appears when you have finished entering an address when setting up a new customer and when you select Contacts from the Address window in Customer Enquiry or Customer Maintenance.

Purpose

This window enables you to enter details of contacts for the selected address. There is no practical limit to the number of contacts you can enter for each address. This window also lists contact details that have already been defined. The contact type can be used to define the contact to be used in reports and enquiries.

Move through list

You can move through the list using the cursor and <Page Up> and <Page Down> keys in the standard way.

Add

To create a new entry, move the cursor to the line below the last entry in the list. Alternatively you can press <F5> to insert an entry into the list, or press <F4> to go into ‘Add’ mode. You are then prompted for the details described below.

Amend

To amend an existing entry, move the cursor to it and press <Return>.

Delete

To delete an entry, position the cursor on it and press <F7>. You are asked for confirmation before the entry is deleted.

Note

You may enter more than one contact of each type for an address. The first of these is used in reports and enquiries specifying that contact type.

 

If no contact of the type specified for an address on a report or enquiry is found, the first contact of any type for the address is used. If there are no contacts for the address the first contact of the specified type for the customer is used, and failing that, the first contact of any type for the customer.

Note

To change the first contact for an address to another one in the list:

  • Position the cursor on the new first contact and click <Move> on the GX toolbar. The contact disappears from the list.
 

  • Move the cursor to the top of the list for the address and click <Insert>. The selected contact reappears at the top of the list.

 

Address

(Display only) The number and first two lines of the selected address.

 

 

Contact Details for Account

Figure 3: Contact Details for Account

 

 

 

 

 

This window appears when you select Contacts from the main window in Customer Enquiry or the General Details window in Customer Maintenance. The contacts are listed in alphabetical order.

Purpose

This window enables you to enter details of contacts for customer. There is no practical limit to the number of contacts you can enter for each customer, but each contact must be related to an existing address. This window also lists contact details that have already been defined. The contact type can be used to define the contact to be used in reports and enquiries.

Move through list

You can move through the list using the cursor and <Page Up> and <Page Down> keys in the standard way.

Add

To create a new entry, move the cursor to the line below the last entry in the list. Alternatively you can press <F5> to insert an entry into the list, or press <F4> to go into ‘Add’ mode. You are then prompted for the details described below.

Amend

To amend an existing entry, move the cursor to it and press <Return>.

Delete

To delete an entry, position the cursor on it and press <F7>. You are asked for confirmation before the entry is deleted.

 

 

Address

(Display only) The first two lines of the selected address.

 

Customer Maintenance Options

Figure 4: Customer Maintenance Options Window

 

 

 

 

 

This window appears when you select Customer Maintenance from the Debtors Ledger Parameters Menu

 

These parameters control two features in Customer Maintenance

 

  • Audit Trail. This enables you to print an audit trail listing changes made to customers’ details in Customer Maintenance. The audit trail is in the form of consecutively numbered reports, each one showing the current details of all customers whose details have been changed since the previous report was run.
 

  • Maintain addresses from Enquiries. Set this to allow address details to be amended for the main enquiry screen. Leave blank for enquiry only. The default is blank.

Note

These parameters are not company-specific; i.e. they apply to all companies.