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.

This service pack provides some enhancements to the entry and display of supplier 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 supplier enquiries under the control of a system parameter.

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

This window appears after the main details window or when you exit from the EDI Details Window, if EDI is in use, when setting up a new supplier, and when you select Addresses in the main Supplier Enquiry window or the General details window of Supplier Maintenance.

Purpose

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

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 number

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

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 supplier’s name as entered in the General Details Window, but can be changed; for example if the supplier’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

If Global 3000 EDI is in use, this enables you to enter address-specific EDI account codes for the supplier. This might be the supplier’s combined account/address code, e.g. ‘PRICE (NEWCASTLE)’ or just the supplier’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 supplier’s country code. Press Search for a pop-up enquiry.

Note

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

• The supplier 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).

Supplier address

Tick if this is the supplier’s main address, otherwise leave blank.

Note

The country code on the supplier’s main address determines the supplier’s country for tax purposes.

Payment address

Tick if this is the address to be used for payments to this supplier in Creditors Ledger.

Note

If the ‘Paid by Factor’ option is selected for supplier, set the ‘Payment’ indicator to "Y" on the factor’s address, and the ‘Supplier address’ indicator to "Y" on the supplier’s main address. Payments are then addressed to the factor’s address, but include identifying details taken from the supplier’smain address.

Purchasing address

Tick if this is the purchasing address for use in POP, otherwise leave blank.

On exit

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

Otherwise Þ original window.

This window appears when you have finished entering an address when setting up a new supplier and when you select Contacts from the Address window in Supplier Enquiry or Supplier 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 supplier is used, and failing that, the first contact of any type for the supplier.

Note

• 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.

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

Purpose

This window enables you to enter details of contacts for supplier. There is no practical limit to the number of contacts you can enter for each supplier, 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.

This window appears when you select Supplier Maintenance from the Creditors Ledger Parameters Menu

These parameters control two features in Supplier Maintenance

• Audit Trail. This enables you to print an audit trail listing changes made to suppliers’ details in Supplier Maintenance. The audit trail is in the form of consecutively numbered reports, each one showing the current details of all suppliers 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.