Contact Companies Tab
This section includes the fields and descriptions for the Contact Companies tab.
Contact Company Island
| Field | Description |
|---|---|
| Contact Company | In this field, you can enter the name and number of a contact company. The number can consist of both figures and letters.
The following procedure is used for finding contact company numbers when creating contact companies in this window.
Please note that if the contact company was created as a result of creating a customer in the window Customer Information Card (because the field “Cust. as Contact Company” is marked) and the system parameter “Use the same numbers for contact companies as for customers” is marked, the contact company number will be the same as the number of the customer from which the contact company was created. The extra lines can be used for the name and address of the contact company. If the contact company is assigned to a customer, this information is, however copied from the information card of the customer in question, and the address information must therefore be blank when creating a contact company assigned to a customer. |
| Attn. | In this field you can enter an attention person. When you create a contact company assigned to a customer number, this attention person is transferred from the information card of the customer in question. |
| Country | Here you select the country in which the contact company is located. Countries are defined in the window Popup Fields in the set-up module. When you create a new contact company assigned to a customer number, this country is transferred from the information card of the customer in question. |
| Phone | Here you can enter the phone number of the contact company.
When you create a contact company assigned to a customer number, this phone number is transferred from the information card of the customer in question. |
| Fax | Here you can enter the fax number of the contact company.
When you create a contact company assigned to a customer number, this fax number is transferred from the information card of the customer in question. |
| Telex | Here you can enter the telex number of the contact company.
When you create a new contact company assigned to a customer number, this telex number is transferred from the information card of the customer in question. |
| Here you can enter the e-mail address of the contact company.
When you create a contact company assigned to a customer number, this e-mail address is transferred from the information card of the customer in question. |
|
| Department | In this field, you can select the department to which you want to connect the contact company. Departments can be defined in the window Posting References in the G/L module. When you create a new contact company assigned to a customer number, this department is transferred from the information card of the customer in question. |
| Sales Person | Here you can enter the employee name and number of the sales representative in charge of the event. When you create a contact company assigned to a customer number, this sales representative is transferred from the information card of the customer in question. |
| Stock Symbol | If the contact company is a public company you can enter the ticker symbol for its stock in this field. |
Customer Island
| Field | Description |
|---|---|
| New Cust. No. | If you want to register a contact company as customer, you can enter a new customer number. If you use the action “Create Customer,” a customer will be created in the A/R module on the basis of the template customer specified in the window System Information in the Set-Up module, and the file information concerning the current contact company will be transferred to the customer information card.
If you leave the field blank, and the system parameter “Use the same number for contact companies as for customers” has been marked, the new customer created when you select the action “Create Customer” is assigned a customer number corresponding to the number of the current contact company. If the parameter is not marked and you leave the field blank, the new customer is assigned the next available number in the Customer number series. |
| Customer No. | If you want to register an existing customer as contact company, you can enter the customer number in this field when you create the contact company. Certain information will then automatically be transferred from the customer information card. When a contact company has been created as a customer, the customer number will be shown in this field. |
| Termination Date | If cooperation with the customer shown in the field “Customer No.” above has been terminated, this field shows the date when the termination took place. |
Parent Contact Company Island
| Field | Description |
|---|---|
| Contact Company | In this field, you can enter the name and number of a company to which the contact company is assigned. |
| Linking Rule | In this field, you can specify the linking rule that you want to use for the creation of the current contact company. |
Company Island
| Field | Description |
|---|---|
| Company | In this field, you can enter the name and number of a company to which the contact company is assigned. If you do not enter a value when creating a contact company, and the system parameter “Use company specific contact companies” has been marked, Maconomy will try to derive a value in accordance with the order of priority which is defined in the window Dimension Derivations in the G/L module. If no value can be derived from this window, the standard value is copied from the window System Parameters in the Set-Up module. If you do not enter a value when creating a contact company and the system parameter has not been marked, the field remains blank.
When you create a contact company, the value in this field determines the number series to be used for deriving a contact company number. For further information on this, see the field “Contact Company No.” The contents of this field also determine which users have access to see information about the contact company and refer to it in other windows. In the window Company Information in the G/L module it is possible to assign each company to an access level. A user only has access to see information about a given contact company if he has been granted access to the access level in the window Access Levels in the Set-Up module that the company is assigned to or a superordinate level. In addition, the user must have access to the access level specified in the island Access Level to have access to the contact company. Please note that this access control model only applies if the standard access control configuration has not been changed in your Maconomy system. If it has, the access to contact customers may depend on other factors. For further information about the standard access control configuration and access control in a multi-company model, please see the section “Introduction to the Access Control System” in the Set-Up module. |
Access Level Island
| Field | Description |
|---|---|
| Access Level | Here you can enter the name and description of the access level. Users only have access to seeing information about the current contact company and referring to it in other windows if they have been assigned to this or a higher access level in the window User Access Levels in the Set-Up module. In addition, the user must have access to the access level specified for the company to which the contact company is assigned order to have access to the contact company. Please note that this access control model only applies if the standard access control configuration has not been changed in your Maconomy system. If it has, the access to contact companies may depend on other factors. For further information about the standard access control configuration and access control in a multi-company model, please see the section “Introduction to the Access Control System” in the Set-Up module.
If you do not specify an access level, all users will have access to see information about the current contact company, provided that they have access to the company to which the contact company is assigned. |
Document Archive Island
| Field | Description |
|---|---|
| Document Archive | In this field, you can assign a document archive to the contact company. By assigning a document archive to a contact company, you can keep track of the various documents related to the contact company. Document archives are created in the window Document Archives in the Set-Up module. See the description of that window for further information on the use of document archives. |
| Document Count | This field shows the total number of documents in the Document Archive. |
Note Island
| Field | Description |
|---|---|
| Note No. | In this field, you can assign a note to the contact company. The field is automatically completed if a note was created using the action "Create Note.” |
Print Control Island
| Field | Description |
|---|---|
| Statistic 1-4 Value | In these fields, you can enter various statistic codes. The four codes can be used as selection criteria when selecting contact companies for printout in print windows. If a statistics list has been specified in a given statistics list field in this island, only values available in the list in question can be selected in the corresponding statistic value field. If a statistics list field has been left blank, any text can be entered in the corresponding value field.
If the contact company is assigned to a customer, either by creating a customer on the basis of the contact company or by specifying a customer number in the field “Customer No.” above while creating a contact company, any changes to the information in this island will cause the customer information card to be updated accordingly, and vice versa. Please note, however, that if you specify a customer number in the field “Customer No.” above while creating a contact company, the information is copied to this window from the information card of the customer in question, and the statistics information must therefore be blank when creating the contact company. |
| Statistics 1-4 List | In these fields, you can specify the option lists containing the values you wish to be available in the fields “Statistics 1-4 Value.” In the fields “Statistics 1-4” in this island, you can then only select values from these lists. However, if you leave a given statistics list field blank, any text can be entered in the corresponding statistics value field. |
Extra Fields Island
| Field | Description |
|---|---|
| Date 1-5 | In these fields, you can enter dates relevant to the contact company. The fields are for information only. |
User Island
See the chapter “Getting Started” for a description of the fields in the island User.
Remarks Island
In these fields, you can enter additional remarks about a contact company.
Information Island
| Field | Description |
|---|---|
| Enterprise | In this field, you can attach the company to an enterprise. You can define enterprises in the window Popup Fields in the set-up module. When you create a contact company assigned to a customer number, this enterprise is transferred from the information card of the customer in question. |
| Segment | In this field, you can select a segment. You can define segments in the window Popup Fields in the Set-Up module. When you create a contact company assigned to a customer number, this segment is transferred from the information card of the customer in question. |
| Area | In this field, you can select an area. You can define areas in the window Popup Fields in the Set-Up module.
You can, for example, use this field for registration of the geographic area in which a contact company is located. When you create a contact company assigned to a customer number, this area is transferred from the information card of the customer in question. |
| Industry Code | Here you can enter an industry code for the contact company. This can, for example, be a NACE number (“Nomenclature generale des Activités economiques dans les Communautes Européennes”), which is a general classification of trade areas. |
| Popup 1-20 | In these fields, you can select information concerning contact companies. These fields are pop-up fields, which means that you can choose between the options which have been created in the fields “Contact Company Popup 1-20” in the window Popup Fields in the Set-Up module.
If you have Maconomy’s layout editing tools, it is furthermore possible to rearrange the position of the fields in this window or add relevant headings. It is also possible to arrange the pop-up fields on printouts of relevance to the current contact company. |
| Information 1-5 | In these fields, you can enter information concerning contact companies. These fields are text fields which mean that you can enter as much information as you wish.
If you have Maconomy’s layout editing tools, it is furthermore possible to rearrange the position of the fields in this window or add relevant headings. It is also possible to arrange the pop-up fields on printouts of relevance to the current contact company. |
| Origin | In this field, you can register the place from which the contact company originates. This can, for example, be input from a CD, and so on. |
Option List Fields Island
| Field | Description |
|---|---|
| List | Enter the names and values for default options in these fields to provide additional information about a contact company.
In the Option List column, enter names of option lists. In the corresponding Value column, enter values that are available in the respective option lists. When you create a contact company these fields are initialized to the values that you entered during setup. However, you can change those values when you create a contact person. |
| Value | In these fields, you can specify values available in the respective option lists specified in this island. The fields can, for example, be used for further specification of the contact company. If a given option list field in this island has been left blank, any text can be entered in the corresponding value field. |
Hierarchy Island
| Field | Description |
|---|---|
| Customer Level No. | This field shows the Customer Level number for the contact company in question. |
| Level 1-5 Contact Company No. | These fields show the contact companies in the hierarchy above the contact company in question. These fields are only available if Customer Levels are set up using the designated System Parameters. |
| Level 1-5 Name | These fields show the names of contact companies in the hierarchy above the contact company in question. These fields are only available if Customer Levels are set up using the designated System Parameters. |
| Level 1-5 Customer No. | If the contact companies in the hierarchy above the contact company in question are created as customers, these fields will show their customer numbers. These fields are only available if Customer Levels are set up using the designated System Parameters. |