System Parameters Group Contact Management

This section describes the system parameters under the Contact Management group.

Parameter Description
Use the same numbers for contact companies as for customers

With this parameter, you can specify whether Maconomy should assign the same numbers to both contact companies and customers in certain situations.

If the parameter is enabled and you click Create Customer in the Contact Companies workspace without first specifying a new customer number in the New Cust. No. field, the new customer is assigned a customer number corresponding to the current contact company. If this number is already used by another customer, the customer is assigned the next available number in the Customer number series.

If the parameter is disabled, and the Customer as Contact Company field in the System Information workspace is also enabled. This means that creating a customer should automatically result in the creation of a contact company. In this case, the new contact company is assigned a number corresponding to the new customer number. If this number is already in use by another contact company, the contact company number is derived as described in the Contact Company No. field in the Contact Companies workspace.

Use Company Specific Contact Companies

With this parameter, you can specify whether Maconomy should attempt to derive a company number when creating contact companies.

If the parameter is enabled, Maconomy will always attempt to derive a company for new contact companies. This has the effect that the contact company number is drawn from the company-specific number series belonging to the derived company.

If the parameter is disabled, Maconomy does not attempt to derive a company when creating contact companies. If you do not enter a company number manually, the new contact company will therefore remain blank, and Maconomy will draw the contact company number from the global number series belonging to the first company created in the system.

Note that contact company numbers are only drawn from a number series if no number has been specified manually, and that the company number on a contact company can always be changed after creation.

Use Contact Company Hierarchies

When this system parameter is enabled, hierarchy functionality is enabled for contact companies.

The parameter can only be selected if no customer hierarchies exist and can only be disabled if no contact company hierarchies exist.