To create a new Party record you will need to navigate to the party section and then press the +. You will then be provided with the Party entry screen ready for you to complete.
Fig 1 - Party Form
All the fields on the default Party entry screen and their meaning.
| Field Name | Description |
| Party# | Unique identifier for the record, generated by the solution. |
| Name | Full name of the Party |
| Registered Address | Registered Address information |
| City | Registered address City |
| Postcode | Registered address Postcode |
| Country | Registered address Country |
| Internal? | Identifies if the Party is Internal or External to your organisation (branch or department) |
| Type* ** | The Type of Party in relation to your organisation. The current Value Set will contain a default list of options: Agent/Branch/Customer/Supplier. If you have pre-defined fields or layouts for specific Party Types** then the Type value you select here will adjust the form accordingly. For example; an Agent may require different fields to be completed or displayed than a Customer or Internal Branch. |
| Contact Number | Main Contact Number |
| Email Address | Main Email Address |
| Billing Address | Billing Address (if different from registered) |
| Billing City | Billing City (if different from registered) |
| Postcode | Billing Postcode (if different from registered) |
| Country | Billing Country (if different from registered) |
| Contact Number | Contact Number for Billing enquiries |
| Email Address | Email Address for Billing enquiries |
| Tax# | Party registered Tax Number |
| Company# | Party Registration Number |
| Website URL | Main Website Address |
* All Value Set contents (Other than Status fields) can be adjusted to contain values pertinent to your company in the Value Sets screen
** Specific layouts for Person Types can be created in the Define Form Layouts screen.