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.
|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.