Accounting Finance:CNS-Setting Up Customer Contacts - Revision history

Nancyn at 15:27, 30 October 2017

2017-10-30T15:27:47Z

Nancyn at 23:29, 27 October 2017

2017-10-27T23:29:49Z

Nancyn: Created page with "==Entering CNS Main Info Contact== Each customer account requires a '''Main Info''' contact which will be shown on customer listings and address labels #Select '''3 CNS -- Co..."

2017-10-27T23:06:47Z

Created page with "==Entering CNS Main Info Contact== Each customer account requires a '''Main Info''' contact which will be shown on customer listings and address labels #Select '''3 CNS -- Co..."

New page

==Entering CNS Main Info Contact==
Each customer account requires a '''Main Info''' contact which will be shown on customer listings and address labels

#Select '''3 CNS -- Contacts'''
#Select '''3 Show list of names'''
#Enter Store name to ensure you do not enter a duplicate entry
#Press '''F6''' to add a new record
#Enter '''MAIN INFO''' under First Name
#Enter '''Store Name''' under Surname
#Enter '''Y''' for Publish to Lotus Notes
#Enter '''MANUAL''' under Source Code for Name
#Enter '''Y''' under Allowed on Web
#Press '''Enter'''

[[File:Nancy45.PNG|400px]]

===Cust/Links===
#Press '''F11''' to link to Customer Account

[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]

← Older revision		Revision as of 15:27, 30 October 2017
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	[[File:Nancy47.PNG\|400px]]		[[File:Nancy47.PNG\|400px]]

		+	==Entering Documents List==
−	:3. All pharmacists who intend to order narcotics. Enter their '''pharmacist numbers''' ([[Customer Service:Pharmacist Number-Entering Pharmacist Number]]). Only do this once you receive their Narcotic Authorization Forms or if it is on their application under main contacts (you will still required narc forms which can be to follow)
		+	You must enter the main email and fax addresses to documents list which will be the default for any invoice/credit notes sent to the customer
−	:4. All '''store owners'''. Do not forget to put the role!
		+
−	:5. If the main contacts listed on the application have the same phone/fax number or email as what is on the main info, you do not need to enter it (just in case they are also linked to other accounts). If their email or contact info are different, then this is the only time you enter it into CNS to prevent confusion.
		+	#Select '''3 CNS -- Contacts'''
−	:6. Once all entries are completed proceed to '''CNS Document Distribution''' to:
		+	#Select '''5 Show documents list'''
−	::*Link their main fax number
		+	#Press '''Enter'''
−	::*Link their main email (if there is none, use the store owner’s email or whoever will be responsible for paying their account, i.e. accountant)
		+	#Enter '''DS''' next to INVOICE
		+	#Press '''Enter'''
		+	#Enter '''Customer number''' under Cust/Vendor
		+	#Press '''Enter'''
		+	#Press '''F6''' to add a new record
		+	#Enter '''?''' under Related to Customer/Vendor
		+	#Press '''Enter'''
		+	#Enter '''Customer number''' under Code
		+	#Press '''Enter'''
		+	#Enter '''1''' next to Cust number and press '''enter'''
		+	#Enter '''?''' under Contact to Customer Vendor Link
		+	#Press '''Enter'''
		+	#Enter '''Customer number''' under Cust Link
		+	#Press '''Enter'''
		+	#Enter '''1''' next to Main INFO contact and press '''enter''
		+	#Enter '''Email''' under Mode and '''WORKEM''' under Dist Type
		+	#Press '''Enter'''
		+	#Press '''F12'''
		+	#Press '''F6''' to add a new record
		+	#Enter '''?''' under Related to Customer/Vendor
		+	#Press '''Enter'''
		+	#Enter '''Customer number''' under Code
		+	#Press '''Enter'''
		+	#Enter '''1''' next to Cust number and press '''enter'''
		+	#Enter '''?''' under Contact to Customer Vendor Link
		+	#Press '''Enter'''
		+	#Enter '''Customer number''' under Cust Link
		+	#Press '''Enter'''
		+	#Enter '''1''' next to Main INFO contact and press '''enter''
		+	#Enter '''Fax''' under Mode and '''WORKFX''' under Dist Type
		+	#Press '''Enter'''
		+	#Press '''F12'''

	[[Category:Workflows-Finance]]		[[Category:Workflows-Finance]]

@@ Line 15: / Line 15: @@
 [[File:Nancy45.PNG|400px]]
-===Cust/Links===
+===Entering Cust/Links===
 #Press '''F11''' to link to Customer Account
 [[Category:Workflows-Finance]]