Difference between revisions of "Accounting Finance:Contacts-Setting up Contacts in CNS"

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==Overview==
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All contact information is stored in CNS and can only be entered in CNS but is displayed in Infonet.
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==Entering CNS Contacts==
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:1. Select '''3 CNS -- Contacts'''
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[[File:EDISetup21.PNG|400px]]
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:2. Select '''3 Show list of names'''
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[[File:EDISetup22.PNG|400px]]
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:3. Enter '''supplier number''' in the '''CUST/VEND#''' field
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:4. Enter '''AD''' next to contact name or main info (preference is a contact name rather than main info)
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:5. Press '''Enter'''
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[[File:EDISetup23.PNG|400px]]
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:6. Press '''F6''' to add new email address '''OR'''
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:7. Enter '''MA''' beside an existing '''RMADEM''' (remittance advice email) address to change it
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[[File:EDISetup24.PNG|400px]]
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:8. Enter '''Effective Dates'''
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:9. Enter '''RMADEM''' into the '''Type''' field
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:10. Enter '''Email address'''
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:11. Enter '''Status''' to '''AC'''
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:12. Press '''Enter'''
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:13. Press '''F12''' twice to move back to '''List of Contact Names'''
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[[File:EDISetup25.PNG|400px]]
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:14. Enter '''CV''' next to the '''RMADEM''' contact
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:15. Press '''Enter'''
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[[File:EDISetup26.PNG|400px]]
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:16. Enter '''RO''' next to supplier (there may be a number of suppliers, pick the one you wish to send remittance advice to)
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:17. Press '''Enter'''
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[[File:EDISetup27.PNG|400px]]
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:18. Press '''F6''' to add a new record
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:19. Press '''Enter'''
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[[File:EDISetup28.PNG|400px]]
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:20. Enter '''Customer/Vendor'''
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:21. Enter '''RMADEM''' into the '''Role Code''' field
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:22. Enter '''Effective Date Range'''
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:23. Press '''Enter'''
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[[File:EDISetup29.PNG|400px]]
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[[Category:Workflows-Finance]]
  
[[Category:Workflows-Finance]]
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[[Category:Accounts Payable]]
  

Latest revision as of 15:56, 27 October 2017

Overview

All contact information is stored in CNS and can only be entered in CNS but is displayed in Infonet.

Entering CNS Contacts

1. Select 3 CNS -- Contacts

EDISetup21.PNG

2. Select 3 Show list of names

EDISetup22.PNG

3. Enter supplier number in the CUST/VEND# field
4. Enter AD next to contact name or main info (preference is a contact name rather than main info)
5. Press Enter

EDISetup23.PNG

6. Press F6 to add new email address OR
7. Enter MA beside an existing RMADEM (remittance advice email) address to change it

EDISetup24.PNG

8. Enter Effective Dates
9. Enter RMADEM into the Type field
10. Enter Email address
11. Enter Status to AC
12. Press Enter
13. Press F12 twice to move back to List of Contact Names

EDISetup25.PNG

14. Enter CV next to the RMADEM contact
15. Press Enter

EDISetup26.PNG

16. Enter RO next to supplier (there may be a number of suppliers, pick the one you wish to send remittance advice to)
17. Press Enter

EDISetup27.PNG

18. Press F6 to add a new record
19. Press Enter

EDISetup28.PNG

20. Enter Customer/Vendor
21. Enter RMADEM into the Role Code field
22. Enter Effective Date Range
23. Press Enter

EDISetup29.PNG

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