Difference between revisions of "Accounting Finance:CNS-Setting Up Customer Contacts"

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==Entering Documents List==
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: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)
  
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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
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:4. All '''store owners'''. Do not forget to put the role!
  
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: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.
  
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#Select '''3 CNS -- Contacts'''
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:6. Once all entries are completed proceed to '''CNS Document Distribution''' to:
  
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#Select '''5 Show documents list'''
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::*Link their main fax number
  
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#Press '''Enter'''
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::*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)
  
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#Enter '''DS''' next to INVOICE
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#Press '''Enter'''
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#Enter '''Customer number''' under Cust/Vendor
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#Press '''Enter'''
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#Press '''F6''' to add a new record
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#Enter '''?''' under Related to Customer/Vendor
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#Press '''Enter'''
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#Enter '''Customer number''' under Code
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#Press '''Enter'''
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#Enter '''1''' next to Cust number and press '''enter'''
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#Enter '''?''' under Contact to Customer Vendor Link
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#Press '''Enter'''
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#Enter '''Customer number''' under Cust Link
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#Press '''Enter'''
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#Enter '''1''' next to Main INFO contact and press '''enter''
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#Enter '''Email''' under Mode and '''WORKEM''' under Dist Type
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#Press '''Enter'''
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#Press '''F12'''
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#Press '''F6''' to add a new record
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#Enter '''?''' under Related to Customer/Vendor
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#Press '''Enter'''
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#Enter '''Customer number''' under Code
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#Press '''Enter'''
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#Enter '''1''' next to Cust number and press '''enter'''
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#Enter '''?''' under Contact to Customer Vendor Link
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#Press '''Enter'''
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#Enter '''Customer number''' under Cust Link
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#Press '''Enter'''
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#Enter '''1''' next to Main INFO contact and press '''enter''
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#Enter '''Fax''' under Mode and '''WORKFX''' under Dist Type
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#Press '''Enter'''
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#Press '''F12'''
   
 
[[Category:Workflows-Finance]]
  
[[Category:Workflows-Finance]]

Latest revision as of 08:27, 30 October 2017

Entering CNS Main Info Contact

Each customer account requires a Main Info contact which will be shown on customer listings and address labels

  1. Select 3 CNS -- Contacts
  2. Select 3 Show list of names
  3. Enter Store name to ensure you do not enter a duplicate entry
  4. Press F6 to add a new record
  5. Enter MAIN INFO under First Name
  6. Enter Store Name under Surname
  7. Enter Y for Publish to Lotus Notes
  8. Enter MANUAL under Source Code for Name
  9. Enter Y under Allowed on Web
  10. Press Enter

Nancy45.PNG

Entering Cust/Links

  1. Press F11 to link to Customer Account
  2. Press F6 to add new record
  3. Enter account number under link to Customer/Vendor
  4. Enter Effective Dates (ending date should be Dec 31 50)
  5. Press Enter

Entering Roles

  1. Press F8 to enter Contact role (note Main Info often does not have a role but could have the REMAD role which is the remittance advice email for EFT payments)
  2. Press F6 to add record
  3. Enter Account number under Customer/Vendor
  4. Enter REMADEM under Role Code
  5. Enter Effective Dates (ending date should be Dec 31 50)
  6. Press Enter
  7. Press F12 to move back until you reach the CNS - Enter/Update Contact Names screen

Nancy46.PNG

Entering Addresses

  1. Press F8 (Phone/Email)
  2. Press F6 to add a record
  3. Enter Effective Dates (ending date should be Dec 31 50)
  4. Enter each Type (WORKPH, WORKFX, WORKEM, ORDCON & RMADEM)
  5. Enter Phone/Email or Fax dialing string
  6. Enter AC under Status
  7. Press Enter
  8. Press F12

Nancy47.PNG

Entering CNS Individual Contact

You do not have to enter the main telephone or fax numbers if they have been entered in MAIN INFO.

  1. Select 3 CNS -- Contacts
  2. Select 3 Show list of names
  3. Enter Individual name to ensure you do not enter a duplicate entry
  4. Press F6 to add a new record
  5. Enter Salutation
  6. Enter First Name
  7. Enter Surname
  8. Enter Y for Publish to Lotus Notes
  9. Enter MANUAL under Source Code for Name
  10. Enter Y under Allowed on Web
  11. Press Enter

Entering Cust/Links

  1. Press F11 to link to Customer Account
  2. Press F6 to add new record
  3. Enter account number under link to Customer/Vendor
  4. Enter Effective Dates (ending date should be Dec 31 50)
  5. Press Enter

Entering Roles

  1. Press F8 to enter Contact role (note Main Info often does not have a role but could have the REMAD role which is the remittance advice email for EFT payments)
  2. Press F6 to add record
  3. Enter Account number under Customer/Vendor
  4. Enter Role Code (STORE OWN, PHARMACIST, MANAGER, RMADEM (if contact is the remittance advice contact)
  5. Enter Effective Dates (ending date should be Dec 31 50)
  6. Press Enter
  7. Press F12 to move back until you reach the CNS - Enter/Update Contact Names screen

Nancy46.PNG

Entering Addresses

  1. Press F8 (Phone/Email)
  2. Press F6 to add a record
  3. Enter Effective Dates (ending date should be Dec 31 50)
  4. Enter each Type (CELLPH & RMADEM)
  5. Enter Phone/Email or Fax dialing string
  6. Enter AC under Status
  7. Press Enter
  8. Press F12

Nancy47.PNG

Entering Documents List

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

  1. Select 3 CNS -- Contacts
  2. Select 5 Show documents list
  3. Press Enter
  4. Enter DS next to INVOICE
  5. Press Enter
  6. Enter Customer number under Cust/Vendor
  7. Press Enter
  8. Press F6 to add a new record
  9. Enter ? under Related to Customer/Vendor
  10. Press Enter
  11. Enter Customer number under Code
  12. Press Enter
  13. Enter 1 next to Cust number and press enter
  14. Enter ? under Contact to Customer Vendor Link
  15. Press Enter
  16. Enter Customer number under Cust Link
  17. Press Enter
  18. Enter 1' next to Main INFO contact and press enter
  19. Enter Email under Mode and WORKEM under Dist Type
  20. Press Enter
  21. Press F12
  22. Press F6 to add a new record
  23. Enter ? under Related to Customer/Vendor
  24. Press Enter
  25. Enter Customer number under Code
  26. Press Enter
  27. Enter 1 next to Cust number and press enter
  28. Enter ? under Contact to Customer Vendor Link
  29. Press Enter
  30. Enter Customer number under Cust Link
  31. Press Enter
  32. Enter 1' next to Main INFO contact and press enter
  33. Enter Fax under Mode and WORKFX under Dist Type
  34. Press Enter
  35. Press F12
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