Organization Roles

Screen Path: Entity> Organization

Organization as a Customer

Assigning the Organization as a Customer

To assign the organization as a customer, the desired organization is selected, Customer tab is opened and New button is clicked. Code and description fields must be filled in.

Customer Information Fields

 

 

Code	The Customer’s title
Description	The Customer’s description
Priority	A level of priority assigned to the customer(defaulted at 0)

 

Other Information Fields

 

Customer Group

To which group of customers does the customer belongs

 

After these fields are filled in, Save button is clicked and the transaction is completed.

 

Changing an Assigned Customer

To change the customer information, Customer tab is opened and the desired customer information is selected.

 

 

After the Customer tab is opened, Edit button is clicked. After this transactions, customer information can be changed. The desired information is changed and Save button is clicked.

 

Deleting an Assigned Customer

To delete a customer from an organization, after the organization is selected, Customer tab is opened and the desired customer is selected.

 

 After the customer is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

 

If OK button is clicked, the customer information will be deleted.

 

 

Organization as a Client

Assigning the Organization as a Client

To assign an organization as a Client, the desired organization is selected, Client tab is opened and New button is clicked. Code and description fields must be filled in.

 

 

Client Information

 

Code	Client’s title
Description	Client’s description
Client Group	To which group of clients does the client belong

 

After these fields are entered, Save button is clicked and the transaction is completed.

 

Changing an Assigned Client

To change the Depositor information, Client tab is opened and the desired Client information is selected.

 

 

After the Client tab is opened, Edit button is clicked. After this transactions, customer information can be changed. The desired information is changed and Save button is clicked.

 

Deleting an Assigned Client

To delete a Client from an organization, after the organization is selected, Client tab is opened and the desired Client is selected.

 

 

After the Depositor is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

 

If OK button is clicked, the Client information will be deleted.

 

Organization as a Vendor

Assigning the Organization as a Vendor

To assign an organization as a Vendor, the desired organization is selected, Vendor tab is opened and New button is clicked. Code and description fields must be filled in.

 

 

Vendor Information

 

Code	Vendor’s title
Description	The Vendor’s description
Vendor Group	To which group of clients does the vendor belong

 

After these fields are entered, Save button is clicked and the transaction is completed.

 

Changing an Assigned Vendors

To change the Vendor information, Vendor tab is opened and the desired Vendor information is selected.

 

 

After the Vendor tab is opened, Edit button is clicked. After this transactions, Vendor information can be changed. The desired information is changed and Save button is clicked.

 

Deleting an Assigned Vendor

To delete a Vendor from an organization, after the organization is selected, Vendor tab is opened and the desired Vendor is selected.

 

 

After the Vendor is selected, Delete button is clicked. After Delete button is clicked, this warning message is displayed:

 

 

If OK button is clicked, the Vendor information will be deleted.

 

 

 

 

 

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 Tags: Getting Started, Customer, Vendor, Client