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Contacts identify the names and locations of people responsible for communications between buyers and suppliers. You can nominate a contact at each:

• Supplier location
• Buying Organization's Ship To Address
• Buying Organization's Bill To Address   

Creating New Contacts

1. In the tree menu, select Setup|Contacts.
   
   The browser displays the Contact page, where you can create and edit Contacts.
   
   
2. Click [New Contact].
   
   The browser displays the New Contact page.
   
   
3. Click in each of the text boxes and type in the necessary contact information:

• Contact Name 
  The name of the person to address all communications
• Contact Location
  Where that person is located (a supplier or Buying Organization may have several locations each with a different contact)
• Telephone number 
• Fax number 
• Email address 

Do not try to assign a Home organization until you have  created your Buying Organizations. Only after you have done this will the Home Organization drop-down menu be populated with a list of available organizations.  If necessary, you can return later to assign a Home Organization.

4. Click in the Home Organization drop-down menu, and select a Home Organization to be assigned to this Contact.
   
   
5. Click: 
   • [Save] to save the description, or 
   • [Cancel] to leave the New Address page without making any changes.

Modifying Existing Contacts

1. In the tree menu, select Setup|Contacts.
   
   The browser displays the Contact page, where you can create and edit Contacts.
   
   
2. Click in the Contact Name text box, or the Contact Location text box, and type:
   

   • all or part of the text appearing in the name or location of a contact, or
   • A wildcard character (*) to see all contacts in the database
     

3. Click [Search]  
   
   The browser displays all contacts matching your query and their contact information.
   
   
4. Click:

• The Contact Name hyperlink to sort the list in Contact Name order, or
• The Contact Location hyperlink to sort the list in location order
  

5. If there are too many contacts to be viewed in a single page, use the browser scroll bar, at the right of the window, to move the display up and down.
   
   
6. To view all of the information for a contact, use the browser scroll bar, at the bottom of the window, to move the display left and right.
   

7. Click:

• Edit to change address information
  
  The browser displays the Edit Contact page. Enter the same contact and address information you entered for a New Contact.
  
  
  
• Delete to remove the Contact from the database.

Before removing a Contact, you must first remove its association. If the Contact is associated with a supplier or Buying Organization, the system cannot remove the Contact, and the browser displays an error message. Select a replacement Contact for the supplier or Buying Organizations use. Only then, can you delete the Contact.

8.  Click: 
   • [Save] to save the description, or 
   • [Cancel] to leave the Contact page without making any changes.

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