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This text refers to program version 2024-03-16  

Entering a Contact - E-Records Card

This page describes the fields on the 'E-Records' card of the Contact record. Please follow the links below for descriptions of the other cards:

• Header
  

• 'Contact' card
  

• 'Delivery' card
  

• 'Terms' card - Fields
  

• 'Terms' card - Check Boxes
  

• 'Pricing' card
  

• 'Company' card
  

• 'Accounts' card
  

• 'E-Records' card
  

• 'Web' card
  

• 'Comments' card
  

• 'Personal' card
  

• 'User Defined' card
  

• 'Notes' card
  

• 'BI' card

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In some countries and depending on configuration, you can have Invoices sent electronically automatically when you mark them as OK and save. You can also receive Purchase Invoices that have been sent to you electronically.

Sending and receiving Invoices electronically are both chargeable Cloud Services: please refer to your local HansaWorld representative for details.

If you are sending Invoices electronically, use the 'E-Records' card to specify how Invoices should be sent to particular Customers. If you are receiving Invoices, use the 'E-Records' card to specify how Invoices from particular Suppliers will be sent to you.

The options that are available on the 'E-Records' card and the configuration that is required will depend on your country of operation. Again, please refer to your local HansaWorld representative for details.

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The Contact register in Standard ERP:

• Introduction
  

• Entering a Contact, including:
  
  • Header
    

  • 'Contact' card
    

  • 'Delivery' card
    

  • 'Terms' card - Fields
    

  • 'Terms' card - Check Boxes
    

  • 'Pricing' card
    

  • 'Company' card
    

  • 'Accounts' card
    

  • 'E-Records' card
    

  • 'Web' card
    

  • 'Comments' card
    

  • 'Personal' card
    

  • 'User Defined' card
    

  • 'Notes' card
    

  • 'BI' card
  
  
• Editing a Contact
  

• Deleting a Contact
  

• Linking Contact Persons and Companies - The Contact Relations Register
  

• Operations menu
  

• Create menu

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

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