Parties
The
Parties
tab consists of all companies and/or individuals involved in the invoice/transportation transaction. This tab contains sub-tabs for various party types involved in typical exports (Seller, Ship To, Ultimate Consignee, etc.). Company information can be entered manually or pulled from drop-down fields.The company information in the drop-down fields comes from the
Company Maintenance
table, which is located under the Cross Reference
menu as Company Partners
. This table is covered in more detail in the Company Partners section of this User Guide.To add a party to the
Company Maintenance
table from the shipment, click Add Company
.
If the company already exists, you must choose to update the existing record, save as a new address for the existing company record, or override and save as a new company. Once the selection has been made, click
Finish
to save and close.
The
Select a Company
field has type-ahead capabilities. Start typing a company name. The system will show the possible results.
Copy From
If configured to do so, Company information can be copied across party types. This functionality is disabled after a shipment is processed.
After a company name is selected, the primary address and contact information auto-populates into the detail fields.
Changing Address Details
To change address details, manually alter the contents of the
Address Information
fields or choose a different address from the Select an Address
drop-down, as shown below. Once a company name is selected, the contact information auto-populates into the contact detail fields.
Changing Contact Details
To change contact details, manually alter the
Contact Information
section or choose a different contact from the Select a Contact
drop-down, as shown below.
Related Content
-
Export Invoice Management
Format:
Article