P.O. Parties (Sub-frame) |
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This subframe enables to add parties involved in the workflow, i.e. “Customer, Supplier, and Consignee” which are the default parties. The user can also add more parties related to the workflow.
Click the P.O. Parties tab to view the list of parties.
To add parties, click .
Arrange Columns:
Click to be able to select all or required columns and drag and drop to rearrange it. This is for displaying the rows in above sub-frame.
View / Modify / Remove
Click on the party to view / modify / remove the record.
Click [SAVE] to save the modified record.
Click [REMOVE] to remove the record.
Adding New Parties and relation on a P.O or T.O on fly
The user can add a new party and relation on a P.O or T.O on fly so that the user can create their own parties.
•The user can add new party to a P.O /T.O transaction for all party types using Create New button.
•Create New button is controlled through Object permission (Create New Party).
oCan Add If set as Yes then Create New button is shown to users.
oCan Remove, Search and View options will have no impact even if Yes or No.
•When a consignee or shipper is added through Create New button in P.O / T.O by any role, then the client relation will be auto added to respective shipper/consignee added newly in PO/TO.
•The party types other than Consignee and Shipper if newly added using Create New button, Additional Parties configuration will be automatically added against the logged in user company relation.
Field Description
Field Name |
Authorization |
Description |
Party type ID |
Mandatory |
Select the values from the drop-down list, which contain party types. |
Company ID |
Optional |
Enter the company name or Enter search parameters in the respective field, the relevant list of values will be displayed to select the required value. |
Company Name |
Optional |
On selecting company id, the relevant values appear based on the company details registered. |
Street Address |
Optional |
|
City |
Optional |
|
Zip code |
Optional |
|
Contact Person |
Mandatory |
|
Phone Number |
Optional |
|
State |
Optional |
|
Country |
Optional |
|
E-mail Address |
Optional |
|
Tax reg 1&2 |
Optional |
|
LocalAddr1 |
Optional |