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When creating a contact with the Partner Creation wizard, after completing the wizard, the registration address is applied to the created contact card by clicking on the "Finish" button as follows:
If the contact is Type=Person and at the same time the Business Partner No. is empty (the contact is not assigned to any company) and at the same time the user does address is not fill filled in by the address user in step 2 of the wizard, then reg. The address Address does not create
The field "Take Company Reg. Address" has value = No and is hidden on the card.
The user can create a registration address and add it to the card .himself
If the contact is Type=Person and at the same time the Business Partner No. is empty (the contact is not assigned to any company), but the user fills in the address in the wizard in step no.2, then reg. Address Creates
The field "Take Company Reg. Address" has value = No and is hidden on the card.
The user can create a new registration address and add a new one to the card.
If the contact is Type=Person and at the same time the Business Partner No. is filled in (in step no.2 the address field from the current company address is automatically filled in), then only the values in the field Address, City, Post Code will be downloaded to the created contact card. No reg. address and field Kód.reg are created. The address will be hidden on the card (detto as on the customer or vendor card)
The field "take company reg. address" is visible on the card and has a value = Yes
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Registration Address Code
The registration address code is linked to alternative addresses, where Type is equal to Registration address.
The user enters the full address via the Registration Address Code and after confirmation, the Code is added to the contact with all registration data
The user can change the registration address by creating a new address by clicking on the field. The List of Alternative Contact Addresses table opens, where you can create a new address using the New button.
After creating a new address, the user has selected the address line that he wants to add to the Contact, then confirms the OK button. Subsequently, the OC verifies whether there are any contracts for this contact in a state other than Canceled or Archived:
If not, the change of address will be carried out only on the contact and (or customer or supplier, if created)
If so, the system will ask if a change should be made to the contracts
If the user answers Yes, then the system will go through all the customer's contracts and change the registration address:
changes the address data and/or address code
create an entry in the history of contract changes with an automatic text – change of the registration/correspondence address XX_xx to XX_yy and fill in other additional data (date, user, serial number of the change, etc.); The change list closes immediately
if the user answers No, the system will not change the registration address code on the contact card; There will be no change in the contracts
Address
Contact Address (Street and House Number)
Address 2 (Address)
Additional Address Information
Post Code
Postal code from the contact's registration address
Kraj (Country)
Region from the contact's registration address
City
City from the contact's registration address
Country/Region Code
Country From Contact Registration Address
Contact section:
Phone No.
Specifies the phone number of the contact.
Mobil Phone No.
Specifies the contact's mobile phone number.
E-mail (Email)
Specifies the e-mail address of the contact.
Fax No. (Fax No.)
Specifies the fax number of the contact.
Home Page
Specifies the contact's site.
Correspondence Type
Specifies the preferred type of correspondence for the interaction
Language Code
Specifies the language that will be used to translate specified text on documents for foreign business partners, such as the product description on the order confirmation, or to select layouts for interactions and emails
The default value is added after you complete the Create Partner wizard from Marketing Setup from the Language Code field
Correspondence Address Code
Empty by default, the default value is blank
Can be selected by the user after creating an alternative address
The user can change the correspondence address by creating a new address after clicking on the field. The List of Alternative Contact Addresses table opens, where you can create a new address using the New button.
After creating a new address, the user has selected the address line that he wants to add to the Contact, then confirms the OK button. Subsequently, the OC verifies whether there are any contracts for this contact in a state other than Canceled or Archived:
If not, the address will be changed only on the contact (or customer or supplier, if any)
If so, the system will ask if a change should be made to the contracts
If the user answers Yes, then the system will go through all the customer's contracts and change the mailing address:
changes the address data and/or address code
create an entry in the history of contract changes with an automatic text – change of the registration/correspondence address XX_xx to XX_yy and fill in other additional data (date, user, serial number of the change, etc.); The change list closes immediately
if the user answers No, the system will not change the correspondence address code on the contact card; There will be no change in the contracts