Linking an Accounts Payable vendor to an Address Book contact
An Accounts Payable vendor should always be linked to a corresponding Address Book company contact. You can manually create a link if there is no link currently, or change the existing link from the vendor to a different Address Book company contact, as follows:
- In Accounts Payable, from the Setup menu, select Vendor.
- Type the ID of the vendor with the link that you want to change and press ENTER.
- Verify your cursor is in the Name box, and click [Binoculars].
- Browse to the Address Book company contact that you want to link the vendor to.
- Select the appropriate Address Book company contact and click [OK].
Note: Select a contact that is not already linked to an Accounts Payable vendor.
If your vendor was previously linked to a different Address Book contact and you select a new contact, the old contact becomes unlinked. You can delete unlinked contacts in Address Book.
Note: You cannot delete a contact that is linked to or in use by another application such as Accounts Receivable or Project Management.
- In Address Book, from the Setup menu, select Company.
- Click [Find], browse to and select the contact that you want to delete and click [OK].
Click [Delete] and then click [Yes].
Linking an Accounts Receivable customer to an Address Book contact
An Accounts Receivable customer should always be linked to a corresponding Address Book contact. You can manually create a link if there is no link currently, or change the existing link from the customer to a different Address Book contact, as follows:
- In Accounts Receivable, from the Setup menu, select Customer.
- Type the ID of the customer with the link that you want to change and press ENTER.
- Verify your cursor is in the Name box, and then click [Binoculars].
- Browse to the Address Book contact that you want to link the customer to.
- Select the appropriate Address Book contact and then click [OK].
Note: Select a contact that is not already linked to an Accounts Receivable customer.
- Click [Save] and then click [Close].
If your customer was previously linked to a different Address Book contact and you select a new contact, the old contact becomes unlinked. You can delete unlinked contacts in Address Book, as follows:
Note: You cannot delete a contact that is linked to or in use by another application such as Accounts Receivable or Project Management.
- In Address Book, from the Setup menu, select Company.
- Click [Find], browse to and select the contact that you want to delete and click [OK].
- Click [Delete] and click [Yes] when prompted to delete the company.
- If the company has one or more person contacts set up in Address Book, you will receive a message stating that
[Company ID] is associated with one or more person contacts. You may want to delete these contacts or disassociate them from [Company ID]. To locate all person contacts still associated with [Company ID]: In the Person Setup window click [Find]. Click [Options]. In the Sort by field, select Company. Type the company name. The list displays all names that are linked to this company. (AB0012) . These persons can subsequently be deleted or have their association with the deleted company removed in Setup , Person, by following the steps described in the message.
Click [Save] and [Close] to exit company setup. |