Use this procedure:
To create account contacts.
To view and update account contacts.
Define customers, accounts, and account sites
This table describes some terms in the pages used for this procedure.
Selected Terminology
| Term | Description |
|---|---|
| Role | The role of a contact person such as Bill-to, Ship-to, Statements, or Marketing. The role controls where this contact appears on the Sales Orders and Returns windows in Order Management. Ship To contacts and contacts with no primary role are included in the list of values for the Ship To and Receive From fields. Bill To contacts and contacts with no primary role are included in the list of values for the Invoice To and credit To fields. All contacts are included in the first Contact field list of values for these windows. |
| Job | The job title that you enter for your contact person appears in:
|
| Mail Stop | The mailing location for a contact. |
Navigate to the Communications subtab of the Account Overview page.
Click Create Contact.
Enter contact information such as address and roles.
If the contact information you entered already exists, Receivables displays the Contact Duplicate Prevention page. See: Contact Duplication Prevention. Otherwise, Receivables creates the contact and displays the Communications subtab of the Account Overview page to enable you to create additional contacts, and add and update contact details. See: Creating and Updating Contact Points.
Use this procedure to view and update an existing account contact.
Navigate to the Communications subtab of the Account Overview page.
All the active contacts for the account are displayed in the Account Contacts region.
Note: Set the contact status to Inactive or All to view respectively Inactive or both Active and Inactive contacts.
In the Account Contacts region, click Details for an account contact and update the following account contact details:
Address
Contact phone numbers
Contact e-mail
Contact URL
Contact roles
See: Creating and Updating contact points for account contacts.