Details: If this is activated, all the fields that are available on the addressee card open for editing. These include the field for ‘Blocked code’. For details regarding how to create blocked codes, see ‘Blocked code’ in the menu ‘System’ → ‘Addressees’.
Active: An addressee can be set inactive (deactivated) to be hidden in the system. This is also supported via the mass update feature. An addressee that has been set inactive can be deleted.
Prefix: Supplier/customer subsidiary ledger number is automatically inserted in this field. Note: When importing suppliers and customers, always insert the subsidiary ledger number in the columns both for ‘Prefix’ and ‘Supplier no./Customer no.’ in the addressee import template.
Description: Free text field that is included in the addressee search field. A rich text editor (HTML) is available. If enabled, you can insert links, images (can also be pasted via the clipboard), video links, tables, formatted text, etc.
Address types: Default delivery and invoice addresses etc. are inserted here. Among other things, it is these two default addresses that are retrieved from the addressee that is set under ‘Admin’ → ‘System settings’ in the fields ‘Invoice/Delivery [Purchasing]’, and in ‘Edit profile’ if the user has set ‘Preselection [IO]’. For further details, see separate description.
Contacts: The people inserted here can be used on ‘Your ref.’ on purchase orders, as well as assigned personnel linked to supplier on a work order.
Document: New or already uploaded documents can be uploaded/linked to the supplier/customer.
Merge [Supplier]: A supplier can be merged with another supplier. Assets, items, equipment, work orders, articles and stock are updated with new supplier. Contacts, addresses and documents are being moved.
Note: For customers in edit mode, these two are available:
Detailed Invoice:
Do not e-mail: If this is activated. It will not be sent an e-mail to the invoice addressee (customer) who is connected to the work order when the work order is approved. For setup, also see the section Messages - 'E-mail notification to Customers', re. 16.1.0 System Settings.