Purpose
In Scopevisio, each customer or supplier role is based on a general contact.
You use the other roles of customer and vendor to specify whether a contact is managed in accounting with its own person account.
A contact can have all roles at the same time.
Procedure for creating a new contact
1. check whether the contact already exists
Open the contact management or use the scope search(Scopen).
Search for the company name or the person.
If the contact exists, do not create a new one.
2. add a role to an existing contact
Open the existing contact.
Click on "Convert".
Select the desired role:
Debtor (customer)
Vendor (supplier)
Confirm the selection.
→ The new role is added to the contact. 3.
3. create new contact
If no contact exists:
Go to Master data > Manage accounting > Debtor master or Vendor master.
Click on "Add".
Or use the plus button in the menu bar if you are working during another process.
Enter the name of the company:
Existing contacts are automatically suggested.
After entering at least 7 characters, you will receive additional suggestions from the Creditreform knowledge.
4. save
When saving, Scopevisio automatically creates a general contact and assigns it the selected role.
This contact can now be further processed as a debtor or creditor.
Result
You have clearly created the contact as a customer, vendor or both.
Duplicate contacts are avoided.
All relevant master data is linked in one place.
Tags:
#Create contact #Create customer #Create vendor #Convert contact #Assign role #Create personal account