The BILLING contact that Accounting will use to bill the StarLab should continue to be created and attached to the customer as the primary contact code on the customer card as normal during normal customer and contact creation.
The STARLAB contact that Purchasing will use to send contact information to Simulation Curriculum and should contain all of the information necessary to send a purchase order to Simulation Curriculum for the software we’re purchasing.
1. In the customer card, select "Contact" from the "Home" tab
2. In the "New" dropdown, select "Create Linked Contact"
3. Fill in the required card data
- Name
- Email address
- Set "Organizational Level Code" to "SIMCUR"
4. In the customer card, verify the line item for the purchase order information card
5. Navigate to the "Customer" tab and select "Document Layouts"
6. Populate the first three columns as shown below
- Usage = "Invoice"
- Report = "SIG Invoice"
7. Select "Select Email from Contacts"
8. Select the correct contact to receive invoices, then select "OK"
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