Re: Adding new Personal Ledger to Customer

Eric,

It would only retrieve the entity CONTACT phone number if that contact is
entered in the personal account data file. That doesn't default - you would
have to enter the contact ID in the personal account data (personal account
data page 1 of 3 has a field called contact). You can have many entity
contacts for an entity - you have to specify the contact ID to use for that
specific ledger. Don't do this in the personal ledger, do it in the entity
personal account data file.

I thought the phone number would default from the entity data record if
there was no entity contact, but after doing some testing that doesn't seem
to be the case.

Best regards,
Vanessa
 
PLEASE NOTE MY NEW EMAIL ADDRESS IS:
VanessaKing@xxxxxxxxx
 
Vanessa King
Wildrye Corp.
cell 910-409-0551
 
-----Original Message-----
From: mapics-l-bounces@xxxxxxxxxxxx [mailto:mapics-l-bounces@xxxxxxxxxxxx]
On Behalf Of Eric Wolf
Sent: Thursday, December 21, 2006 5:24 PM
To: mapics
Subject: [MAPICS-L] Adding new Personal Ledger to Customer

To the list,
When adding a new (not the initial ledger) Personal Ledger to IFM and
linking that Ledger to a Customer, IFM then creates the new Customer in COM.
The IFM Entity has records in the Entity Contact file and, according to the
website and the program YAFQDFR, is supposed to retrieve the Contact Name,
Telephone Number and Fax Number and pass them over to the COM file MBALREP.

Has anyone experienced that the new Ledger (not the initial Ledger) is not
getting any of these 3 fields?

Thanks...
Eric
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