Basic> Setup> Contacts> Officials

Use this form to set up signatures for officials on primary documents.

Task that uses this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

General

Set up the position of the official.

Note Note

The Chief Accountantand Directoroptions in the Positionfield work across all modules.


Ledger

Set up officials on internal financial documents that are related to cash flow. Set up can be performed for the following documents:

  • Cash slips

  • Advance reports

  • Page of cash books

  • Count statements

  • Deferrals

Sales orders

Set up officials on outgoing primary customer documents. Set up can be performed for the following documents:

  • Invoice for payment

  • Invoice

  • Facture

  • Invoice - Credit-note

  • Facture - Credit-note

  • Tax transaction facture (client)

Inventory

Set up officials on internal financial documents, generated on the basis of inventory journals. Set up can be performed for the following documents:

  • Issue statement

  • Transfer slip

  • Requirement slip

  • Collation statement

  • Counting list (INV-3)

Purchase orders

Set up officials on incoming primary vendor documents. Set up can be performed for the following documents:

  • Invoice

  • Facture

  • Invoice - Credit-note

  • Facture - Credit-note

  • Invoice for payment

  • Tax transaction facture (vendor)

Inventory item management

Set up officials on warehouse documents when issuing tangible assets to a customer or when receiving tangible assets from a vendor. Set up can be performed for the following documents:

  • Invoice (M-15)

  • Rmb. slip/Rcpt. Order

Payroll

Set up officials for the following:

  • Income data register

  • Civil contract

Fields

Field

Description

Position

Select the position title of the official.

Name

Select the name of an official from the list of company employees.

Note Note

Enter the full name of the official if the official is not registered in the employee directory.


Job title

Select the job title of the employee.

Account code

Select the relation type with the counteragent from the following options:

  • Record- Specified for a specific counteragent.

  • All- Specified for all counteragents.

Account relation

Specify the customer or vendor relationship for which an official is selected.

Note Note

This field is activated if you select Recordin the Account codefield.


Our

This check box is activated depending on the employee who is selected as the official signing the document.

Note Note

This check box is cleared for the counterpart's employees.


Association with warehouse

Select the relationship type with the warehouse from the following options:

  • All- Set up is done for all warehouses.

  • Record- Set up is done for a specific warehouse.

Warehouse

Select the warehouse code specified from the Warehousesform for which the officials are set up.

Note Note

This field is activated if you select Recordin the Association with warehousefield.


in person…

Enter the official's name and position to be printed on the contract.

Note Note

This field and the following field are available only when you select the Civil contractoption on the Payrolltab.


based on…

Enter the official's reason for signing the contract.

See Also