Contact Cross-Reference Maintenance

Use Contact Cross-Reference Maintenance to create and maintain associations between customers and contacts on the contact list. Multiple contacts can be associated with a single customer.

The menu location of Contact Cross-Reference is Home Menu|Administration Menu|Contact Cross-Reference.

Note: Contact cross-reference records are domain-specific. You must indicate which data source (domain) the customers being cross-referenced are associated with.

Clicking the Contact Cross-Reference menu option displays the screen in Contact Cross-Reference Maintenance.

Contact Cross-Reference Maintenance

Contact Cross-Reference Maintenance Navigation summarizes the contents of the Contact Cross-Reference Maintenance navigation screen.

Contact Cross-Reference Maintenance Navigation

 

Column	Search	Search Type	Sort	Description	Link
Contact Number	Y	Equals	Y	The unique identifier for a company contact.	Y
Customer Number	Y	Equals	Y	The unique identifier in both QAD EA and QAD CSS. This is an integral link between the two systems.	N
Sort Order	Y	Equals	Y	The alphanumeric value that controls the order in which this company contact displays in the contacts list. Positive and negative numeric values can be used.	N

Related QAD CSS functions:

•	Contact Maintenance

•	Customer Maintenance

Adding a Contact Cross-Reference Entry

The Add function of Contact Cross-Reference Maintenance lets an administrator create a relationship between a contact number and a customer number.

The following information is required to complete this process:

•	The unique contact number to be applied to this record

•	The unique customer number to be linked to the contact number

To create a new entry:

1	Click Add in the navigation window to display the edit screen in Add mode.

2	Enter data into the appropriate fields.

3	Click Add in the edit window to save the record.

Detail Contact Cross-Reference Maintenance

Contact Number

Unique identifier for a contact.

Data Source

Choose the domain that the customer referenced by this contact is associated with.

Customer Number

Unique identifier in both QAD EA and QAD CSS for a customer. This is an integral link between the two systems. Enter an asterisk (*) to associate this contact with all customers.

Sort Order

Alphanumeric value that determines the order in which this contact will display in relation to other contacts in the contacts list. Contacts are first sorted by contact type and then by sort order. Enter 0 (zero) to sort this contact by the contact number.

Clicking a command button executes one of the following actions:

•	Add saves the new record to the database. All required fields—indicated by alternate field color—must be populated prior to saving a record. Before saving, the system verifies that the record is unique and displays an error if it is not.

•	Cancel closes the window without adding the record.

Modifying a Contact Cross-Reference Entry

The Modify function of Contact Cross-Reference Maintenance lets an administrator modify existing cross-reference entries. Requirements for adding a record are the same as for editing a record.

To modify an entry:

1	Display the record to modify.

2	Click the Contact Number link in the row of the record to be modified. Clicking the link displays the edit screen.

3	Enter data into the appropriate fields. Fields that do not allow change are indicated by a second alternate color.

4	Click Save to commit the changes.