Data Steward Global Address Book Manual

Insight Microsoft Dynamics AX

Global Address Book

Contents Create a New Party ....................................................................................................................................... 4 Navigate and Explore ................................................................................................................................ 4 Set Up New Party ...................................................................................................................................... 5 Add Addresses........................................................................................................................................... 7 Contact Information.................................................................................................................................. 9 Add Relationships ................................................................................................................................... 10 Set Up DBA or Subsidiary Party Record .................................................................................................. 14 Create a New Customer .............................................................................................................................. 17 Verify That Customer Does Not Exist...................................................................................................... 17 Add the Customer and Customer Address ............................................................................................. 20 Create Customer Role: Add Customer Contact ...................................................................................... 23 Create Customer Role: Add Credit and Payment Details........................................................................ 24 Put a Customer on Hold.......................................................................................................................... 30 Create a New Vendor.................................................................................................................................. 32 Verify That Vendor Does Not Exist.......................................................................................................... 32 Add the Party Record.............................................................................................................................. 34 Add the Address...................................................................................................................................... 35 Add the Contact Information .................................................................................................................. 37 Add the Vendor Role............................................................................................................................... 38 Add Certificate Information .................................................................................................................... 39 Add Tax Information ............................................................................................................................... 41 Enter Vendor ACH Payment Details........................................................................................................ 42 Add Payment Terms Details.................................................................................................................... 43 Put a Vendor on Hold.............................................................................................................................. 45 Setting Up Sites ........................................................................................................................................... 46 Verify Site Need ...................................................................................................................................... 46 Setting up Sites ....................................................................................................................................... 52 Override Site Street Address................................................................................................................... 59 Inactivating Sites ......................................................................................................................................... 61 Verify That Site Should Be Inactivated.................................................................................................... 61 Mark a Site as Inactive ............................................................................................................................ 63 Transfer Information from Inactive Site to Active Site ........................................................................... 64 Create a Site Hierarchy ........................................................................................................................... 67

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Last Updated: 9/14/18

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