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- In the Data Center
, under Quick Links, do one of the following:Click Address.
- Click Address - List. In the Address Book, click
.
- Complete at least the following information:
- Types: The form has slight differences for Bank (Type N) entries and Company (Type W) entries.
- Short Name: Enter the name and then press Enter or Enter or Tab. If the Type and Short Name do not match any existing records, a message asks if this is a new record. To create a new record, click Yes.
- The Short Name for Types other than W can be up to 32 characters, but if you will use mirroring for internal companies, the Short Name for all companies must be the same. Because a W record is limited to 6 characters, the internal Owner and Charterer Type records are also limited to 6 characters.
- Curr: Check that the default currency is correct; otherwise, select the currency in which you deal with this contact.
Note: The base currency cannot be modified on W companies. - Full Name
- Address: Enter at least the first line.
Anchor RefCode RefCode - Reference No.: This field is used in Barging for forming Contract IDs for Time Charter, SPOT, or COA Equipment Contracts; it is required for any Charterer or Owner being added to one of these contracts.
Note: For schema versions 21.2 and later, up to 32 characters can be entered. For earlier schema versions, up to 8 characters can be entered.
Summary Tree
The Summary Tree is at the right; when an Address has been used in a voyage, it summarizes and provides access to important forms and related information. You can attach and access documents or links.
Remittance Information Tab
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After setting up this W record, you can create different subcompanies for invoicing, separating in the P&L, and IMOS - Security access.
A Type W record that has been used in IMOS cannot be deleted.
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