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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 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.
- Complete additional fields as needed.
- Credit Term, for number of days, and Credit Line are as advised by the Chartering Accountant. This is just for information only and it will not trigger any validation when invoicing.
- Save the form.
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.
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