Creditor creation windows

When you create a new creditor, the Name window is displayed first.


Name details window for a Company creditor	Name details window for a Personal or Personal Company creditor

Enter the name details of the creditor. If the information you enter matches one or more members of the community database, Synergetic displays the Possible Name Match window suggesting community members you may want to use.

New creditors can be Personal, Company or Personal Company. Select the appropriate radio button at the top of this window. The data input windows that follow depend on your choice of record type:

Personal is for an individual person or couple.
Company is for a company where the company is the primary contact. For example:Jackson HoldingsAttn: Mr John Roberts
Personal Company is for a company where a person is the primary contact. For example:Mrs Anne JohnsonSalbut Enterprises

If you select Company, the windows that follow are similar but do not require you to enter any individual personal information.

Either:

select a record from the grid and make them the creditor
create a new record. This creates a completely new member in the community database.

The following windows are displayed after the Name window:

Address details.

Note: You can enable the Quick Address System (QAS) to display matching address records as you type into address fields. See Configuring address validation in the System maintenance manual.
Phone/Occupation details.
Creditor details.

A new creditor record is added. You can maintain other information about the creditor in Creditor Maintenance. See Maintaining creditors.

Create New Personal or Personal Company Creditor - Name window key fields

Field	Description
ID	Synergetic ID of the creditor.
Use existing ID	If you know the Synergetic ID of an existing community member, select this field and enter the ID into the ID field. The details of the person are retrieved from the community database.
Title	Creditor's title.
Surname	Creditor's surname.
Given 1	Creditor's given name.
Preferred	Creditor's preferred name. This field is automatically completed with the primary contact's given name. You can type another name if required, for example if the primary contact's given name is Stephen, you could type Steve.
Other Given	Creditor's other given names.
Gender	Creditor's gender. In most cases, this field is automatically completed when you select the person's title. In some cases, you need to select their gender. For example, Dr (doctor). Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table. Note: The following window is displayed when there is a gender mismatch between the Title field and the Gender field.
Date of birth	Creditor's date of birth.
Mail format	Address format for the creditor. For example, whether their initials should be used, or an ampersand instead of 'and'.

Create New Company Creditor - Name window key fields

Field	Description
ID	Synergetic ID of the creditor.
Use existing ID	If you know the Synergetic ID of an existing community member, select this field and enter the ID into the ID field. The details of the person are retrieved from the community database.
Occupation Description	Description of the company's main business, for example 'Garden Maintenance'.
Company	Company name.
Attention	Name of recipient within the company if required.