Enrich EMMS Online Help

Affiliates table  

Each affiliate is defined as a facility as well as a vendor in the national entity database. The affiliate master contains information about the affiliate's identity as well as configuration parameters for processing of the affiliate's transactions in the centralized billing system.

1. At the EMMS main menu, select Customer | Centralized Billing | National Head Office | Work With Affiliates.
   • The Work With Affiliates display screen appears.
2. Click Add .
   • The New Affiliate screen appears.
3. Type in a unique Interface ID for the new affiliate.
4. Click Enter .
   • The Edit Affiliate add screen appears.
5. Fill in the fieldsfields as required.

   Affiliate Name is the name of the affiliate company.

   Facility is the facility that the affiliate is known by in the National's database. These codes must be valid codes in the national entity's system. The corresponding codes from the affiliate's work orders and contract billings will not be retained at the national entity. Instead, all transactions created at the national entity will use these codes defined for the affiliate. You can click on the Prompt button to select the facility from a list.

   Fuel Billing is Applicable identifies whether or not the Fuel Billing module is applicable to this affiliate. Not all modules are applicable to all affiliates. If the module is applicable to the affiliate, processing parameters as configured for the affiliate are defined for the module.

   Lease Contracts are Applicable identifies whether or not the lease contract module is applicable to this affiliate. Not all modules are applicable to all affiliates. If the module is applicable to the affiliate, processing parameters as configured for the affiliate are defined for the module.

   Misc Chg Code is the default charge code to use for lease contract billing of miscellaneous charges. These codes must be valid codes in the national entity's system. The corresponding codes from the affiliate's work orders and contract billings will not be retained at the national entity. Instead, all transactions created at the national entity will use these codes defined for the affiliates. You can click on the Prompt button to select the charge code from a list.

   Purchase Agent is the default purchase agent to use for generated purchase orders. These codes must be valid codes in the National entity's system. The corresponding codes from the affiliate's work orders and contract billings will not be retained at the national entity. Instead, all transactions created at the national entity will use these codes defined for the affiliate. You can click on the Prompt button to select the purchase agent from a list.

   Shop is the shop that the affiliate is known by in the National's database. These codes must be valid codes in the national entity's system. The corresponding codes from the affiliate's work orders and contract billings will not be retained at the national entity. Instead, all transactions created at the national entity will use these codes defined for the affiliate. You can click on the Prompt button to select the shop from a list.

   Vendor is the full vendor code by which the affiliate is known in the National's database. These codes must be valid codes in the national entity's system. The corresponding codes from the affiliate's work orders and contract billings will not be retained at the national entity. Instead, all transactions created at the national entity will use these codes defined for the affiliate. You can click on the Prompt button to select the vendor from a list.

   Warehouse Code is the default warehouse to use for generated purchase orders. These codes must be valid codes in the National entity's system. The corresponding codes from the affiliate's work orders and contract billings will not be retained at the national entity. Instead, all transactions created at the national entity will use these codes defined for the affiliate. You can click on the Prompt button to select the warehouse from a list.

   Work Orders are Applicable identifies whether or not the work order module is applicable to this affiliate. Not all modules are applicable to all affiliates. If the module is applicable to the affiliate, processing parameters as configured for the affiliate are defined for the module.

6. Click Enter to save the new affiliate.

Back to Centralized Billing Tables