Enrich EMMS Online Help

Contact types table  

This table will come pre-filled with contact types required for invoicing; they should not be deleted. As many contact types as required can be added.

1. At the EMMS main menu, select Administration | Tables --> | Administration Tables | Customer | Customer Contact Types.
   • The Customer Contact Type change screen appears.
2. Click Add .
   • The Customer Contact Type add screen appears.
3. Fill in the fieldsfields as required.

   Contact Type is a 3-character code identifying a type of customer contact person. The following contact types are used with Premium Forms:

   • AP - electronic payment remittance
   • BOS - bill of sale
   • BRC - billing reading collection report
   • BRR - billing reading input report
   • CPI - CPI letter
   • DDN - direct debit notification
   • FIN - finance charge invoice
   • ICB - consolidated billing
   • IFM - fuel tax missing distance
   • INS - insurance
   • MLS - mileage readings
   • MTD - missing trip distance
   • PM - preventive maintenance
   • PMA - PM advisory notices
   • PMC - PM customer letters; you can have more than one of this type defined for a customer
   • PMD - PM vendor letter
   • RAG - rental agreement
   • STM - customer statements
   • WOE - work order estimates
   • WOR - work orders

   The following contact types are used for Premium Forms invoices; they cannot be removed from the table:

   • I - invoices - all
   • INR - invoices - contract
   • IND - invoices - disposal
   • IF - invoices - fuel - all
   • IFB - invoices - fuel bill
   • IFH - invoices - fuel HVUT
   • IFP - invoices - fuel permit
   • IFT - invoices - fuel tax
   • ILC - invoices - lease
   • INM - invoices - manual charge
   • INR - invoices - contract
   • INV - invoices - shop
   • IRC - invoices - rental
   • ISW - invoices - shop work desk

   Description is the description of the contact type.

4. Click Enter to save the contact types.
5. Click Exit to return to the menu.

Back to Customer Tables