Define Institution Contact Details

Explanation

The activity is used to define contact details for a finance or legal institution responsible for collecting deductions.

Prerequisites

In order to perform this activity, an institution header is required to be registered in the system.

System Effects

There are no system effects.

Window

Institution

Related Window Descriptions

Institution

Procedure

1. Open the Institution window and find an institution header for which you want to define contact details.
2. Go to the Contact tab and create a new record in order to define an address for the institution.
3. In the Contact Name field, specify details for the contact person at the address.
4. Enter a description for the contact person in the Description field.
5. Specify a method of communication in the Communication Method field.
6. In the Value field, enter a phone number or other contact details for the person.
7. In the Address Id field, specify the id of address with which the contact person is to be associated. You can also use the value list.
8. If the selected contact method is the default one, check the Default Method box.
9. If the contact person is the main contact for the institution, check the Is Default box.
10. Select a period of validity for the contact person in the Valid From and Valid To fields.
11. Save the information.