Customer/Vendor Integration Setup
The Customer/Vendor Integration Setup list defines rules that control if and how customers and vendors shall be updated based on data from Creditsafe.
| Field | Description |
|---|---|
| Creditsafe Country Code | Specifies the country code the rule applies to. |
| Type | The monitoring object type the rule applies to. |
| Subtype | Specifies the subtype (e.g. AB, HB etc) the setting applies to. |
| Object ID | Specifies an object ID that the setting applies to. This makes it possible to do company specific settings. |
| Link to Table | Specifies the "target table" the setting applies to. Available opsions are [blank], customer, vendor and contact. |
| VAT Registration No. | Specifies if VAT Registration No. shall be updated. |
| Registration No. | Specifies if Registration No. shall be updated. |
| Name | Specifies if name shall be updated. |
| Address | Specifies if address shall be updated. |
| Post Code | Specifies if post code shall be updated. |
| City | Specifies if city shall be updated. |
| Country Code | Specifies if country code shall be updated. |
| Phone No. | Specifies if phone number shall be updated. |
| Credit Limit | Specifies if and how credit limit shall be updated. Selecting "Direct" will update the customer automatically, while "Indirect" will use the Block/Limit Suggestion. |
| Customer Template Code | Specifies a Customer Template code to use when creating a customer from a search. |
| Configuration Template Code | Specifies a Configuration Template code to use when creatin customer, vendor or contact from a search. |
| No. Assignment | Specifies if the creditsafe ID shall be used as number for customer, vendor or contact. Any number series specified on customer template will also be respected. |