Establishing Contacts for a Lease

This topic discusses how to establish contacts for a lease.

Page Name

Definition Name

Usage

Contacts Page

RE_LS_CONTACTS

Assign role names to the principal contacts and track supplemental agreement contacts for the lease.

Lease Contact Address Page

RE_LS_CNT_ADDR_SEC

Displays the principal contact address.

Contacts Page

External Contact Address Page

RE_LS_EXT_ADD_SEC

Add supplemental agreement contact's address.

Contacts Page

Use the Contacts page (RE_LS_CONTACTS) to assign role names to the principal contacts and track supplemental agreement contacts for the lease.

You can add supplemental contacts on this page.

Navigation:

  • Lease Administration > Payables Leases > Create New Payables Lease > Contacts

  • Lease Administration > Payables Leases > Maintain Lease > Contacts

  • Lease Administration > Receivables Leases > Create New Receivables Lease > Contacts

  • Lease Administration > Receivables Leases > Maintain Lease > Contacts

This example illustrates the fields and controls on the Contacts page. You can find definitions for the fields and controls later on this page.

Contacts page

Customer or Supplier Contact

The contact information varies depending on the type of lease you are creating. The system populates the Customer Contacts information from the Contacts page on the supplier and customer setup table.

Field or Control

Description

Role Name

Select the role name for your contact. The roles are related to critical dates. By defining roles ahead of time and assigning them to the contacts on the lease, you can later define in critical dates which roles receive notifications. If the roles exist as a lease contacts then a notification is sent to that role.

Address

Click the link to display the contact address. This address is stored on the supplier or customer table.

Supplemental Agreement Contacts

Field or Control

Description

Name

Enter the contact name. The format for this field is: last name,first name with no space between the names.

Preferred Communication

Select the preferred method of communication. Values are:

Call, Email Only, Email, Prt, Fax, Mail, XML Only, and XML, Prt.

Address

Click the link to add the address for the supplemental contact.