Notification contacts

Arne Kroka Updated by Arne Kroka

A Notification contact is the contact person for the receiver at the drop off location.

The Notification will be copied to the Shipment booking if the source is a Sales order or a Shipment.

Navigate to Axdata® > Shipment booking > Notification contacts in the Modules menu.

A Name is the only requirement for creating a Notification contact. It is NOT possible to only save a phone number or an email.

Easy maintenance of Notification contact in forms

Easy maintenance of Notification contacts has been implemented in many forms.

Create a Notification contact

Enter a name of a contact in the Name field to create a Notification contact. The Notification contact is created after leaving the Name field.

Maintain a Notification contact

It is possible to edit name, telephone and email.

Changes on a Notification contact will change all records referencing the Notification contact ID
After changing the name of a Notification contact (Notification contact ID is set) a dialog will appear asking if you want to create a new Notification contact or update the current Notification contact.

Set default Notification contact on Customers

It is possible to set a default Notification contact on a customer. This Notification contact will be copied to the Sales Order on create.

Navigate to Accounts receivable > Customers > All customers in the Modules menu.

In the form navigate to the Transportation > Notification contact

Maintain Notification contact on Sales orders

Navigate to Sales and marketing > Sales orders > All sales orders in the Modules menu.

Create Sales order

In the form navigate to button +New

It is possible to edit the Notification contact when creating a Sales order. The default Notification contact is copied from the selected Customer.

Maintain Sales order

In the form navigate to Sales order > Header > Delivery > Notification contact

Maintain Notification contact on Shipments

Notification contact is copied from Sales order to Shipment if the shipment is created from a Sales order.

Navigate to Warehouse management > Shipments > All shipments in the Modules menu.

In the All shipments form find the Shipment to be edited and click on the Shipment ID. It will open the form Shipment details.

In the form Shipment details navigate to Transportation > Notification contact

How did we do?

Document transformations

Shipment booking parameters

Contact