Define Interface Primary Payable Contracts

1. Access the Accounts area and locate the company in question.
   1. To access Accounts from the Home screen, do one of the following:

   1. • Click Accounts on the navigation panel.
      • Click Areas > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.
      • Click Locate on the options bar.

   To access Accounts from another area of the program, do one of the following:

   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.

   2. In the Locate account dropdown menu, select Company.
   3. In the Locate by dropdown menu, select the appropriate option.
   4. Select the suitable checkbox or checkboxes to the right.
      • Active
      • Inactive
   5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
      
      Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
   6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
2. Highlight the desired company in the Results list and do one of the following:
   
   • Click Actions > Define Interface Primary Payable Contracts on the options bar.
   • Click Actions > Define Interface Primary Payable Contracts on the menubar.
   • Right click the desired Company in the Results list and select Define Interface Primary Payable Contracts.

Note: This feature can also be accessed from company detail.

3. The Define Interface Primary Payable Contracts window displays. Change the items that display in the list if necessary.
   1. To change the carriers that display in the list, click the word "Primary Payable Contracts" in the view filter.

   

    

   There are two choices:

   1. • Current
      • History

   2. Click on the appropriate selection.

    

4. You can change the columns that display in the list if you wish.
   1. Click the Select Columns link label on the right side of the header bar.

   The Select Columns window displays.

   2. Select the checkbox next to each column that should be included in the list.

   Deselect the checkbox next to each column that should be removed from the list.

   3. Columns will display in the order in which they are listed. To move a column up or down in the list, click the appropriate columns and then click the up arrow or down arrow to change the order.
   4. Click OK or press [Enter] to save your changes.

   Click Cancel to close the window without saving your changes.

5. Click the appropriate structure in the list.
6. Select the correct Payable contract for the highlighted structure.
7. Repeat steps 5 and 6 for each structure to which you wish to apply a payable contract.
8. Click Finish.