OTM Registration of customers and suppliers

OTM Registration of customers and suppliers

 

The first part of the manual corresponds to the finance area, with the incorporation of customers and suppliers into the system.

 

1. Select from the main screen “Contract and Rate Management”.
2. Select “Service Provider Manager” from the drop down menu.

4. The Service Provider Finder screen will open, you can search for customers or providers that are already registered.
5. Select the “New” option to enter a new customer or supplier.

 

5. Register the data of the client or supplier.

 

 

6. Required fields:

• ServProv/Customer/Location ID:For customers or suppliers, register using the ERP number, see “BLK-GF-M-010 ERP customer registration”.
• ServProv/Customer/Location:Business name.
• Domain Name:
• Country code:example MEX, USA.
• City:
• ZIP Code:Postal Code.
• Time Zone:America/Mexico_city (example).
• Address Lines:Street, number and state.

NOTE:Avoid the use of special characters within the “Addres line” section (accents, ñ, points, signs, etc.).

Service Provider ID

8. The fields in yellow have to be filled out mandatory, for the rest it is optional.
9. Select “Finished”, once filling out the form at the top.