Maintaining identification references for entities

Select the “Maintain Entity Level Identification Ref.” link under the “Organization Setup” business component.

The “Maintain Entity Level Identification Ref.” page appears.

Select the following:

Entity Type

Use the drop-down list box to select the type of the entity. The drop-down list box displays Self Company, Supplier and Customer.

Note: This field displays Customer, if the page is accessed from the Customer component. Alternatively, Supplier is displayed in the field, if the page is accessed from the Supplier component. The field displays “Self Company”, if the page is accessed from the Company component.

The page displays the following only if the entity type is Customer or Supplier. Similarly, the following trading partner fields will appear only if you have accessed the page from the Customer or Supplier links.

Trading Partner #	The identification number of the trading partner/entity.
Trading Partner Name	The name of the trading partner/entity.

To create identification records

Enter the following in the “Identification Details” multiline.

Identifier	Use the drop-down list box to select the identifier for which you want to set the tax identification number. The drop-down list box displays “Tax Identification Reference”.
Identification Ref.	Use the drop-down list box to select the identification reference for the identifier. The drop-down list box displays the Active quick codes defined for the entity “Tax Identification Reference” in the Create Quick Codes activity of Finance Setup.
Entity Type	Use the drop-down to select the entity type of the trading partner for which you intend to define identification details. The drop-down list box displays Self Company, Supplier and Customer.
Company Code	Use the drop-down list box to select the company code, if the entity type is “Self Company”. The drop-down list box displays the Active company codes defined for the login organization. If the entity type is Customer or Supplier, the drop-down list box displays the login organization.
Finance Book	Use the drop-down list box to select the finance box of the company, if the entity type is “Self Company”. The drop-down list box displays the Active finance books defined for the company.
Trading Partner #	The identification number of the trading partner, if the entity type is Customer or Supplier. Note: This field is mandatory for entity types Customer and Supplier. Help facility available

The multiline displays the following:

Trading Partner Name

The name of the trading partner, if the entity type is Customer or Supplier.

Enter the following in the “Identification Details” multiline.

Tax Region	Use the drop-down list box to select the tax region for the trading partner / entity. The drop-down list box displays the Active tax regions defined under the entity "Tax Region" in the Create Quick Codes activity of Finance Setup.
Address Category	Use the drop-down list box to select the address category under which you wish to record address details. The drop-down list box displays the address categories applicable to the specified entity type, if you have navigated to the page using the link in the left pane. However, if you have reached this page using the Customer or Supplier links, the drop-down list box displays the address categories applicable to the specified trading partner. For example, if the trading partner is a supplier, the drop-down list box displays quick codes defined under the entity type "Address category" in the Create Quick Codes activity of the Supplier component. Conversely, if the trading partner is a customer, the drop-down list box displays the applicable categories of Customer Address ID
Addl. Ref.	Use the drop-down list box to select the business line for which you want to define identification reference number, such as MRO, Airline or Maintenance. The drop-down list box displays the Active quick codes defined under the entity “Addl. Ref” in the Create Quick Codes activity of Finance Setup.
Identification #	The unique identification number for the identification reference. Mandatory.
Registration Date	The date on which the Tax Identification # was issued to the entity by the Tax department of the government.
Status	Use the drop-down list box to set the status of the identification record. The drop-down list box displays the following: Active and Inactive.
Primary	Use the drop-down list box to indicate whether the identification number is primary in case of the entity holding multiple identification numbers. The drop-down list box displays the Yes or No. Note: Multiple identification numbers can be defined for an entity, if the entity is involved in multiple lines of business in various states/tax regions.
User Defined Detail – 1	Additional identification-related information on the entity/trading partner/company.
User Defined Detail – 2	Additional identification-related information on the entity/trading partner/company.
User Defined Detail –3	Additional identification-related information on the entity/trading partner/company.
User Defined Detail – 4	Additional identification-related information on the entity/trading partner/company.

The “Identification Details” multiline displays the following:

Company Name	The name of the company, if the entity type is “Self Company”.
Finance Book Description	The description of the finance book associated with the company, if the entity type is “Self Company”.
Created By	The login user who created the identification record.
Created Date	The date on which the login user created the identification record.
Last Modified By	The login user who most recently updated the identification record.
Last Modified Date	The date on which the login user most recently updated the identification record.

Click the “Save” pushbutton.

The Created By and Created Date fields are displayed, if the login user has created the record. However, the Last Modified By and Last Modified Date fields are displayed / updated if the login user has added or changed details of the existing record.

To modify/update identification records

Specify search criteria to retrieve entity records:

Company Code	To retrieve the identification records of a specific entity, select the company code of the entity. The drop-down list box displays the Active company codes defined for the login organization
Identifier	To retrieve identification records of a specific identifier, use the drop-down list box to select the identifier. The drop-down list box displays
Trading Partner #/ Name	Enter the trading partner number and / or name for which you want to retrieve identification records. You can enter the number/name in full or intersperse the text with wild cards to retrieve records of trading partners with similar numbers or names.
Status	To retrieve identification records of entities in a specific status, select the status from the drop-down list box. The drop-down list box displays the following: Active and Inactive.

Click the “Search” pushbutton.

The identification records of the entities that match the search criteria are retrieved and displayed in the “Identification Details” multiline.

You may now make the requisite changes/additions.
Click the “Save” pushbutton.

The fields and pushbuttons available in the “Maintain Entity Level Ref.” page are dependent on the navigation route the users take to access the page as illustrated in the table.

Navigation from	Search	Save	Company Code	Company Name	Finance Book	Finance Book Description	Trading Partner # (Multiline)	Trading Partner Name (Multiline)	Trading Partner # (Header)	Trading Partner Name (Header)
1. Create / Edit Customer Record 2. Edit Sales Point Information	Not Available	Available	Not Available	Not Available	Not Available	Not Available	Not Available	Customer Name	Customer #	Customer Name
1. View Customer	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Customer Name	Customer #	Customer #
1. Create Supplier 2. Edit Supplier 3. Add Location 4. Edit Location	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Supplier Name	Supplier #	Supplier Name
1. View Supplier	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Supplier Name	Supplier #	Supplier Name
Entity Type	Search	Save	Company Code	Company Name	Finance Book	Finance Book Description	Trading Partner # (Multiline)	Trading Partner Name (Multiline)	Trading Partner # (Header)	Search
Customer	Available	Available	Not Available	Not Available	Not Available	Not Available	Available	Available	Available	Available
Supplier	Available	Available	Not Available	Not Available	Not Available	Not Available	Available	Available	Available	Available