Navigation:  Application Modules > Contracts > Configuration > Contact > Responsibility Types

Within EnergySteward.com you have the capability of setting up responsibility types to various contact individuals at companies.  For example, you may need to assign the following to individual contacts within your companies:

 

 

This configuration screen provides you with a method to setup contact responsibility types.  When working with your contacts, these responsibility types will be listed in various pull down list boxes when adding or updating contacts into EnergySteward.com.  In addition, you can run queries and reports based on this responsibility type (ie.. pull up a list (then maybe export to Excel) of all "Invoice Recipients", for instance).

 

These contact responsibility type assignments are extensively used when sending invoices, remittance, confirmations, etc.  For example, when EnergySteward.com generates and then automatically emails an invoice to a company, it will address and send it to whichever contact within that company has been designated the "Invoice Recipient", for the counterparty in question.  The actual type name ("Invoice Recipient" in this example) used here can be defined by your organization. EnergySteward.com will initially populate with common defaults which are referenced by various standard reports but these defaults can be renamed/redefined if needed.

 

Important note:  These configuration screens provide you with the mechanism for populating a standardized list for the actual contact setup screen.  You assign these responsibility type associations to various contacts at the time you add or update the contact within EnergySteward.com.

 

The screen shot below shows the initial screen which lists out your available responsibility types:

 

Add Contact Responsibility Type (button) - Click this button to add a new responsibility type.

 

View/Edit Grid Button (pencil) - Click this next to the applicable responsibility type in order to change the information about this type.

 

Delete Grid Button (red x) - Click this next to the applicable responsibility type that you want to permanently delete.  When you delete a responsibility type, then all  contact associations to this responsibility type will be removed (contacts will still be there, just their association to this type will be permanently deleted). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

Responsibility Type Name - This can be any name for the responsibility type which you want to define.  It is suggested that you make this name relatively descriptive for the responsibility in question.  The name you post here is what will show up within the pull down list box when setting up a contact. Important note:  A single contact individual can have multiple responsibilities within a company.

 

Notes - This is required and should just be a brief description for indicating what conditions might cause a contact to be assigned this responsibility.

 

Is Responsibility Type Available (checkbox) - If checked, then this responsibility type is considered active and will therefore show up in the pull down list boxes when setting up  contact information.  If unchecked then historical responsibility information is maintained BUT when assigning new responsibility types to contacts, the item will be unavailable (will not show up in the pull down list box).