KBA-01164: Who is the Source Contact on a document?

Question:

Who is the Source Contact on a document?

Answer:

The Source Contact can be a Vendor, Customer, Employee or the person named in the To Address. It varies by Doc Type. Check the table below for the Source Contact by DocType.

Source Contact Document Type
Vendor Vendor
Commitment
CCO
Pay Request
Customer Customer
Employee Employee
To contact Bid
RFQ
Field Directive
Safety Notice
Submittal
Correspondence
General Transmittal

Note:  On some Doc types with a Source Contact field in the Document Header, the To Addr will be limited to that specific Contact Type.


KBA-01164; Last updated: November 16, 2016 at 9:08 am;