Business Associate

Select Version of EA Desktop:

The Business Associate module is where you can define a list of organizations you do business with. They can be associated to various records throughout Exploration Archives - seismic, wells, projects, data requests, licenses, etc.

New in this version: Added a vendor flag.

  1. In the Navigation panel, expand the Management section, then click Business Associate. a new tab will open in the workspace.

  2. Click New

The Create Business Associate panel that opens is split into 2 sections:

The top section is where you enter information about the Organization:

Note:

The ID field is auto-generated. The Code and Name fields are required.

Once you have defined the company information, you can add contacts associated with the Organization:

  1. In the Contacts and Addresses tab, click New.

  2. A new row appears in the grid. The Contact ID will be auto-generated.

    Enter information for each column in the row by either:

    • Double-clicking in a cell and typing information in.

    • Using a drop-down list and selecting a value.

    Repeat steps 1 & 2 to add any additional contacts.

  3. Once you have finished entering Company and Contact information click Save.

  1. Find existing Business Associates by selecting the search icon beside the Business Associate option in the navigation panel.

  2. Apply your search filter using one of the searches from the menu. The results will open in the Business Associate tab.

  3. Select the Business Associate you want to edit.

  4. The Contacts and Addresses tab will populate with existing contacts for the Organization

  5. Edit information for each column in the row by either:

    • Double-clicking in a cell and typing information in.

    • Using a drop-down list and selecting a value.

  6. When you have made all the changes, click Save on the toolbar.

Once you have the Business Associate in the grid, you can set them as a Vendor by setting the check box located in the Vendor column.

The Business Associate module is where you can define a list of organizations you do business with. They can be associated to various records throughout Exploration Archives - seismic, wells, projects, data requests, licenses, etc.

  1. In the Navigation panel, expand the Management section, then click Business Associate. a new tab will open in the workspace.

  2. Click New

The Create Business Associate panel that opens is split into 2 sections:

The top section is where you enter information about the Organization:

Note:

The ID field is auto-generated. The Code and Name fields are required.

Once you have defined the company information, you can add contacts associated with the Organization:

  1. In the Contacts and Addresses tab, click New.

  2. A new row appears in the grid. The Contact ID will be auto-generated.

    Enter information for each column in the row by either:

    • Double-clicking in a cell and typing information in.

    • Using a drop-down list and selecting a value.

    Repeat steps 1 & 2 to add any additional contacts.

  3. Once you have finished entering Company and Contact information click Save.

  1. Find existing Business Associates by selecting the search icon beside the Business Associate option in the navigation panel.

  2. Apply your search filter using one of the searches from the menu. The results will open in the Business Associate tab.

  3. Select the Business Associate you want to edit.

  4. The Contacts and Addresses tab will populate with existing contacts for the Organization

  5. Edit information for each column in the row by either:

    • Double-clicking in a cell and typing information in.

    • Using a drop-down list and selecting a value.

  6. When you have made all the changes, click Save on the toolbar.