2.
Provisional
Agents cannot create organization parties.
3.
Finance
Agents and Finance Trust Accountants can create organizations with the
following classification:
·
Bank
4.
System
Administrators can create organizations with the following classifications:
·
Bank
·
ISO
Jurisdiction
·
Alberta
Queens Bench
·
Court
·
Income
Support
·
Family
Maintenance.
5.
Financial
Institute Code and Branch (Transit) Nbr are only savable by Systems
Administrators, Finance Agents and Finance Trust Accountants.
Navigation
Party è
Party Search è
Party Results è
Create Party
Screens
·
S13
– Party Search – Criteria
·
S14
– Party Search – Results
·
S19
– Create Party – Organization
Procedure: - Creating a New
Organization Party
1.
On
Screen ‘S19– Create Party – Organization’ complete the fields with the
information that applies to the new party being set up.
2.
If
required, refer to the description of the fields, further on in this document.
**** To relate the new party to a file refer to screen
S35 – Maintain MEP File (Income Sources)
Screen Label |
Description/Instructions |
|
Party Classification |
|
|
|
Classifications
available for selection are dependent on MIMS User’s security. Only
classifications available for Party Type selected are available for
selection. At
least one classification must be selected. |
|
Party Information |
|
|
Financial
Institute Nbr. |
Select
from a drop down list. This field can
only be saved if MIMS Finance Users or System Administrators. This
field is Mandatory when Party Classification is Bank. |
|
Branch
(Transit) Nbr. |
Enter
the Branch Number. This is a combination
of Financial Institute Nbr and Transit Number, which must be unique. This
field is only displayed for MIMS Finance Users or System Administrators. This
field is Mandatory when Party Classification is Bank. |
|
Queen’s
Bench Code |
Only
available to System Administrators. This
field is mandatory when party classification of Queens Bench is selected. 2-character
field. |
|
Current
Name |
Enter the Party name. This field is mandatory. |
|
Legal
Name |
Enter
the Legal name if known. |
|
Alias
Name |
If Company is operating under a different name
(ie. Numbered company) |
|
Email |
Enter the company or company contact’s email
address. |
|
Work
Phone |
Enter
the company or company contact’s work phone number. Area code must be 3 numeric characters. Extension
is optional. |
|
Fax
Phone |
Enter
the company or company contact’s fax number. Area
code must be 3 numeric characters. |
|
Party Address Information |
|
|
Mailing
Address |
Enter
a mailing address. Line 1 is
mandatory to save the address. Each
line of address must be consecutive. This
address is used for outgoing correspondence to the party. The
address can be entered in any case, the system will convert it to
uppercase. The following character is
not allowed in the address “#”. |
|
Country,
Pv/St |
This field defaults to “CANADA, ALBERTA” A drop down list is available to choose a
different selection. |
|
City/Town |
Select
from a drop down list. This field is
mandatory if Mailing Address Line 1 has been completed. |
|
Postal/Zip
Cd |
Enter
the postal code or for USA addresses a zip code. This
field is mandatory if Mailing Address line 1 has been completed. |
|
Source |
Select
from a drop down list, the source where the address was obtained. |
|
Physical
Address |
This
is used for the physical address of the party. This address is not used for outgoing correspondence to
the party. Enter
a mailing address. Line 1 is mandatory to save the address. Each line of address must be consecutive. The
address can be entered in any case, the system will convert it to
uppercase. The following character is
not allowed in the address “#”. |
|
Country,
Pv/St |
This field defaults to “CANADA, ALBERTA” A drop down list is available to choose a
different selection. |
|
City/Town |
Select
from a drop down list. This field is mandatory
if Physical Address Line 1 has been completed. |
|
Postal/Zip
Cd |
Enter
the postal code or for USA addresses a zip code. This
field is mandatory if Physical Address line 1 has been completed. |
|
Source |
Select
from a drop down list, the source where the address was obtained. |
|
|
Click
to save all information entered. A
Party ID will be generated. |
Possible Error
Messages/System Warnings:
ID |
Error
Message Description |
Action |
|
|
71 |
General error occurred.
This error should not have occurred. Please print this screen and contact
your system administrator. Aug 25, 2004 11:12:58 AM |
Take a screen print of the screen and contact System
Administrator immediately. |
|
|
73 |
Canadian address requires minimum
entry of Address line1, City/Town and Postal Code. |
Ensure
information is entered on Line 1 of address, city/town field and postal code
field. |
|
|
81 |
Invalid Postal Code for Province
Selected. |
Confirm
Postal Code and format. Format should
X9X 9X9 where X = Alpha and 9 = numeric characters.. |
|
|
82 |
Invalid Postal Code. Please enter in X9X 9X9 format. |
Confirm
Postal Code and format. Format should
X9X 9X9 where X = Alpha and 9 = numeric characters.. |
|
|
83 |
US Zip Code must be in 99999 or
99999-999 format. |
Re-enter
using correct format. 9 = numeric character. |
|
|
117 |
'#' Characters
are not allowed in address lines. |
Replace
# character with No. or Number. |
|
|
118 |
Area Code must be 3
numeric characters long in ^ Telephone.
Where ^ = Work or Fax phone. |
Check
area code to ensure there are 3 numeric characters entered in field. |
|
|
119 |
Local Number must be in
format 999-9999 or 999 9999 for ^ Telephone.
Where ^ = Work or Fax phone. |
Check
area code to ensure there are 3 numeric characters entered in field. |
|
|
120 |
Area code and local number
are mandatory when creating a ^ Telephone. Where ^ = Work or Fax phone. |
Ensure
both fields are completed with correct format. |
|
|
126 |
When classification is bank, then
Financial Institute Nbr and Transit Nbr are mandatory |
Enter
a Financial Institute Nbr and/or Transit Nbr. |
|
|
127 |
At least one classification must be checked. |
Select
a classification, by checking one of the boxes in the “Party Classification”
section. |
|
|
128 |
Organization Name/City/Town match - Possible
Duplicate Party. |
Click OK to continue and create the new party OR click CANCEL to
return to the party without saving. |
|
|
129 |
Organization Name/City/Town match - Possible
Duplicate Party. Click OK to continue and create the new party OR click
CANCEL to return to the party without saving. |
Follow directions
as indicated in warning message. |
|
|
132 |
Transit number is invalid. |
Confirm format of Transit Number. |
|
|
149 |
Financial Institution and Transit Nbr are only
valid entries if the classification is Bank. |
Confirm if the classification is ‘Bank’, if so ensure it has
been selected in the Party Classification area. If bank is not the classification, remove any information
entered in the Financial Institution and Transit Nbr fields. |
|
|
153 |
US address requires minimum entry of Address Line1
and City/Town. |
Ensure
information is entered on Line 1 of address and/or a city/town in the field
indicated. |
|
|
159 |
Current last name is mandatory. |
Enter a name in the current name field. |
|
|
184 |
Organization Name/City/Town match -
Possible Duplicate Party. |
Click OK to continue updating the party OR click CANCEL to
return to the party without updating. |
|
|
358 |
A party cannot be related to a file more than once
in an active role. |
Party
has already been set up. Check status
of role. |
|
|
426 |
Invalid Telephone Number. |
Enter
area code and local number. |
|
|
479 |
QB Identifier is mandatory when party is of
Queen’s Bench classification. |
Enter
a QB Court Code in the applicable field. |
|
|
480 |
QB Identifier is not allowed when party is not
Queen’s Bench classification. |
Ensure
the Queen’s Bench box is checked under Party Classification or remove QB
Court Code. |
|
|
697 |
A party cannot be related more than once. |
Ensure
party has not already been set up on file. |
|