Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Step 1: Go to the Person menu.
Step 2 : Click on the icon ''Enterprise Search'' located at the top right of your page.
Step 3 : Enter in the box ''Corporation searched'' the keyword(s) that will help you start your search. Then click on ''Search''.
Step 4: Filter as needed to refine the search results.
Step 5: Select the enterprise and click on the black check mark to confirm.
You will be redirected to the form ''New person of type : Legal person'' where all the information concerning the enterprise as it is registered in the REQ will be automatically filled in.
Step 6: Complete the legal person information, if needed, and click the green check mark to save and close.
Résultats :
Results:
The record of the legal person automatically contains all the information of the REQ.
From this form, it will be possible to create the legal person as a client or as a supplier.