Mapping address and relationship types

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The Data Mappings tab shows the mappings for address types and relationship types.

Corporate Compliance uses the 4 address types of:

Business address
Home address
Postal address
Registered address.

Corporate Compliance integrates officeholder relationships with MYOB AE/AO. The 3 available Corporate Compliance officeholder relationship types are:

Company Director
Company Secretary
Trustee.

To set the address type mappings (AE)

MYOB AE allows you to set any description for your Address types. Corporate Compliance needs to know which of these address types in MYOB AE are used for the 4 address types maintained within Corporate Compliance.

Select Maintenance > Corporate Compliance > Settings from the MYOB AE main menu.
Click on the Data Mapping tab.
In the Address Type Mapping section:

For each Corporate Compliance address type (first column) select the corresponding address type from the drop-down list in MYOB AE address type (second column).

To set the contact relationship type mappings (AE)

MYOB AE allows you to set any description for your Association Types. Corporate Compliance needs to know which of these association types (contact relationship types) in MYOB AE are used for the 3 officeholder roles maintained within Corporate Compliance.

Select Maintenance > Corporate Compliance > Settings from the MYOB AE main menu.
Click on the Data Mapping tab.
In the Relationship Type Mapping section:

For each Corporate Compliance relationship type (first column) select the corresponding address type from the drop-down list in MYOB AE association type (second column).

The position of Alternate Director within Corporate Compliance is treated within MYOB AE the same as the position of Company Director. The contact relationship created in MYOB AE for an Alternate Director will display the same mapped relationship type as is set for the position of Company Director.