AE Tax only

This index displays the address and number types that have been mapped to VPM.

Altering Column Widths

Type: Either an address or a number

Normalised: Will display a tick if the address or number has been normalised for integration with the VPM database

CDS Code: Address or number type code as shown on the CDS database

CDS Description: Address or number description as shown on the CDS database. The Normalise routine will create unique CDS address and number types to remove duplicates where the same type has been used more than once for a particular Contact. Where these types have been created, the description will be ‘Added by System’.

VPM Type: This displays the address/number type code as used in the VPM database.

Employee: This displays the VPM address/number type that will integrate to the Employee on CDS. Also read: Set VPM Type

Normalising multiple types: you may select more than one item at a time to Normalise. Hold the Shift key down and click on the items you wish to normalise. Each item will remain highlighted as it has been selected. Refer to Normalise Tables.

Additional Options

The right click provides additional functionality on this index. These are:

Standard selection: Choose this option to select all address/number types on the index

De-select all: Choose this options to de-select all address/number types on the index

Profiles mapping index

AE Tax only

This index is accessed by pressing the Map button from the Integration tab when you select the integration type to be either:

• Profiles

• Profiles and VPM or

• Non-MYOB

This index should be completed with advice from your MYOB consultant.

Set VPM Type

AE Tax only

This routine is used to map VPM address and number types to your CDS address and number types.

There are two stages to this process. These are:

• Normalise a CDS address or number type (read: Normalise Tables) and

• Set the VPM type.

Setting the VPM type

Once you have normalised the address/number type you wish to map (it will have a tick in the Nml column), click Set and the Set VPM type window displays.

CDS Code: This shows the CDS code that you are going to map.

VPM Type: This will default to the same code as used in CDS. Enter the VPM code you wish CDS to map to.

Also use for Employee:

This routine allows you to map the CDS address / number type, for employee use. CDS allows you to store multiple address and number types against an employee. The VPM database allows only one address and up to four numbers to be stored against an employee. VPM's four numbers are predefined and are as follows:

• Telephone

• Fax

• Mobile

• Email

If you are mapping an address, click [F10] or the arrow button to open the selection list. The option are address or none. Select address then click OK to save.

If you are mapping a number, again press the[F10] key or select the arrow button to open the selection list. The option are Telephone, Fax, Mobile, Email or None. Make a selection then click OK to save.

Once saved, the address / number will be shown in the Employee column of the CDS to VPM code mapping index.

Related topics

Normalise Tables

CDS to VPM code mapping index

Normalise Tables

AE Tax only

This routine is used during the installation of integration between CDS and VPM and is normally performed by your MYOB consultant.

The VPM database will only store unique codes and can therefore only store one of each type of address or number against each contact. CDS however, permits duplicates and these must be removed prior to integration with VPM. This is achieved by the normalise function.

For example:

Prior to integration with VPM, a CDS contact had 3 addresses of type BUSINESS attached. The Normalise routine will remove the duplicates by using the following address types:

• BUSINESS

• BUSINESS1

• BUSINESS2

Refer to:

• CDS to VPM mapping index

• Set VPM Type

Related topics

CDS to VPM code mapping index

Set VPM Type