Bailment Dealer Details - Associated Parties Tab
Purpose
Associated Parties is a mechanism for recording:
- Guarantors associated with the Bailment Dealer
- Amalgamation client
An amalgamation client is a head client that Bailment Dealers are associated to. Amalgamation clients are often a group head client. By specifying that client, exposure reporting can be undertaken by each bailment dealer and for the group as a whole.
The Associated Parties tab also records the login codes for the External users of the Bailment Dealer website.
Access
- Bailment Dealer Details | Associated Parties Tab
Dialog Details
Guarantors
[F2] to select the Guarantor Client.
An unlimited number of guarantor clients may be selected.
Amalgamation Client
This section allows for the [F2] 
ion of the client who is the group controlling client.
This may be used for:
Exposure Reporting
When two or more bailment dealers have the amalgamation client selected, then their accounts will be grouped under the amalgamation client on the Account Exposure Report.
Dealer Transfers
Only dealers with the same amalgamation client will be presented as available transferees when a dealer website asset transfer is processed.
Order Processing
The Release Calculator report will include a section of amalgamated dealer and distributor limits, when an order is referred for a dealer who belongs to an amalgamated group and has the allow group limit flag checked on.
Bailment Web Users
Controls the login and access permissions for the website users associated with the bailment dealer.
Multiple users may be selected as either Dealer Web Users or Sales Web Users, but an external user id may only be used once.
Tab | Explanation |
Dealer Web Users | [F2] in the User field to highlight and This is the user who will have full access to the bailment dealer website, including the ability to sell stock and create direct debits |
| Sales Web Users | [F2] in the User field to highlight and This is the user who will only have access only to stock details and documents on the bailment dealer website |
Payable Accounts
Controls the Payable Accounts that may be associated with the Bailment Dealer.
On manual bailment account creation, if an Accounts Payable account is to be selected, the list of available accounts will be limited to those payable clients set up in this dialog.
Multiple accounts payable clients may be selected.
When 
is clicked the user will be presented with the client browse limited to clients who have an accounts payable account set up. The correct payable client should then be selected to the above dialog.
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