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General

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The general information panel in Subjects includes the address, tax and registration ID number of the subject as well as other general information. The subject can be a customer, supplier, bank, municipality, warehouse or a department. Mark it by checking the field in the menu of panels::

 

 

ID The most important data in this register is a unique ID of the subject, which by default represents its name.

a) The actual company name of the subject is used as its ID by default (for example: "Supplier & Sons"). In this case the fields Name 2 and Name 3 represent additional title/name of the subject, describing it in more detail. b) Here you can also enter the ID (for example: "0000000001"). In this case the fields Name 2 and Name 3 represent the subject's name.
Manually define supplier IDs on-the-fly, or generate IDs automatically (see automatically assigning identifiers for subjects).

You can simply change a subject's name. Records in the register as well as all other dependent records are modified accordingly. (see Do you really want to change the name of the subject? Old name: XX New name: YY).

You must specify subject ID. If you leave the field empty, the record is not saved and an error is returned (see Subject name must be specified!).

If you try to replace the name of the subject with a name that already exists in the database, the attempt fails and an error message is returned (see Subject with this name already exists!).

Map To find out the company locations, click Map. A map is opened with a pin marking company location.

The fields Name 2 and Name serve as search criteria.

Name 2 Enter additional subject name which must not exceed 255 characters (for informative purposes only).
Subject Status Displays the subject's status. The following are available here:
  • Active - The subject is active and is available everywhere (in movements, reports, etc.).
  • Inactive - The subject is inactive (the Status box changes color). You cannot select it in orders or goods documents. It appears in all reports.
  • Filed for Bankruptcy - The subject is in bankruptcy proceedings (the Status box changes color). You cannot select it in orders and goods documents. It appears in all reports. You have to have adequate authorizations to assign this status.
  • Partly Blocked - Whenever at least one subject's account is blocked (the Status box changes color), the status changes accordingly. A warning is returned upon selecting such subject.
  • Blocked - Whenever the only and default subject's account is blocked (the Status box changes color ), the subject is assigned "Blocked" status. The same thing occurs when all accounts are blocked. You will not be able to generate documents and receive an IRIS message: You don't have adequate authorizations.
Name 3 Enter additional subject name which must not exceed 255 characters (for informative purposes only).
Address Displays subject's address.

If you change it for a subject which is at the same time an employee, it is changed in the Employee Files.

91039. Whenever you set This Company for employee in Administration Panel or he/she is marked as a sole proprietor in Salary Parameters, the address will not be changed in Employee Files.
Postal Code Enter or select a postal code. You can open the corresponding register by double-clicking the field.
Distance Having entered the distance from our company in the Postal Codes register, it will be displayed here in kilometers. You can change it at will. It is used in creating trips.
Country Select a country where the head office is located.You can open the corresponding register by double-clicking the field.

Changing country returns warning informing you that you have to check tax number prefix (see Country of head office has been changed! Check the tax number prefix!).

CIS Select ID of standard classification of institutional sectors from the CIS register. You can open the corresponding register by double-clicking the field.
Activity Code Set ID in the Activity Codes. You can open the corresponding register by double-clicking the field. It is MANDATORY in case of one's own company because it is being used on certain prescribed forms!
Telephone Enter phone number of the subject's head office. Additional phone numbers of company employees and of individual departments can be entered in the Contacts dropdown panel. Access it by clicking the corresponding field below.
Fax Enter subject's fax number. Additional fax numbers of company employees and of individual departments can be entered in the Contacts dropdown panel. Access it by clicking the corresponding field below.
Primary e-mail Enter primary e-mail of the subject's head office. Additional primary e-mails of company employees and of individual departments can be entered in the Contacts dropdown panel. Access it by clicking the corresponding field below.
VAT No. Prefix A two-character country code which is in accordance with the Rules on the Implementation of the Value Added Tax Act (cease to be in force) used with tax numbers or VAT numbers. Select it from the Countries register that can be accessed in VAT No. field.
VAT No. Enter or select subject's VAT number. It offers you an opportunity to verify data by double-clicking the tax number, after which you are redirected to the Inetis website, where data of all companies in Slovenia is published. You must have Internet connection. You can also access this search from the wizards menu (see Find Company Data).

Tax numbers of the taxable persons from all EU Member States can be verified on the website:

http://ddv.inetis.com/iskalnik.aspx?isci=

Registration Number Enter subject's Registration number from the records of Statistical Office of the Republic of Slovenia (SORS). Double-clicking the field to access the Inetis Internet website. You must have Internet connection.You can also access this search from the wizards menu (see Find Company Data).
Business Documents Set type of business document.
Latitude Enter latitude of company address.
Longitude Enter longitude of company address.
IBAN Prefix Enter two-digit control character which is prescribed for IBAN format. The character is country-specific. For example for Slovenia it is 56.
Show Active Contacts
  • If checked, only active contacts are displayed in company contacts list.
  • However, if you leave it unchecked the contacts list includes all contact records.

 

 

In the bottom section you can enter other relevant information.

 

 

 


  

     


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