General Data

ID

Into this field, enter the subject's unique ID. The subject ID is the most important data in this register, which is by default represented with the subject's name.

The ID cannot be longer than 30 digits.

a) By default, a subject's actual name is used for the subject's ID (e.g. "Supplier Ltd."). If this is the case, the Name field lists an additional subject name.
b) Alternatively, you can enter an ID (e.g. 0000000001) into the subject ID field. If this is the case, the Name field lists the subject name, which is copied to the General data panel on a subject.
Supplier IDs can be defined manually (as you go), or you can leave the numbering to the program (see Automatically Assigned Subject IDs).

For subject ID, it is not recommended to use special system characters and punctuation marks (such as < > ' : " / \ | ? *).

The subject Id can be easily changed by correcting the name here. Next, the program corrects the records in the register as well as all dependent records (see Do you really want to change subject ID? Old name: XX New name: YY).

The subject ID is mandatory data. If it is not entered, the program does not save the record and shows an error message (see Subject name must be entered!).

If you try to change the subject ID by using a record that already exists in the database, the change is unsuccessful and the program shows an error message (see Subject with this ID already exists!).

Map

Clicking this button opens a folder with the company's location bookmarked.

The search criteria is the "Name 2" field. If it is not entered, the search criteria is the "Name" field.

Name 2

Into this field, enter an additional name of the object, which must not be longer than 255 characters (for informational purposes only).

Check Data with AJPES (CTRL+N)

By clicking this button, check the data with the AJPES online portal and make your work easier by copying data from the portal to PANTHEON.

Clicking the button opens a Check data with AJPES window.

Subject Status

This field marks the subject status. The following statuses are available:

• Active: subject is active and appears everywhere in the program (on transactions, reports etc.)
• Inactive: the subject is inactive. As inactive, it cannot be selected on order documents and on goods documents. However, it still appears in all reports.
• Filed for Bankruptcy: the subject has filed for bankruptcy and cannot be selected on order documents or goods documents. However, it still appears in all reports. Over this status, authorizations are applied.
• in Liquidation: subject is in the process of liquidation
• Partly Blocked: If at least one of the subjects is blocked, the subject status changes to this one. When selecting the subject with this status, the user is warned about it.
• Blocked: this type of subject get the "Blocked" status and if this is this subject's only and default account or all of the subject's accounts are blocked, the controls added when creating and issuing documents prevent these documents from being generated for this subject. The user is notified with an IRIS message. Over this status, authorizations are applied.
• Sued: the subject is in the process of being sued.
• In Compulsory Liquidation: the subject is in the process of compulsory liquidation.
• Pre-Bankrupcty Agreem.

You can set a custom colour to every subject status. Authorization can be set over status changes.

Name 3

Into this field, enter an additional subject name with a maximum of 255 characters (optional).

Address

Into this field, enter the subject's address.

If you are changing the address for a subject, who is an employee, the address will also change in the employee's Employee File.

If API code is in use, when the address is entered, the address is displayed as you type, in addition to the post and country if there are several identical streets.

Postal Code

From the drop-down list, select the postal code. You can enter SI-1231 or just 1231. Automatically, the postal codes for the entered country are opened. The register can be directly opened by double-clicking this field.

By clicking the icon, a special search bar opens, where you can search mail by Postal Area, Location or Distance.

Clicking the button opens a folder with the company's location bookmarked. The search criteria are the fields "Address" and "Postal Code".

Use this if, for example, searching by name is unsuccessful.

For searching, you can use the Najdi.si map or Google Maps.

HINT The parameter for setting the Google Maps search engine is located in the menu Settings | Program | Administration Panel | Settings | Subjects.

IBAN Prefix

Into this field, enter the two numerical control characters that are a part of the IBAN account. This data depends on the subject's country. For Slovenia, these control characters are 56.

Business Documents

From the drop-down list, select the business type with this subject.

The options available are:

• Traditional and Electronic: if you select this option, the option of using the e-Slog version 2.0 appears above the field: . Check the checkbox if you want to use, or create documents in e-Slog version 2.0 by default.

WARNING Additionally, this setting must be defined, or set in the Goods module on the Create e-Slog Document form.

eDocument – Simple Invoice: if you select this option, the option of using the e-Slog version 2.0 appears above the field: . Check the checkbox if you want to use, or create documents in e-Slog version 2.0 by default.

• Traditional: select this option if you only conduct business with this subject traditionally.

Country

From the list in this field, select the country where the subject's head office is located. The register is directly opened by double-clicking this field.

If you change the country of a subject's head office, in some cases, the program shows a warning to check the VAT number prefix, which can be linked to this change (see Country of head office has been changed! Check the tax number prefix!.)

Distance (km)

If you entered the distance from your company into the Postal Codes register, the distance of the subject from your company is displayed – in kilometers. The data can be entered manually. The data is used for creating travel orders.

Latitude

Into this field, enter the latitude of the company's address.

Longitude

Into this field, enter the longitude of the company's address.

Check the checkbox if the subject is a natural person. It is used for the purposes of GDPR regulation in the program.

LEI

Into this field, enter the international 20-digit alphanumerical LEI code (Legal Entity Identifier) that is based on the ISO 17442 standard, by which an individual legal person, or fund is identified when conducting business in Slovenia or abroad. The LEI number is used as a reference to important information that provide visibility when collaborating on financial transactions.

Double-clicking the field opens the GLEIF website, where you can check LEI codes of companies.

CIS

From the CIS register drop-down list, select the code of the standard classification of institutional sectors. The register can be opened directly by double-clicking this field.

The assigned SKIS is the CIS that is assigned to the subject in their mother country and not the CIS you are using for definition.

HINT For home subjects, the CIS is different, but for foreign subjects, the CIS is the same. For example, for a subject from a EU country, the CIS is the same: S.2112, for a subject from a foreign country, the CIS is S.2. The assigned CIS is used for preparing the monthly KRD report for Bank of Slovenia.

WARNING The next time this subject is open, the checkbox appears empty, however, if you check the checkbox again, the previously entered sector appears.

If you do not check the Assigned CIS checkbox, PANTHEON copies the CIS code from AJPES, or uses the one you enter when opening a new subject.

Activity Code

You MUST enter the activity code for your own company, as it is used for reports on certain prescribed forms!

The Activity Code register can be opened directly by double-clicking this field.

VAT No.

From the drop-down list in the field, select the two-digit letter prefix with the code of the country used for VAT numbers or identification numbers for VAT in accordance with the Rules on the implementation of the Value Added Tax Act. You can select it from the Countries Register, in the "Tax No. Prefix" column.

VAT No.

Into the empty field, enter the VAT number of the subject. Here, you can check the data by double-clicking the VAT number and the program automatically connects you to the AJPES website, where you can find data about all Slovenian companies. Of course, this is only possible if you have an Internet connection.

When changing a VAT number a Serial number change Wizard is opened to inform you if there are multiple databases that this change will have effect to. When changing VAT number, documents in DMS module stored in eDocumentation will no longer be displayed.

HINT VAT numbers of all taxable persons from all EU countries can be checked on the following website: http://www.ajpes.si/prs/default.asp?

WARNING If the subject has Croatia selected in the Country field, a new field appears: VAT Number (PIN), where you can enter the PIN (VAT number) for this subject.

Registration number

Enter the subject's registration number from the Statistical Office records. Here, you have the option to check data by double-clicking the registration number and the program automatically connects you to the INETIS website, where data about all Slovenian companies is published. Of course, this is only possible if you have an Internet connection.

Excise No.

Into this field, enter the subject's excise number that defines registered merchants, authorized warehouse holder and tax warehouses.

In the SEED system for excise licences, you can check the validity of the excise number.

GLN

The Global Location Number or GLN can be used for identifying locations and legal subjects.

Type

From the drop-down list, select the type of contact information you want to enter to the subject record. You can choose between:

• Phone
• URL
• Primary E-Mail
• SMS notification

Phone/E-Mail/URL

Into the empty field, enter data about the type of the subject's contact information. E.g. if you select Phone in the Type field, enter the correct phone number, e.g. 040 123 456.

Show Active Contacts

Check this checkbox if you want the list of a company's contacts to show only active contacts. If the checkbox is not checked, the list of contacts shows all contacts entered in the database, both active and inactive.