Subject Types

Subject Types

The Subject Types register has a double role:

• in the first phase it serves as a template for the Subjects register, by setting the general settings, for example the currency, number of days for payment, etc for selected segment of subjects. To make individual modifications (e.g. number of days for payment), change it in the Subjects register by using the Copy function.
• Another role of the Subject Types register is that it contains different types of subjects. In this way you can enter subjects as suppliers, end customers, commissioners, etc.

Data from the Subject Types register is used as default values when assigning new subject IDs in the Subjects register! Selecting subject type for the subject subsequently, does not affect other data in the register. To do this, use the Copy function.

You can create any number of subject types. Simply press the <INS> key or click the icon in taskbar.

Enter ID, name and type in the general information section of the Subject Types register.:

Subject Type	Enter any eight-digit alphanumeric ID of subject type.
Name	Here you can enter any name of subject type which cannot exceed 20 characters.
Subject Type	Select type of subject you want to create: Customer – It is recorded in the Customers register. Supplier – It is recorded in the Suppliers register.
	Click it to generate a new ID of subject type and copy data to a newly created record. Proceed by entering any other required data.

Click this button and select Transfer (merge) records to open a form for automatic transfer or merging of records.        To delete a record once it is transferred, check Delete Record.   That is, check it and the original record is deleted once it is transferred.   See also: Transfer Movements between Items.

Lookup- Clicking opens a special lookup table by using which you can search, sort or filter existing records in the database by ID or name of subject.

On the right you can select and enter data in the following panels:

• General
• Contract Prices
• External IDs
• Financial Details
• Copy
• Hierarchy

The user cannot see all panels if not assigned proper authorizations.

See Taskbar for a general description of its functions.