| 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). |
 |
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.
|
 |
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! |
Phone
|
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.
|
| 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=
|
| ID Number |
Enter subject's ID 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.