Subjects
The Subjects register is one of the most frequently used registers. It includes all data about subjects involved in the business process (legal entities, individuals, employees, etc.). You can open it directly from the menu or by pressing the F11 function key.
Here are contained all subjects that can be entered into a document, regardless whether they are customers, suppliers, carriers, or other.
The tree view of the Subjects register has several nodes. Some nodes have a checkbox, where you can select whether the current subject is a customer, supplier, bank, municipality, warehouse, department. Every subject is usually at least one of the above, but it can of course belong into multiple groups. For example, a customer can be a supplier at the same time. The other nodes are used to enter additional information (notes, etc.).
General - Includes basic data about the subject and contact person/s. The subject is further defined in the following sections:
| Bank Accounts
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It contains data on subject's
domestic bank accounts as well as its
foreign currency bank accounts.
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| Customer |
It contains commercial data about the subject as a customer. |
| Financial Details |
The Financial Details subpanel contains financial information about a subject as a customer. |
| Contract Prices |
Here is displayed price list of the subject as a customer. |
| Supplier |
It contains commercial data about the subject as a supplier. |
| Financial Details |
The Financial Details subpanel contains financial information about a subject as a supplier. |
| Contract Prices |
Here is displayed price list of the subject as a supplier. |
| Bank |
Here you can enter foreign currency exchange rates. |
| Municipality |
This panel contains information about municipalities (contributions, bank accounts, taxes, etc.). |
| Warehouse |
Here you can enter warehouse information. |
| Department |
Here you can enter information about an organizational unit of your company. |
| Employee |
Allows access to employee information. |
| institution |
Contains information about institutions (for example, educational institutions, job safety institutions, etc.). |
| Note |
Here you can enter and view any notes to the subject. |
| Custom Fields |
Contains custom fields for subjects. It can only be used if you have previously entered required settings in the Program Parameters. |
| Documents |
Provides an overview of subject's documents. |
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warning
The user cannot see all panels if not assigned proper authorizations.
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WARNING
Additional functions are available in toolbar.
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WARNING
Click  to enter a new subject. |