Prospects

This is the customer category associated with the prospect.
This category makes it possible to:

• have an additional prospect classification,
• have default values upon creation,
• assign an automatic numbering to prospects according to a counter associated with the category.

When converting a prospect into a customer, using the same category as the one used for the prospect makes it possible to assign to the customer a code identical to that of the prospect.

This field is used to enter the code used to identify the customer. It can be entered directly or selected from the Customer table.
 This customer list is not exhaustive, any customer not present in this list can still order the product.

Title used in some screens or reports when there is not enough space to view the long title.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

• Click Translation from the Actions icon in the corresponding field.
• In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

The connection language must be defined as a default language for thefolder.

BP's acronym.

Business Partner company name.

When it is activated, this indicator makes it possible to specify that the BP is a physical person. When it is not activated, it is a corporate body.
If the BP is a corporate body, it is mandatory to enter the "VAT identification number" and the "Site tax ID number" if their entry has been set up at country level as mandatory.

This code is used to identify amongst other things, the Country of a BP.
This is important information, associated with a number of characteristics useful for performing controls on other linked information, in particular:

• the telephone number format,
• the format of the number that identifies a company or an activity (site tax ID number, NAF in France), and whether its entry is mandatory or not,
• the postal code format of the town and also the code of the geographic subdivision, and whether their entry is mandatory,
• whether the VAT number of this community is mandatory,
• the Bank ID code format.

Code controlled in the language table making it possible to define the language of a business partner.

This code is used to identify the currency for a site, BP, etc. It is managed in the currency table.
The currency proposed by default is that of the budget.
The exchange rate type applied is based on the BUDTYPCUR - Budget conversion rate type (BUD chapter, CMM group) parameter setting.

It is recommended to use the ISO coding during the creation of a new currency.

Single identification number for the company.
It is mandatory to enter this number if both the following conditions are satisfied:

• its entry is set to mandatory by setup of the country record,
• the BP is a corporate body.

Its entry format depends on the setup carried out at the level of the Country record.

In France, this number, assigned by the INSEE on registering a company with the national registrar of companies, contains 9 numbers, is unique and cannot be changed. This is used by all public bodies and the administrations in contact with businesses.

This fields displays the SIC code (subject to activity code KFA), according to the French company's activity codification.

This is the VAT identification number of the BP or the GB VAT number.

This European VAT number must be entered on all the invoices destined to or coming from the European Union. This number starts with two letters identifying the business partner country followed by a number depending on the country.

In France the number is comprised of FR, then 2 numbers identifying the tax office of the place where the company conducts its activities, followed by the Company tax ID no.(SIREN) of the company.

This information must necessarily be entered if the Company Registration number is set up as being mandatory for the country of the company.

Note: This field is only available if a web service is identified in the EVCSERVICE – Webservice for EU VAT ID parameter (CPT chapter, VAT group) and the sender's EU VAT ID is set in the EVCCOMPANY—EU VAT ID source company parameter (CPT chapter, VAT group)

Select the Validation action to interactively validate your EU VAT ID or GB VAT number.

A message box displays with the validation results. The exact content varies by check result and web service used.

• If the validation was successful, you receive a confirmation message and the Validation check box is selected.
• For an unsuccessful validation, you receive a message that displays the reason for the failed validation.
• If no full validation could be performed (for example, if only the VAT ID was validated and not the address), you have the option to accept the results as valid or not. If you select Yes, the Validation check box is selected.

Note: Successful validation results are stored in a table.

If a previously-validated VAT ID is modified, the Validation check box is cleared.

Validation levels:

A Qualified validation verifies the EU VAT ID and company name and address. All data must be valid.

An Unqualified or simple validation only verifies the EU VAT ID. Note that the EU validation web service performs only unqualified validations.

Address management:

Results are recorded with the original address code.

For the main EU VAT ID, the standard company address is used.

You can manually revalidate IDs using the EU VAT ID revalidation function (EVCBAT).

If a previously-validated VAT ID is modified, the Validation check box is cleared.

A message box displays with the validation results. The exact content varies by check result and web service used.

• If the validation was successful, you receive a confirmation message and the Validation check box is selected.
• For an unsuccessful validation, you receive a message that displays the reason for the failed validation.
• If no full validation could be performed (for example, if only the VAT ID was validated and not the address), you have the option to accept the results as valid or not. If you select Yes, the Validation check box is selected.

Note: This field is only available if a web service is identified in the EVCSERVICE – Webservice for EU VAT ID parameter (CPT chapter, VAT group) and the sender's EU VAT ID is set in the EVCCOMPANY—EU VAT ID source company parameter (CPT chapter, VAT group)

This flag is designed to indicate if this is an inter-site BP:

• The inter-site customer/supplier BPs are used for multi-site exchanges.
• A customer BP is a purchase site or a financial site,
• a supplier BP is a sales site or a financial site.

Site code that has to be identified as a BP within the frame of multi-site exchanges.

The following data need to be entered:

• The requesting site (purchase or financial sites) at the level of the customer BP.
• The supplying site (sales or financial sites) at the level of the supplier BP.
• For the customer, a warehouse site, belonging to the same company, will identify each ship-to address.

This option is used to include a BP among the list of after-sales service providers.

An after-sales service provider is an organization that may be called on to conduct

an intervention to be carried out for a service request (Repair, advice, audit, quote etc...)

For each service provider, it is possible to register their skills, their geographic intervention area,

their price list conditions for invoicing.

The contractor represents the actual customer for whom a service request is made.
When a service request does not include any contractor, the service is supplied on behalf of the direct customer of the current organization.
By contrast, when a service request includes a contractor, the service is provided to the customer but is is made on behalf of the contractor. The customer receiving assistance is not the organization's customer but the contractor's.
Regarding invoicing, the data loaded by default is the contractor's (invoiced customer, pay-by BP, ...). Therefore, it is mandatory to create a customer record for the contractor.
This option makes it possible to discern the contractor population.
This option is also mandatory to be able to link customers to their contractor(s).

Address code of the business partner (BP).

Click this icon to open a mapping site and locate the entered address.

This field is used to qualify the economic activity of the customer with a level of segmentation adapted to the segmentation needs of the commercial team.

This field is used to record the commercial channel at the origin of the identification and qualification of a business partner.

Code of the sales representative associated with the customer and controlled in the sales representative table. The sales representative of the sold-to customer has priority over the sales representative of the ship-to customer.
An activity code is used to define the number (maximum of 2) of sales representatives submitted as the default value upon order.

Click on this icon to display a screen where you can:

• Enter information on the customer as a note. This information is available for inquiry in the functions that have been selected at the Note category level.
• Define a validity period for the note.
• Specify it the note must be displayed automatically.
• Create multiple notes for the same customer, and indicate if they must be displayed as a priority.

Notes are limited to a screen inquiry and cannot be printed.

For further information, see the documentation on Notes.

Each contact associated with the record is identified by a unique key, which is used to share contacts common to several records.

This code defines the unique key in the contact record. This key can be manually assigned or if it is not entered, it can be defined via the CCN sequence number counter.

By default, this counter is constructed of a sequence number made up of 15 characters. To ensure the correct functioning of the Contact object, it is strongly advised to conserve these standard characteristics.

Indicate the family name of the contact.

Each contact associated with the record is identified by a unique key, which is used to share contacts common to several records.

This code defines the unique key in the contact record. This key can be manually assigned or if it is not entered, it can be defined via the CCN sequence number counter.

By default, this counter is constructed of a sequence number made up of 15 characters. To ensure the correct functioning of the Contact object, it is strongly advised to conserve these standard characteristics.

This field associates a closing sentence with a contact's family name.
This information can be used on documents to be sent to contacts.

Indicate the family name of the contact.

First name of the contact.

This field specifies the position of the contact to choose from a pre-defined list.
The local menu 233 lists all the possible positions.

This text field indicates the department to which the contact is attached.
No table controls this information.

This field, used for information purposes, makes reference to the codes entered in miscellaneous table 906.

Birthday of the contact, only present for information reasons.

The value of the contact's address code, controlled in the address codes of the supported entity ( Addressestab), is for information purposes only. This code is used to link the contact to one of the addresses of the relevant entity.

Title associated with the previous code.

This field is used to specify the email address of the contact.

This field indicates the phone number. Its entry format depends on the country.
The level of control applied to the entered number format depends on the general parameter CTLTEL - Phone number control (SUP chapter, INT group).

This field specifies the fax number where the entry format is identical to that of the telephone and is dependent on the country.

This field indicates the mobile phone number with an entry format that depends on the country.

When this box is checked, the selected contact becomes the default contact.