BPs

This is the customer category or supplier category associated with the BP.

You can

• Add a BP classification.
• Define default values.
• Assign an automatic numbering to BPs according to a counter associated with the customer category or supplier category.

When converting a BP to a customer or a supplier, using the same category as the one used for the BP makes it possible to assign the customer or supplier to the same code as the BP.

Enter or search for the BP code. When you add the code, the short and long descriptions populate with existing information.

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 saved in the connection language of the user.
You can add your translation in another language by using the Translation function.

• Select 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 sees the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions are available in the folder language.

The connection language needs to be defined as a default language for the folder.

Business partner company name.

Business partner company name.

When selected, it means the BP is a physical person. If not, it is a corporation.

If the BP is corporation, you must enter the VAT identification number and the Site tax ID number if required for their country.

Select this option to prevent mail from being sent to this company.

This code is used to identify the Country and determines the following formats if they are required or not for the country:

• The phone number
• The number format that identifies a company or an activity, such as tax ID number, NAF in France
• The postal code
• The VAT ID number
• The Bank ID code

Enter or select the default language.

This code is used to identify the currency of a site, a BP, etc. Is is controlled in the currency table.

 Use the ISO coding when creating a new currency.

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

• It is required by the country.
• BP is a corporation.

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 organizations and the administrations in contact with businesses.
See BP ID validation for details on this functionality.

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

This field is displayed only when the KSP activity code is activated.
It is used to identify the type of fiscal identification for the BP.

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)

If the Country profile for this entity has the EROI identification field selected, you can enter an EORI number, which is prefixed with the country's ISO code.

Note: This number is needed for entities doing business within the UK and for EU companies importing and exporting goods and services with UK companies.

Select this checkbox to indicate if this is an intersite BP:

• The intersite customer or supplier BPs are used for multisite exchanges.
• A customer BP is a purchase site or a financial site.
• A supplier BP is a sales site or a financial site.

The site code for a BP within the frame of multisite exchanges.

The following data needs 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 field can be accessed if the MAXPD - Maximum period (companies) activity code is activated.

Select this checkbox to specify that the BP is a public sector organization. In this case, the maximum number of days for the last payment due date of an invoice destined to this BP is defined by the DMAXPAYP - Maximum period (Public sector) parameter (TC chapter, RSK group).

If this BP is a private sector company, the period for the last payment due date of an invoice destined to this BP is defined by the DMAXPAY - Maximum period (companies) parameter (TC chapter, RSK group). However, you can have an special agreement with this BP and grant them a longer period. Enter this period at the level of the Contractual period field (DAYPAY), available in the BP/Company tab.

Miscellaneous business partner (for Sales and Purchase ledger accounting).

If this box is ticked, the document type and accounting code fields become active.

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).

Field reserved for Argentina (KAG activity code) designed to specify the VAT collector.

This tick-box is designed to list the BP as Grantor; thus, the BP will be listed as Grantor in concession agreements.

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 specify the accounting code of the BP.
The accounting code is a default value used in the creation of accounting documents.
It refers to a table that lists a certain amount of elements (collective accounts, accounts or parts of accounts) that can be used for the determination of the documents that will be posted.

Consolidation area: field under control of the CSL activity.

Choose the group of companies for which consolidations are to be carried out.

This code is used during the data extraction operation in prevision of the consolidation. Used to identify the company from which the entries are extracted.

Access code used as a filter for accounting reports.

Fiscal code (for Italy only).

Field reserved for Italy to enter the VAT number.

The document type (3 alphanumeric characters) makes reference to the Document type record that characterizes the documents generated in the Sales and Purchase ledger accounting.

A selection and a tunnel are available from the contextual menu.

• Leave as 'No' to include the BP in the cash forecast management.
  You can, however, exclude the BP from the forecasts for specific companies using the BP/Company tab.
• Set to 'Yes' to exclude the BP from the cash forecast management.
  If a document refers to this BP (as a pay-by BP or pay-to BP), the latter is not taken into account in the automatic generation of cash forecasts.
  It is still possible to take the BP into account in the manual creation of cash forecasts.

This field defaults to 'No', meaning the BP is taken into account in the forecast management.

This field is used to indicate the payment method.
Four payment methods are possible, according to the following codes:

• '0': transfer or other, except check
• '1': bank check to the order giver
• '2': bank check to the recipient
• '3': funds put at disposal after identification

This information is taken into account upon generation of the bank files.
 If no value is specified at BP level, the value '0' ('transfer or other, except cheque') will be applied by default.

This field specifies the address code of the bank ID number, controlled in the address codes of the managed entity (company, site, customer, supplier, etc.).

This address code is used to define the default bank ID number in payment contexts where an address is known.

This code is used to identify the country associated with the bank account.

The country table, containing this code, gathers information that is useful to perform controls, and namely:

• the telephone number format,
• the format of the number identifying a company or an activity (SIRET, NAF in France),
• the postal code format,
• the format of the Bank ID number code.

The IBAN is an internationally agreed standard of identifying bank accounts in a structured format.
IBAN can be used in national and/or international payment transactions (country-specific).
The IBAN code consists of: 

• A 4-digit IBAN prefix composed of:
  - a country code (2 letters),
  - two check digits
  This prefix is displayed. It is calculated automatically upon the bank account information entered in the Bank ID field. the bank account information (country specific, up to 30 characters).
• The bank account information (country-specific, up to 30 characters).

 Not all countries support IBAN. The IBAN format applied to bank accounts is controlled by the IBAN management option, defined in the Countries setup.

This number identifies the bank account of a given bank, for a given country.
The entry format of a Bank ID number is dependent on the country where the bank is domiciled.

For the entry of the Bank ID number to be correct, it is necessary to predefine the entry format in the Country table and to activate the option IBAN management for those countries supporting the IBAN format.

 In case of an IBAN this field has to contain the bank account part only, beginning from the 5th character of the IBAN. The first 4 characters of the IBAN (country code and check digits) are calculated automatically and displayed in the field IBAN pref.

Use this field to specify that this bank account number is used by default for payments, for the selected address.

This code is used to identify the currency associated with the bank account.
It is managed in the currency table.

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

This field requires the KSW – Swiss localization activity code to be active. You use it to enter the ISR customer number for the given bank account. This number is used for payments with ISR number (inpayment slip with reference numbers).

For suppliers, the ISR customer no. is also used to search for a matching BP account if support for ISR code line entry on purchase invoices is active in the SWIPURBVR - Swiss ISR usage purchasing parameter (LOC chapter, SWI group).

Refer to the Swiss legislation guide on the How to tab for more details regarding payment and ISR setup.

Select Yes if the account is not located in the country where the owner lives. This identifies the BP account as a nonresident account.

No is the default value.

A nonresident account is used to enter the Economic reason code in payments when the following conditions are met:

• The threshold payment balance defined in the AMTVIR1-Threshold 1 payment balance or AMTVIR2 - Threshold 2 payment balance parameter is met (PAY chapter, RGL group).
• In Economic reasons codes (PBDECOCOD): enter values for the company legislation.
• In Economic reason/BP groups (PBDBPGRP ): enter values for the legislation and the BP code used for payments.
• The PBDDEFGRU - Payment balance default BP group parameter (TRS chapter, PBD group): enter the default BP group code used in payments or for migration for the related legislation.
• The payment entry type (GESTPY) used for the payment must have the Bank account number check box selected.

This field, which is mandatory for payments, defines the paying bank related to the account number. The first line contains the name of the bank.

This field identifies the bank account's beneficiary (physical or moral person).

To perform the automatic processing of payment requests, the sender's bank needs the BIC code of the recipient's bank. This code is an ISO identifier managed by the international banking system, and namley the SWIFT system, the Society for Worldwide Interbank Financial Telecommunication.

The BIC code is the only standardized bank identifier at international level. All banks can have a BIC code, even if they do not belong to the SWIFT network.

The BIC code can be comprised of 8 to 11 characters. In both cases, the first 8 characters of the BIC code generally designate the bank's head office and are structured under the form BBBB PP AA, which correspond to the following information :

• BBBB is the bank mnemonic identifier;
• PP is the ISO country code;
• AA stands for a service code often to serve a geographic purpose.

In some commercial exchanges, upon the request of Business Partners or payment issuing banks, an intermediary bank is sometimes used. For that purpose, the identifiers of this bank must be entered (BIC code, paying bank, country). This information remains optional (it does not need to be entered if no intermediary bank is mandatory).

Use this window to enter the bank details in your local format. The information entered is then automatically recovered in the fields of the Bank details section.

This window automatically opens when leaving the Country field, but only if the following conditions are met:

• This window exists for the selected country.
• The window code is specified in the Bank detail window of the Country function.
• The user parameter LOCSCRACT - Bank detail screen activation (TC chapter, INT group) is set to Yes.

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.

Company for which the BP exception is applied.

This exception can concern:

• the business partner tax rule and/or
• the payment conditions, and/or
• the discounts and charges, and/or
• the accounting code, and/or
• the entry of accounting entries on the BP
• the contractual period for the last open item.

The customer tax rule by default is stored in the Customer record.
In the case of a multi-companies management, the same customer can be subject to a different tax rule according to the company they deal with.
Use this field to enter exceptions and to set the customer tax rule by company.
Only the tax rules in phase with the legislation and the group of the indicated company can be entered.
The general principles linked to the multi-legislation setup are detailed here.

The supplier tax rule by default is stored in the Supplier record.
In the case of a multi-companies management, the same supplier can be subject to a different tax rule according to the company they deal with.
Use this field to enter exceptions and to set the supplier tax rule by company.
Only the tax rules in phase with the legislation and the group of the indicated company can be entered.

The general principles linked to the multi-legislation setup are detailed here.

The customer payment conditions are stored in the Customer record.
In the case of a multi-companies management, the same customer can have different payment conditions according to the company they deal with.
Use this field to enter exceptions and to set the customer payment conditions by company.
A control is performed in order to verify the consistency between the legislation/the group for which the payment condition selected is defined, and the legislation and group of the company indicated.
For further information, click here.

The supplier payment conditions are stored in the Supplier record.
In the case of a multi-companies management, the same supplier can have different payment conditions according to the company they deal with.
Use this field to enter exceptions and to set the supplier payment conditions by company.
A control is performed in order to verify the consistency between the legislation/the group for which the payment condition selected is defined, and the legislation and group of the company indicated.
For further information, click here.

The customer discounts and late charges are stored in the Customer record.
In the case of a multi-companies management, the same customer can have different early discounts and late charges according to the company with which this customer deals.
Use this field to enter exceptions and to set the customer discounts and charges by company.
Only the early discount/late charge codes in phase with the legislation and the group of the site company can be entered.
The general principles linked to the multi-legislation setup are detailed here.

The supplier early discounts and late charges are stored in the Supplier record.
In the case of a multi-companies management, the same supplier can have different early discounts and late charges according to the company they deal with.
Use this field to enter exceptions and to set the supplier early discounts and late charges by company.
Only the early discount/late charge codes in phase with the legislation and the group of the site company can be entered.
The general principles linked to the multi-legislation setup are detailed here.

The customer accounting codes are stored in the Customer record.
The accounting code is a default value used in the setting up of accounting journals. It refers to a table in which a certain number of elements can be found (control accounts, standard accounts or parts of accounts) that can be used to determine the accounting journals that will be posted.
In the case of multi-companies management, the same customer can be associated to different accounting codes according to the company the customer deals with. Use this field to enter exceptions and to set the customer accounting codes by company.

The supplier accounting codes are stored in the Supplier record.
The accounting code is a default value used in the setting up of accounting journals. It refers to a table in which a certain number of elements can be found (control accounts, standard accounts or parts of accounts) that can be used to determine the accounting journals that will be posted. In the case of multi-companies management, the same supplier can be associated to different accounting codes according to the company the supplier deals with. Use this field to enter exceptions and to set the supplier accounting codes by company.

The entry of commercial documents or accounting entries is authorized for all business partners, by default.

For a multi-company management, you can set this field to No to disable the entry for the business partner on specific companies.

Particular cases: Prospects
By default, a prospect BP cannot be entered in accounting. If an exception should be made for a prospect for a given company, enter this exception by setting the authorization code to Yes.

This field can be accessed if the MAXPD - Maximum period (companies) activity code is activated.

It is relevant only if the BP is a private sector company, not a public sector organization.
In this case, you can have an agreement with this BP and grant them a longer period for the last payment due date than the period defined in the DMAXPAY - Maximum period (companies) parameter (TC chapter, RSK group).
Enter the contractual period in this field.
This period cannot exceed the period imposed by the current legislation and specified in the DMAXAGR - Maximum contractual period parameter (TC chapter, RSK group).

This field is related to the SWICUSBVR - Swiss ISR usage Sales (LOC chapter, SWI group) parameter.

The payment bank information is used to print the necessary sender’s bank account information on ISR payment forms. Use this bank account as the destination account when paying the invoice.

The ISR payment bank for the invoice is determined by the Payment bank ISR field in one of the following functions. The system pulls the information from the first entry found:

• On the BP/Company tab in the BP function (GESBPS)
• On the Financials tab in the Customer function(GESBPC)
• On the Detail tab in the Sites function (GESFCY)

Use this function to manage information essential to the management of service suppliers. A service provider is a partner company that accepts to carry out certain work to solve the customer service requests. The service providers must be have certain skills and competences. They must be part of the geographic areas in which they have agreed to intervene on.

This function is also used to enter the financial conditions for the business collaboration.

Skills group

Enter all the skills groups in which the service supplier has been recognized as competent.

Intervention areas

Define the geographic areas in which the service supplier can intervene. It is based on a mechanism that can only be applied to certain countries. In fact, this functionality is based on a certain type of post code structure. For example, if a service provider can intervene throughout the Hauts de Seine Department (France), it is possible to enter:

• Country: FR
• Geographical area: 92
• Title: Hauts de seine

This service provider will then be suggested for any customer whose location falls within a post code starting with 92. This method of functioning requires a structure which is slightly hierarchical giving a meaning to each letter or number in the post code. For the countries where this functioning cannot be used, each complete post code must then be opened.

It is also possible to declare that a service provider has access to All areas. This checkbox indicates that the service provider has no restriction on the intervention location.

Financial info

Use this section to save the normal intervention conditions negotiated between two parties. The valuation of an intervention is carried out on the basis of an hourly rate. This amount is then increased by any travel expenses. Several expense invoicing formulas are proposed as standards:

• Charges included: This formula means that whatever the amount of the committed charge, no additional invoicing related to the hourly rate will be applied by the service provider.
• Fixed amount: This formula signifies that irrespective of the committed charge amount, an identical sum will be systematically applied to each intervention invoicing. The Expense valuation field is used in this case to enter the fee amount applied to each invoice.
• Actual mileage: This formula means that all the charges will be invoiced on the basis of receipts. The invoiced amount related to the charge will be systematically equivalent to the sum actually expended.
  As far as any visits carried out with vehicles, these will be re-invoiced on the basis of the number of miles undertaken. The Expense valuation field is used in this case to enter the amount applied for each mile or kilometer traveled.
• Actual time spent: This formula means that all the charges will be invoiced on the basis of receipts. The invoiced amount related to the charge will be systematically equivalent to the sum actually expended.
  As far as any visits carried out using vehicles are concerned, these will be re-invoiced on the number of hours for the trip. The Expense valuation field is used in this case to enter the amount applied for each hour elapsed and started.

The payment conditions for the intervention and any expenses can also be saved.

This function behaves in a specific way. The order giver management presents a rarely used characteristic. It is possible to plan in advance the nature of the information that it will be necessary to manage in order to maintain a relation with an order-giver. This information can for example correspond to one of the notions given below or to something completely different.

• The frequency of the customer request invoicing.
• The hourly rate for the invoicing.
• The quality points to be respected.

etc.

Thus, from its initial opening, this window contains a certain number of unusable fields.

The window contains:

• Five alphanumeric fields.
• Five date type fields.
• Five numeric fields. (Integers)
• Five decimal fields.

To be able to use one of these fields, you must first define its characteristics by clicking on Function/Define the screen in the actions panel.
The window goes to Configuration mode. All the fields can then be accessed so you can define their functional characteristics. The setup procedure is a little different as a function of the field type.

Alphanumeric type fields:

It is possible to define three characteristics for this type of field.

• The field title 
  You can enter the field title directly in the field itself. 
   The section title 
  From any alphanumerical field, you can define the title of the related section.
  You use the Section title contextual menu to open the window to enter the title. Remember to tab on the field after entering the title, otherwise the title will not be saved.
   
• Several labels for the list
  An alphanumeric field is often accompanied by a list of possible choices. Use the Add a label to the list contextual menu to open a new window to enter a new label associated with the current field. This window presents the list of all the labels already associated with this field. Enter a label and tab to expand the list.
  You can only add one label at a time. You must reopen the window and enter each new label.

Other types of fields:

All the fields that are not of the alphanumeric type obey the same setup procedure. Only two characteristics can be defined for these fields.

• The field title 
  You cannot enter titles directly into these fields. You must use the Field title contextual menu. A new window is opened to enter the field title.
  Remember to tab on the field after entering the title, otherwise the title will not be saved.
   
• The section title 
  From any field in the section, you can define the title of the related section. Use the Section title contextual menu to open the entry window title.
  Remember to tab on the field after entering the title, otherwise the title will not be saved.

These setup operations can be carried out on unused fields and also on fields that have become obsolete.
In this latter case, before any modification of a field the following message is displayed:

In fact, the information has been stored throughout the usage duration of this field. You are thus warned before any semantic modification of a field that leads to the deletion of all the information previously saved in this field. It is then necessary to be sure that the information to be deleted is of no further interest.

When the window setup is complete, you must click on the Functions/Safeguard the configuration menu.

The setup applies to all the order-giver's records. The screen is identical for all order-givers. It is not possible to use a different window structure for different order-givers.

The window is then automatically closed and the following message displayed: The window must be reopened to benefit from the information.
In fact, you must open once more the same window in order to be able to manage the order giver information as a simple user.

On alphanumerical fields, click Selection from the Actions icon in order to display the list of labels linked to fields that have been defined in configuration mode.

If numeric information is related to the financial amounts, these amounts must be expressed in the Business partner currency. This currency is displayed for information purposes in the window header.

This function opens a new window that displays together the Before-sales and After-sales activity of the current Business partner.

The actions carried out are sorted from the most recent to the oldest.
The actions to be carried out are sorted from the oldest to the most recent.

All the following record types are grouped within this history:

• Tasks
• Calls
• Appointment
• Projects
• Mass-mailing
• Service requests
• After-sales interventions

On each table line, click Detail from the Actions panel to access the complete record of each action displayed in the history.

This validation functionality is available in several functions. It is limited to French companies, which are listed in the French government SIRENE database. You can use it to confirm data related to an existing BP and to help build an accurate BP record when creating a new BP.

You can access this functionality from the Site tax ID no. field or from the Actions menu in these functions:

• BPs (GESBPR)

• Carriers (GESBPT)

• Customers (GESBPC)

• Prospects (GESBPP)

• Sales Rep (GESREP)

• Suppliers (GESBPS)

How to validate a BP

This only applies to French BPs registered France.

For an existing BP: You can compare data in your record with the SIRENE database. The BP information block displays data in the current record that is compared against the SIRENE database.

For a new BP: You can find information about a new BP to complete the new record. In this case, the fields in the BP information block are empty.

In the Site tax ID no. field, select BP ID validation from the More actions icon. Or select BP ID validation from the Actions menu.

In the BP ID validation screen that opens, you can search the SIRENE database according to the search criteria you enter. You can search by 1 or up to all 4 criteria. All entered criteria are considered in the search. For example, if you search by a company name and a city, results match both inputs. If you enter a Company name, you can search for all companies that begin with the characters entered in that field or for all companies that contain those characters.

The Company information grid displays results, if any, found in the database based on all criteria entered.

The Site information grid displays a list of sites with unique SIRET numbers that share the same SIREN number. If you search by Company tax ID no. and Site tax ID no., there is only 1 result in the grid because SIRET numbers are unique for each company site.

Working with search results

The Company information and Site information grids display results from the search of the SIRENE database. Each grid only displays up to 200 records. If there are more than 200, you need to refine your search criteria to reduce the number of results.

The grids highlight fields where the data in your record and the database do not match. If a field is highlighted in yellow, the SIRENE data does not match your records. If you are creating a new BP, the columns are highlighted yellow but there are no reasons. If a row is highlighted in red, that company is listed as closed in the SIRENE database. The Reason column details why a field or fields are highlighted such as

• A closed site or company

• A duplicate SIRET number

• A different name, postal code, or city

In the Site information grid, select a site with an address that is a match for the company you want to validate. The matching company in the Company information grid is automatically selected and the Site information grid only displays site for that company.

For an existing BP: If the records are different, you can select Update to overwrite the the current BP record with the data from SIRENE.

For a new BP: Selecting Update populates the new BP record with the data from SIRENE.

Use this function to directly access the appointments object.
Accessing this function, you can view only the performed appointments and the ones remaining to be performed for the current BP from the selection panel.

If you click New, the appointment is populated with the BP code.

Use this function to directly access the calls object.
Accessing this function, you can view only the performed calls and the ones remaining to be performed for the current BP from the selection panel.

If you click New, the call is populated with the BP code.

This function is used to directly access the tasks object.
Accessing this function, you can view only the performed tasks and the ones remaining to be performed for the current BP from the selection panel.

If you click New, the task is populated with the BP code.

This function is used to directly access the appointments object.
Accessing this function, you can view only the performed appointments and the ones remaining to be performed for the current BP from the selection panel.

If you click New, the appointment is populated with the BP code.

This function is used to directly access the calls object.
Accessing this function, you can view only the performed calls and the ones remaining to be performed for the current BP from the selection panel.

If you click New, the call is populated with the BP code.

This function is used to directly access the tasks object.
Accessing this function, you can view only the performed tasks and the ones remaining to be performed for the current BP from the selection panel.

If you click New, the task will be pre-entered with the BP code.

This function is used to directly access the projects object.
Accessing this function, you can view only completed projects for the current BP from the selection panel.

If you click New, the project is populated with the BP code.