Carriers

This field indicates the code that identifies the Carrier liable for the transportation of the goods.

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.

As of update 8.0.0:

Enter the National Motor Freight Codes (NMFC) to use when creating a new product-site record for use in the Bill of Lading function. This field is available only if the activity code KUS - USA Localization and the USABOL - Bill of Lading parameter (LOC chapter, USA group) are set to Yes.

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.

Flag used to decide if the transport slip should be printed or not.

Price list management
Flag used to determine if the price list for this carrier will be managed or not. The next fields, the Price list and Region tabs can be accessed even though this flag is set to No.

This is the weight unit of measure code used in carrier shipment pricing. All the weights must be entered inthe same unit.

It is possible to either select a code or create one.

This is the volume UOM code that is used to convert volume to weight .by applying afactor

The conversion of volume into weight is used to price out light, but cumbersome, packages.

The volume of the shipped packages is converted into this unit before applying the factor, and this code is mandatory if a factor weighting is used.

It is possible to choose a code from the UOM table or to create a new one directly.

volume in weight (called volumetric weight)

This multiplying coefficient is used to convert a volumeto a weight (called volumetric weight).
Volume * coefficient = volumetric weight.
This volumetric weight is compared to the weight and the greatest value is used for the calculation of the freight expenses.

Fixed amount for the transport calculation. This amount is constant and independent from the weight and delivery region.

Field making it possible to define the proportional weight amount for use in the transport cost calculation.
This amount is applied for each weight bracket defined in the value field.

Field making it possible to specify the weight class value used for the calculation of the amount proportional to the weight.
Note: This value must be expressed in the weight unit defined for all the price breaks for this carrier.

The amounts of the charges (fixed and proportional amount) depend in the different weight ranges.
The value displayed in this field corresponds to the higher range. The lower range is determined by the previous range.
A weight belongs to a range if it is higher or equal to its lower range and lower than its higher range.
Note: This value must be expressed in the weight unit defined for all the price breaks for this carrier.

Field making it possible to specify the weight class value used for the calculation of the amount proportional to the weight.
The calculation of the number of classes is carried out only on the part exceeding the lower end of the range.
Note: This value must be expressed in the weight unit defined for all the price breaks for this carrier.

The transmission site indicates the transport start address for the search of the carrier price region.

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.

The postal code, which entry format is defined in the Country table, is used to define the town/city, state/region and the geographical subdivision, if defined for the country.
If you modify the postal code, the city/town and state/region corresponding to this new code are automatically displayed. The principle is the same for the geographical subdivision if it is present for the country.
You can also directly enter a town/city name or state/province. If the city/town, state/region are defined, the associated postal codes are displayed automatically.
The control of this information and its mandatory nature depend on the setup carried out in the country management. For the control to be applied, the POSCOD - Warning nonexistent postal code parameter (SUP chapter, INT group) must also be set to 'Yes'.

Particular cases:

- for ANDORRA, indicate 99130,
- for MONACO, indicate 99138,
- for the other foreign countries, indicate the national identifier of the country or 99999 if not known.

When the postal code is defined as mandatory for the country, it must be entered if the Postal Code or City/town fields are entered, or if information is modified in the BP address window. However, this control is not applied in document creation.

shipment site (storage), country, postcode

Region code that is a grouping of the following codes: shipment site (storage), country, postcode.
It is used to define a distance notion for the choice of the grid to be used in the calculation of the freight charges calculation.

shipment site (storage), country, postcode

Region code that is a grouping of the following codes: shipment site (storage), country, postcode.
It is used to define a distance notion for the choice of the grid to be used in the calculation of the freight charges calculation.

Fixed amount specific to the region which can vary according to the weight ranges.
Warning: It is added to the (fixed amount and proportional amountcharges) potentially calculated and independent from the regions.

Field making it possible to define the proportional weight amount for use in the transport cost calculation.
This amount is applied for each weight bracket defined in the value field.

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.

This field indicates that the Bank ID number is used by default for payments (in the absence of a more precise rule).

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.

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).