Funding organizations

You can use this function to manage a list of funding organizations. You can also use it to organize training periods, when developing provisional plans, and to track refunds.

Prerequisites

See also Refer to documentation Implementation

Screen management

Header

Field descriptions
Organization (field COD)

Unique identifier for the organization.

Legislation (field LEG)
Description (field DES)

Description used by default in reports and screens (if there is enough space).
If you have limited space, you can use the short title if there is one.
Employer (field OFIEMP)

Use the 'employer' check box to specify that the employer is a funding organization.
This check box is tested, so that only the information concerning training actions and the costs financed by the employer is kept. This information is used to populate the corresponding fields in the 2483 declaration.
Active (field ENAFLG)

Use this check box to specify whether the organization is active or not.

Tab Organization

For funding organizations, the type of the ORGANISME miscellaneous table is 'Funding'.

Field descriptions

Address

Name of the country used in addresses and in all documents where the country code is specified.

  • If the town/city is already defined: the associated postal code is automatically displayed.
  • If it does not exist, a warning message will appear and proceeding with the entry is authorized.
    • Country code (field CRY)
    Country (field CRYNAM)
    Site tax ID no. (field CRN)

    Enter the national identification number issued by the INSEE.
    The entry format of this site tax ID no. depends on the country code.
    field ADD1
    field ADD2
    field ADD3
    Postal code (field POS)

    Enter the address (maximum of three lines).
    The entry format for this field and the titles depend on the country.
    City (field CTY)

    Enter the city/town name.
    The city which is automatically suggested is the one associated with the postal code previously indicated.

    You can also manually enter the name of a town/city:
    Contact (field CNT)

    Name and first name of the main contact.
    Telephone (field TEL)

    Enter the telephone number.
    The entry format for this field depends on the country.
    Fax (field FAX)

    Fax number with an entry format identical to that of the telephone number and dependent on the country.

    Mobile phone (field MOB)

    Mobile phone number; its entry format depends on the country.
    Email (field WEB)

    This field is used to indicate an email address. Example : www.xxxxxx.com or [email protected]

    Website (field ORFWEB)

    You can use this field to enter the web site address of the organization. This field is subject to the FRT activity code.

    field ICOORFWEB

    Training

    CERFA reference (field NUMORG)

    Affiliation number of the training organization.

    Comments

    field CMTORG

    Free comment field associated with the current object.

    Reports

    Error messages

    The only error messages are the generic ones.

    Tables used

    See also Refer to documentation Implementation