Sales Reps

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 needs to be the default language for the folder.

BP acronym.

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 and 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 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.

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 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 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).

This code is used to identify the various addresses associated with the managed record (user, company, site, business partner of any description, etc.).
Each address code is unique to a given record.
In general, it is mandatory to enter an address for each record, and one of them must be declared as the default address using the corresponding box.

You cannot modify or delete an address code when it is used at the level of a Bank ID number or for a contact.
In this case, to be able to modify or delete an address code, you first need to remove it from the level of the Bank ID number or contact.

Specify the information linked to the address.

This code is used to identify the country associated with the address.

In the Country table, which controls this field, some specific characteristics are used to perform controls on the related information, in particular:

• the phone number format,
• the format of the number identifying a company or an activity (SIRET, NAF in France),
• the format of the postal/town-city code as well as that of the geographical subdivision, and whether their entry is mandatory or not,
• the format of the bank ID number,
• the IBAN management.

Title associated with the previous code.

This table lists the various address lines. The formats of the title and of the entry are defined in the country table.

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.

The city automatically suggested is the one associated with the postal code previously indicated. It is also possible to manually enter the name of a town/city:
- If the town/city is already defined, the associated postal code is automatically displayed,
- If it does not exist and the postal code control has been set up in the Country record, a warning message is displayed but the continuation of the entry is authorized (in order for this control to be applied, the CTY - Nonexistent city alert parameter - SUP chapter, INT group - must also be set 'Yes'),
- If it does not exist and the postal code is set up as mandatory for the country, a blocking message is displayed in case the fields Postal code or City/Town are entered or in case of modification of information in the address window of the BP. However, this control is not carried out in document creation.

Notes.

• Its format is defined in the Country record setup.
• Depending on this setup, the entered town/city can automatically be converted into uppercase after it has been entered.
• In order to make selections easier without taking into account the format (accented characters/uppercase letters/lowercase letters), the selection window available on this field proposes a column dedicated to the search, where the names of the towns/cities are displayed in uppercase.

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

This field contains the geographical subdivision corresponding to definition of the postal address. For example, a 'department' for France, and a state for the United-States.

The description of the geographic subdivision, as well as the control on the information entry, are defined in theCountries setup.

This field loads automatically after the postal code and town/city have been entered and is based on the Postal codes setup.
If the field is controlled, the control is carried out with respect to the Geographical subdivision table.

This field is used to indicate a web site.

This free field makes it possible to stock a variable identifier, which can be used for specific processing.
Example: when generating international transfer files in XML format, the content of this field identifies the credited BP, when the SIRET number is missing (see setup of Bank files).

When selected, this check box indicates that this is the default address.
Only one of the addresses in the selected record can (and must) be selected. This always corresponds to one of the BP's addresses.

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 is used to specify the email address of the contact.

Flag designed to determine the commission basis used when calculating the sales representative's commissions.
The calculated commissions are the result of commission basis multiplied by the commission rate.
This commission basis can be the net price (discounts included) or the margin (net price - production price) or a calculation formula.

Code of the formula controlled in the formulas table and designed to determine the commission basis of the sales rep when this one is entered in the first row of the invoice.
This formula code is necessarily of Sales rep commission type and can only be entered when the commission basis is a calculation formula.

Code of the formula controlled in the formulas table and designed to determine the commission basis of the sales rep when this one is entered in the second row of the invoice.
This formula code is necessarily of Sales rep commission type and can only be entered when the commission basis is a calculation formula.

Commission rate of the Sales rep entered in the first invoice row.

Commission rate of the Sales rep entered in the second invoice row.

Use this field to specify the accounting code of the site.
The accounting code is a default value used in the setting up of accounting entries.
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.

This field which cannot be entered, is used only if the sales rep is a Sage X3 user. It indicates the user code to which the sales rep is linked (AUSCRMF - Sales rep parameter - CRM chapter, COL group).

This field concerns only tele-marketers.
It is used to assign to them an average number of calls to be carried out each day.
This information is used by the different call distribution methods in the call campaign assistant.

This field displays the total number of calls that are late by sales representative.
The commercial managers have two contextual menus available with which to manage a situation where at least one late call exists:

• The "Re-activate the calls" menu is used to re-plan all the late calls to the current date.
• The "Delete late calls" menu is used to delete all the late calls for this sales representative.

This field represents the site from which the sales representative conducts their commercial activity.

The setup determines if the analytical dimensions can be modified. They are initialized based on the setup of the default dimension.

In creation mode, if no order line has been entered and the project code is modified, the analytical dimensions are reset based on the setup of default dimensions.

In creation mode, as in modification mode, if an order line is entered and the project code is modified, the analytical dimensions are not reset.

By default, this field contains the value "Other".
The function is entered only when a Sage X3 user is associated with the sales rep record. This function corresponds to the value of the AUSCRMA - Function parameter (CRM chapter, COL group) of the user associated with the sales rep record. The right-click option "User information" is available in the field containing the identification code of the sales rep.

The setup used to indicate that the sales rep is a Sage X3 user is provided at the level of the field help "X3 Users".