All operating actions are performed within a site: the site is the core element for organizing the management data of companies and sites.
A site must exist within a company.
Certain management data belong to a given site, others are common to a group of sites managed in the same folder:
Even if each management act is clearly referenced to a single site, a certain number of processes require the cooperation between several sites.
Examples of this are:
Conversely, it should be noted that the user, when logging into the software, is not connected to a site or company.
Only the user's authorizations define if filters exist so that s/he does not see data assigned to certain sites.
On the other hand, the default values are defined so as to propose to the user the appropriate sites for their profiles. The default sites are defined by module in the Sites tab in the user profile definition record.
Refer to documentation Implementation
Several tabs are required to manage a site.
This tab presents general information (Site registration no., SIC code, etc.), as well as the code of the legal company to which the company it linked. This company, which must have previously been created, corresponds to the attached company in the accounting sense of the term.
| Short description (field FCYSHO) |
|
This title, which describes the record, is used in some screens or records when there is not enough space to display the long title. |
| Legal company (field LEGCPY) |
| Country (field CRY) |
|
This code is used to identify the country associated with the information. In the country table, which controls this field, there is a certain number of characteristics useful to perform controls on dependent information, and especially:
|
| Site tax ID number (field CRN) |
|
The Site Registration number identifies a company. This numerical identifier made of 14 numbers is sub-divided into two parts: the first part is the Company Registration number the company (or legal unit or legal entity) to which the Site Registration number belongs; the second part is usually called the NIC (internal classification number), and is made up of a four-figure number assigned to the establishment and a control figure used to validate the Site Registration number as a whole. This information must necessarily be entered if the Site Registration number code is setup as being mandatory for the country of the company for which the site is attached. |
| SIC code (field NAF) |
|
This is the Standard Industrial Classification (SIC) code, which characterizes the principle activity of the business partner and can be used for selection, sorting, reporting, etc. The entry format of the activity code depends on the Country. |
| Self-certification of origin (field ORICERFLG) |
| REX number (field REXNUM) |
| EORI number (field EORINUM) |
This tab presents information of an accounting nature, such as:
| Short description (field FCYSHO) |
|
This title, which describes the record, is used in some screens or records when there is not enough space to display the long title. |
| Legal company (field LEGCPY) |
| Country (field CRY) |
|
This code is used to identify the country associated with the information. In the country table, which controls this field, there is a certain number of characteristics useful to perform controls on dependent information, and especially:
|
| Site tax ID number (field CRN) |
|
The Site Registration number identifies a company. This numerical identifier made of 14 numbers is sub-divided into two parts: the first part is the Company Registration number the company (or legal unit or legal entity) to which the Site Registration number belongs; the second part is usually called the NIC (internal classification number), and is made up of a four-figure number assigned to the establishment and a control figure used to validate the Site Registration number as a whole. This information must necessarily be entered if the Site Registration number code is setup as being mandatory for the country of the company for which the site is attached. |
| SIC code (field NAF) |
|
This is the Standard Industrial Classification (SIC) code, which characterizes the principle activity of the business partner and can be used for selection, sorting, reporting, etc. The entry format of the activity code depends on the Country. |
| Self-certification of origin (field ORICERFLG) |
| REX number (field REXNUM) |
| EORI number (field EORINUM) |
| Copy addresses |
This tab is used to define a list of addresses associated with this site.
Each address is identified by a code listed in the left hand section of the screen
The right-hand side defines the complete address associated with the current code.
Grid Addresses
Detail
| Code (field XCODADR) |
| Description (field XBPADES) |
|
Name linked to the address. |
| Country (field XBPACRY) |
|
This code is used to identify the country associated with the information. In the country table, which controls this field, there is a certain number of characteristics useful to perform controls on dependent information, and especially:
|
| Description (field XCRYNAM) |
|
No help linked to this field. |
| Type (field XADDTYPSA) |
| Service type (field XADDSRVTYP) |
| Unit/postal number (field XADDPOSNBR) |
| Complex (field XADDCPXSA) |
| field XADDLIG1 |
|
This table lists the various address lines. The formats of the title and of the entry are defined in the country table. |
| field XADDLIG2 |
| Suburb/District (field XADDSUBSA) |
| field XADDLIG3 |
| Postal code (field XPOSCOD) |
|
The postal code, having an entry format defined in the Country table, makes it possible to specify the town/city and the geographical subdivision if they are defined for the country. Specific cases: - For ANDORRA, enter 99130 The control of this information and its mandatory nature depend on the setup performed in the country management. In order for the control to be applied, the POSCOD - Nonexistent postal code alert parameter (SUP chapter, INT group) must also be set to "Yes". |
| City (field XCTY) |
|
The city automatically proposed is the one associated with the postal code previously indicated. It is also possible to manually enter the name of a town/city: Notes:
|
| field XSAT |
|
This field includes the geographical subdivision which is part of the postal address definition. This subdivision is automatically fed after the postal code and town/city have been entered, based on the Postal codes setup. |
| Federal ID code (field XCODSEE) |
| Website (field XFCYWEB) |
|
This field is used to indicate a web site. |
| Default address (field XBPAADDFLG) |
|
When selected, this check box indicates that this is the default address. |
| Administrative division (field XADMDIVCOD) |
Telephone
| field XTEL1 |
|
Telephone number with en entry format dependent on the country. The general setup CTLTEL - Control telephone number is used to specify the level of control carried out according to the format of the number entered. |
| field XTEL2 |
| field XTEL3 |
| field XTEL4 |
| field XTEL5 |
| field XWEB1 |
|
This field is used to specify the email address of the contact. |
| field XWEB2 |
| field XWEB3 |
| field XWEB4 |
| field XWEB5 |
| Copy addresses |
This tab is used to define bank ID numbers associated with this site.
A number of lines can be entered in this scrolling screen in the tab.
| Copy bank ID |
| Enter local BID |
This tab is used to define a list of contacts associated with this site.
Each contact is identified by a code listed in the left hand section of the screen The right hand defines the complete details associated with a name.
Each new contact entry in this grid automatically loads the Contacts file.
In this way, a single contact can be associated with several sites, companies, or BPs without duplicating the contact record.
| Contacts (relationships) |
|
This function is used to access the Contact record. |
| Copy contacts |
Use this tab to define the management elements that can be assigned to a site.
In addition to the generic error messages, the following messages can appear during the entry :
An attempt has been made to assign a company that is not a legal company (therefore there exists the concept of a non-legal company used essentially in reporting.
Please refer to the documentation on site grouping for further information.
An attempt is being made to attach the site to a financial site that is not of the accounting type (it is therefore not able to receive the corresponding postings).
In the list of defined addresses, none has the tick box Address by default activated. Note that only a single default address is possible. If several addresses have this tick box activated, only the first of them will be considered as the default address.
An attempt has been made to create a site with the code of an existing company.
This message appears when an attempt is made to create a site without an address. The system automatically positions the user in the Address tab.
Refer to documentation Implementation