Client Management

Client

All the functions present enable an application manager to set:

1. Client Master data
2. Sales Contract

Client Master Data

The client management functions are available in /Clients Management/Clients/Clients

This funtion enable the itmSUITE® Manager to Add, Copy or Delete a Client.

Add a new Client

The Client form present five tabs:

1. General
2. Addresses
3. Contacts
4. Bank Accounts
5. Organizaion Units

here below the list of fields present into the Client session.

General tab fields	Description
"Creation User"	Contains the full name of resource that has created the record. Non editable.
"Creation Date"	Contains the Date time of record registration. Non editable.
"Edit User"	Contains the full name of the last resource that has saved the record. Non editable.
"Edit Date"	Contains the last Date time of record modification. Non editable.
"Name"	Client name
"Client group"	This Field enable to set the Client father if exists
"AII"	All Invoice Issued. Is a mandatory field to set before Closing or Deleting a Client
"Status"	This field identify the client' status, available values are: Status Description Provisory Initial status of Client enable the Manager to set all the properties Billable Status to set if the Client will be invoiced Inactive Status to set if the Client Invoicing process has to be suspended Cancelled Status to set if the Client is no more operational
"Type"	This is an attribute of the client the master data for this field are present in /General/Company/Client Type.
"Country"	This is an attribute of the client the master data for this field are present in /General/Company/Countries.
"Language"	This is an attribute of the client the master data for this field are present in /General/Company/Languages.
"Tax Number"	This Field enable to set the Client Tax Number information
"Payment terms"	This Field enable to set the Payment terms. The master data for this field are present in /General/Company/Payment terms.
"Notes"	This Field enable specify some note of client.

For each client is possibile to set different Address. For example "Headquarters", "Order" addresses. The list of fields are shown in the table below

Address tab fields	Description
"Address"	Used to set Street inforation
"City"	Used to indicate the client's city
"Postal code"	Used to indicate the client's postal code
"District"	Used to indicate the client's province
"Region"	Used to indicate the client's region
"Phone"	Used to indicate the client's phone number. This should be specific by client address type, "Headquarters", "Order"
"Type"	This is an attribute of the client the master data for this field are present in /General/Company/Client Types.
"Mobile"	Used to indicate the client's Mobile phone number.
"Fax"	Used to indicate the client's fax number.
"Email"	Used to indicate the client's Email information.
"Note"	Used to indicate general notes.
"Country"	This is an attribute of the client the master data for this field are present in /General/Company/Countries.

Copy a Client

To create a new client as a copy of an existing, is necessary to select a Client using the check box present near the client and select the COPY button.

The new Client is named like "Client Name_copy" and is created in status Provisory.

The itmSUITE® Manager, can then modify the record and complete the information.

Delete a Client

The client deletion is a logical operation. Before delete the client the Manager has to declare that All the Invoice has been Issue (AII)and set the status to Inactive or Cancelled