Differenze tra le versioni di "Client management"

Da itm wiki.
(Adding, editing and cancelling Client)
(Adding, editing and cancelling Client)
Riga 57: Riga 57:
 
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|-
 
| General || <u>Name</u>|| Client company name. Alphanumeric field.
 
| General || <u>Name</u>|| Client company name. Alphanumeric field.
 +
 +
|-
 +
| General || <u>Client Group</u>|| Define a Parent of a Client.
 +
|-
 +
| General || <u>AII</u>|| All invoice issue. Is a mandatory flag when the user
 +
  
 
|-
 
|-
Riga 65: Riga 71:
  
 
|-
 
|-
| General || <u>AII</u> || All Invoice Issue
+
| General || <u>AII</u> || All Invoice Issue. Only when is flag is activated ''[[Glossary|user]]'' can cancel a Client
  
 
|-
 
|-
Riga 78: Riga 84:
 
|Addresses  || <u>Address</u>, <u>City</u>  || Alphanumeric fields. Required for the insertion of an address.
 
|Addresses  || <u>Address</u>, <u>City</u>  || Alphanumeric fields. Required for the insertion of an address.
 
|-
 
|-
|Addresses || <u>Province</u>, <u>Zip code</u>, <u>Telephone</u>, <u>Fax</u>, Email, <u>Notes</u>. || Optional alphanumeric fields.
+
|Addresses || <u>Region</u>,<u>Province</u>, <u>Zip code</u>, <u>Telephone</u>, <u>Fax</u>, Email, <u>Notes</u>. || Optional alphanumeric fields.
 
|-
 
|-
 
|Addresses  || <u>Type</u>  || Address type selected from a list maintained values in the table, type address ''[[ItmSUITE® - Introduction to basic configuration#Company master data|Company master data]]''
 
|Addresses  || <u>Type</u>  || Address type selected from a list maintained values in the table, type address ''[[ItmSUITE® - Introduction to basic configuration#Company master data|Company master data]]''
 
|-
 
|-
|Addresses  || <u>Nationality</u>  || Country with reference to the address, selected from a list of values maintained in the table, nationality ''[[ItmSUITE® - Introduction to basic configuration#Company master data|Company master data]]''
+
|Addresses  || <u>Country</u>  || Country with reference to the address, selected from a list of values maintained in the table, Countries ''[[ItmSUITE® - Introduction to basic configuration#Company master data|Company master data]]''
 
|-
 
|-
 
|Addresses  || <u>Notes</u>  || alphanumeric field.
 
|Addresses  || <u>Notes</u>  || alphanumeric field.

Versione delle 15:00, 20 gen 2016

This function of itmSUITE® enable the user to manage:

  • Clients master data
  • Sales Contracts

Client master data

This functionality enable the user to manage client data. This function can be call be menu Clients Management / Clients

The actual display of client depends on user role

Adding, editing and cancelling Client

Adding of new client can be done directly from the main menu, or from the client list view.

Once called the add function the system shown a session with five information'tab to be managed: General, Addresses, Contacts, Banks, Organizations Units.

itmSUITE® manages the states of the client who may be the following: "Provisory", "Billable", "Inactive", "Canceled". In the following table are summarized minimum information required for each state and interactions with other itmSUITE® functions.

Status Minimal Information Interactions
Provisory Name,Language This status enables the use of client in itmSUITE® that can then be associated to projects, services, resources, etc. In this state, you can not bill client.
Billable Name,Language,Tax Number ,Payment Terms, At least one valid address This status enables to bill at client.
Inactive The transition to this state is possible after the transition from "Billable" which inherits constraints. In this state, you can not bill client.
Canceled The transition to this state is possible after the transition from "Billable" which inherits constraints. In this state, you can not operate on the client. To pass in this state, the flag BILLING COMPLETED tab General must be selected.

The table below summarized the useful information to present into the first four tabs of client.

Tabs Field Note
General Creation Date Creation date of the client. Field automatically updated by itmSUITE®
General Creation User The user who originally created the client. Field automatically updated by itmSUITE®
General Edit Date Last modification date of client. Field automatically updated by itmSUITE®
General Edit User Last modification user of client. Field automatically updated by itmSUITE®
General Status State of the client. The states are predefined.
General Code Code assigned to the client.Field automatically updated by itmSUITE®
General Name Client company name. Alphanumeric field.
General Client Group Define a Parent of a Client.
General AII All invoice issue. Is a mandatory flag when the user


General Tax Number Alphanumeric field. The tax number is not validated.
General Payment Terms Information selected from Company master data
General AII All Invoice Issue. Only when is flag is activated user can cancel a Client
General Type Information selected from Company master data
General Country Information selected from Company master data
General Language Client language selected from Company master data
Addresses Address, City Alphanumeric fields. Required for the insertion of an address.
Addresses Region,Province, Zip code, Telephone, Fax, Email, Notes. Optional alphanumeric fields.
Addresses Type Address type selected from a list maintained values in the table, type address Company master data
Addresses Country Country with reference to the address, selected from a list of values maintained in the table, Countries Company master data
Addresses Notes alphanumeric field.
Addresses Defaults Flag that determines the use of the address specified as the default address.
Addresses Use For Ticket Info Flag. If the flag is activated when a user opens a Ticket enabled, information about the ADDRESSES field are automatically displayed in the appropriate form fields Ticket.

You can activate the flag in correspondence with one and only one address.

Sales Contract