Client management

This function of itmSUITE® enable the user to manage:

• Clients registry
• Sales Contract

Client registry

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	COMPANY 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	COMPANY NAME,LANGUAGE,TAX NUMBER ,PAYMENT TERM, 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	[STATUS	State of the client. The states are predefined.