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On this tab the following fields can be viewed:

 

hmtoggle_plus1Beneficiary

It is populated with the beneficiary from the External Organisation table (optional).

 

Cheques are typically made out to the beneficiary of the External Organisation (depending on the print program).

hmtoggle_plus1CAGE Code

This code identifies companies doing, or intending to do business with the Federal Government.

hmtoggle_plus1City/Town

It is populated with the city and description from the City table where the city is an existing city.

 

The length can have a maximum of 7 characters (optional).

hmtoggle_plus1Contractual Currency

It is populated with the currency code, currency description and currency symbol from the Currency table. The number of characters to be entered before the list is shown is governed by the value of "populate length" (optional).

 

The Contractual Currency will be defaulted to all the buying and selling functions where the specific External Organisation is referenced.

 

When the Independent Accounting check box is unselected on the Static tab and a Parent Organisation is entered, this field will be populate with the data from the parent and will be disabled.

hmtoggle_plus1Fax Number

It is populated with fax number from the External Organisation table.

 

The length can have a maximum of 20 characters (optional).

hmtoggle_plus1Grouping

It is populated with Grouping Codes from the Grouping Code table.

 

The length can have a maximum of 20 characters (optional).

hmtoggle_plus1Id Number

This field is used to capture a person's Identity number if the External Organisation is a Natural Person.

hmtoggle_plus1Independent Accounting

When Independent Accounting is unchecked, the parent organisation will be invoiced for all shipments done against this organisaiton.

 

When Independent Accounting check is unchecked and a parent organisation was entered the following fields will be selected from the parent organisation and be defaulted into the fields on the front end. The fields will then be disabled.

 

Contractual Currency (Billing tab)
Preferred Settlement Type (Billing tab)
Account Code (Debtors tab)
Cash Sales Only (Debtors tab)
Invoice Option (Debtors tab)
Credit Link Option (Debtors tab)
Credit Note Option (Debtors tab)
Output Tax Code (Debtors tab)
Enforce Output Tax Code (Debtors tab)
Allow Credits without source (Debtors tab)
Allow Multiple Orders Per Invoice (Debtors tab)
Allow Credits on latest invoices (Debtors tab)
On Hold Invoice Line Force New Invoice (Debtors tab)
Account code (Creditors tab)
Def Input Tax Code (Creditors tab)
Enforce Input Tax Code (Creditors tab)
Allow Post Dated Cheques
hmtoggle_plus1Jump To

This option is enabled once a specific external organisaton has been selected. The option provides quick jumps to other related functions to enable you to view related detail for the selected organisation.  Once a Jump To option has been selected, the Go To button is clicked to jump to the associated function.

hmtoggle_plus1Library Name

The purpose of this field is to specify where the print library resides for this specific customer or supplier.

 

This field is used to allow deviations of printed documentation relating to different customers or suppliers.  By setting up different print libraries the format and the printed information can vary between customers and suppliers for documents such as delivery notes, invoices,purchase orders, etc.

 

It is populated with the library name and path from the Print Library table (optional).

hmtoggle_plus1NATO Code

It is populated with the NATO code from the External Organisation table (optional).

 

The length can be a maximum of 15 characters.

hmtoggle_plus1Natural Person

This checkbox indicates if the External Organization we are dealing with is a Private Individual or an Other Concern.

 

If checked the ID Number field is mandatory else the Registration Number is mandatory.  If checked Independent Accounting must be  checked as well.

hmtoggle_plus1Notes

This is a text field where notes regarding the External Organisation can be added informing next users.  This field is 255 characters in size, and populates from the External Organisation table.

hmtoggle_plus1Organisation Name

This field displays the organisation name selected in the Organisation Name field.  When the user is required to change the Organisation Name, all changes are made this field.  Any changes made will automatically be updated in the Organisation Name field (mandatory).

 

The length must be between 3 and 70 characters.

hmtoggle_plus1Parent Organisation

It is populated with the name, organisation code and trading status from the External Organisation table where the trading status is Active "A" (optional).

 

The length can be a maximum of 20 characters.

hmtoggle_plus1Registration Number

This field us used to capture the organization's registration number if Natural Person is checked off.

hmtoggle_plus1Tax Number

It is populated with the tax number from the External Organisation table (optional). The length can be a maximum of 20 characters.

 

When the Independent Accounting check box is unselected on the Static tab and a Parent Organisation is entered, this field will be  Populated with the data from the parent but can be overridden.

hmtoggle_plus1Telephone Number

It is populated with telephone number from the External Organisation table.

 

The length can have a maximum of 20 characters (optional).

hmtoggle_plus1Trading As Name

It is populated with trading as name from the External Organisation table (optional).  If a company trades under a different name than the organisation code, enter the trading as name.

 

The length can be a maximum of 20 characters.