• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Customer Categories - BI Card

• Introduction
  

• Header
  

• 'Pricing' card
  

• 'Accounts' card
  

• 'Web' card
  

• 'BI' card
  

• Assisted Classification Entry

---

Settings related to Contacts:

• Customer Categories, including:
  

• Header
  

• 'Pricing' card
  

• 'Accounts' card
  

• 'Web' card
  

• 'BI' card
  

• Assisted Classification Entry

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Abistav klassifikaatori sisestus

Kui kasutad nii Klasse kui Klassifikaatoreid, aitab Abistava klassifikaatori sisestuse funktsioon valida registreeritavale Kontaktile õiged Klassifikaatorid:

1. Kliendiklassi kaardi päises on väli Nõua klassifikaatoreid tüüpidest. Kui näitad seal Klassifikaatori tüübi või mitu komadega eraldatud tüüpi ja seejärel määrad mingi Kontakti kuuluvaks sellesse Klassi, pead enne Kontaktikaardi salvestamist määrama Kontaktile antud Tüüpi või Tüüpidesse kuuluva Klassifikaatori. Näiteks tuleb pildil toodud Klassi kuuluvatele Kontaktidele anda BUS ja AREA Tüüpi Klassifikaatorid:
   

   

2. Antud Klassi kuuluva Kontakti registreerimisel vali Klassifikaatorite väljal Ctrl-Enter või ⌘-Enter klahvikombinatsioon nagu tavaliselt. Kuna valitud Klassile on määratud kohustuslikud Klassifikaatorite tüübid, avaneb tavalise valikuakna asemel Abistava klassifikaatori sisestuse aken:
   

   

   Pildil toodud Klassile on määratud kaks Klassifikaatorite tüüpi. Abistava klassifikaatori sisestuse aknas on väli kummagi Tüübi kohta. (Klassile saab anda kuni seitse Klassifikaatorite tüüpi.)
   

3. Vali kumbagi Tüüpi kuuluvad Klassifikaatorid Ctrl-Enteriga. Ctrl-Enter nimekirjas näed vaid määratud Tüüpi Klassifikaatoreid. Muud Tüüpi Klassifikaator määra vajadusel Lisade väljal.
   

   

4. Kui sulged Abistava klassifikaatori sisestuse akna, klikkides [OK], lisatakse valitud Klassifikaatorid Kontaktile eelnevalt määratud Klassifikaatoritele. Kui klikid [Asenda], kustutatakse eelnevalt antud Klassifikaatorid.

Klassifikaatorite tüübid

Klassifikaatorite tüübid kirjeldatakse vastavas Kliendihalduse mooduli seadistuses. Kliendihalduse moodulis vali kas Fail-menüüst või põhiaknas Seadistused. Avanenud nimekirjas tee hiirega topeltklõps real Klassifikaatorite tüübid.

On võimalik määrata, et kõikidele Kontaktidele antaks teatud Tüüpi Klassifikaator. Lähemalt loe palun Kliendiklassi kaardi päise kirjeldusest.

Kontakti klassifikaatorid

Klassifikaatoritega saab kliente grupeerida erinevatel alustel kui Kliendiklassidega. Klass näitab tavaliselt, mis tüüpi ettevõtlusega klient tegeleb. Kliendile saab määrata mitu Klassifikaatorit, kuid ta võib kuuluda vaid ühte Kliendiklassi.

Klassifikaatorite alusel on võimalik tellida mitmeid Kliendihalduse mooduli aruandeid (ning Artikli EL sisese käibe aruande Müügireskontros). Samuti saad Klassifikaatoreid kasutada masspostitusel Kliendihalduse mooduli Kliendikirjade registrist.

Kontakti klassifikaatorid saab jagada Tüüpidesse, mis kirjeldatakse vastavas Kliendihalduse mooduli seadistuses.

Salvestatud kaardil Koodi käsitsi muuta ei saa. Kood muuda Üldise mooduli seadistustes Konverteerimine ??? Master ja Konverteerimine – Kontakti klassifikaatorid. Muudetakse Klassifikaatori koodi nii antud seadistuses kui teistes registrites, kus vastavat Klassifikaatorit on kasutatud.

Kontakti seadistused

Mine Müügireskontrosse ja vali kas Fail-menüüst või põhiaknas Seadistused. Avanenud nimekirjas tee topeltklõps real Kontakti seadistused. Avaneb aken Kontakti seadistused: Vaata:

Vaikimisi kliendiklass

Ctrl-Enter    Kliendiklasside seadistus, Müügireskontro

Siin näidatud Kliendiklass sisestub automaatselt uutele Kontaktide registrisse sisestatud kaartidele. See Klass ei sisestu Kontaktidele, mis on koostatud Operatsioonide menüü käsklusega Koosta kontaktisik (st kui lisad Kliendile või Hankijale Kontaktisiku).

Vaikimisi tasumisviis

Ctrl-Enter    Tasumistingimuste seadistust, Müügireskontro

Siin määratud Tasumistingimus sisestub automaatselt uute Kontaktide Müügi tasumistingimuseks.

Ära koosta masskirju, Ära koosta mass e-maile, Ettemaks, Sisenemine lubatud

Siin tehtud valikud on vaikimisi uutel Kontaktidel märgitud.

Nõua kliendiklassi

Märgi see valik, kui soovid, et kõik Kliendid peavad kuuluma Kliendiklassi.

Näita Sirvi aknas Reg.nr 1 asemel KMKR nr.

Märgi see valik, kui tahad, et KMKR numbri asemel näidataks Kontaktide sirvimisaknas ja Klientide ning Hankijate valikuakendes Reg. numbrit 1. Selle valiku jõustumiseks pead tegema HansaWorld Enterprise’ile restardi.

Info in Customer Status Report

You can produce the Customer Status report using the following methods:

• In the Sales Ledger or CRM module, click the [Reports] button in the Master Control panel and choose to produce the Customer Status report;
  

• Open the Contact record for a Customer and choose 'Customer Status' from the Operations menu;
  

• Highlight one or more Customers in the 'Contacts: Browse' window and choose 'Customer Status' from the Operations menu;
  

• Activate 'Paste Special' from the Customer Number field in a record such as an Order or Invoice, highlight one or more Customers in the list and choose 'Customer Status' from the Operations menu;
  

• Open an Activity where the Customer field contains a Customer (not a Supplier) and choose 'Customer Status' from the Operations menu;
  

• Open a Contract, Invoice, Quotation or Service Order in which a Customer has been specified and choose 'Customer Status' from the Operations menu (in the case of Contracts and Service Orders, you can also choose 'Customer Status' from the browse window); and
  

• Open the 'Business Communicator' window, highlight one or more Customers in the Contact List and click the [Customer Status] button.

If you produce the report using the other methods, by default the information in the report will be as described in the previous paragraph. However, if you create a record for yourself in the Info in Customer Status Report setting, you can choose to have more information shown in the report, such as lists of recent Activities, Contract Quotations, Contracts, Quotations and Orders, and monthly sales figures for the past year. As you can save a separate record in this setting for each Person, you can control how much of this additional information will be shown to different users. You can effectively give each user a different report definition, allowing each user to customise the report to their particular requirements.

Simply creating a record for yourself in the Info in Customer Status Report setting will add the Customer's address, Sales Warning if there is one, Credit Limit and turnover for the first period in the Reporting Periods setting to the top of the report. The remainder of the report will then follow the specification in your Info in Customer Status Report record. If you are using the Invoices Open until Due Date only option in the Credit Limit setting and a Customer has at least one overdue Invoice, their Credit Limit will be shown to be 0.00 in the report.

The Info in Customer Status Report setting is in the CRM module. To work with this setting, use the [Switch Module] button in the Navigation Centre to enter the CRM module and then click the [Settings] button, also in the Navigation Centre. Double-click 'Info in Customer Status Report' in the resulting list. To create a new record, either select 'New' from the Create menu, or highlight a record in the list that is similar to the one that you are about to create and select 'Duplicate' from the same menu. When the record is complete, click the [Save] button in the Button Bar to save changes and close it using the close box, or click the close box if you don't want to save changes.

The Info in Customer Status Report setting is spread over three cards. To view specific cards, click one of the numbered tabs:

• Header
  

• Card 1
  

• Card 2
  

• Card 3

Settings related to Contacts:

• Introduction
  

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts.

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Info in Customer Status Report - Header

• Introduction
  

• Header
  

• Card 1
  

• Card 2
  

• Card 3

User

Paste Special    Person register, System module

Enter the user's Signature in the User field, using 'Paste Special' if necessary. You will only be able to enter one record for a particular Person.

When the user specified here produces a Customer Status report, the information included in the report will be determined by the instructions in the Info in Customer Status Report record as described on the following pages.

Settings related to Contacts:

• Introduction
  

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report, including:
  
  • Header
    

  • Card 1
    

  • Card 2
    

  • Card 3
  
  
• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts.

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Info in Customer Status Report - Card 1

• Introduction
  

• Header
  

• Card 1
  

• Card 2
  

• Card 3

Include Activities

Check this box if a list of Done Activities is to be included in the Customer Status report. If you want to exclude Activities with particular Activity Types from the report, use the Exclude Activity Types field on card 2.

Include Not Done

If the list of Activities in the Customer Status report is to include Activities that are not Done, select this option. This means Activities of all kinds will be listed. For this option to have any effect, you must also select the Include Activities option. The Exclude Activity Types field on card 2 also applies to Activities that are not Done.

Show Activity Classes

The Include Activities option will add a list of individual Activities to the Customer Status report. If you select this option, individual Activities will not be listed but instead there will be a list of Activity Classes. You will be able to click on an Activity Class in the report to produce a separate report listing the Activities belonging to that Class. This is a useful option in cases where the number of Activities would otherwise make the Customer Status report very long. If you use this option, the Include Not Done option will be treated as being off, and the Last Done Activities field will be treated as being blank.

Last Done Activities

Specify here the maximum number of Done Activities that will be shown in the report. The most recent Done Activities will be shown. If you are also using the Include Not Done box, all such Activities that are later than the earliest Done Activity will also be shown. Leave the field blank to list all Activities.

Include Invoices

Select this option if Invoices are to be listed in the Customer Status report. You must also specify which Invoices are to be included by selecting the All Open option and, if necessary, by entering a number in the Last Paid Invoices field.

All Open

Check this box if open (unpaid) Invoices are to be listed.

Last Paid Invoices

If you want the most recently paid Invoices to be listed in the report, specify here how many are to be included. You must select the Include Invoices and All Open options as well. Only Accepted Cheques will be included.

Include Cheques

Check this box if you would like cheques received from each Customer to be shown in the report. You must also select the Include Invoices and All Open options, and the Cheques module should be present. Only Accepted Cheques will be included.

Include Contract and Rental Quotations

Select this option if Contract and Rental Quotations are to be included in the Customer Status report (in separate sections).

Include Rejected

Check this box if you want Rejected Rental Quotations to be included in the listing (otherwise, only Open and Accepted Rental Quotations will be included). The listing of Contract Quotations will not be affected.

Number of Contract Quotations

Specify here the maximum number of Contract and Rental Quotations that will be shown in the report. For example, if you enter "5", up to five Contract Quotations and up to five Rental Quotations will be shown in the report.

Include Contracts

Select this option if Contracts are to be included in the Customer Status report.

Contract Class

Paste Special    Contract Classes setting, Contracts module

Enter a Contract Class here to restrict the listing to Contracts belonging to that Class.

Include Not OK

Check this box if you want Contracts that have not been marked as OK to be included in the listing.

Number of Contracts

Specify here the maximum number of Contracts that will be shown in the report.

Include Messages, Number of SMSes

Select this option if Text (SMS) Messages sent to the Customer are to be included in the Customer Status report. In the Number of SMSes field, specify the maximum number of Text (SMS) Messages that will be listed, starting with the most recent. No Messages will be listed if you do not enter a number.

Settings related to Contacts:

• Introduction
  

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report, including:
  
  • Header
    

  • Card 1
    

  • Card 2
    

  • Card 3
  
  
• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts.

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Info in Customer Status Report - Card 2

• Introduction
  

• Header
  

• Card 1
  

• Card 2
  

• Card 3

Include Monthly Balances (12 months)

Check this box if you want monthly sales totals for the past year to be shown in the report. This information will be taken from approved Invoices.

Include Customer Item, No. of Months

If you want to list the Items purchased by each Customer over a particular period, check the Include Customer Item box and enter the period in the No. of Months field. The check box will have no effect if the No. of Months field is blank. This information will be taken from approved Invoices.

Include Quotations

Check this box if the Customer Status report should include a list of Quotations. The check box will have no effect if the Number of Quotations field is blank.

Quotation Class

Paste Special    Quotation Classes setting, Quotations module

Enter a Quotation Class here to restrict the listing to Quotations belonging to that Class.

Number of Quotations

Specify here the maximum number of Quotations that will be shown in the report, starting with the most recent. No Quotations will be listed if you do not enter a number.

Include Orders

Select this option if a list of Sales Orders is to be included in the Customer Status report. This option will have no effect if you leave the Number of Orders field blank.

Order Class

Paste Special    Order Classes setting, Sales Orders module

Enter an Order Class here to restrict the listing to Orders belonging to that Class.

Number of Orders

Specify here the maximum number of Orders that will be shown in the report, starting with the most recent. No Orders will be listed if you do not enter a number.

Include POS Invoices, Number of POS Invoices

Select the Include POS Invoices option if a list of POS Invoices is to be included in the Customer Status report and, in the Number of POS Invoices field, specify the maximum number of POS Invoices that will be listed, starting with the most recent. No POS Invoices will be listed if you do not enter a number.

Exclude Activity Types

Paste Special    Activity Types setting, CRM module

If you are using the Include Activities and Include Not Done options on card 1, you can choose to remove Activities with particular Activity Types from the report. Enter the Activity Types that you want excluded here, separated by commas.

Settings related to Contacts:

• Introduction
  

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report, including:
  
  • Header
    

  • Card 1
    

  • Card 2
    

  • Card 3
  
  
• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts.

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Info in Customer Status Report - Card 3

• Introduction
  

• Header
  

• Card 1
  

• Card 2
  

• Card 3

In each case, activate an option by ticking a check box on the left. Then specify the maximum number of records that are to be listed in the report using the field on the right. No records will be listed if you select an option but do not specify a maximum number.

Show Relations with other Contacts

This option will list all a Customer's Contact Persons in the Customer Status report. If you print the report to screen, you will be able to open individual Contact Person records using the Drill-down feature.

Settings related to Contacts:

• Introduction
  

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report, including:
  
  • Header
    

  • Card 1
    

  • Card 2
    

  • Card 3
  
  
• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts.

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Info ‘Hankija hetkeseisu’ aruandes

Igale kasutajale saab sisestada oma kaardi, mis tähendab, et töötajad saavad kohandada aruande vastavalt oma vajadustele. Neid kaarte näed aknas Info ’Hankija hetkeseisu’ aruandes: Sirvi. Uue kaardi sisestamiseks kliki [Uus] või vali kaart, mille sarnast soovid sisestada ja tee sellest koopia, klikkides [Koopia].

Avaneb järgmine aken. Seadistuse salvestamiseks sulge aken sulgemisruudust ja luba muudatused salvestada.

Kasutaja

Ctrl-Enter    Isikute register, Üldine moodul

Sisesta töötaja initsiaalid, kasutades vajadusel Ctrl-Enter klahvikombinatsiooni. Igale kasutajale saad registreerida vaid ühe kaardi.

K.a. tegevused

Märgi see valik, kui soovid aruandes näha Tehtud Tegevusi, kui aruande tellib Kasutaja väljal määratud töötaja.

K.a. tegemata

Märgi see valik, kui soovid aruandes näha ka Tegevusi, mis ei ole Tehtuks märgitud. See tähendab, et aruandes näeb kõiki Tegevusi. Märgitud peab olema ka valik K.a. tegevused.

iimati tehtud tegevusi

Siin määra maksimaalne arv Tehtud Tegevusi, mida aruandes näeb. Aruandesse kaasatakse kõige hiljutisemad Tehtud Tegevused. Kui oled märkinud valiku K.a. tegemata, näidatakse aruandes ka kõiki selliseid tegemata Tegevusi, mis toimusid varaseimast Tehtud Tegevusest hiljem. Jäta väli tühjaks, kui soovid näha kõiki Tegevusi.

K.a. arved

Märgi see valik, kui soovid aruandes näha Ostuarveid. Täpsusta, milliseid arveid soovid aruandes näha, märkides valiku Kõik tasumata ja/või sisestades numbri väljale Viimati tasutud arved.

Kõik tasumata

Märgi see valik, kui soovid aruandes näha tasumata Arveid.

Viimati tasutud arved

Kui soovid aruandes näha tasutud Arveid, määra siin nende arv.

K.a. laosissetulekud

Märgi see valik, kui soovid aruandes näha Laosissetulekuid.

K.a. kuusaldod (12 kuud)

Märgi see valik, kui soovid aruandes näha möödunud aasta kuusaldosid. Siia võetakse andmed kinnitatud Ostuarvetelt.

K.a. hankija/artikkel, Kuude arv

Kui soovid aruandes näha igalt Hankijalt teatud ajavahemikul ostetud Artikleid, märgi valik K.a. hankija/artikkel ning sisesta periood Kuude arvu väljale. Ilma kuude arvu määramata aruandes Artikleid ei näe. Siia võetakse andmed kinnitatud Laosissetulekutelt.

K.a. ostutellimused

Märgi see valik, kui soovid aruandes näha Ostutellimusi. Sisestama pead ka Ostutellimuste arvu.

Ostutellimuste klass

Ctrl-Enter    Ostutellimuste klasside seadistus, Ostutellimuste moodul

Määra, millisesse Klassi kuuluvaid Ostutellimusi tahad aruandes näha.

Ostutellimuste arv

Siin määra aruandesse kaasatud Ostutellimuste maksimaalne arv, alustades kõige hilisemast. Kui jätad välja tühjaks, Ostutellimusi aruandes ei näe.

Ametikirjeldused

Kontaktisikute kohta on võimalik tellida aruandeid ning organiseerida masspostitust vastavalt nende ametitele. Seetõttu ei ole soovitatav antud seadistusse sisestada isikute tegelikke ametinimetusi (mis on firmati väga erinevad), vaid üldistavaid ametikirjeldusi.

Topeltklõps Kliendihalduse mooduli seadistuste nimekirjas real Ametikirjeldused avab järgmise akna:

Sisesta ametikirjeldused tähestikulises järjekorras. Ametikirjelduse sisestamiseks soovitud kohale nimekirja kliki rea numbril ja vajuta klaviatuuril Enter klahvi. Uuele Kontaktile ametikirjelduse määramisel esitatakse Ctrl-Enteriga ametid samas järjekorras, nagu need on siia seadistusse sisestatud. Vali klaviatuuril algustäht ja leiad kiiresti soovitud ametikirjelduse.

Number Series - Contacts

Use this setting to define these sequences, or Number Series. The different series should not overlap. If you leave the setting empty, Contact Numbers will start at 1 and continue consecutively. If you want to start from another number, simply specify it in a new Contact record before saving.

Once you have defined number sequences for Contacts, you can optionally use the Number Series Defaults setting in the System module to specify the number sequence that is to be used by default. The first new Contact that you enter will take its Number from the number sequence specified in the Number Series Defaults setting or otherwise from the first valid Number Series in this setting. For a particular Contact, any user can change to the first unused number in any other valid Number Series using 'Paste Special'.

When you save each Contact for the first time, its Contact Number will also be saved in the Number Series Defaults setting. So, if you used 'Paste Special' to change to another Number Series, that Number Series will provide the default Number for the next new Contact.

You should define Number Series - Contacts using the setting in the Sales Ledger. Use the [Module] button in the Master Control panel to enter the Sales Ledger and then click the [Settings] button, also in the Master Control panel. Double-click 'Number Series - Contacts' in the resulting list. The following window appears:

Note that you can only enter numeric characters in the Number Series - Contacts setting, but Contact Numbers can also contain alpha characters. So, you can only set numeric number sequences, but when entering Contacts you can use alpha characters providing you remain within the sequence. For example, if you have a sequence of 1-100, you will be able to use Contact Numbers 1, 1A, 1B, 2 and so on, but not A1 or B1. You will also be able to use Contact Numbers with leading zeros (001, 002 and so on), but you will need to set this format in the first Contact you enter or in the Number Series Defaults setting, not in the Number Series setting. The format will be remembered for subsequent Contacts.

---

Settings related to Contacts:

• Introduction
  

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts.

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

Hankijate klassid

Hankija klassid kirjeldatakse Ostureskontro vastavas seadistuses. Mine Ostureskontrosse ja vali kas Fail-menüüs või põhiaknas Seadistused. Avanenud nimekirjas tee hiirega topeltklõps real Hankija klassid. Avanenud nimekirjas näed registreeritud klasse. Uue kaardi sisestamiseks kliki [Uus]. Kaardi salvestamiseks kliki [Salvesta].

Kood

Anna Hankija klassile ainulaadne kood.

Nimetus

Sisesta klassi kirjeldus.

Võlakonto

Ctrl-Enter    Kontode register, Finants/Üldine moodul

Määra Ostuvõlakonto, mida krediteeritakse antud klassi kuuluvate Hankijate esitatud Ostuarvetest koostatavatel finantskannetel.

Kui Ostuvõlakonto on määratud nii Hankijale kui ka Hankija klassile, kuhu Hankija kuulub, kasutatakse Hankijale määratud kontot. Kui aga ei klassile ega Hankijale ei ole Ostuvõlakontot antud, kasutatakse Ostuvõlakontot seadistusest Lausendamine O/R.

Kui Hankija klassi ei lase salvestada, võib olla põhjuseks, et kasutad Ostureskontros allsüsteemide kontrolli võimalust ning siin näidatud konto pole määratud Ostuvõla kontrollkontoks. Allsüsteemi kontrolli valik tehakse seadistuses Lausendamine O/R ning kontrollkontod määratakse Üldise mooduli Allsüsteemide kontrollkontode seadistuses.

Ettemaksu konto

Ctrl-Enter    Kontode register, Finants/Üldine moodul

Seda kontot kasutatakse, kui tasud Hankijale kauba eest ettemaksuna (enne Ostuarve saamist). Selleks peab igal sellisel Hankijal olema Kontaktikaardi 'Tingimuste' kaardil märgitud valik Ettemaks. Kui koostad antud klassi kuuluvale Hankijale Ettemaksu, debiteeritakse selle summas siin näidatud kontot. Kui saad seejärel Ostuarve ning seod selle Ettemaksuga, krediteeritakse sama kontot vaikimisi Ostuvõlakonto asemel. Ettemaksude kohta loe palun lähemalt siit.

Kui Hankijale on antud erinev Ostu ettemaksu konto, kasutatakse seda siin määratud konto asemel. Kui ei Hankijale ega klassile, kuhu Hankija kuulub, ei ole Ettemaksu kontot antud, kasutatakse Ettemaksu kontot seadistusest Lausendamine O/R.

Omakirjeldatud väljad - kontaktid

Mine Kliendihalduse moodulisse ja vali kas Fail-menüüs või põhiaknas Seadistused. Avanenud nimekirjas tee topeltklõps real Omakirjeldatud väljad - kontaktid. Avaneb aken Omakirjeldatud väljad - kontaktid: Vaata. Tee soovitud muudatused ja salvesta ning sulge seadistus. Sulge aken sulgemisruudust, kui ei soovi muudatusi salvestada.

Väljade kaart

Aadresside kaart