The "Organization Interface" screen exchanges data with organisations on an ERP system. The entry fields have the following meaning: - "Organization Code": The code that identifies the organisation within the administration. - "Name": The name of the organisation. - "Short Name": The abbreviated name of the organisation. - "Primary contact": The contact of the organisation, appointed for the project. In many cases this is the responsible account manager. - "Salesman": The person responsible for the sales of the organisation. - "Contact Sales": The contact of the organisation, appointed for sales. - "Contact Purchasing": The contact of the organisation, appointed for purchasing. ## Roles The group "Roles" contains the following fields: - "Customer": The external or internal customer. For the customer, the outcome of the project plays a role in the fulfilment of a mission or otherwise formulated objectives. The external or internal customer holds the project manager responsible for the project. - "Supplier": Allows the organisation to be a supplier when entering new orders in [[Invantive Estate/Subjects/Budget Control/Orders|Orders]] or new latest estimates in [[Invantive Estate/Subjects/Budget Control/Latest Estimates|Last Estimates]]. Leave this box unchecked when the supplier only relates realisation figures based on invoice lines, for example artificial suppliers for results taken. - "Project entity": The organisation that executes the project. This organisation can be the same as the organisation of the customer, but for most projects it is not. The project manager also reports within the organisation that executes the project. The person to whom the project manager reports within this organisation is the internal client, just as the external customer is the client from outside. ## Contact Information The group "Contact Information" contains the following fields: - "Phone Work": The telephone number where the contact of the organisation can be reached at work. - "Mobile Number": The mobile number of the contact of the organisation. - "Fax": The fax number of the organisation. - "Home": The telephone number where the contact of the organisation can be reached at home. - "Email Address": The email address of the contact. ## Address The group "Address" contains the following fields: - "Address 1": The address of the organisation. - "Address 2": An alternative address of the organisation, for an organisation with several establishments. - "Zip Code": The zip code. - "City": The municipality where the organisation is located. - "Country": The country where the organisation is located. ## Visit Address The group "Visit Address" contains the following fields: - "Visitor Address 1": The address for visitors. - "Visitor Address 2": An alternative address for visitors. - "Zip Code": The zip code. - "City": The city of the visitor address. - "Country": The country of the visitor address. ## Invoice Address The group "Invoice Address" contains the following fields: - "Per Address": The option to use an invoice address that does not belong to the organisation. - "Invoice Address 1": The address used for invoicing. - "Invoice Address 2": An alternative address for invoicing. - "Zip Code": The zip code. - "City": The city of the invoice address. - "Country": The country of the invoice address. - "G account": The G account number of the organisation. A G account is a blocked account. Contractors use it to pay wage taxes (with or without VAT) of their employees to the tax authorities or to subcontractors. No other payments can be made from a G account. The account protects parties against defaults on wage taxes. ## Postal Address The group "Postal Address" contains the following fields: - "Postal Address 1": The postal address of the organisation. - "Postal Address 2": An alternative postal address of the organisation. - "Zip Code": The zip code. - "City": The city of the postal address. - "Country": The country of the postal address. ## Other The group "Other" contains the following fields: - "Legal Form": A unique alphanumeric code for the legal form of the organisation. - "Logo (URL)": The Internet address where the logo can be requested. - "Icon (URL)": The Internet address where the icon can be requested. - "Website (URL)": The Internet address of the website of the organisation, if it has one. - "IBAN Number": The International Bank Account Number of the organisation. The IBAN identifies an individual bank account and serves in cross-border payments. - "VAT Number": The VAT number with which the organisation settles VAT with the tax authorities. - "Number Chamber of Industry and Commerce": The number with which the organisation is registered at the Chamber of Commerce. - "Date Established": The date on which the organisation was created as a legal entity. - "Repealed": The date on which the organisation ceased as a legal entity. - "Remarks": Any additional information about the organisation. ## Loading Information The group "Loading Information" contains the following fields: - "Unique Reference in Originating System": The reference that identifies the record in the system of origin. - "Group in Originating System": The reference to a group of records in the system of origin. The grouping of records often validates the loading process through application control. - "Loading Message": A message about the most recent action of loading the record. - "Loading Status": The status of the loading process of the record. `E` means error and `C` means completed. The completed load statuses are deleted automatically at the end of the ERP processing. - "Loaded": The point in time at which the ERP interface loaded the record. The following field is display-only: - "ID": The technical code that identifies the organisation.