The subject "Organizations" registers organisations and their properties. An organisation can be a project customer, an order taker (supplier), a counterparty of invoices or a project entity of a project. An organisation can also register other involved organisations. A supplier is a subcontractor or counterparty that can fulfil an order. Some suppliers are not real organisations. These suppliers receive costs that cannot be allocated to a legal person. An example is a posting through the journal that charges general expenses, such as property, heating and security, to a project. The entry fields have the following meaning: - "Code": The code that identifies the organisation. - "Name": The name of the organisation. - "Short Name": The abbreviated name of the organisation. - "Primaire Contactpersoon": The first contact within the organisation. Normally this is an employee of the organisation. - "Salesman": The person who is responsible for the sales to the organisation. This is the account manager if no other person is assigned. - "Contact Sales": The sales contact of the organisation. - "Contact Purchasing": The purchasing contact of the organisation. - "Language": The language, as registered in [[Invantive Estate/Subjects/Advanced/Languages|Languages]]. - "Roles": Section with the roles of the organisation. - "Customer": The organisation can be used as a customer in projects. - "Supplier": The organisation can be used as a supplier when entering new orders in [[Invantive Estate/Subjects/Budget Control/Orders|Orders]] or new last estimates in [[Invantive Estate/Subjects/Budget Control/Latest Estimates|Last Estimates]]. Leave this field unchecked if the supplier only relates realisation figures to invoice lines, for example an artificial supplier for results taken. - "Project entity": The organisation can be used as an entity in projects. - "Preferred Engineer 1": The name of a preferred engineer, as registered in [[Invantive Estate/Subjects/CRM/Persons|Persons]]. - "Preferred Engineer 2": The name of an alternative preferred engineer, as registered in [[Invantive Estate/Subjects/CRM/Persons|Persons]]. - "Contact Information": Section with the contact details of the organisation. - "Phone Work": The telephone number where the organisation can be reached at work. - "Mobile Number": The mobile number where the organisation can be reached. - "Fax": The fax number of the organisation. - "Home": The telephone number where the organisation can be reached at home. - "Email Address": The email address of the organisation. - "Address": Section with the address of the organisation. - "Address 1": The address of the organisation. - "Address 2": A second address line. - "Zip Code": The zip code. - "City": The place where the organisation is located. - "Country": The country where the organisation is located. - "Visit Address": Section with the visit address of the organisation. - "Address 1": The visit address of the organisation. - "Address 2": A second visit address line. - "Zip Code": The zip code of the visit address. - "City": The city of the visit address. - "Country": The country of the visit address. - "Invoice Address": Section with the invoice address of the organisation. - "Per Address": Option to use a deviating invoice address that does not belong to the organisation, for example the address of the main office or of an administrative office. - "Invoice Address 1": The address that is used for invoicing. - "Invoice Address 2": An alternative address that can be used for invoicing. - "Zip Code": The zip code of the invoice address. - "City": The city of the invoice address. - "Country": The country of the invoice address. - "Invoice Email Address": The email address that is used for billing. - "G account": The G account number of the organisation. A G account is a blocked bank account. Contractors use it to pay the income taxes of their employees, with or without VAT, to the tax authorities or to subcontractors. No other payments are possible from a G account. The account protects parties against defaults of wage taxes. - "Postal Address": Section with the postal address of the organisation. - "Postal Address 1": The postal address of the organisation. - "Postal Address 2": A second postal address line. - "Zip Code": The zip code of the postal address. - "City": The city of the postal address. - "Country": The country of the postal address. - "Other": Section with other details of the organisation. - "Legal Form": The legal form, as registered in [[Invantive Estate/Subjects/Administration/Legal Forms|Legal Forms]]. - "Trade Names": The trade names that the organisation uses. - "Logo (URL)": The Internet address where the logo can be requested. The logo is also visible in Invantive Estate for Windows after "Update Contacts". The resolution of the logo should preferably be at least 72x72 pixels. - "Website (URL)": The Internet address of the website. - "IBAN Number": The International Bank Account Number of the organisation. The IBAN identifies an individual bank account and is used in cross-border payments. - "VAT Number": The VAT number that the organisation uses to settle VAT with the tax authorities. - "Number C. of C.": The number under which the organisation is registered at the Chamber of Commerce. - "Employees": The number of employees of the organisation. - "Activiteitscode": The code that indicates the kind of economic activity of the organisation, such as a NAICS code. NAICS is an abbreviation for North American Industry Classification System and was introduced in 1997. NAICS offers better coverage of the service sector than SIC (Standard Industrial Classification). The system is largely compatible with the International Standard Industrial Classification (ISIC) of the United Nations Statistical Office. New versions are released every five years. - "Activity Description": The description of the activity of the organisation. - "Date Established": The date on which the organisation was created as a legal entity. - "Repealed": The date on which the organisation was dissolved as a legal entity, if applicable. - "Date of Last Review": The date of the last review of the data of the organisation. This date indicates the reliability of the data. Older data is usually less reliable. - "Next Review": The planned date of the next review of the data of the organisation. - "VAT Code": The VAT code, as registered in [[Invantive Estate/Subjects/Administration/VAT Codes|VAT codes]]. - "Purchasing Conditions": The purchasing conditions, as registered in [[Invantive Estate/Subjects/Administration/Conditions|Conditions]]. - "Selling Conditions": The selling conditions, as registered in [[Invantive Estate/Subjects/Administration/Conditions|Conditions]]. - "Remarks": Any additional information about the organisation. - "IP Address List": The list of IP addresses that the organisation uses. - "Documents": The documents linked to the organisation. - "Classifications": Section with the classifications of the organisation. - "Classification": The class in which the organisation is classified. Examples of classes are construction, accounting offices and retailing. - "Relationships": Section with the relationships of the organisation. - "Relationship Type": The kind of relationship that the organisation has with another organisation. Examples are "in competition with", "gets delivered by" and "majority of shares owned by". - "Related Organization": The other organisation or organisations to which the organisation is related. - "Weight": The importance of the related organisation in this type of relationship. The weight is held in a relationship, for example for shares. The action buttons have the following meaning: - "Invoice Lines": Opens the screen with all invoice lines of the selected organisation. - "Organization Involvements": Opens the screen with the involvements in the organisation. - "Persons": Opens the screen with the persons of the organisation. - "Open Processes": Opens the screen with the open processes of the organisation. - "Documents as Supplier": Opens the screen with the documents of the organisation in the role of supplier. - "Documents as Customer": Opens the screen with the documents of the organisation in the role of customer. - "Author of Document": Opens the screen with the documents of the organisation in the role of author. - "Projects": Opens the screen with the projects of the organisation.