The tree subject "Organisations" holds the organisations the administration works with, such as customers, suppliers and project entities. The demonstration database holds more than fifty of them, shown as "Organisations (50+)". The plus sign means that the list has read the first rows only. ## List Selecting "Organisations (50+)" opens the list of organisations: ![[20261025-estate-organisations-list.png]] The first four columns are visible in the picture. The other columns follow to the right and need the horizontal scroll bar. The columns are: - "Code": unique code of the organisation. - "Name": name of the organisation. - "Primary Contact": the person who is the primary contact. - "Account Manager": the person who manages the account. - "Contact Sales" - "Contact Purchasing" - "Language" - "Customer" - "Supplier" - "Project Entity" - "Bankrupt" - "Debtor in Posession" - "Preferred Engineer 1" - "Preferred Engineer 2" - "Work" - "Address" - "LVR_ADRES_REGEL_2" - "ZIP Code" - "City" - "Province or State" - "Country" - "Bank Description" - "BIC" - "IBAN Number" - "PayPal Identifier" - "VAT Number" - "Number Chamber of Industry and Commerce" - "RSIN Number" - "DUNS Number" - "Graydon Number" - "Employees" - "Activity Code" - "Activity Description" - "Date of Last Review" - "Next Review" - "End of Payment Holiday" - "Remarks" - "Legal Form" - "Classifications" ## Summary Expanding the node shows one child per organisation, named after its code. Selecting the child "1033" opens the summary of that organisation: ![[20261025-estate-organisations-summary.png]] The summary opens on the tab "Organisation". It shows the fields of the organisation in the groups "General" and "Roles", read only. The strip holds 24 tabs, listed here in the order of the strip. The caption of a tab shows the number of rows once the tab has been opened: - "Organisation": the organisation itself. - "Organisation (0)": list of news messages about the organisation. - "Persons": list of persons of the organisation. - "Inter-organisation Relations": list of relations with other organisations. - "Documents": list of documents. - "Projects as Customer": list of projects for which the organisation is the customer. - "Projects as Project Entity": list of projects for which the organisation is the project entity. - "Processes": list of processes created on behalf of the organisation. - "Process Notes": list of notes on those processes. - "Draft Invoice Lines": list of draft invoice lines. - "Organisation Involvements": list of involvements of the organisation. - "Units of Organisation": list of units that belong to the organisation. - "Calls": list of phone calls. - "Messages": list of messages. - "Invoice Lines": list of invoice lines. - "Purchase Orders": list of purchase orders. - "Revenues as Customer": list of revenues of the organisation as customer. - "Organisation Classifications": list of classifications of the organisation. - "Economic Indexes": list of economic indexes. - "Web Site Sessions": list of sessions on the web sites. - "Web Site Interactions": list of interactions on the web sites. - "Contracts": list of contracts. - "Warehouses Owned": list of warehouses owned by the organisation. - "ERP Financial Companies": list of financial companies in the ERP system. For the organisation "1033" the tabs "Organisation (0)", "Inter-organisation Relations", "Documents", "Projects as Customer", "Projects as Project Entity", "Draft Invoice Lines", "Organisation Involvements", "Calls", "Messages", "Invoice Lines", "Purchase Orders", "Revenues as Customer", "Organisation Classifications", "Economic Indexes", "Web Site Sessions", "Web Site Interactions", "Contracts", "Warehouses Owned" and "ERP Financial Companies" are empty. The tab "Persons" lists the persons of the organisation: ![[20261025-estate-organisations-tab-persons.png]] The tab "Processes" lists the processes created on behalf of the organisation, with their category, phase and owner: ![[20261025-estate-organisations-tab-processes.png]] The tab "Process Notes" lists the notes on those processes: ![[20261025-estate-organisations-tab-process-notes.png]] The tab "Units of Organisation" lists the units of the organisation with the involvement role, product group and product: ![[20261025-estate-organisations-tab-units-of-organisation.png]] The tab "Calls" is empty for this organisation. It shows the columns for direction, start of the call, duration, result and caller: ![[20261025-estate-organisations-tab-calls.png]] ## Edit Screen The toolbar button "Edit" on the summary opens the window "Edit Organisation": ![[20261025-estate-organisations-edit.png]] The window has the buttons "OK" and "Cancel" and shows the following groups and fields. Fields with a bold label are required: - "General", left column: "Code", "Name", "Short Name", "Primary Contact", "Account Manager", "Contact Sales", "Contact Purchasing", "Language", "Trade Names", "Preferred Engineer 1", "Preferred Engineer 2", "Dealer", "RSS (URL)", "Logo (URL)", "Web Site (URL)", "Icon (URL)", "Employees", "Employees Fulltime", "IP Address List" and "Remarks". - "General", right column: "Bank", "BIC", "IBAN Number", "PayPal Identifier", "Customer Reference", "Supplier Reference", "VAT", "VAT Code as Supplier", "VAT Number", "Statutory Name", "Number Chamber of Industry and Commerce", "RSIN Number", "DUNS Number", "Graydon Number", "Our Customer Code at Supplier", "Our Supplier Code at Customer", "Activity Code", "Activity Description", "Establishment Date", "Repealed", "Date of Last Review", "Next Review", "End of Payment Holiday", "Legal Form", "Purchasing Condition" and "Sales Condition". - "Roles": the check boxes "Customer", "Active Customer", "Customer Temporarily Blocked", "Supplier", "Active Supplier", "Supplier Temporarily Blocked", "Project Entity" and "Active Project Entity". More fields follow below, outside the picture. The toolbar button "Add" on the list did not open a window when invoked through UI Automation, so no separate picture of an empty edit screen is shown. ## Toolbar The toolbar of the list shows these buttons: - "Add" - "Reports" with a drop-down arrow - "Audit" - "History" - "Refresh" with a drop-down arrow - "Export" with a drop-down arrow - "Help" - "Design Mode" with a drop-down arrow The toolbar of the tab "Organisation" in the summary shows these buttons: - "Open" - "Edit" - "Copy" - "Delete" - "Send message" with a drop-down arrow - "Make a Call" with a drop-down arrow - "Quick actions" with a drop-down arrow - "Reports" with a drop-down arrow - "Audit" - "History" - "Refresh" with a drop-down arrow - "Design Mode" with a drop-down arrow - "Compare" - "Help" ## See Also - [[Invantive Estate/Concepts/Organisations and Persons|Organisations and Persons]] - [[Invantive Estate/Subjects/CRM/Organizations|Organizations]] - [[Invantive Estate/Screens/Lists|Lists]] - [[Invantive Estate/Screens/Summaries|Summaries]] - [[Invantive Estate/Screens/Edit Screens|Edit Screens]]