Abbr 1, 2

One from the possibilities for sorting and easier searching in the book. If you want to submit different codes for the only partner, you have to set a new card with the different Abbr 1 (e.g. RENA1 with SW code and RENA2 with HW code). The Abbr 1 is an obligatory item; the Abbr 2 is a discretionary item.

Firm

The complete name of the firm (according to the Business Register).

The ARES button is by the field Firm . When you create a new customer and fill in at least a part of the name in the Firm field (the whole word must be entered) and then pressing the ARES button, you can see the possible company names from the ARES database and the user can select a specific record (without filling in the full name of the company). After record is selected information import from ARES is done.

There is an ISDS (Data Box Information System) button next to the Company field.

Comment: button is available only in general user interface.

Button initiates ISDS function and looks up company in database to fill in company name, address and data box identification to Suppl./Cust. card. Updated records are saved in fields’ history with current date.

Detailed description - see ISDS chapter in Marketing part.

Button only appears in case it’s allowed inISDS Parameters.

Class

The given partner classification according to the set criteria (e.g. Competitor, Client, Partner etc.).

Note: It has to be filled in.

No.

The ordinal number of the defined partner within. K2 It is created automatically when first save of a Partner card.

Group

You can select it from the same code list as in Suppl./Cust. book A group is a random number or text. You can divide the Partners database according to a group, e. g. to a supplier, to a customer etc. Obligatory detail.

Code

With codes you can divide the Partners database to the smaller units, e. g. a customers group you can divide to retail and wholesale etc. If you doesn't want to use this division, you will fill dash. Obligatory detail.

Example: When setting up Partners into the database using the Group field to distinguish between small, large and medium firms. By the Code field you can filter e. g. all small firms with the "Ltd.", "Inc." code, "natural persons", etc.

Responsible person

The name of the employee who is responsible for the given firm or the authorised partner's person who is mandatory to deal with our firm.

Note: With filling this field in we will be redirected to the book of Contact Persons, it means that the employee name has to be submitted to the book of Contact Persons.

Customer

The field represents the relation between Partner and Customer. If the partner is not linked with the customer, it is possible to display the Suppl./Cust book by means of this field and to search the customer (if he/she exists in the database already) and to assort the customer to a partner.

Use the Ctrl + Z (z) keys to quickly switch between the two books partner to  customer) and Ctrl + P (from customer to partner). If you are in the Partners book, the program will run the control of Suppl./Cust. database by pressing Ctrl+Z keys. It the relation will not be found, the query will display if you want to save the customer to this partner.

It is not possible to cancel the relation between customer and partner.

Note: If the partner is tied to the customer, it is possible to switch with the keys Ctrl + Shift + Enter from the 1 st  page of the Purchase / Sales documents to the 1st  page of the partner card (see chapter Common elements of purchase and sale - Basic data).

The Partner card is always created to every customer. Partner field is mandatory field in Customer card. If you want to create a customer card to every partner card automatically, check the Auto linkage Partner -> Customer field in the Client parameter. If the parameter is checked and the customer is created automatically with the creation of partner, the Bank has to be set in the Client parameter. The Bank account field is obligatory in the Suppl./Cust card and when automatically customer creation it will be filled with the value that is set in the Client parameter.

If we implement this setting during the operation of IS K2, it is necessary to first "compare" the database using a special script (in report book) Partner - Customer.

New customer

This button is visible when creation of a new record in the Partners book and in the Change mode of a partner that is not linked with a customer yet. After pressing of this button a creation of a new customer will be offered.

Card created by Suppl./Cust. opens on page 1 in Change mode. After that it is possible to enter the required fields and to save the customer.

Status

Partner status. Field can be filled with value from user-defined code list. Field is important especially for linking documents to Workflow processes.

CreditCheck

The button for activation of an individual rating of the firm by the CreditCheck service. After executing of the rating the "semaphore" will display here that show us the result of this rating. For the further information about this function see the CreditCheck chapter.

ISIR CreditCheck

Button for customer assessment by using ISIR service. The further description of this function is stated in the ISIR CreditCzech system in K2 IS chapter.

Octopus

Button to start the analysis of the customer's system Octopus. For detailed information about this function please refer to Octopus chapter.

Verify VAT No.

Button for verify the validity of the tax identification number (VAT Reg.No) allocated for the purposes of VAT in a member state of the EU.

After verification, these information will be get into the button:

• VAT Reg. No. of given partner is valid,
• VAT Reg. No. of the given partner is invalid.

The service settings is executed in the tree menu Finance/Basic data/Configuration of the Verification of VAT number service - VIES.

The further description in the Verification of VAT number by VIES system chapter.

Address

The field for defining of a whole address.

Parent co.

You can use it for defining of a superior supplier/customer e. g. if you supply the articles to a customer who represents a branch, a warehouse, a shop, ..., and who belongs to a customer with a different registered office. Superior supplier/customer will be automatically entered to the sale documents as a Addressee. It deals with a common field with the linked customer and if the partner is linked with a customer, it is possible to edit this field only from his/her card.

Territory

The field can serve for evaluating of suppliers/customers, eventually partners. By pressing Ins or F6 key you can insert a new Territory.

Area

The field can serve for evaluating of suppliers/customers, eventually partners. You can use the code list for dividing of a larger area (e. g. you can divide an area according to the territories). By pressing Ins or F6 key you can insert a new area. If the partner is linked with a customer, it is possible to edit this field only from the customer card.

Cost Centre

A cost centre of a firm. After selecting of a supplier/customer it will be copied in the purchase/sale documents.

Contract code

If the partner is linked with the customer, program automatically inserts the contract code from Suppl./Cust. database.

Device

Reference to Device book.

Code1, Code 2

Possibility of setting any code. It serves for user identification.

Officer

It allows to assign responsible person (link  to Officers book). If Partner has linked Customer, it's only possible to adjust data from there. Then it’s also copied to created superior or open documents.

Currency

The currency in which payments will be implemented.

Price gr.

The price group to which the supplier is classified.

Electronic addresses

The tab for displaying of the electronic addresses of a partner.

Fields

The fields for entering of the electronic addresses will display according to the predefined 4 type of electronic addresses in four rows. Setting of these 4 types: see the Electronic addresses presets, the User parameters book - 4th page (tab Marketing).

Save contact - the electronic addresses of the partner are saved as a contact into the Outlook application by this button. If it is installed a different application that is associated with the „*.vcf“ file type, the contact will be saved here.

Ell. add.

By pressing of this button all electronic addresses of a partner will display.

Note: Way of control is described on the 1st page of Partner card in the Electronic addresses item part.

Fields

Tab for displaying of the common fields.

Marketing Classification

Marketing Classification is used to classify partner. We can activate appropriate form in tab in Change mode with Ins key.

When changing Marketing Classification via mass action (menu Form/Mass Actions/Change of Items) current valid Marketing Classification and Marketing Classification valid in future change or remove at option Change or Remove.

Comp. tax reg. no.

Identification number of an organization.

Before launching it’s necessary that user gets familiar with rules for using this service (see Ministry of Finance website or ARES chapter in Marketing part). If conditions are violated (especially in regards to number of requests (one request = one record inPartners book), service can be blocked for the user!

The button activates the function ARES for filling the company data according to ARES database.

According to Comp. Reg. No. company in database will be searched and company name and address will be filled in the Partners  card. Updated records are saved in fields’ history with current date.

Detailed description - see ARES chapter in Marketing part.

Button is not displayed if this is set in Parameters of ARES service.

VAT number

Tax identification number.

Tax No.

Tax No. is used only in some countries (not in Czech Republic).

Satisfaction

This field can be understood as the satisfaction from the view of the user or as a satisfaction of the partner with the user (it depends of an internal methodology of a firm).

Note: Every contact person has the same code list to express satisfaction as a partner. On the 1 st page of the partner card, satisfaction is understood as the satisfaction of the whole company, while on the 1st  page of the contact person's card, the subjective satisfaction of the person is expressed.

Line of business

A category in that the partner actives (e. g. transport, pharmaceuticals, food, etc.).

Origin

The field is used for saving information about how we acquired the company contact (e. g. exhibition, recommendation, etc.). It deals with evaluation, which type of promotion brings the greatest benefit.

Priority

The field is used as a quick support or decision, to whom to pay pressed for time. In the partner card there is showed the priority of the partner. Note: If the partner is tied to the customer, it is possible to switch with the keys Ctrl + Shift + Enter from the 1. page of the Purchase / Sales documents to the 1st side of the partner card (see chapter Common elements of purchase and sale - Basic data). the partner expresses in this field how high a priority this partner has. In the Contact person card this field determines priority of a concrete person in a communication process with a company.

Financial Potential

It reflects the subjective view of the supposed acquisition from the business from the appropriate partner for the certain period.

Solvency

In the table defined e. g. the payment morale of a partner (rating of a company).

Agreed Care

Contractual guarantee of agreed care (e. g. premium service conditions, speed or priority lump fee, etc.).

Verify

The Verify button runs automatically web pages of the Commercial Register, where it is immediately possible to verify correctness of record of name of a company. After leaving of the web page the query will display on a correctness about writing verification:

If this field is not defined, it is possible to block the creation of a supplier or customer from the Partner card.

Limited usage

If this box is checked usage of personal data of this partner is limited. Field is linked to Customer module. It can be changed only if customer doesn’t exist for the partner.

Individual person

Flag indicates that the partner is individual person. Field is linked to Customer module. It can be changed only if customer doesn’t exist for the partner.

Branches

List of Supplier/Customer branches from Branches book. The button is available only in Universal forms.

Address type

Address type -selection from code list

Electronic address

Phone number, fax number, e-mail address,..

Display tree - activating of this button (switches) the activities in the tree structure will be displayed in the left part of the screen. By deactivation of this button the activities from  the right part will be displayed on the whole desktop (see the picture). The activities that are red checked by icon have on the 1 St page checked field Monitor (see the Activities chapter).

Display view - by turning on (pushing) this button (switch), a comment from the 8th side of the activity will be displayed  in  the lower right part of the screen. (Only if  the user is authorized to browse the 8thpage of the activities.) If the switches is deactivated the comment is not displayed.

Display grid - by turning on (pushing) this button (switch), the activities  of the given partner  will be displayed in the window (gray window in  the right part of the screen (in case of displaying the activity tree)). By deactivation of this button the comments of the activities will be displayed in the window. (Only if the user is authorized to browse the 8th page of activities. If the right is blocked, the window is empty.)

Expand all nodes - open simultaneously all folders (nodes) by pressing Ctrl+grey plus keys.

Collapse all nodes - close simultaneously all folders (nodes) by pressing Ctrl+grey minus keys.

Find text - pressing of this button (or by pressing Ctrl+F keys). The form is displayed for searching. Text is searched for those fields that are marked.

Find next... - by pressing of this button the program search for the next activity, in ,that is in its description the text entered in the form for searching (see the previous icon).

Selected: number of records - by pressing of this button, mark the activity on that the light indicator is already positioned, if you want to execute the change in bulk on the selected activities.

Note: If we let the mouse cursor on this icon for a moment, the current number of marked records is also displayed icon next to the function name.

By pressing of the button on a selected activity, the asterisks is deleted and this activity will not be marked yet.

Select all - mark all activities of the partner by this button.

Cancel selection - this button will cancel selection of selected activities.

Select all in folder - this button mark all activities of the partner from the place on that the light indicator is positioned (only with inone folder).

Load current data - with this button the program loads the current status of activities (ie if another user adds a new activity to the  currently monitored partner, this change will not take effect until the status is updated with this button, without having to "leave" the card.

By pressing this button (or by Shift+F10 keys), you can display the list of possibilities for sorting of activities in folders by various criteria:

Group by opportunities

The folders is formed by this activity that links the opportunity with partners. If more activities link the same opportunity with the same partner (appointment, visit, phone), these activities of this partner are in the same folder.

Tree of activities

The folder is created by the activity that is a superior activity to the others.

Group by campaigns

The folders is formed by this activity that links the campaign with partners.

Group by cont. pers.

Each partner's contact person is a separate folder. If given contact person is no longer contact person for given partner (page 3 of Partners) then in front of their name (x) appears.

Group by partners

It is used for displaying of all activities that link a concrete opportunity with all partners.

If Union according to partners is selected in Contact persons, then if given contact person is no longer partner displayed in activity tree, (x) will appear in front of the partner.

Group by resp. pers.

It is used for sorting by contact persons that are on the activity stated as responsible persons.

Without group

Activities will not sorted by any criteria. Activities without grouping are created by Shift+F6 keys. Then these will have grouping only if the Contact person, Campaign, Opportunity, Responsible person field is filled or manually the Superior activity field will be filled.

Note: This displaying is used mainly for displaying by a selected column. It is possible to sort activities ascending or descending in the window by pressing the mouse button on the heading of a selected column (the bar in that the column name is defined). However sorting by a selected column is executed only in the activities on the same levels, that means in one folder. For sorting in all folders simultaneously it is necessary to use "Without group" display.

Group by documents

The folders in the tree are created by types of documents (sales order, invoice out, task, etc.) that are set on the 9th page of the activity. Under every nod (document type (e.g. "Invoice in")) the concrete documents are displayed as inferior folders and the individual entered activities are given into these folders (any documents can contain more activities). If the activity has not assorted a concrete document on its page (and the document has not assorted the activity on its 9th page), the activities will be displayed under the "Without document" folder. If the activity is assorted to the 9th page of several documents (and otherwise the same activity is assorted to the several documents), this activity will be displayed in the tree under every of these documents.

Group by type

Activities are sorted into the folders according to the type that is defined in this field (see the Activities chapter).

Group by years

By this sorting the program displays activities of a selected partner into the folders by individual years (that means. all activities that are created in one year will be assorted into the folder of this year).

Note: If you want to display activities by a selected sorting, you do not have to create individual folders for this sorting (e. g. by years or opportunities). The program will create them automatically.

Example: You want to display activities grouped by years. Folders with the name of„2001“, „2002“, „2003“ etc. will be displayed as nodes. Program automatically assign individual activities into these folders by the date of theirs acceptance into the program.

Recommendations: For better systematic creation of activities and their clarity is recommended to create the so called global folders, which are activities that have:

• in the Abbreviation, the names of the areas in which  negotiations with  the partner take place (e. g. Finance, Negotiations, Service, Requirements, Contracts, etc.),
• checked Folder field (see the Activities chapter).

If you create a real activity with a concrete partner, it is always created as an inferior activity of one from a global folders (by the purpose). E. g. all activities of all departments of a firm related to the open item list will be in the Finance folder. Create the activity with the Ctrl + F6 keys  with a cursor on the global Finance folder. If the number of activities increases during the years, it is suitable to set a main global folder eg. NEGOTIATION and to nark other subfolders by year, eg. Finance2002, Finance 2003 etc., and then to save the activities into these folders according to the date of record creation by the Ctrl+F6 keys.

Hide activity - by pressing the icon you can check the Hide field on the 1st page of the activity. By this the marking of activity will be changed to the icon that is identical to this button. The change comes out after reloading of a current state by the Load current data button. To this time, the activities that are indicated as hidden, are always visible on that page. Hidden activities are visible in all sorting apart from the Tree of activities, in that all inferior activities will be hidden automatically. (It is possible to display hidden activities on the base of the right that is defined in the User parameters, see the description of the Hide field on the 1st  page in the Activities chapter).

New task - with this button (or the Shift + F7 keys) we bind a new task with the  activity we are currently standing on (in a tree or in  a window). The task will be saved into the main folder of user.

New email - display he form for setting of a new email in the K2 IS by this button.

Set the filter to date and type - the form for filtering of activities according to the date or Type of activities is displayed by this button (or by Alt+F10 keys).

Note: On the 1 st page of the activity,there is the From and To. The activities will be filtered according to this how these two fields are defined. The first "line" of the Activity Filtering form is used to  define the period from - to, but the program will verify for this range only those records with  the From field filled in (on the 1st  page of the activity). Conditions in the second row Date to between are used for selection of activities that relate to a defined range in the To field on the 1st page of the activity.

In a window the right part of the screen, only the filtering activities are displayed, but in the left part Of the screen the activities that do not satisfy the filtering conditions are displayed with the crossed out icon in the tree. These crossed activities has to be displayed to be remained the activity structure in terms of logical and chronological continuity. E. g. the activity that is inferior to some others activities, satisfies filtering conditions, but some theirs superior do not satisfy.

Change folders display style - by pressing this button all sub-branch of activities from the node on which stands the ruler will be displayed (unpack activities only of one component).

'Marked records only' filter - this button displays all marked activities in  the right window of the desktop.

The form for creating a new task will be displayed.

The Tasks book from that you can assign already crated task to a document displays.

You can change data in task that is indicated.

You can delete an indicated task. It is not possible to delete a confirmed task.

You can confirm an indicated task.

Number of Employees

Field can be filled with value from user-defined code list.

Turnover

Field can be filled with value from user-defined code list.

Profit

Field can be filled with value from user-defined code list.

Reference Value

The evaluation criteria in accordance with the code list that has been defined by the user.

Prospect

The evaluation criteria in accordance with the code list that has been defined by the user.

Evaluation

Evaluation according to user-defined code list.

Contact person 1

Link with Contact persons book

Contact person 2

Link with Contact persons book

Marking

Field can be filled with value from user-defined code list. E.g. business administration.

Text

Text field with maximum 30 characters.

Date

E.g. the date of the information update on this page.

Create a new item of calendar. Upon creation, select whether you want to create an item of calendar – activity or event. New items can only be inserted in the Change mode. It can be replaced by Insert key.

Change an item of calendar. It can be replaced by Enter key.

Delete an item of calendar.

Insert event.

Insert a reminder of an event.

Switch the range of calendar display to day. It can be replaced by Ctrl+D keys.

Switch the range of calendar display to week. It can be replaced by Ctrl+T keys.

Switch the range of calendar display to month. It can be replaced by Ctrl+M keys.

Display or hide Saturdays and Sundays. It can be replaced by Shift+Ctrl+W keys.

Combine Saturdays and Sundays to one cell.

Reload the content of calendar.

Search the record according to the text. It can be replaced by Ctrl+F keys.

Search another occurrence.

Arrange the items of calendar according to time without overlap. It can be replaced by Ctrl+U keys.

Calendar setting.

Switch calendar to the whole screen. It can be replaced by F11 key.

Display or hide the control panel. It can be replaced by Shift+Ctrl+P keys.

Display or hide the details panel. It can be replaced by Shift+Ctrl+B keys.

Process No.: CIS002

Report ID: SCRM001

File: PART_KARTA.AM

Report description: This reports displays the basic information form the Partner card. The marketing information about a concrete Partner and the list of activities are displayed too.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Without parameters.

Process No.: CIS002

Report ID: SCRM002

File: PART_DENIK.AM

Report description: Journal of partner displays the basic information about partner and his/her contact persons. The list of activities of this partner including comments of these activities is stated in this report too. It is possible to influence the display of comments by a report's parameter. It is possible to set the way of sorting of activities according to the date, type, contact person or responsible person in the initial form.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

IgnoreSelectionItem - Yes

Yes - the selected items are ignored.

NoOfCommentaries - 10

Number of comments. The parameter defines at how many activities will be displayed the comment.

ShowCommentaries - Yes

Yes - the comment is displayed.

Process No.: CIS002

Report ID: SCRM003

File: PART_SEZ10 AM

Report description: The report displays activities of partners sorted by probability of execution. It displays only the monitored activities.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Percentage of prob. of execution

Limit for print of activities. Only activities that have higher percentage of probability of execution than is stated in this parameter will be displayed in this report.

Process No.: CIS002

Report ID: SCRM004

File: PART_SEZ04 AM

Report description: The report displays the data about financial income from the activity in the period. In the report is mentioned volume of the activity, amount that is recalculated by percentage of probability of realization of the activity. It is possible to print further information about concrete activities by settings the Detail report's parameter. There are stated only monitored activities in the report.

Address in the tree: [Marketing - CRM] [Marketing evaluation]

Detail - No

Yes - there are displayed the details of activities.

Process No.: CIS002

Report ID: SCRM005

File: PART_SEZ05 AM

Report description: The list of monitored activities of firms. In the report is mentioned volume of the activity, amount that is recalculated by percentage of probability of realization of the activity.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Without parameters.

Process No.: CIS002

Report ID: SCRM006

File: PART_SEZ09 AM

Report description: The report displays monitored activities of firms with description of an activity and its comment. It is possible to hide the comment of activity by a report's parameter. Every firm is printed on a new page in this report.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Comment- Yes

Yes - the comments are displayed at individual activities.

Process No.: CIS002

Report ID: SCRM007

File: PART_OBALKY.AM

Report description: Print of envelops with initials (address) of a partner. It is possible to set the distance from the left edge (Width) and the distance from the top edge (Height) parametrically.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Height - 5

The distance from the upper edge in cm.

Width - 8

The distance from the left edge in cm.

Process No.: CIS002

Report ID: SCRM008

File: PART_SEZ11 AM

Report description: Print of initials (address) of partners on self/stick labels. It is possible to set the height of individual labels by the "Height" parameter.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Height - 41.2

Settings of height of a label (in millimetres).

Process No.: CIS002

Report ID: SCRM009

File: PART_SEZ06 AM

Report description: The report displays the list of transactions in progress (monitored activities) grouped by responsible person. It is possible to limit the number of records in the report by the "Probability of execution" and "Date of execution To" parameters. It is possible to define here the height of probability from that the activities should be displayed and the date of execution till that the activities should be displayed.

Address in the tree: [Marketing - CRM] [Marketing evaluation]

Date of execution To - 31.12.2050

The parameter defines the date of execution till that the items have been printed.

Probability of execution - 0

The parameter defines the percentage of probability over that the items have been displayed.

Process No.: CIS002

Report ID: SCRM010

File: PART_SEZ13 AM

Report description: It deals with the list of contact persons for individual partners with the basic contact information (mobile phone, email, position, function, name).

Address in the tree: [Marketing - CRM ] [Contact Persons] [Printing of records - lists]

Without parameters.

Process No.: CIS002

Report ID: SCRM011

File: PART_SEZ08 AM

Report description: List of partners with a responsible person.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Without parameters.

Process No.: CIS002

Report ID: SCRM012

File: PART_SEZ07 AM

Report description: List of partners sorted by abbreviation.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Without parameters.

Process No.: CIS002

Report ID: SCRM013

File: PART_SEZ01 AM

Report description: The list of partners that is sorted by abbreviation with the name of a responsible person.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Without parameters.

Process No.: CIS002

Report ID: SCRM014

File: PART_SEZ12 AM

Report description: The report displays group of activities of partners sorted by probability of execution. Also the responsible person of partner is displayed in the report. It is possible to limit the quantity of printed records by the "Percentage of prob. of execution " parameter. It is possible to set here the value of probability of execution when the activity is displayed in the report.

Address in the tree: [Marketing - CRM ] [Partners ] [Printing of records - lists]

Percentage of prob. of execution

The parameter indicates over how many percent of Probability of execution the activity will be printed.

Process No.: CRM009

Report ID: SCRM039

File: SEND_LETTER.AM

Report description: Sending of letters in bulk. The report is activated from the "Send_Letter.pas" script by pressing the View button.

Address in the tree:

Without parameters.