Using the wizard, we can create a contact, customer, supplier at the same time, then the user can fill in the necessary information on the created contact, customer, supplier cards.
The wizard can be opened by the OneCore - Financing or OneCore - Financing (all products) centers.
From the Contacts list, choose New – Create Partner.
By clicking on the Create Partner icon, it is necessary to set what entities you want to create. The wizard itself consists of 4 steps. The displayed fields in each step are displayed, hidden, or non-editable according to the selection of the type of entity being created:
Business partner registered as Company Type on the card
Contact person on the card registered as Type Person
Step 1:
Field:
Type
To indicate the type of contact you wish to create, the options:
Business Partner – A contact of the company type (e.g.: Customer/Supplier)
Contact person – Person type contact
It is a contact that is identified in the OC as a private person, e.g. an employee of the customer. (it is not possible to create a customer/supplier when creating a contact person, see chapter: "Person type contact").
Contact
An invisible hidden field is always checked and cannot be edited. A contact is always created when using the wizard
non-editable field
Customer
Default value: Yes
Indicate whether you want to create a customer along with the contact
Optional Field
We can only create a customer for Type = Business Partner
If the user leaves the value = Yes and then chooses the Contact Person Type, the field is hidden and the fields "Business Partner No." and "Business Partner Name" are displayed
If the user changes the value again from Contact Person Type to Business Partner Type, the field appears and the user has to click on what they want to create
Vendor
Default = No
Indicate whether you want to create a vendor along with the contact
Optional Field
We can only create vendors for Type = Business Partner
For the Contact Person type, the field is hidden
Business Partner No.
The field is visible and editable only when Type = Contact person is entered
A contact person card can be created without assigning it to a specific company, or it can be assigned to a specific company by entering a Business Partner Number. (contact company numbers)
If a contact is entered without assigning it to a specific company, it is sorted at the top of the list in the contact list
If a contact person is assigned to a specific company, the contact is stored under his or her company in the list
Business Partner Name
Non-editable field
If the user selects the company number in the Business Partner No. field, the name of the company is followed by the number for the user's information.
Then use the Next button to move on to step 2.
In step 2, fields are displayed and visible and editable depending on whether Contact Person or Business Partner is entered in the Type field in the previous step.
Step 2 for Type = Business Partner:
Field:
Country/Region Code
Required field
By default, set to a country code, as set in the Company Information table in the Country/Region Code field
field first, because contact authentication (ARES. VIES) and only relevant Cities and Post Codes are filtered
Registration No. (Registration No.)
Optional field
After entering a value in a field and navigating to another field, the IR verification function starts:
If the function of connection to IR verification is running in the IR Verification Service Settings table:
In this way, the ID is verified and subsequently:
If the ID number is not correct (the OC can currently verify only in the Czech Republic via the ARES system), the system displays an informative message: "We did not find a match for this number. Verify that you have entered the correct number."
If it is correct (it exists in the Czech Republic), some data can be automatically downloaded:
Which data is downloaded to the wizard is determined by the user, who receives individually or all of the information that is displayed after verification of the ID number:
By pressing the Accept button, the wizard can download the values from the "Response" field only from the selected row
By clicking on the Close button, all displayed values from the Response field will be downloaded to the wizard after clicking on the Close button
VAT Registration No.
In the case of Verification of Registration Number, after entering the value so in the Registration Number, the value of the VAT Registration No. will be completed if the VAT number integration is sent and the VAT Registration No. will no longer be verified by the Tax Identification Number Verification Service (VIES) if it is triggered
If the user fills in the VAT number value in the field and the VAT verification check by the VIES service is running, the system displays a card or a message:
When the VAT number is found
If you want to automatically download the Name into the wizard, you need to click on the "Accept" button
Notification!!! - Do not use the Accept All button after BC20 update. The entire address would be pasted into the Address field. It is not possible to split the text into wizard fields.
If the VAT number is not found, the system will display a message: "We did not find a match for this number. Verify that you have entered the correct number."
If the VAT number is already entered in the system, the system will display the message: "This VAT number has already been entered for contacts: KT000008"
When the VAT number for the specified country is entered in the wrong form in the Country/Region Code field, the system displays a message (example for SK):
VAT number formats for individual countries are set by the user in the VAT Formats table, which the user can access as follows:
Country/Region Table
VAT Registration No. Formats
Name
Company Name
Required field
Address
The name of the street (municipality) together with the street (house) number
Required field
City
Specifies the city (municipality) in which the contact is based
Filtered to Country/Region Code
By clicking on it, the user opens the Postal Code Codes table, from where he selects the City
When selected, the zip code entered in the Code field is also filled in
If the user enters a city description in a field and there is more than one city in the Postcode Code list, then after clicking on the next field, the user will see a filtered list of Cities for that inserted description and the user will select the correct zip code for that city
If there is only one value for a given description, the postal code is automatically inserted into the postal code field
The user can also enter a value that is not in the list into the field and the OC will accept the value
Required field
Post Code (Post Code)
Specifies the contact's postal code
If the user selects a city, the zip code will be finalized automatically
If the City field is blank and the user enters a postal code, the City field is also populated
Required field
If the user enters a postal code in the description field and there are multiple cities for that zip code, the OC will display a filtered list of these cities, and the user will select the correct one
The user can also enter a value that is not in the list into the field and the OC will accept the value
Legal Form Code
Required field
The user selects a legal form by clicking on the list from the Legal Forms table
API Legal Subjectivity Code
Required field
Legal Personality of Contact (E.g. Limited Liability Company)
To enter the code, the value of the Legal Form Code field must be filled in, which is then used to filter only legal subjectivity lines for that legal form
Step 2 for Type = Person:
Field:
First Name
Specifies the name of the contact
Surname (Surname)
Specifies the straightness of the contact
Name
Required field
You need to fill in one of the First Name or Last Name fields
Non-editable field
The value in the field is composed of the values in the First Name + Surname fields
Address Information
Country/Region Code
If the Business Partner No. field is not filled in in step 1, the country code is inserted into the field, according to the settings in the Company Information table in the Country/Region Code field
If the Business Partner No. field is filled in in step 1, the country code is inserted into the field according to the current company reg. address and the field is non-editable
Address
Optional field
The name of the street (municipality) together with the street (house) number
If the value in the Business Partner No. field is filled in in step 1, the address will be filled in automatically according to the current company reg. address and the field will not be editable
City
Optional field
Specifies the city (town) in which the contact has its headquarters
If the value in the Business Partner No. field is filled in in step 1, the address will be filled in automatically according to the current company reg. address and the field will not be editable
Post Code (Post Code)
Optional field
Specifies the contact's postal code
If the value in the Business Partner No. field is filled in in step 1, the address will be filled in automatically according to the current company reg. address and the field will not be editable
Legal Form Code
Required field
The user selects a legal form by clicking on the list from the Legal Forms table
Legal Subjectivity Code
Legal subjectivity of the contact (e.g. natural person, non-entrepreneur)
To enter the code m., the value of the Legal Form Code field must be filled in, which is then used to filter only the legal subjectivity lines for the given legal form
Step 3 for Type = Business Partner
Fill in contact information
Mobil (Mobile No.)
Mobile number to communicate with companies
Phone No.
A phone number to communicate with companies
E-mail (Email)
Contact e-mail to communicate with the company
Fill in the registration information
Register
Options: Commercial Register, Trade Licensing
Place of Jurisdiction / District Office
For Company Type – Place of Registration
Section, Insert/ Trade Reg. No.
If it is provided, the user can write according to the extract of the register
Step 3 for Type = Person
Fill in contact information
Mobil (Mobile No.)
Mobile number for communication
Phone No.
Phone number for communication
E-mail (Email)
Contact e-mail for communication
Step 4 for Type = Business Partner
In step 4, the user selects Templates for the customer or supplier. Templates make it easy to automatically fill in the information on the customer card or vendor card. (chapter Customer Template, Vendor Template) If you click in step 1 that a customer/supplier should be created and the user does not select a template, the system will warn you: "You need to select a customer/supplier template!"
Step 4 for Type = Person
The last step for Type = Person has no fields, you just need to close the wizard, cancel it, or you can go back one step.
When the wizard completes successfully, a message is displayed stating that the entities have been created correctly, and you are asked if you want to display the contact card.