Visma Net

Customer locations (CR303010)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

In this window, which is available only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window, you can define the locations of businesses.

The top part

In this area, you can select a customer and create a new location for it, or select an existing location for editing.

Element	Description
Business connection	The customer this location is associated with.
Location ID	The identifier of the location; an alphanumeric string of up to six characters may be used. The system automatically assigns the identifier (MAIN) to the first location associated with the customer. For each additional location, you can specify the identifier.
Active	A check box that you select if the location is active. For auditing purposes, locations cannot be removed. If the location is not used, mark it as inactive by clearing the check box.
Location name	A descriptive name to help users recognise the location. You can enter an alphanumeric string of up to 30 characters.

The General information tab

On this tab, you can specify the location's contact and address information.
The tab has elements organised in sections to make it easier to find information.

The Location contact section


Element	Description
Same as main	A check box that you select if the contact information is the same as the company's main information. If this check box is selected, the elements below it are populated with this information.
Company name	This location's legal business name.
Attention	Information about the contact person.
Email	The location's default email address.
Web	The website address (if any) related to the location.
Phone 1	The primary phone number of the location.
Phone 2	An additional phone number of the location.
Fax	The default fax number of the location.

The Location address section


Element	Description
Same as main	A check box that you select if the location address is the same as the customer's main address. The system then populates the elements below with this address.
Address 1	The first line of the address of this location.
Address 2	The second line of the address.
Postcode	The location's postal code.
City	The city of the location.
Country	The country of the location.
County	The county or province of the location.
View on map	A button you can click to view the location on a map.
VAT registration ID	The optional VAT registration ID associated with the location. An input mask or regular expression can be set to validate this value.
Corporate ID	The organisation number to be used for the customer location.
VAT zone	The VAT zone associated with the location.
Export type	The export type defined for the customer location. See also: About export types.
VAT exemption number	If this location is VAT exempt, the exemption number.
EDI code	The EDI code to be used for the customer location.
GLN	The GLN to be used for the customer location.
Shipping branch	The location of your company that will be used to ship the goods to the customer location.
Price class	The price class that is associated with the customer location. A price class, defined in the Customer price classes (AR208000) window, indicates the price level offered to the location.
Default project	The project associated with this location by default, or a non-project code indicating that no projects are associated by default.

The Shipping instructions section


Element	Description
Warehouse	The warehouse to issue the goods to the location. This field appears only if the Warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.
Ship via	The carrier used for shipping the goods to the customer location.
Shipping terms	The shipping terms used in relations with the location.
Shipping zone	The shipping zone used to calculate the freight charge when your company ships goods to the location.
FOB point	The location at which title for the shipment passes from your company to the customer location.
Residential delivery	A check box that indicates (if selected) that the shipment will be delivered to a residential area.
Saturday delivery	A check box that indicates (if selected) that the shipment may be delivered on Saturday.
Insurance	A check box that indicates (if selected) that insurance is required for the order.
Shipping rule	The option that defines how the orders should be fulfilled for this customer location. You can use one of the following options: Ship only when complete: only completely fulfilled orders are allowed. Back orders allowed: back orders are allowed if some items are out of stock. Cancel remainder: the ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be cancelled.
Order priority	The priority of sales orders of this location. (This setting has no business logic tied to it in the current version and can be used for informational purposes only.)
Lead time (days)	The number of days required for shipped goods to reach the location.
Calendar	The calendar associated with the location. Calendar settings are defined in the Work calendar (CS209000) window.

The General ledger accounts tab

On this tab, you can specify the general ledger accounts associated with the location.

Element	Description
Same as default location	A check box that indicates (if selected) that the accounts to be used for this location are those specified for the default customer location.
Customer ledger account	The asset account used to record the account balance for this location.
Customer ledger sub.	The corresponding subaccount.
Sales account	The account used to record sales to this location; you must specify this account.
Sales - non-taxable account	The account used to record non-taxable sales to this location.
Sales - EU account	The account used to record the EU sales to this location.
Sales - export account	The account used to record the export sales to this location.
Sales sub.	The corresponding subaccount; you must specify a subaccount.
Discount account	The expense account to record the discount received by the customer location.
Discount sub.	The corresponding subaccount.
Freight account	The account to record freight charges for sales orders.
Freight sub.	The corresponding subaccount.

The AutoInvoice settings tab

Fields to be used when sending electronic invoices in PEPPOL BIS 3.0 format.

The PEPPOL scheme section

Element	Description
Endpoint	Seller electronic address identification scheme identifier. The identification scheme identifier of the seller electronic address. Example value: 0088
Party identification	Buyer identifier identification scheme identifier. The identification scheme identifier of the Buyer identifier. Example value: 0088
Party legal	Seller legal registration identifier identification scheme identifier. The identification scheme identifier of the Seller legal registration identifier. Example value: 0007

Element

Description

Endpoint

Seller electronic address identification scheme identifier.
The identification scheme identifier of the seller electronic address.

Example value: 0088

Party identification

Buyer identifier identification scheme identifier.
The identification scheme identifier of the Buyer identifier.

Example value: 0088

Party legal

Seller legal registration identifier identification scheme identifier.
The identification scheme identifier of the Seller legal registration identifier.

Example value: 0007

The References section

Element	Description
Accounting cost ref.	Invoice line buyer accounting reference. A textual value that specifies where to book the relevant data into the buyer's financial accounts. Example value: 4217:2323:2323
Originator document ref.	Tender or lot reference. The identification of the call for tender or lot the invoice relates to. Example value: PPID-123
Contract document ref.	Contract reference. The identification of a contract. Example value: 123Contractref

Element

Description

Accounting cost ref.

Invoice line buyer accounting reference.
A textual value that specifies where to book the relevant data into the buyer's financial accounts.

Example value: 4217:2323:2323

Originator document ref.

Tender or lot reference.
The identification of the call for tender or lot the invoice relates to.

Example value: PPID-123

Contract document ref.

Contract reference.
The identification of a contract.

Example value: 123Contractref

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