Branches (CS102000)

Den här artikeln ger dig information om elementen du ser i det här fönstret i Visma.net ERP, till exempel fält, fältvärden, knappar och kryssrutor.

This window holds general information about each branch of your company, including the ID, name, address, default location, and employees.

You can provide tax registration information for the branch if it is a legal entity.

By using the window, you can create a new branch or update information about an existing branch. Also, you can set up the base currency to be used by all the branches.

For an overview of the branch-related functionality of Visma.net ERP, see: About multi-branch support.

The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.

Button Description
Actions

Provides the following menu command, which you can click to invoke actions:

  • Change ID:
    Opens the Specify new ID dialog box, where you can specify a new ID for the currently selected company.

In this area, you can assign a unique ID to a new company branch and specify its most commonly used name.

Element Description
Branch ID

The unique ID of the branch, which you compose according to the rules defined by the BIZACCT segmented key.
Branch name The most commonly used name of the branch.
Company The company to which the branch belongs or whose subsidiary it is.
Active A check box that says (if selected) that the selected branch is active.
Main office Select this check box if this branch is the main office.

The elements on this tab hold the general information about the branch.

The elements in this section contain the company address.
By default, this address is the one set as the main address. You can set another address as the main one on the Delivery settings tab.

Element Description
Address 1 The first line of the company branch address.
Address 2 The second line of the company branch address.
Address 3 The third line of the company branch address.
Postcode The postcode. An input validation mask can be set for the country postcodes.
City The city of the company branch address.
*Country The country of the company branch address.
Select a country from the predefined list of countries.
County The county or province of the company branch address.
You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map Click to view the location on a map.

The elements in this section contain the main contact information of the company.

Element Description
Company name The legal business name of the company, as registered with the appropriate tax agency.
This is the name that will appear on the company documents.
Attention The attention line as it is used in your company's business letters. This line will be used to direct the letter to the proper person or department.
Email The default email address of the company.
Web The website of the company, if one exists.
Phone 1 The primary phone number of the company.
Phone 2 An additional phone number of the company.
Fax The fax number of the company.
Element Description
Same as main Select this check box if you want the document address information to be the same as the main address information.
Address 1 The first line of the document address.
Address 2 The second line of the document address.
Address 3 The third line of the document address.
Postcode The postcode. An input validation mask can be set for the country postcodes.
För mer information, se the Countries/counties/postcodes (CS20400S) window.
City The city of the document address.
Country The country of the document address.
Select a country from the predefined list of countries.
County The county or province of the document address.
You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.

This group of elements provides miscellaneous legal information about the company branch.

Element Description
Corporate ID The corporate ID of the company.
VAT registration ID The branch registration ID for the country's tax authority.
An input mask or regular expression can be set to validate the input in this field.

This group of elements covers the default country and the access role of the branch.

Element Description
Access role The role to be used to give employees of the branch access to the branch data.

För mer information, se About the security of organisation branches.
*Default country The default country, which is the country of most of the branch's customers and suppliers.
Industry code ID The branch's industry code ID.

This group of elements holds information on report settings.

Element Description
Show description on order confirmation and invoice Markera den här kryssrutan för att visa beskrivningen i fältet Beskrivning på både orderbekräftelsen och fakturan.
Print note on external sales documents Select this check box if you want a note to be printed on external sales documents.
Print note on internal sales documents Select this check box if you want a note to be printed on internal sales documents.
Print description on purchase orders Select this check box if you want a description to be printed on purchase orders.
Print note on purchase orders Select this check box if you want a note to be printed on purchase orders.

You use the elements on this tab to specify the delivery contact and address of the branch, along with related shipping instructions.

Element Description
Same as main Om du markerar den här kryssrutan if the default location's address is the same as that of the main branch address specified on the General settings tab.
If you select the check box, the values in the fields will be filled out automatically in accordance with the values of the main address.
Clear the check box to enter another address.
Address 1 The first line of the default location address.
Address 2 The second line of the default location address.
Address 3 The third line of the default location address.
Postcode The postcode for the address.
City The city of the default location.
Country The country of the default location.
County The county or province of the company branch address.
You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map Click to view the location on a map.

Element

 Description
Same as main Om du markerar den här kryssrutan if the business information of the default location is the same as the branch business information specified on the General settings tab; if you select this check box, the values in the boxes will be filled out automatically, in accordance with the main business information.
Company name The business name of the location, if it is different from the business name of the branch.
Attention The attention line as it is used in your company's business letters. This line will be used to direct the letter to the proper person or department.
Email The email address to be used for this branch location.
Web The website address (if any) related to this branch location.
Phone 1 The primary phone number at the location.
Phone 2 An additional phone number at this location.
Fax An additional phone number at this location.

This group of elements covers the shipping instructions for the delivery address.

Element Description
VAT zone ID The VAT zone of the delivery location.
Shipping rule The way the orders should be fulfilled for this location. You can select 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.
Column Description
Days for remark The number of days that the receiver of the invoice has to make remarks on the invoice. The value filled in here is displayed on the invoice reports.
Bank language The language that the bank of the branch uses.
Bank name The name of the bank of the branch.
Bank address line 1 The first line of the bank's payment address.
Bank address line 2 The second line of the bank's payment address.
Bank address line 3 The third line of the bank's payment address.
Bank country The country where the bank is located.
IBAN The bank's IBAN number.
Bank account no. The main bank account number for the bank.
Bank account no. 2 The second bank account number for the bank.
Bank account no. 3 The third bank account number for the bank.
BIC (SWIFT) The BIC or SWIFT code of the bank.
Creditor identifier The branch's creditor ID. It is used for direct debit sending (only in the Netherlands)
Element Description
Use basic payment process Select this check box if you want to allow the branch to use the simple payment process for outgoing payments.
Allow payment of pre-booked invoices Select this check box if you want to allow payment of purchase invoices that are pre-booked but not released yet.

On this tab, you can review and edit the list of the ledgers associated with the company.
Companies of any types may or may not share actual ledgers; ledgers of other types can be attached to or detached from a company at any time.
Only ledgers associated with a company can be updated by the company branches.

Column Description
*Ledger ID The identifier of the ledger.
Description A description of the ledger.
Type The type of the ledger, which can be one of the following: Actual, Reporting, Statistical, or Budget.
*Currency The currency of the ledger.
Consolidation source A check box that indicates (if selected) that the ledger is used as a source ledger for consolidation.

You use this tab to specify the sales, expense, freight, and discount subaccounts to be used for the branch.

Element Description
Sales sub. The subaccount to be used as the default sales subaccount for the branch.
Expense sub. The subaccount to be used as the default expense subaccount for the branch.
Freight sub. The subaccount to be used as the default freight subaccount for the branch.
Discount sub. The subaccount to be used as the default discount subaccount for the branch.
Currency gain/loss sub. The subaccount to be used as the default currency gain and loss subaccount for the branch.

On this tab, you can upload logo images for the branch. The uploaded images will be displayed in the system and on the reports when this branch is active.
To delete images that you no longer need, you use the Files menu on the window title bar.

In this section, you can upload and preview the logo that will be displayed in the top left corner of Visma.net ERP (when this branch is active).
The recommended size of the uploaded image is 210 by 50 pixels.

Elements Description
Browse Opens the file selection window, where you can select an image to upload.
Upload Uploads the selected image to the system.
Preview window Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow.

In this section, you can upload and preview the logo that will be displayed on the reports for the selected branch.
The recommended size of the uploaded image is 420 by 100 pixels.

Elements Description
Browse Opens the file selection window, where you can select an image to upload.
Upload Uploads the selected image to the system.
Preview window Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow.

On this tab, you can view and update the list of branch employees.

Button Description
New employee This button lets you navigate to theEmployees (EP203000)window so that you can add information about a new employee for the branch.
Column Description
Employee ID The unique ID of the employee in the system.
Name The name of the employee.
*Department The department where the employee works.
City The city where the employee lives.
County The county where the employee lives.
Phone 1 The phone number of the employee.
Email The email address of the employee.
*Status The status of the employee.

On this tab, you can view and update the settings for ROT and RUT deduction for the branch.
ROT and RUT deduction is a default setting in the Visma.net ERP templates.

Element Description
Uses ROT/RUT deduction Select this check box if ROT and/or RUT deduction is used.
Currency The currency of the deduction amount, usually SEK.
Next claim no. The next number of the file that can be sent to the Swedish government.
Org. no. validation reg. exp. The regular expression used to validate an entered housing cooperative's ID. This is automatically set to ten digits: ^(\d{10})$.
Default RUT/ROT type In this field, you can choose whether RUT or ROT is the default option in the following windows: Ej lagerförda artiklar (IN202000),Stock items (IN202500), Kundfakturor (AR301000), Claim ROT and RUT (AR531000), and Sales orders (SO301000).
Tax agency account In this field, you choose the Swedish tax authority (Skatteverket).
All incoming payments from ROT and RUT deductions will then be added to this customer.
Balance invoices on

Determines when the balancing Closed credit note to the customer and Open debit note to Skatteverket will be created. This can be one of the following:

  • Release customer ledger documents: upon release of the invoice.
  • Claim ROT and RUT: upon claiming the invoice in the Claim ROT and RUT (AR531000) window with the Claim action.
Element Description
Standard allowance limit The standard maximum amount for ROT deduction per person.
Extra allowance limit The maximum amount for ROT deduction per person, when this is different from the standard maximum amount.
Deduction (%) The ROT deduction amount in percent.
Element Description
Standard allowance limit The standard maximum amount for RUT deduction per person.
Extra allowance limit The maximum amount for RUT deduction per person, when this is different from the standard maximum amount.
Deduction (%) The RUT deduction amount in percent.

On this tab, you can view and update the VAT information for the branch.

Element Description
Same as main Om du markerar den här kryssrutan if the business information of the default location is the same as the branch business information specified on the General settings tab; if you select this check box, the values in the boxes will be filled out automatically, in accordance with the main business information.
Address 1 The first line of the board location address.
Address 2 The second line of the board location address.
Address 3 The third line of the board location address.
Postcode The postcode for the address.
City The city of the location.
Country The country of the location.
County The county or province of the branch's board address.
You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map Click to view the location on a map.
Element Description
VAT type

By selecting one of the options in the drop-down list, will make an impact on your printed invoices.

  • Taxable
    - Adds Taxable  behind the company registration number on the printed invoice.
  • Non-taxable
    - Only the company registration number is visible on the printed invoice.
  • Corporate VAT
    - Adds Corporate in front of the company registration number , and VAT  behind it, on the printed invoice.
    - Adds the tax certificate F-skattebevis for your company on the printed invoice.
  • Taxable - discontinuation of activities
    - Adds this text behind the company registration number on the printed invoice.
  • Non-taxable - discontinuation of activities
    - Adds this text behind the company registration number on the printed invoice.
  • Corporate VAT - discontinuation of activities
    - Adds this text behind the company registration number on the printed invoice.
Default tax agency The ID and name of the default tax agency that will be suggested as tax agency in windows related to VAT handling. If you have selected File VAT by branch you can define the default tax agency for each branch. If this field is left empty for the branch, the system will use the default tax agency selected for the company.

On this tab, you can view and update the Intrastat settings for the branch.

Element Description
Internal code This code is used only in Finland, it is called the INT code, and is given by the Customs authority. It is most often used in cases where the company has offices in different locations and each office wants to submit a statistical declaration of their own, due to practical reasons. The code is not mandatory.
Declarant ID The ID used for Intrastat reporting.
Contact person The contact person responsible for the Intrastat report.
Element Description
Use agency The name of the agency, if you are using an agency to do the Intrastat reporting for your branch.
ID The ID number for the agency.
Organisation name The agency's name.
VAT number The agency's VAT number.
Internal code The internal code for the agency.
Phone number The agency's telephone number.

Related concepts

About multi-branch support

About the security of organisation branches

Related windows

Organisations (CS101500)

Related concepts
About multi-branch support
About the security of organisation branches