Field Code Format on the form of customer/vendor groups (tab General) allows for specifying rules according to which the code of customer/vendor added to a given group should be defined. If a customer/vendor group has a code format defined, then, on the basis of that code format, when adding a customer/vendor to the group, the system verifies the correctness of the code assigned to that customer/vendor by the user.

The code format is created according to the following rules of RegEx syntax:

• First, is necessary to enter a special character which defines type and interval of characters uded in the code, e.g.
  • [] − indicating an element from a list
  • () − remembering the content in brackets as an item,
  • $ – meaning the end of a row
  • ^ – adjusting to the field beginning (a character following ^ must be the beginning of an expression)
• Then, if the code is supposed to contain numbers, quantity quantifiers are used, e.g.:
  • \d − any number of digits
  • \d? − zero or one digit
  • \d − one digit
• In order to use a white space (e.g., a space), it is necessary to add \s between expressions
• The remaining characters are entered permanently into a code format (i.e., aa\d indicates that these codes can only be in the following forms: aa1, aa2, aa3, etc.)

Basic RegEx expressions:

Expressions Defining Possible Character Types

Expression	Meaning	Negation
[abcs23]	Character from a list	[^abcs]
[a-f]	Character from a range	[^a-f]
\d	Figure	\D
\w	Letter of figure	\W
\s	White space character (space character, enter, tab)	\S
.	Any character

Expressions defining a number of repetitions of a given expression

Expression	Number of repetitions
*	Zero or more
+	One or more
?	Zero or one
{n}	Precisely n
{n,m}	From n to m
{n,}	At least n

Exemplary use of RegEx Code Format:

Code format	Exemplary Codes
\d{3}-\d{2}-\d{4}	215-84-6377
\d*[a-z]{5}	552345dress, lemon
\d{5}(-\d{4})?	33064, 33064-3597
\d{1,2} [A-Z]{3} \d{2}	10 AUG 59, 5 JUL 99
\(\d{3}\)[A-Za-z]{3}- \d{2}@\d{2}	(305)abc-45@55
\d{3}/\d{3}-\d{4}	000/785-4555
((\d)|([1][0,1])):[0-5]\d[A,P]M	5:30PM, 10:05AM
\d{1,2}’ \d{1,2}’’	5' 6", 12’ 11’’
4\d\w{3}-\d	41G1A-2, 42222-2, 41aaa-2
aaa[1-4]?\d	aaa1, aaa21, aaa49, aaa40

A code format can be also a part of a configuration tool, however, in such case, the following expressions are not handled:

• expressions containing special characters:
• \d
• \w
• \s
• *
• +
• {n,}

General information

Classification into customer/vendor groups facilitates managing of customers/vendors defined in the system. The tree of customer/vendor groups can be found in Groups panel, in the window of <<the list of customers/vendors>>.

Classification drop-down list, placed below the tree of groups, allows the user for selecting classification category according to which the tree of customer/vendor groups should be presented. The following values are defined in the system by default:

• Elementary – Basic classification
• Comarch B2B − classification defined in <<generic directory>> Customers/Vendors Classification Categories. For the classification to be available, it is necessary to chceck Active parameter in the directory.

The user can define his/her classification categories groups, form the level of <<generic directory>> General → Customers/Vendors Classification Categories. Then, it is possible to assign customer/vendor groups to appropriate categories, in Object Availability window (Configuration → Company Structure → Object Availability).

A new customer/vendor group can be added by clicking on [Add] button placed in the main menu or ergonomic panel above <<the list of customer/vendors>>. The button opens a new customer/vendor group form divided into the following tabs: General, Questionnaires, Attributes, Attachments

Customer/vendor group form

Tab General

The tab General contains the following fields and parameters:

• Code − mandatory field
• Name − mandatory field
• Update patterns − parameter described below
• Update elements − parameter described below

and subtabs:

• General
• Trade
• Description
• Analytical Description
• Attributes
• Attachments
• Availability

Subtab General

Fields from the General subtab tab represent pattern for fields available on the form of customer/vendor belonging to a given group or its secondary group. When defining a customer/vendor or secondary group, the values of pattern fields are automatically transferred to the forms of that item or secondary group. The exception is <<Code Format/Configuration Tool>> which enable verification of the correctness or automatic assignment of customers/vendors’ codes on the basis of created definition.

When the user modifies a pattern which was previously saved, in the main General  tab are activated parameters allowing for updating data on the forms of secondary groups and customers/vendors belonging to the group:

• Update patterns − applies to secondary groups
• Update elements − applies to customers/vendors

Next to each parameter, there is a drop-down list with the following options:

• Changed fields – conditional − updates fields in accordance with changes on the pattern. Only these fields are updated on the form of a group/customer/vendor, which before the change had the same value as on the pattern.

• Changed fields – unconditional − updates fields in accordance with changes on the pattern. All changed fields are updated, regardless of their value before the update.

• All fields – unconditional − updates all fields in accordance with the settings on the pattern, except for fields which would have effect on their uniqueness (e.g., code, name)

The functions of substabs Trade, Analytical Description and Availability are the same as of those on the customer/vendor form.

Other tabs

Tab Questionnaires presents questionnaires related to a given customer/vendor group, whose definition is described in article <<Defining questionnaires>>. 

The tabs Attributes and Attachments, which are also available in the tab General, contain lists of attachments and attributes related to a given customer/vendor grroup. Functions of attributes and attachments are described in articles: <<Attributes and Attachments>> 

The tab Changes History is available, if in the window Configuration (Configuration → History → Configuration), parameter History Incrementally is checked. The tab contains preview of operations involving object, including information such user name and date of change.

General information

Customer/vendor history allows for previewing transactions registered with selected customer/vendor. To open the customer/vendor history, it is necessary to click on [History] button, available in the main menu or in the ergonomic panel above the list of items.

The form of customer/vendor history is divided into the following tabs: Collectively, By Item Groups, By Item Codes

Tab Collectively

The tab Collectively contains a list of all filtered documents issued on the selected customer/vendor presented chronologically.  The list is composed of the following columns:

• Date − document date
• Type − document type
• Document Number
• Contact − number of customer’s/vendor’s contact person
• Subtotal − subtotal document value expressed in the system currency
• VAT − VAT tax value expressed in the system currency
• Total − total document value expressed in the system currency
• Overdue Amount − customer’s/vendor’s overdue amount due to open payables resulting from the document, expressed in the system currency
• Currency

Tab By Item Groups

The tab By Item Groups contains information about total number and value of transactions in which a given item was involved, ordered by groups to which customers/vendors, for whom the transaction documents were issued, are assigned. The list is composed of the following columns:

• Item Group
• Quantity
• Value
• Price (Average) – average price of an item from a given group
• Currency − if items were added in documents in companies operating on various currencies, then a given item group will be displayed in as many rows as the number of system currencies in which documents were registered for a given customer/vendor and for items included in that group.

Tab By Item Codes

The tab By Item Codes contains information about total number and value of transactions, sorted by codes and names of items included in these transactions. The list is composed of the following columns:

• Item Code
• Item Name
• Quantity
• Value
• Price (Average) – average price of each item
• Currency
• Recent Price (hidden by default) − unit subtotal price of item from the recently issued document in which a given item is included
• Manufacturer (hidden by default)

Filtering

Each list contains a default filter, where the following fields are available:

• Date From/To − searching transactions by date of issue
• Warehouse − searching transactions by warehouse
• Item Classification Category − drop-down list, available for the tab By Item Groups only
• Item − field available for the tab Collectively only, allows for searching transactions by an item involved in it (selected from among items registered in the system)
• Document Status − drop-down list containing default values: Unconfirmed, Confirmed
• Document Type

Detailed description of functioning of the filters can be found in category <<Searching and filtering data>>>

When defining a customer/vendor with Entity status, a user can verify its TIN number in Central Statistical Office of Poland (GUS) service and VIES service. It can be done with the use of a list placed next to the TIN field, in the header of a customer/vendor form, which contains the following options: GUS, VIES and VAT

Verification of TIN number in GUS and VIES database

Upon entering an appropriate value in the TIN field in the header of a customer/vendor form, it is necessary to select from the drop-down list the service from which the data is to be retrieved. For Polish customers/vendors, verification in GUS and VIES databases is available, whereas for UE customers/vendors only verification in VIES database is available. The option of verification is not available for non-EU customers/vendors or in case of entering an invalid TIN number format.

After a correct verification of a TIN number, the system displays a window confirming the verification.

Checking the parameter Edit data before update allows for editing data on the form.

In case of a negative verification, the system displays the following window:

Verification of entity’s VAT status

For Polish entities, besides the TIN number verification, it is also possible to perform verification of VAT status. It can be done with the use of VAT option, available on the drop-down list placed next to the TIN field.

In case of a negative verification, the system displays an appropriate information in Verification Result field.

List of customers/vendors contains information about particular customers/vendors cooperating with the company, that is purchasers or suppliers. Saved customers/vendors can be used in different places of the system, e.g., on invoices or other trade documents.

To open the list of customers/vendors, it is necessary to go to the Main menu and then, from Directories list of buttons, select [Customers] or [Vendors] button.

In the English version of the system, customers and vendors are presented on separated list. However, it can be changed by unchecking parameter Show separated customers and vendors, available in the system configuration (System → Configuration → Trade). Upon unchecking the parameter, in the main menu, instead of the buttons [Customers] and [Vendors], one button will be available: [Customers/Vendors]

On the left side of the window, there is the tree with groups of customers/vendors. The function of customer/vendor groups and their defining are described in article Defining customer/vendor groups.

The menu of the list of customers/vendors contains standard buttons allowing for adding, editing and deleting groups of customers/vendors and customers/vendors, previewing change history of a customer/vendor, as well as printouts menu. For each item on the list, there are also available buttons related to <<generating questionnaires>> and a button opening customer’s/vendor’s payment estimate, CRM group of buttons ([Opportunities], [Activities]) appears after attaching an employee to an operator (Configuration → Company Structure → Operators → operator’s edition form).

The list of customers/vendors is composed of the following columns:

• Code
• Country Prefix
• Name
• Status − value from generic directory Customer/Vendor Status. The following values are defined in the system by default: Entity and Retail Customer
• TIN

Columns hidden by default:

• City
• E-mail
• First Name
• Phone
• Second Name
• Street
• Title − value from generic directory Titles from General categorythe following values are defined in the system by default: , Ms.
• Zip Code

Columns hidden by default corresponding to fields from tab CRM available on customer/vendor form:

• CRM Activity Status
• Currency
• Employment
• Industry
• Legal Form
• Level of Finances
• Revenues
• Source
• Supervisors
• Type

The list of customers/vendors is provided with a default filter, containing, among others, fields:

• Classification − allows for searching customer/vendor by type, drop-down list containing default values: All, Customers and
• Supervisor − allows for searching customer/vendor by supervisor who can be selected from among customers/vendors or employees defined in the system
• Type − allows for searching customer/vendor by type specified in the tab CRM on customer/vendor form. The drop-down list contains predefined values retrieved from generic directory Type: Customer, Lead, Partner, Prospect.