Dealership Enterprises

The overview is used to keep records of dealership establishments.

The list of dealerships is available via the Dealership Establishments List button on the vendor card or from the vendor overview.

After pressing the button, the overview opens, then it is possible to open the Dealership Establishment Card from the record:

• Vendor No.

  • Empty by default, the system completes automatically when creating a record from the supplier.

• Vendor NameEmpty

  • by default. Completes the system automatically after selecting Vendor No. from the Name field (2) from the vendor.

  • Flowfield from the contact (if it is updated on the contact, the update will be automatically applied here as well).

• Enterprise No.

  • Empty by default. Adds the system automatically when a record is created:

    • Vendor Contact No._0x

    • x is from the last record within Vendor Contact No. I.e. the first record will have _01, then _02, etc.

• Enterprise NameEmpty

  • by default. To be completed manually by the user.

• Tags (Make Filter)

  • Empty by default. The user manually selects the codes of the imported tags of the importer.

  • Lookup to API Make (4026562)/API Make List (4026564, List), in case of multiple selection, the system will automatically add a pipe. Filter when selected:

    • Active(19900)=Y

• Postal Address CodeEmpty

  • by default. Selects manually by the user.

  • Lookup Contact Alt. Address (5051)/Contact Alt. Address List (5057, List) filters:

    • API Address Type (4026400) = Correspondence

    • Contact No. (1) = Vendor Contact No.

• Enterprise Address:

  • Empty by default. Fills in the system automatically after selecting the Postal Addresse Code from the alternate addresses, the Address field (5)

• Enterprise CityEmpty

  • by default. Fills in the system automatically after selecting the Postal Addresse Code from the alternate addresses, City field (7)

• Establishment Post Code (Enterprise Post Code)

  • Empty by default. Fills in the system automatically after selecting the Postal Addresse Code from the alternate addresses, Post Code field (8)

• Contact Person CodeEmpty

  • by default, selected manually by the user.

  • Lookup to Contact (5050)/Contact List (5052, List), filters:

    • Type (5050) = Person

    • Company No. (5051) = Primary Contact No. from Vendor

• Contact Person Code NameEmpty

  • by default. Fills in the system automatically after selecting Contact No. from the Name field (2) from the contact list.

  • Flowfield from the contact (if it is updated on the contact, the update will be automatically applied here as well).

  • When clicked, the contact card opens.

• Phone No.

  • Empty by default. Fills in the system automatically after selecting Contact No. from the Mobile Phone No. (5061) field in the contact list.

  • Flowfield from the contact (if it is updated on the contact, the update will be automatically applied here as well).

• E-mail (E-mail)

  • Empty by default. Completes the system automatically after selecting Contact No. from the E-Mail field (102) from the contact list.

  • Flowfield from the contact (if it is updated on the contact, the update will be automatically applied here as well).

• Branch CodeEmpty

  • by default. The user manually selects the code of the branch of the leasing company that is in charge of the establishment.

  • Lookup do API Branch (4026625) / API Branch List (4026626, List).

• Salesperson CodeEmpty

  • by default. The user manually selects the code of the dealer of the leasing company who is in charge of the establishment.

  • Lookup do Salesperson/Purchaser (13) / Salespersons/Purchasers (14, List), filter:

    • Blocked (5087) = N

• Contract DateEmpty

  • by default. The user manually enters the date of signing the cooperation agreement.

• Vendor Category CodeEmpty

  • by default. The user selects manually, looks into a new code list Vendor Category (tab)/Vendor Categories (List).

• BlockedBy

  • default, N. The user switches manually to Y if he wants to block the establishment (terminate cooperation).

• Blocking DateEmpty

  • by default. The user manually enters the date of blocking, if the establishment has been blocked (terminate cooperation).