Client settings
- Eric Heuvelmann
Various
On the following five screens you can define yourself entries for the named items. Later in DaVinci it is possible to select one of the items you define here in a dropdown box.
Client Title 1
Clients Client settings Various
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Genesis |
Dropdown |
No / |
Select the value for Genesis |
Title |
Text |
No / |
Edit the title |
Salutation |
Dropdown |
No / |
Select the salutation |
Client Title 2
Clients Client settings Various
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Text |
Text |
No / |
Edit the text of Title 2 |
Description |
Text |
No / |
Description of Title 2 |
Client Salutations
Clients Client settings Various
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Text |
Text |
No / |
Text of Salutation |
Description |
Text |
No / |
Description of Salutation |
Client Code 1
Clients Client settings Various
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Text |
Text |
No / |
Text of Client code 1 |
Description |
Text |
No / |
Description of Client code 1 |
Client Code 2
Clients Client settings Various
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Text |
Text |
No / |
Text of Client code 2 |
Description |
Text |
No / |
Description of Client code 2 |
Label
Clients Client settings Various
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Text |
Text |
No / |
Text of Label |
Description |
Text |
No / |
Description of Label |
Other Information
Clients Client settings Various
Here you can define the description of some fields in the address mask of Davinci on the tabs "Other Info" and "Addittion" see the following picture for details.
Attributes
|
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Description free 5 |
Text |
No / |
Company |
2 |
Description free 6 |
Text |
No / |
Family stand |
3 |
Description free 7 |
Text |
No / |
? |
4 |
Description free 8 |
Text |
No / |
Position |
5 |
Description free 9 |
Text |
No / |
Project No. |
6 |
Description free 10 |
Text |
No / |
Personal No. |
7 |
Description free 11 |
Text |
No / |
GDS Client No. |
8 |
Description Field 1 |
Text |
No / |
See next chapter for content |
9 |
Description Field 2 |
Text |
No / |
See next chapter for content |
10 |
Description Field 3 |
Text |
No / |
See next chapter for content |
11 |
Description Field 4 |
Text |
No / |
See next chapter for content |
12 |
Description Text 1 |
Text |
No / |
|
13 |
Description Text 2 |
Text |
No / |
|
Address tab "Other Info"
Address tab "Addition"
Other Information – Field content
Clients Client settings Various Other Information
Here you can enter dropdown content for "Other information" fields 8 to 11
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Text |
Text |
No / |
Text of Field 1 |
Description |
Text |
No / |
Description of Field 1 |
Discount parameters
Clients Client settings Various
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Code |
Text |
No / |
Text as Code of Discount parameters |
Percentage |
Number |
No / |
Percentage as Text ??? |
Others
Clients Client settings Various
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Address-/Booking search automatic |
Checkbox |
/checked |
|
2 |
Address/booking search format |
Dropdown |
No / |
Select between 'Format #1' and 'Format #2' |
3 |
Client-/Booking search dialog |
Dropdown |
No /KVS Dialog |
Select between KVS Frame and KVS Dialog |
4 |
Field description Code 1 |
Text |
/'Kundenart' |
Field description of the Code 1 |
5 |
Field description Code 2 |
Text |
/'Verkaufsregion' |
Field description of the Code 2 |
6 |
Field description Address number |
Number |
/'Kundennummer' |
Field description of the field Address no. |
7 |
Field description Address alpha numeric code |
Text |
No / |
Field description of the field Address alpha numeric code |
8 |
Numbering circle for address no. |
Number |
/0 |
Numbering circle for addresse no. |
9 |
Number of frequent client |
Number |
/0 |
|
10 |
Reference no. prefix |
Text |
No / |
|
11 |
Copy Name to Code 1 |
Checkbox |
/not checked |
|
12 |
Copy name to reference no. |
Checkbox |
/not checked |
|
13 |
Generate versions |
Dropdown |
Yes /'Important changes' |
'Important changes', 'Every change', 'No automatically versions' |
14 |
Double click in booking search |
Dropdown |
Yes /'Genesis' |
Select from 'Genesis' and 'Booking file' |
15 |
Field description Name 1 |
Text |
No / |
|
16 |
Field description Name 2 |
Text |
No / |
|
17 |
Amounts in booking currency |
Checkbox |
/not checked |
|
18 |
Tab-order for ZIP-check |
Checkbox |
/not checked |
|
19 |
Do not store postcodes |
Checkbox |
/checked |
|
20 |
Default language for addresses |
Dropdown |
/ |
Select from 'Deutsch', 'English', 'French', 'Italian', 'XXXFrenchLuxemburg', 'XXXFrenchMonaco', 'XXXFinnish', 'EnglishAustralian' |
21 |
RO client dates after insert |
Checkbox |
/not checked |
|
22 |
Check bank/credit card data |
Drop down |
/ 'No' |
Select 'No' or 'Yes' |
23 |
House number and street separately |
Checkbox |
/not checked |
Check this to show a separate field for entering the house number next to street. |
24 |
Flag invoice with money transfer order |
Checkbox |
/checked |
|
25 |
Default cursor pos. set to Name |
Checkbox |
/Not checked |
If this flag is checked, then the cursor in the (AddressesSearch /client search) window in DaVinci and Genesis will be set to the "Name 1, Name2" field by default when opening this window. If not checked it will be set to the field number. (Before no cursor was set). |
26 |
Credit cards can not be deleted |
Checkbox |
/Not checked |
|
27 |
Timeout in client/booking search dialoge [seconds] |
Number |
No /empty |
|
Language prio
Clients Client settings Various
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
1. Priority |
Dropdown |
/empty |
Select from "Client", "Agency", "Booking", "Main language" |
2 |
2. Priority |
Dropdown |
/empty |
Select from "Client", "Agency", "Booking", "Main language" |
3 |
3. Priority |
Dropdown |
/empty |
Select from "Client", "Agency", "Booking", "Main language" |
4 |
4. Priority |
Dropdown |
/empty |
Select from "Client", "Agency", "Booking", "Main language" |
Basic data accounting
Clients Client settings Various
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Summary Debtor |
Checkbox |
/not checked |
Debtor read only ??? |
2 |
Debtor no. from |
Number |
No /0 |
|
3 |
Debtor no. to |
Number |
No /0 |
|
4 |
Enhanced debtor no. from |
Number |
No /0 |
|
5 |
Summary debtor no. from |
Number |
No /0 |
|
6 |
Creditor no. from |
Number |
No /0 |
|
Debtor groups
Clients Client settings Various Basic data accounting
Processing:
Groups can be added here in the Group field.
Clicking in the 'Account' field opens a dropdown for selection
Creditor Groups
Clients Client settings Various Basic data accounting
Processing:
Clicking in the 'Account' field opens a dropdown for selection
VAT Groups
Clients Client settings Various Basic data accounting
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Group |
|
No / |
|
2 |
Description |
Text |
No / |
|
3 |
VAT free |
Checkbox |
/not checked |
|
Payments
Clients Various Basic data accounting
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Find standard client payment profile automatically |
Checkbox |
/not checked |
|
Type of payments
Clients Various Basic data accounting Payments
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|
Int |
|
numeric value for the type of payment |
Field |
Text |
Read only |
hard coded string for the type of payment |
active |
Checkbox |
|
enabled / disabled |
Code |
Text |
No |
Recommended field |
Standard payment |
Dropdown |
No /empty |
Select one of the payment defined in DaVinci (in Payments Payments) as a standard for this (Genesis) payment type |
Validation
Field Name |
Description |
Error message |
Field |
Is not editable by user |
|
Code |
Editable by the user and shown later in drop down field where type of payment is selected |
|
Payment Texts
Clients Various Basic data accounting Payments 
This entry has moved from "Various" to "Payments"
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
Description |
Text |
/ |
Description of payment text |
Mask |
Text |
No /Empty |
|
Payments (transactions)
Clients Various Basic data accounting Payments 
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Name |
Checkbox |
/not checked |
|
Account |
Dropdown |
Yes /'Single debtor' |
Select between 'Single debtor' and 'Summary debtor' |
Recipient/ Ref. |
Dropdown |
Y /"Recipient" |
Select from: Receipt or Refund |
Payment |
Dropdown |
Y |
Payment types (from Menu: "Type of payment") |
Text |
Dropdown |
No / |
Select from ("Bank", "Kasse", "Kreditkarte") |
Document |
Text |
No / |
??? |
User |
Popup |
No / |
Opens 'Searchlist' window for employees |
Group |
Dropdown |
No / |
|
Commission |
Checkbox |
/Not checked |
|
Close date |
Checkbox |
/ |
Lock the date |
Journal |
Dropdown |
/ |
|
Extra Payment Type |
Dropdown |
/ |
TPOS type |
Debit note
Clients Various Basic data accounting Payments
Attributes
Field Name |
Type |
Mandatory |
Description |
Text |
Char (5) |
|
User defined code for bank account property |
Description |
Char (30) |
|
Description field for type of "Lastschrift" |
Credit card
Clients Various Basic data accounting Payments
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|
Payment DLL |
Text |
/empty |
|
CVC2 number is a Mandatory field for setup of credit card |
Checkbox |
/not checked* |
You can not store a new credit card without entering a cvc2 number. A CVC2 number will not be stored in KUNDKARTEN only in CLIENTPAYMENT_TPOS. |
CVC2 is Mandatory for authorisation |
Checkbox |
/not checked |
|
Validation during setup of credit card |
Checkbox |
/not checked |
When this flag is enabled, then entering a new credit card in Genesis will execute an online validation of the credit card before storing it. If that fails, the card will not be stored. (An interface for online credit card processing must be installed!) |
Approval together with capturing |
Checkbox |
/not checked |
If this is checked, in genesis the payment button for credit card payment "Approval" will be hidden and the capturing will be executed together with an approval. |
Use reference number instead of CVC2-Number |
Checkbox |
/not checked |
|
Store credit card as client card. |
Checkbox |
/not checked |
If this is checked, then a new credit card that was entered for a payment in Genesis, will also be stored by an external DLL in the Database of DaVinci. |
Capturing in batch process |
Checkbox |
/not checked |
If this is checked, in Genesis – payment button for credit card payment "Capturing" will be set inactive (grayed out) and the approval will be executed in a batch only. |
Amount to pay |
Dropdown |
/Difference from booking (free) |
"Difference from booking" is the current amount of the booking minus the payments that were already made by the customer "Fix" means: you can not change this amount in Genesis. "Free" means: you can change the amount manually. |
Enable swiping |
Checkbox |
/not checked |
|
Webservice user |
Text |
/empty |
|
Webservice password |
Text |
/empty |
|
Change of type of payment "Credit card' after invoice possible |
Checkbox |
/not checked |
If you check it then you can change the payment type. |
Attributes
Clients Various
Add your own attributes here.
Categories
Clients Various
Add your own Categories here.
Categories for Notes
Clients Various
The four entries here should be entered as default values in this list, but can be changed by the users.
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Text |
Text |
/ "Notes" (first entry) |
The notes you add here can be shown on the window that opens with the new notes button in the address module. The first entry ("Notes") will be shown as default there |
2 |
Description |
Text |
/empty |
|
Restrictions
Clients Various
Select for item 2 to 43 from "Default", "Read only" or "Mandatory"
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Create client disabled |
Checkbox |
/ not checked |
|
2 |
Disable all fields |
Dropdown |
Yes /'Default' |
|
3 |
Customer no. |
Dropdown |
Yes /'Default' |
|
4 |
Type: |
Dropdown |
Yes /'Default' |
|
5 |
Debtor |
Dropdown |
Yes /'Read only' |
|
6 |
Creditor |
Dropdown |
Yes /'Read only' |
|
7 |
Categories |
Dropdown |
Yes /'Default' |
|
8 |
Name |
Dropdown |
Yes /'Mandatory' |
|
9 |
First name |
Dropdown |
Yes /'Default' |
|
10 |
Partner |
Dropdown |
Yes /'Default' |
|
11 |
Title: |
Dropdown |
Yes /'Default' |
|
12 |
Title (Mr., Mrs.) |
Dropdown |
Yes /'Default' |
|
13 |
Title (Dr., Prof.) |
Dropdown |
Yes /'Default' |
|
14 |
Street 1 |
Dropdown |
Yes /'Default' |
|
15 |
Street 2 (addittion, e.g. appartment) |
Dropdown |
Yes /'Default' |
|
16 |
Countries |
Dropdown |
Yes /'Default' |
|
17 |
Postcode: |
Dropdown |
Yes /'Default' |
|
18 |
City: |
Dropdown |
Yes /'Default' |
|
19 |
Post code Box |
Dropdown |
Yes /'Default' |
|
20 |
P.O.Box |
Dropdown |
Yes /'Default' |
|
21 |
Code 1 |
Dropdown |
Yes /'Default' |
|
22 |
Code 2 |
Dropdown |
Yes /'Default' |
|
23 |
Linked to agency |
Dropdown |
Yes /'Default' |
|
24 |
Office no. |
Dropdown |
Yes /'Default' |
|
25 |
Date of birth |
Dropdown |
Yes /'Default' |
|
26 |
Payment form |
Dropdown |
Yes /'Default' |
|
27 |
Credit terms |
Dropdown |
Yes /'Default' |
|
28 |
Mailng type |
Dropdown |
Yes /'Default' |
|
29 |
Mail address 1 |
Dropdown |
Yes /'Default' |
|
30 |
Fax number |
Dropdown |
Yes /'Default' |
|
31 |
Telephone number |
Dropdown |
Yes /'Default' |
|
32 |
Tax reg.: |
Dropdown |
Yes /'Default' |
|
33 |
Currency SP: |
Checkbox |
Yes /'Default' |
|
34 |
Currency PP: |
Dropdown |
Yes /'Mandatory' |
|
35 |
Languages |
Dropdown |
Yes /'Default' |
|
36 |
Passport no. |
Dropdown |
Yes /'Default' |
|
37 |
WWW |
Dropdown |
Yes /'Mandatory' |
|
38 |
Debtor group for private customers |
Dropdown |
Yes /'Default' |
|
39 |
Creditor group for suppliers |
Dropdown |
Yes /'Default' |
|
40 |
Matchcode |
Dropdown |
Yes /'Default' |
|
41 |
Free 1 |
Dropdown |
Yes /'Default' |
|
42 |
Free 2 |
Dropdown |
Yes /'Default' |
|
43 |
Free 3 |
Dropdown |
Yes /'Default' |
|
44 |
Free 4 |
Checkbox |
/not checked |
|
Import default
Clients Various
All entries are shown in the list below.
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Customer no. |
Text |
No / |
|
2 |
Type: |
Dropdown |
No / |
|
3 |
Debtor |
|
No / |
|
4 |
Creditor |
|
No / |
|
5 |
Categories |
|
No / |
|
6 |
Name |
Text |
No / |
|
7 |
First name |
Text |
No / |
|
8 |
Partner |
Text |
No / |
|
9 |
Title: |
Text |
No / |
|
10 |
Title (Mr., Mrs.) |
Text |
No / |
|
11 |
Title (Dr., Prof.) |
Text |
No / |
|
12 |
Street 1 |
Text |
No / |
|
13 |
Street 2 (addition, e.g. apartment) |
Text |
No / |
|
14 |
Countries |
Text |
No / |
|
15 |
Postcode: |
Text |
No / |
|
16 |
City: |
Text |
No / |
|
17 |
Post code Box |
Text |
No / |
|
18 |
P.O.Box |
Text |
No / |
|
19 |
Code 1 |
Text |
No / |
|
20 |
Code 2 |
Text |
No / |
|
21 |
Linked to agency |
Text |
No / |
|
22 |
Office no. |
Text |
No / |
|
23 |
Payment form |
Dropdown |
No / |
|
24 |
Credit terms |
Dropdown |
No / |
|
25 |
Mailing type |
Dropdown |
No / |
|
26 |
Tax reg.: |
Dropdown |
No / |
|
27 |
Currency SP: |
Dropdown |
No / |
|
28 |
Currency PP: |
Dropdown |
No / |
|
29 |
Languages |
Dropdown |
No / |
|
30 |
Passport no. |
Text |
No / |
|
31 |
WWW |
Text |
No / |
|
32 |
Employee |
Text |
No / |
|
33 |
Debtor group for private customers |
Drop down |
No / |
|
34 |
Creditor group for suppliers |
Drop down |
No / |
|
35 |
Matchcode |
Text |
No / |
|
36 |
Free 1 |
Text |
No / |
|
37 |
Free 2 |
Text |
No / |
|
38 |
Free 3 |
Text |
No / |
|
39 |
Free 4 |
Text |
No / |
|
Doublets and Households
Clients Various
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Not to show doublet clients |
Checkbox |
/not checked |
|
2 |
Addresses at household members |
Dropdown |
Yes /'No change' |
Select from 'No change', 'Automatic change' or 'On request only' |
3 |
Title of household |
Text |
No / |
|
Defaults
Clients Client settings Various
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Default Country |
Dropdown |
Y |
Select one of the defined countries here |
2 |
Default language for addresses |
Dropdown |
Y |
Select one of the defined languages here |
3 |
Default Passport valid to |
Checkbox |
/checked |
Activate the "valid to" date for passports |
4 |
Default cursor pos. set to Name |
Checkbox |
/checked |
Sets the cursor in the address search dialogue to the field "Name" instead of "Client |
Communication types
Clients Client settings Various Defaults
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Type |
Dropdown |
Y |
Select a basic communication type from email, phone, fax to define your own multiple communication Types |
2 |
Text |
Text |
Y |
Define as many communication types as you want for each basic type. Any client may have many "private phone" numbers for example, but only ONE default of basic type "phone". You set the defaults in the address of a client. |
SAP
Clients Client settings
Attributes
No. |
Field Name |
Type |
Mandatory / default value |
Description |
|---|---|---|---|---|
1 |
Active |
Checkbox |
/not checked |
Enables data export to SAP BW |
2 |
Assignment of Purch.-Price to allotment |
Checkbox |
/not checked |
Activate this to select currency and purchase price value in allotments to be used in statistics for the SAP BW |
Family /Passport
Clients Client settings
This is a tab in the Address screen. It contains the "Function" maybe later the "Reports" settings and parameters.
Attributes
Field Name |
Type |
Mandatory |
Description |
|---|---|---|---|
Family /Passport |
Tree view |
Yes |
This is a new category underneath the Clients tree; it contains 2 new functionalities, Function and Reports. |
Function |
Tree view |
Yes |
This is a new category underneath the Family /Passport tree; it contains the settings and parameters for functions/roles for employees. |
Reports |
Tree view |
Yes |
This is a new category underneath the Family /Passport tree; it contains reports/document type settings and parameters that can be selected for employees and their email addresses. (not yet available) |
Validations
Field Name |
Description |
|---|---|
Function |
The settings/parameters entered here will appear in the drop down list of the function column. |
Reports |
The settings/parameters entered here will appear in the drop down list with checkboxes of the reports column. (not yet available) |
Function
Clients Client settings Family/Passport
The Function parameters in Settings are used to set functions/roles for the drop down list in the Family /Passport tab of the Address screen.
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
Text |
Text |
Yes / empty |
These are text fields used to enter the data for functions/roles that need to appear in the drop down list of the function column. |
Description |
Text |
No / empty |
Description of the text |
Processing
Field Name |
Description |
Data text |
All data entered here will have to be shown in the function column of the Family /Passport tab in the Address screen. |
Individual Clients
Clients Client settings Client types
Field descriptions, Numbering circles
Clients Client settings Client types Individual clients
Attributes
Field Name |
Type |
Mandatory / default value |
Description |
Propose client number |
Checkbox |
/Checked |
If checked, the client number will be set automatically by the next free number |
Automatically reference no. |
Checkbox |
/Not checked |
If checked, a reference number will be set automatically |
Numbering circle from |
Number |
/100000 |
Set the number circle from for this type of client |
Numbering circle to |
Number |
/999999 |
Set the number circle to for this type of client |
Field description Name1 |
|
|
You can change the field description of the field Name 1 |
Field description Name2 |
|
|
You can change the field description of the field Name 2 |
Description Tab1 |
Text |
N /empty |
If you enter text here it will replace the tab name "Client" for a client |
Match code |
|
|
|
Do not accept these values |
Text |
|
The characters you enter here are all not accepted when entering the name (Name1, Name2) for the client. |
Assign the client as 1st participant |
Checkbox |
/not checked |
Client will be assigned automatically as first particpipant in the booking |
Default nationality |
Dropdown |
No/ empty |
Selected nationality will be set as default one |
Default Payment type |
Dropdown |
No/ empty |
Select a default payment type |
Default Payment conditionsl |
Dropdown |
No/ empty |
Select default payment conditions |
Default role if new set |
Dropdown |
No/ empty |
Select a DaVinci role |
Restrictions
Clients Client settings Client types Individual clients
Attributes
No. |
Field Name |
Type |
Mandatory / Default value |
Description |
|---|---|---|---|---|
1 |
Overrule general restrictions |
Checkbox |
/Not checked |
|
2 |
Create client disabled |
Checkbox |
/Not checked |
|
3-45 |
(see Screenshot above) |
Dropdown |
Y /"Default" |
For item 3 to 45 select between "Default", "Read only" and "Mandatory" |
Corporate Clients
Clients Client settings Client types
Field descriptions,Numbering circles
Clients Client settings Client types Corporate clients
Attributes
No. |
Field Name |
Type |
Mandatory / Default value |
Description |
|---|---|---|---|---|
1 |
Propose client number |
Checkbox |
/Checked |
If checked, the client number will be set automatically by the next free number |
2 |
Automatically reference no. |
Checkbox |
/Not checked |
If checked, a reference number will be set automatically |
3 |
Numbering circle from |
Number |
/100000 |
Set the number circle from for this type of client |
4 |
Numbering circle to |
Number |
/999999 |
Set the number circle to for this type of client |
5 |
Field description Name1 |
|
|
You can change the field description of the field Name 1 |
6 |
Field description Name2 |
|
|
You can change the field description of the field Name 2 |
7 |
Description Tab1 |
Text |
N /empty |
If you enter text here it will replace the first tab name for a corporate client |
8 |
Match code |
|
|
|
9 |
Do not accept these values |
Text |
|
The characters you enter here are all not accepted when entering the name (Name1, Name2) for the client. |
10 |
Default Payment type |
Dropdown |
/not checked |
Select a default payment type |
11 |
Default Payment conditionsl |
Dropdown |
No/ empty |
Select default payment conditions |
12 |
Default role if new set |
Dropdown |
No/ empty |
Select a DaVinci role |
Restrictions
Clients Client settings Client types Corporate clients
Attributes
No. |
Field Name |
Type |
Mandatory / Default value |
Description |
|---|---|---|---|---|
1 |
Overrule general restrictions |
Checkbox |
/Not checked |
|
2 |
Create client disabled |
Checkbox |
/Not checked |
|
3-45 |
(see Screenshot above) |
Dropdown |
Y /"Default" |
For item 3 to 45 select between "Default", "Read only" and "Mandatory" |
Travel Agencies
Clients Client settings Client types
Field descriptions, Numbering circles
Clients Client settings Client types Travel agencies
Attributes
No. |
Field Name |
Type |
Mandatory / Default value |
Description |
|---|---|---|---|---|
1 |
Propose client number |
Checkbox |
/Checked |
If checked, the client number will be set automatically by the next free number |
2 |
Automatically reference no. |
Checkbox |
/Not checked |
If checked, a reference number will be set automatically |
3 |
Numbering circle from |
Number |
/100000 |
Set the number circle from for this type of client |
4 |
Numbering circle to |
Number |
/999999 |
Set the number circle to for this type of client |
5 |
Option Period |
Dropdown |
|
|
6 |
Optin Days |
Number |
|
|
7 |
Option Type |
Dropdown |
N /empty |
|
8 |
Option term-period |
Number |
|
|
9 |
Collection: |
Dropdown |
N/ Agency |
Select from <empty>, Agency and Touroperator |
10 |
Set 'No VAT' flag as default |
Checkbox |
/not checked |
|
11 |
Collection: |
Dropdown |
No/ empty |
Select from: |
12 |
Agency number re-book |
Number |
No/ empty |
If flag No 13 is NOT checked, but you entered a number here, then you can rebook (and change the agency while doing it) for bookings of THIS agency number you enter here (but only before print of invoice). Works only for internal bookings (Genesis). |
13 |
All agency numbers re-bookable before print of invoice |
Checkbox |
|
If this flag is checked, then you can rebook (and change the agency while doing it) for bookings of all agencies before print of invoice. (Flag No. 12 is ignored) .Works only for Genesis |
14 |
Field description Name1 |
|
|
You can change the field description of the field Name 1 |
15 |
Field description Name2 |
|
|
You can change the field description of the field Name 2 |
16 |
Description Tab1 |
Text |
N /empty |
If you enter text here it will replace the first tab name for a corporate client |
17 |
Match code |
Dropdown |
N / |
Select from <empty>, "Name1, Name2", "Name2, Name1", "Name1" or "Name2" |
18 |
Do not accept these values |
Text |
|
The characters you enter here are all not accepted when entering the name (Name1, Name2) for the client. |
19 |
Default Payment type |
Dropdown |
/not checked |
Select a default payment type |
20 |
Default Payment conditionsl |
Dropdown |
No/ empty |
Select default payment conditions |
21 |
Default role if new set |
Dropdown |
No/ empty |
Select a DaVinci role |
Restrictions
See corporate clients
Interested parties
See corporate clients
Field descriptions, Numbering circles
Restrictions
Test clients
See corporate clients
Field descriptions, Numbering circles
Restrictions
Passengers
See corporate clients
Field descriptions, Numbering circles
Restrictions
Touroperator
See corporate clients
Field descriptions, Numbering circles
Restrictions
Advertising
See corporate clients
Field descriptions, Numbering circles
Restrictions
Invoice address
See corporate clients
Field descriptions, Numbering circles
Restrictions
Delivery address
See corporate clients
Field descriptions, Numbering circles
Restrictions
Sales office
See corporate clients
Field descriptions, Numbering circles
Restrictions
Service supplier
See corporate clients
Field descriptions, Numbering circles
Restrictions
Tourleader/Guide
Clients Client settings Client types
Field descriptions, Numbering circles
Clients Client settings Client types Tourleader/Guide
Restrictions
See corporate clients
1. layer
Clients Client settings Client types Tourleader/Guide
2. layer
see Layer 1
3. layer
see Layer 1
Hotel
See corporate clients