Contents
Topic in the order
Basic data
Upstream query
A mask upstream of the address program opens.
Field | Fill in the required fields... |
|---|---|
Country | ... with the country code. The country code is automatically entered into Country field in the header data and the sub tab Input. |
Location | ... with the location code. The location code is automatically entered into the Location field in the header data. |
Phone | ... with the international phone number. |
Account type (field address type) and address no. field
In order to generate a new address, the selection of the account type (field address type) and the address number are crucial, as these data must be coordinated with the accounting department in advance of the start-up.
When creating a new address, use the accounts created in advance in the master data (debtor and creditor or mixed current account).
An address type must be selected upon address entry.
Brief overview of the address types
Here is an overview of the address types applicable in CargoSoft.
With connected financial accounting software, these must always be coordinated with the department beforehand.
The CargoSoft account types were closely based on the account types of well-known, common financial accounting systems.
The addresses are then created using the selected account types → Addresses in ADDRESSES.
In the General Company Parameters it is decided which account types are used in CargoSoft → Specials tab in GEN COMPANY PARAMETERS.
An extra page explains in detail the differences and characteristics of the account types.
Account type (field address type) | Authorization object | |
|---|---|---|
A (Address) | STAADRA | Addresses without invoicing. → This type of address is used for documentation purposes, e.g. pick up or delivery addresses. |
D (Debtor) | STAADRD | Customer addresses that are used for receivables. → Whether or not this address type is used in CargoSoft depends, amongst other things, on the financial accounting system. |
K (Creditor) | STAADRK | Supplier addresses that are used for payables. → Whether or not this address type is used in CargoSoft depends, amongst other things, on the financial accounting system. |
G (Creditor and debtor) | STAADRG | Addresses that can be used for payables and receivables. → Whether or not this address type is used in CargoSoft depends, amongst other things, on the financial accounting system. |
P (Potential customer) | STAADRP | Addresses that are not regular customers. → Potential customer numbers that the sales department could work with. |