General description #

The Relation report of root data gives all the general details regarding the relations added to a company’s subsidiary or subsidiaries.

Columns #

• Relation Id: This column displays the unique id or display number of the relation automatically generated following the saving of a new relation. On hover, it displays the info text “Relation ID”.
• Relation Name: This column provides the company name of the relation. On hover, it displays the info text “Buyer/seller of the product”.
• Debtor number: The debtor number of the relation is generated automatically after saving a new relation. The value is retrieved from the relation’s “Debtor Id default” field. On hover, it displays the info text “Debtor ID number”.
• Creditor number: The creditor number of the relation is automatically generated after the relation is created. The value is fetched from the field “Creditor Id Default”. On hover, it displays the info text “Creditor ID number”.
• Short Code: The shortcode added for the relation is shown in the column. On hover, it displays the info text “The shortcode of the relation”.
• Relation type: This column shows the type of the relation. The value of the “relation type” field of the relation screen is displayed in the column. On hover, it displays the info text “Type of relation”.
• Language: This is the default language chosen for the relation. On hover, it displays the info text “Default language chosen for the relation”. 
• COC number: The relation’s Coc number is displayed in the column. On hover, it displays the info text “Coc number of the relation”.
• COC location: The relation’s Coc location is displayed here. On hover, it displays the info text “Coc location of the relation”.
• Website: The URL of the relation’s website added to the “Website” field will be displayed in this column. On hover, it displays the info text “URL of the relation’s website”.
• Email: This column displays the email address of the relation entered in the field “Email” on the relation screen. On hover, it displays the info text “Email.”
• Telephone.: The relation’s phone number added in the field “Telephone” is given in the column. On hover, it displays the info text “Phone number of the relation.”
• Fax: The fax number of the relation is displayed in the column. On hover, it displays the info text “Fax number of the relation.”
• Certification: The certification value added to the relation is displayed here. On hover, it displays the info text “Certificates for the contract.”
• Currency: The currency chosen for the relation is displayed here. On hover, it displays the info text “Currency.”
• Our VAT Registration number: This column shows any registration numbers added for the relation. On hover, it displays the info text “Registration number.”
• Account manager: The column displays the account manager added to the relation. On hover, the column displays the short info text, “Account Manager.”
• Carrier: The column shows a Yes or No value. When the relation is selected as a transporter in the relation screen, it will display “Yes,” or “No.” On hover, it displays the info text “Carrier.”
• Broker: This column shows whether the relation has been selected as a commission agent or not. On hover, it displays the info text “Broker involved”.
• Other creditors: This column fetches the value from the “Direct to ledger account checkbox”. If the checkbox has been checked, it will display “yes”; otherwise “, No” will be displayed. On hover, it displays the info text “Fetches the value from the direct to ledger account”.
• Warehouse: The column will display “Yes” if the relation is a stock warehouse; otherwise “, No”. On hover, it displays the info text “Warehouse where the lot is stored”.
• Trade Conditions: This column lists the default trade conditions selected for the relation. On hover, it displays the info text “default trade conditions selected for the relation”.
• Bank account number: The bank account details entered in the field “Bank account Euro” are displayed here on the relation screen. On hover, it displays the info text “Displays the bank account number of the relation.”
• Swift code: This column displays the bank identifier code of the relation. On hover, displays the info text “BIC/swift code of the relation”.
• Remarks: This column displays remarks added in the field “Comments” in the relation screen. On hover, it displays the info text “Remarks chosen in the contract or placed at stock lot”.
• Bank: This shows whether a relation is selected as a bank or not. On hover, it displays the info text “This shows whether a relation is selected as a bank or not”.
• Invoice per email: The value for this column is displayed as “Yes” or “No”. If the invoice per email checkbox is checked, the value is “Yes”; otherwise “, No”. On hover, it displays the info text “Invoice per email”.
• Invoice per Post: If the “invoice per post” check box in the relation is checked, the column will read “Yes”; otherwise, it will read “No”.On hover, it displays the info text “Invoice per post”.
• Miscellaneous Information: The details added in the custom field “Miscellaneous Information” is displayed in this column. On hover, it displays the info text “Miscellaneous Information”.
• Sales Restricted: When the relation is marked as Sales restricted, the “Yes” value is displayed in this column; otherwise, the “No” value is displayed. On hover, it displays the info text “Sales restricted”.
• Purchase Restricted: This column will show a “Yes” or “No” depending on whether the Purchase restricted checkbox is checked in the relation screen. On hover, it displays the info text “Purchase restricted”.
• Sales Incoterms: This shows the default sales incoterms for the relation. On hover, it displays the info text “Incoterms(sales contract)”.
• Sales incoterms location: This column displays the default incoterms sales location. On hover, it displays the info text “Default incoterms sales location.”
• Purchase Incoterms: This column displays the default purchase terms selected for the relation. On hover, it displays the info text “Incoterms(Purchase contract)”.
• Purchase incoterms location: This column displays the default location of the purchase incoterms from the relation screen. On hover, displays the info text “Default location of the purchase incoterms”.
• Remarks for contracts: Any remarks to be displayed on the contracts made for the relation are displayed in this column. The value is fetched from the field “Remarks for trading dept” of the relation screen. On hover, the column header displays the short info text, “Remarks for contracts.”
• Remarks for orders: Any remarks to be displayed on the orders made for the relation are displayed in this column. The value is fetched from the field “Remarks for logistics dept” of the relation screen. On hover, the column header displays the short info text, “Remarks for orders.”
• Remarks for invoices: Any remarks to be displayed on the invoices made for the relation are displayed in this column. The value is fetched from the field “Remarks for invoices dept” of the relation screen. On hover, the column header displays the short info text, “Remarks for invoices.”
• Remarks for transport order: Any remarks to be displayed on the transport order when the relation is used as the supplier in the order are displayed in this column. The value is fetched from the field “Remarks for transport order” of the relation screen. On hover, the column header displays the short info text, “Remarks for transport order.”