Our company business units master cards are created when a Business Unit with Ownership Type of "Our Company" is created.
You can keep the records of communication information, financial accounts information, staff information.
You can also define credit control applications.
İletişim Bilgileri
Minerva da, communication information are kept under "Communication" tab of the master cards.
Adding Adresler
Under "Communication" tab, you can define an "Address" to be used as legal address for "Persons" and headquarter for "Kurumlar".
Note : You can also define this address under "Organizational" tab, as it is explained below.
Adding Phone Numbersve E-mail Adreslerve Social Media Accounts
You can also keep phone numbers, e-mail addresses, and social media accounts under "Communication" tab.
Here, some communication information areas, such as land line phone, mobile phone, etc. will be displayed. You can fill in the necessary ones.
In order to add more communication information areas to the existing ones, you have to select a İletişim Kanal Tipi from "New Communication Channel" combo box, in "Communication Channel Operations" section.
This will create another communication information area for the selected communication channel type.
Contact Authorization Operations
Under "Communication" tab, you can create communication consent forms in the System by pressing on "Contact Authorization Forms" button in "Contact Authorization Operations" section.
You can also display contact authorization forms created in B2R and B2B platforms, after you have pressed on "Contact Authorization Forms" button. In order to see the form details, you have to press on the related record.
You can press on "Contact Status" button to display final authorization status of all contact information of the business partner.
Creating Communication Consent Forms
After you have pressed on "Contact Authorization Forms" button under "Communication" tab, in order to start recording a new communication consent form in the System, you have to press on "New" button.
In "Communication Units" section, all the contact information available for messaging and phone calls ( these are indicated as Contact Type ) - such as recorded e-mail addresses, any type of phone numbers, etc.- will be listed for all Mesaj Gönderme Grupları ( these are indicated as Message Type ). You can select one of the following options from "Contact Permit" combo box to indicate the contact permissions.
Undefined : It is the default option, if there is no information available for a contact permit, you can leave it as it is.
Yes : Indicates that contact permit had been given.
No : Indicates that contact permit had been rejected.
Finansal Accounts
You can create and manage financial accounts under "Commercial" tab -> "Accounts" tab.
Finansal accounts are created to group transactions according to predefined criteria. For e.g. transactions in same currencies with same type of business partner.
Minerva da, financial accounts are not kept on master cards.
This gives you the possibility not to be obligated for creating different master cards for each financial account.
You may need to define different currencies for the business unit.
Instead of creating different cards for each different currency, you can add multiple financial accounts to a created card.
Because; there is only one business unit and you need to create the financial accounts just to indicate transactions in same currencies.
By creating multiple financial accounts with different currencies, you will get rid of creating multiple master cards and trying to manage them.
Finansal Account Type
As explained in above paragraph, you can create extra financial accounts for the following type:
OUA - Our Business Unit
Muhasebe Bilgisi
You can select a GL Account, to which the postings will be made, from the window.
Then you can select one of the following Accounting Methods from combo box.
ACR - Accrual Basis Accounting
CSH - Cash Basis Accounting
İş Ortağı Creditve Risk Yönetimi
You can determine whether credit control will be applied to the business unit under "Commercial" tab -> "Creditve Risk" tab.
You can select:
No Credit Control
İş Ortağı Based Credit Controlling
Current Account Based Credit Controlling
İş Ortağı + Current Account Based Credit Controlling
You can check credit both during;
Order Creation : You can determine actions to be taken in case of exceeding credit limits, such as to deliver an alert or not to let order creation.
Shipment : You can determine actions to be taken in case of exceeding credit limits, such as to deliver an alert or not to let shipment.
Credit Limit Information
You can determine following credit limit information, so that the system will not let to continue transactions if they are exceeded.
İş Ortağı Credit Limit
Credit Exceeding Amountve % : You can determine a credit exceeding amount or percentage by typing into related fields.
Total Credit Limit
Risk Calculation Parameters
You can determine following parameters for risk calculation.
Open Account Balance Included in Calculation of Risk ? : If yes, you can check the check box.
Uncollected Cheques Included in Calculation of Risk ? : If yes, you can check the check box.
Own Cheque Risk Factor : You can type the "Factor".
Endorsed Cheque Risk Factor : You can type the "Factor".
Uncollected Promissory Notes Included in Calculation of Risk ? : If yes, you can check the check box.
Own Promissory Note Risk Factor : You can type the "Factor".
Endorsed Promissory Note Risk Factor : You can type the "Factor".
Uninvoiced Dispatch Notes Included in Calculation of Risk ? : If yes, you can check the check box.
Dispatch Types : You can determine dispatch types.
Unshipped Orders Included in Calculation of Risk ? : If yes, you can check the check box.
Order Types : You can determine order types.
Recording Our Company Business Unit's Banka Cari Hesaplarıve Credit Cards
You can keep our company business unit's bank account information under "Commercial" tab -> "Banka Cari Hesapları" tab and credit card information under "Commercial" tab -> "Credit Cards" tab.
Determining Responsible Staff
You can determine the staff, who will be responsible from business unit, under "Organizational" tab -> "Staff" tab.
