Directory Management

introduction the logic directory is the module dedicated to creating and maintaining clients and suppliers this module comprises four main sections filter and results grid entity name and industry country specific tax information address directory image when you create a new entity in the directory, logic automatically treats it as a client and supplier it creates all the necessary accounts, eliminating the need to manage their status when, like with any agent, inbound and outbound invoicing happen simultaneously accounts receivable accounts payable customer advance payments supplier advance payments chart of accounts after creating an entity, it becomes accessible across all logic modules for use in creating quotes, bookings, invoices, etc logic also generates a new administrative task for a kyc procedure to learn more about administrative tasks, click here it is highly recommended to assign the entity to an administrative group to learn more about administrative groups, here conditions to create a new entity it must not exist in the system, either by company name or tax id only users from the same office that created it can modify the data of existing entities guided steps create a new entity modify an entity create a new address on an existing entity it is possible for an entity to exist in the directory, yet remain untraceable this indicates that the entity was generated by a different office, and an address has not been assigned to your office deactivate an entity at times, it may be necessary to block the usage of a specific entity in such cases, you can deactivate the entity, thereby canceling business relations with them before deactivation, logic will validate the account payables and receivables to maintain invoices with balances still visible after deactivation, the entity will no longer appear in any logic modules but will still be visible in the directory what i learned to avoid duplications, make sure to search the tms system before introducing a new entity before deactivation, logic will validate the account payables and receivables to maintain invoices with balances still visible after deactivation, the entity will no longer appear in any logic modules but will still be visible in the directory