User manual BUSINESS OBJECTS INTERCOMPAGNY 5.1

[. . . ] BusinessObjects Intercompany User Guide BusinessObjects Intercompany 5. 1 Copyright Copyright © 2008 Business Objects. Business Objects owns the following U. S. patents, which may cover products that are offered and licensed by Business Objects: 5, 555, 403; 6, 247, 008; 6, 289, 352; 6, 490, 593; 6, 578, 027; 6, 768, 986; 6, 772, 409; 6, 831, 668; 6, 882, 998; 7, 139, 766; 7, 181, 435; 7, 181, 440 and 7, 194, 465. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Xcelsius, Crystal Decisions, Intelligent Question, Desktop Intelligence, Crystal Enterprise, Crystal Analysis, Web Intelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects in the United States and/or other countries. [. . . ] To find out more, see "Standard Comments" on page 109. If you want to use a term other than "invoice", enter the chosen term: · · in the singular, in the Invoice Singular Caption. in the plural, in the Invoices Plural Caption. 116 BusinessObjects Intercompany User Guide Defining the database structure Authorizing invoice matching 6 Note: The terms you enter are taken into account as soon as you click on the Update button. Note: To find out more about the Invoice Text Validation option, see "Additional fields for invoices" on page 114. Click on the Update button. BusinessObjects Intercompany User Guide 117 6 Defining the database structure Email Email There are two main categories of email: · · Global emails (user defined), which are sent by the administrator to the company contacts required. The emails sent to users in charge of entering data to enable them to keep track of progress. In this category, there are two types of email: · · Detailed Emails Summary Emails The administrator must specify the email settings beforehand. Defining email settings The administrator defines: · the email address: · · · from which detailed and summary emails will be sent. to which users the summary emails will be sent. the folder in which all the emails will be stored. Figure 6-19: Administration > System > Global Parameters > Email Administration Sending a global email The administrator can send an email containing freely defined text at any time during the process whether it is stopped or not. The email is sent to all the users: · · who are defined as company contacts. who have an email address. 118 BusinessObjects Intercompany User Guide Defining the database structure Email 6 1. 4. To send a global email In the Administration tab, select Utilities > Send Global Email. In the Subject field, enter the subject of your email. Click on the Send button. Defining automatic detailed emails Each time the state of a balance changes, BusinessObjects Intercompany may generate an automatic email. These emails inform the declaring company and counterparty of any changes in the state of the current balance. The administrator: · · · decides which states will generate an automatic email. defines what will be included in the mail. specifies which users will receive emails. Sending detailed emails based on states Whether automatic detailed emails are sent or not depends on the state of balances. By default, every time the state of a balance changes, an automatic email is sent. However, the administrator can choose not to send detailed emails for certain states. In this case, state information will not be included in the summary emails either. To find out more about summary emails, see "Defining automatic summary emails" on page 121. Detailed email content The administrator defines the text that will accompany each state change indicated in the emails. [. . . ] Finished Goods in Progress). Company Companies make up groups. A company can be a declaring company, a counterparty or a reporting entity. Company Contact User assigned to a company via a group. Company Currency Local reporting currency assigned to each company. Synonym: Local Currency. Counterparty Company that records the transactions performed with other companies. The difference between a declaring company (ours) and a counterparty (theirs) only depends on your point of view. [. . . ]