Common settings windows

Common settings windows /visma-net-erp/help/common-settings/common-settings-windows section 2026-02-19T17:09:06+01:00 # Common settings windows Common settings windows - overview /visma-net-erp/help/common-settings/common-settings-windows/common-settings-windows-overview page On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. 2026-02-19T17:09:06+01:00 # Common settings windows - overview On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. Each item contains a workspace with tiles and categories. [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) [Segment keys (CS202000)](/visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000/) [Segment values (CS203000)](/visma-net-erp/help/common-settings/common-settings-windows/segment-values-cs203000/) [Number series (CS201010)](/visma-net-erp/help/common-settings/common-settings-windows/number-series-cs201010/) [Attributes (CS205000)](/visma-net-erp/help/common-settings/common-settings-windows/attributes-cs205000/) [Countries/counties/postcodes (CS20400S)](/visma-net-erp/help/common-settings/common-settings-windows/countries-counties-postcodes-cs20400s/) [Units of measure (CS203100)](/visma-net-erp/help/common-settings/common-settings-windows/units-of-measure-cs203100/) Attributes (CS205000) /visma-net-erp/help/common-settings/common-settings-windows/attributes-cs205000 page You use this window to create new attributes or to view the details of existing attributes. 2026-02-19T17:09:06+01:00 # Attributes (CS205000) You use this window to create new attributes or to view the details of existing attributes. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You use this window to create new attributes or to view the details of existing attributes. An attribute is a quality or characteristic of the stock item, project, case, lead, or other entity that gives your company more information. For example: Some attributes might be product brand, manufacturer, lead age, gender, and industry. For each attribute, you can specify what type of control should be used for it. ## The top part You can use the elements in this area to create a new attribute, or to select an existing attribute and view its details.

Element	Description
Attribute ID	The identifier of the attribute. The Attribute ID will be displayed when preparing inquiries and reports, if applicable. An alphanumeric string of up to 10 characters may be used.
Description	The description of the attribute. You can use an alphanumeric string of up to 30 characters. > [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
Control type	The type of control (element) to be used for the attribute. The following options are available: Text The control will be a field in which the user can type text. For this type, you can specify an input validation option: an input mask or a regular expression. Combo The control will be a combo field, which is a text field with a list field attached, so users can type or select the attribute value. For this type, you can enter a list of possible values. Multi select combo The control will be a list field with a check box against each attribute value so users can select multiple options. For this type, you can enter a list of possible values. Check box The control will be a check box that can be selected or cleared to turn the option on or off. Date/time The control will be used to enter a date.
Entry mask	An entry mask for input validation. This field is available only if the Control type is Text. For more information, see: on, see: About input validation options.
Reg. exp.	A regular expression to be used to validate input. This expression is used if the Control type is Text. For more information, see: on, see: About input validation options.

## The table This table is available for input only for the combo type attributes (that is, when the value in the **Control type** field is **Combo** )+.

Column	Description
Value ID	The value of the attribute. An alphanumeric string of up to 10 characters may be used.
Description	The description of the value. Use an alphanumeric string of up to 30 characters. > [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
Sort order	The number representing the order of the value in the resulting list of attribute values.
Disabled	A check box that you select to make the value unavailable in any new documents that use the selected attribute. If a disabled value has been used previously in any records, it will still be available in those records, but you will not be able to use the value in any new records.

**Parent topic:** [Common settings windows - overview](/visma-net-erp/help/common-settings/common-settings-windows/common-settings-windows-overview/)

Concepts

Countries/counties/postcodes (CS20400S) /visma-net-erp/help/common-settings/common-settings-windows/countries-counties-postcodes-cs20400s page You use this window to store information about countries and states in which your organisation has operations, customers, or suppliers. 2026-02-19T17:09:06+01:00 # Countries/counties/postcodes (CS20400S) You use this window to store information about countries and states in which your organisation has operations, customers, or suppliers. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Information provided here is used for defining branches of your organisation and creating customer and supplier accounts. Countries are identified by a two-letter country code in accordance with ISO 3166. Country information includes the phone code for the country, input masks for postal codes and VAT registration IDs (if VAT registration is required), and information about country administrative units (states or provinces). You can also track whether VAT registration is required in the country. If you set up input masks and regular expressions for postal codes, users can avoid occasional input errors. For more information, see [About input masks](/visma-net-erp/help/common-settings/about-input-masks/) and [About input validation options](/visma-net-erp/help/common-settings/about-input-validation-options/). ## What to do from this window + [Define an EU country as an Intrastat country](/visma-net-erp/help/common-settings/countries-counties-postcodes/define-an-eu-country-as-an-intrastat-country/) ## The top part You use this area to select a country and to view or edit its information.

Element	Description
Country ID	The unique two-letter country ID. The list of countries contains the two-letter country codes in accordance with international standard ISO 3166.
Country	The complete name of the country. > [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
Input mask	Optional. A mask that will be used to validate postcodes on input.
Validation regular expression	Optional. A regular expression that will be used to validate postcodes on input.
IBAN length	The number of characters in the IBAN number.
Validate IBAN	A validation of the IBAN number.
Use postcode register	A check box to initiate the use of the country’s postcode register if available. Not all companies has a postcode register installed. You may also build up your own post code register in the Postcodes tab.
Instrastat country	This check box indicates if the selected country is obliged to the Intrastat reporting system (EU member states). Note! You will get a warning in Intrastat reporting country when you select this check box and you have to save before you can select this country in the Intrastat reporting country.
Intrastat reporting country	This field indicates which country are to receive the statical information required by the Intrastat agreement. This applies to countries that are autonomous constituent countries as for example the Azores which will report to Portugal. Note! The lookup only displays countries that have the Intrastat country checked.

## The Counties tab This table in this tab holds the states or counties of the country where your organisation has operations, suppliers, or customers. You can also view or edit this information.

Column	Description
County ID	The unique ID of the administrative unit of the county. The maximum string length is 50 characters. Use the abbreviations commonly used in the specific country.
County name	The complete name of the administrative unit, which is a string of up to 30 characters.

## The Postcodes tab

Column	Description
Postcode ID	The unique ID of the city. The maximum string length is 20 characters.
City	The complete name of the city, which is a string of up to 50 characters.

## The Customer validation tab In this tab you select which fields are to be filled in when entering information for customers. It will be possible to save the customer without filling in the fields, but that will produce documents with insufficient information.

Column	Description
Address 1	A check box that will validate if the customer’s first line of address is filled in when saving a new customers.
Postcode	A check box that will validate if the customer’s postcode is filled in when saving a new customers.
City	A check box that will validate if the customer’s city is filled in when saving a new customers.
Email	A check box that will validate if the customer’s email is filled in when saving a new customers.
Finvoice intermediator ID(Finland)	A check box that will validate if the customer’s Finvoice intermediator ID is filled in when saving a new customers.
Finvoice contract ID(Finland)	A check box that will validate if the customer’s Finvoice contract ID is filled in when saving a new customers.

Concepts

About customer locations

Tasks

Windows

Industry codes (CS20100S) /visma-net-erp/help/common-settings/common-settings-windows/industry-codes-cs20100s page You use industry codes to classify industries into categories and to group companies of similar nature together. 2026-02-19T17:09:06+01:00 # Industry codes (CS20100S) You use industry codes to classify industries into categories and to group companies of similar nature together. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The table

Column	Description
Code ID	The ID of the industry code, max. 10 characters.
Description	The description of the industry code.

Number series (CS201010) /visma-net-erp/help/common-settings/common-settings-windows/number-series-cs201010 page You use this window to view, create, edit, or delete number series, which the system uses to automatically generate a new number or ID each time a user creates an object of the particular type. 2026-02-19T17:09:06+01:00 # Number series (CS201010) You use this window to view, create, edit, or delete number series, which the system uses to automatically generate a new number or ID each time a user creates an object of the particular type. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Number series are used for General ledger batches, invoices, payments of various types, transfers, allocations, schedules, and other objects in the system. Also, you may use number series for generating segment values for one segment in a segmented key. You can edit and use the predefined sequences or define new number series. For more details on number series, see: [About multiple numbering series](/visma-net-erp/help/common-settings/about-multiple-numbering-series/). ## The top part You can use this part to create a new series or to select an existing numbering series and view its information.

Element	Description
Numbering ID	The unique ID of the number series, which is an alphanumeric string of up to 10 characters.
Description	The description of the number series. This alphanumeric string may contain up to 30 characters. > [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support
Manual numbering	A check box that indicates (if selected) that the system will not generate numbers for the series and users will need to specify document numbers manually. Series with manual numbering can be used in the Inventory workspace for custom sales orders that do not require shipping.
Allow manual numbering on imports	A check box that indicates (if selected) that also when importing documents, the numbering will have to be specified manually.
New number symbol	An alphanumeric string (of up to 15 characters) used to indicate that a new number will be assigned for an object. Suppose you create a number series for batches and enter NEW here. Each time a user creates a new batch, the user will see NEW in the Batch number field, which indicates that when the new batch is saved, it will automatically get the next number available for batches.

## The table In the table, you can view or edit the details of the selected number series. A number series may consist of just one subseries or multiple subseries. Each subseries is defined in a separate row in this table and includes the specific branch and the date it takes effect. Numbers assigned to one subsequence cannot be used in another subsequence of the same series. Subseries created for branches can have different prefixes or specify different ranges of numbers. The **Start number**, **End number**, and **Warning number** settings, which are described below: + Are processed by the system as alphanumeric strings. + Have the same length (the maximum is 15) for each series. + Use the same prefix if the series uses a prefix. A prefix is an alphanumeric beginning string that ends in a letter.

Column	Description
Branch	The specific branch to use the subsequence. This information is optional and is used only if the series consists of subsequences that are intended for branches.
Start number	The number to be used first in this number series or subsequence.
End number	The number to be used at the end of this series. The end number cannot be less than the start number.
Start date	The date when this series will first be used.
Last number	The most recent number used for an object in this series.
Warning number	The minimum number that triggers a warning that available numbers will be used up soon. When the system generates this number (and each number that exceeds it), it displays this warning. This number cannot be less than the start number.
Numbering step	The increment this series uses to generate the next number. Each time a new number is assigned, the system calculates the rightmost numerical portion by adding this value to the rightmost numerical portion of the last number used.
Next allocated number	The actual next number that will be picked when assigning a new number.
Last allocated number	The last number that was picked when assigning a new number.

Concepts

Common settings windows - overview

Payment terms (CS206500) /visma-net-erp/help/common-settings/common-settings-windows/payment-terms-cs206500 page You can use this window to define multiple types of payment terms that are commonly used by suppliers in their relations with your company and by your company in its relations with customers. 2026-02-19T17:09:06+01:00 # Payment terms (CS206500) You can use this window to define multiple types of payment terms that are commonly used by suppliers in their relations with your company and by your company in its relations with customers. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Payment terms include the instalment option (one payment or multiple instalments), the payment schedule, and the terms for a cash discount (for only the single instalment option). Also, payment terms can be used as a schedule for overdue charges. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The General information section You use the elements in this area to define a new set of payment terms and its settings, or to select an existing set of terms and view its settings.

Element	Description
Terms ID	The unique identifier for these payment terms. The alphanumeric string may contain up to 10 characters.
Description	A detailed description of the payment terms. This alphanumeric string may contain up to 30 characters.
Visible to	The target audience for which the terms are visible, which can be one of the following: All The terms can be assigned to both suppliers and customers. Suppliers The terms can be assigned to suppliers only. Customers The terms can be assigned to customers only. Disabled The terms are removed from the selection lists for both suppliers and customers.

Terms ID

The unique identifier for these payment terms. The alphanumeric string may contain up to 10 characters.

Description

A detailed description of the payment terms. This alphanumeric string may contain up to 30 characters.

Visible to

The target audience for which the terms are visible, which can be one of the following:

All: The terms can be assigned to both suppliers and customers.
Suppliers: The terms can be assigned to suppliers only.
Customers: The terms can be assigned to customers only.
Disabled: The terms are removed from the selection lists for both suppliers and customers.

## The Due day settings section

Element	Description
Due date type	The method of due date calculation. The following options are available: Fixed number of days The payment is due a fixed number of days after a sale or purchase. You should specify the number of days as Due day 1. Day of next month The payment is due on a particular day of the next month; you should also specify the day of the month as Due day 1. End of the month The payment is due at the end of the current month. End of next month The payment is due at the end of the next month. Day of the month The payment is due on a particular day of the current month. You should also specify the day of the month as Due day 1. Fixed number of days starting next month The payment is due a fixed number of days starting the next month after a sale or purchase. You should specify the number of days as Due day 1. Custom With this option, you specify two due days that could be used; which due day is to be used depends on the time interval set for the document’s date. For example: You may specify one due day for documents issued in the first part of the month, and the second due day for documents issued in the second part of the month. You use the remaining elements in the Due date settings section to set the due days and their respective date ranges.
Move due date if on the weekend	If the due date on the invoice falls onto a weekend (Saturday or Sunday), use the options in the drop-down to calculate it to the Friday before the due date or the Monday after it. With the option Keep the exact date the due date remains unchanged.
Due day 1	The first due day, which is used with certain Due date type options. Specify the number of days if the Fixed number of days option is selected, the day of the month if the Day of next month or Day of the month option is selected, and the first due day if the Custom option is selected.
Day from 1	The start day of the date range for documents due on the first due day; this element is used with the Custom option only.
Day to 1	The end day of the date range for documents due on the first due day; this element is used with the Custom option only.
Due day 2	The second due day; this element is used with the Custom option only.
Day from 2	The start day of the date range for documents due on the second due day; this element is used with the Custom option only.
Day to 2	The end day of the date range for documents due on the second due day; this element is used with the Custom option only.

## The Cash discount settings section In this section, you provide the details of the cash discount included with this set of payment terms. You can specify a cash discount only if the **Single** instalment type is selected in the **Instalments settings** section.

Element	Description
Discount type	The method of calculating the cash discount period, which can be one of the following options: Fixed number of days If this option is selected, the discount is available a set number of days after the document date. In the Discount day field, you should also specify the number of days. Day of next month With this option selected, the discount is available until a particular day in the next month (that is, the month after the document date). In the Discount day field, you should specify the day of the next month. End of month When you select this option, the discount is available through the end of the month (that is, the month of the document date). End of next month With this option selected, the discount is available through the end of the next month (that is, the month after the document date). Day of the month If this option is selected, the discount is available until the particular day of the month when the document was issued. In the Discount day field, you should specify the day of the month. Fixed number of days starting next month When you select this option, the discount is available a set number of days starting the next month (that is, the month after the document date). In the Discount day field, you should specify the number of days.
Discount day	The number of days or the particular day of the month, depending on the Discount type; this field is unavailable for some options.
Discount (%)	The percent of the discount.
Delay days	With the amount of days defined here, the cash discount will be considered when registering the payment on the invoice. For example, the cash discount date is set to the 1st of the month, the Delay days field has value 2. You register the payment on the 3rd of the month, and cash discount amount will be used.

## The Instalment settings section By using these elements, you can define how documents should be paid: in a single payment or in multiple instalments. If the amount is due in multiple instalments, you can also specify a percentage and a due date for each instalment; the due date for the first instalment is specified in the **Due day settings** section. Discounts are not available for multiple-instalment payment terms.

Element	Description
Instalment type	The type of instalment, which can be one of the following options: Single If you select this option, other elements in this section become unavailable. You should also select the due date and other options for the single payment. Multiple If you select this option, payment is due in multiple instalments. You should also specify the method, frequency, and schedule of the instalments.
Number of instalments	The specific number of instalments; this field is unavailable if the Split by percent in table option is selected as the Instalment method.
Instalment frequency	The frequency of instalments; this field is unavailable if the Split by percent in table option is selected as the Instalment method. The following options are available: Weekly The second instalment will be a week after the first one, and so on. Monthly The second instalment will be a month after the first one, and so on. Semi-monthly The second instalment will be a half of a month after the first one, and so on.
Instalment method	The method by which the amounts of instalments are calculated. Select one of the following options: Equal parts The document total amount (with all the applicable taxes added) is divided into equal parts. The schedule of payments is defined by the due date, instalment frequency, and number of instalments specified. VAT in the first instalment The amount of the document (its total before taxes) is divided into equal parts, and the VAT amount is added to the first instalment. The schedule of payments is defined by the instalment frequency and number of instalments specified. Split by percent in table The instalment amounts are calculated according to the percentages specified for each instalment in the Instalments schedule table below this section.

## The Instalments schedule table

Column	Description
Days	The number of days from the due date on which a particular instalment is due. You must use an integer between 0 (due date) and 31.
Percent	The percent of a document total. As you add a new instalment, the percent is automatically adjusted to make all instalments total 100 percent.

Concepts

Tasks

Postcodes (CS20401S) /visma-net-erp/help/common-settings/common-settings-windows/postcodes-cs20401s page 2026-02-19T17:09:06+01:00 # Postcodes (CS20401S) This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The table

Column	Description
Country	The ID of the country where the postcode is applicable.
Postcode	The postcode. The number of characters depend on the country.
County ID	The ID of the county to which the postcode belongs, where applicable.
City	The city that is connected to the postcode.

Publish customised reports and inquiries (CS10301S) /visma-net-erp/help/common-settings/common-settings-windows/publish-customised-reports-and-inquiries-cs10301s page This window is used to publish customised reports and inquiries and make them available for other organisations in your organisations table. 2026-02-19T17:09:06+01:00 # Publish customised reports and inquiries (CS10301S) This window is used to publish customised reports and inquiries and make them available for other organisations in your organisations table. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Reports/inquiries customised for one organisation, will be available for other organisations. To view your published reports/inquiries, go to window Import customised report and inquiries, CS10302S. You must first select the report/inquiry and then select the organisation. You may select for several reports/inquiries and organisations at the same time. ## The window toolbar

Button	Description
Publish	A button to start the publishing of all your selected reports/inquiries for selected organisations.

## The Reports table

Column	Description
Window	The window ID of the reports/inquiry window.
Type	The type of report/inquiry. There are three alternatives: Report designer Generic inquiry Dasboard Pivot table ARM report Workspace List entry point Atrributes Filter
Workspace	The workspace in Visma Net where the window resides.
Created on	Date and time for the creation of the report/inquiry.
Last edited on	Date and time for the last edit of the report/inquiry.
Name	The title/window name of the report/inquiry.
Description	A text retrieved from the report/inquiry window.
Created by user	The name of the user that created the report/inquiry.
Version	The version of the report/inquiry.
Note	A free text field with notes regarding the report/inquiry.

## The Organisations table

Column	Description
Selection check box	Select organisation the report/inquiry is to be published for.
Published	A check box indicating if the report/inquiry is published. This check mark will be displayed after the report/inquiry is published.
Accepted	A check box indicated the status Accepted. This check mark will be displayed when the report/inquiry is imported in Import customised report and inquiries, window CS10302S.
Company name	The organisation the report/inquiry is published for.
Published date	The date and time when the report/inquiry was last published.

Import updates from templates (CS10302S) /visma-net-erp/help/common-settings/common-settings-windows/import-updates-from-templates-cs10302s page This window is used to import customised reports and inquiries from other organisations. 2026-02-19T17:09:06+01:00 # Import updates from templates (CS10302S) This window is used to import customised reports and inquiries from other organisations. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Reports/inquiries are prepared in the Publish customised report and inquiries (CS10301S) window and made available in this window. ## The top part

Element	Description
Workspace	The workspace in Visma Net where the window resides.
Type	The type of information this window contains.
Source company	The company from where the report/inquiry is generated.

## The Available reports and inquiries tab

Button	Description
Import selected	Use the check box in the table below and select reports/inquiries you want to import. Click this button to import your selected reports/inquiries.
Import all	Click this button to import all reports/inquiries from the table below.

Column	Description
Window	The window ID the report/inquiry is made from.
Type	The type of information this window contains.
Module	The workspace in Visma Net where the window resides.
Version	The version of the report/inquiry.
Source company	The company for which the report/inquiry is made.
Last edited on	Date and time for the last edit of the report/inquiry.
Name	The name of the window containing the information presented in the report/inquiry.
Description	A text retrieved from the report/inquiry window.
Note	A free text field with notes regarding the report/inquiry.

## The Import history tab

Column	Description
Import on	The date when the report/inquiry was imported.
Window	The window ID the report/inquiry is made from.
Type	The type of report/inquiry. There are three alternatives: ARM report Generic inquiry Report editor
Module	The workspace in Visma Net where the window resides.
Version	The version of the report/inquiry.
Source company	The company the report/inquiry is made for.
Last edited on	Date and time for the last edit of the report/inquiry.
Name	he name of the window containing the information presented in the report/inquiry.
Description	A text retrieved from the report/inquiry window.
Note	A free text field with notes regarding the report/inquiry.

Segment values (CS203000) /visma-net-erp/help/common-settings/common-settings-windows/segment-values-cs203000 page By using this window, you can populate the lists of segment values for segmented keys defined in the system and view and edit these lists. 2026-02-19T17:09:06+01:00 # Segment values (CS203000) By using this window, you can populate the lists of segment values for segmented keys defined in the system and view and edit these lists. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Segments are components of the segmented key, which was defined on the [Segment keys](/visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000/) window, and segment values can be used to create different IDs. For each segment with the **Validate** option selected on the [Segment keys](/visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000/) window, you should populate the list of possible values before users start to create new objects by specifying their IDs. You can add new values to the list of segment values at any time. Some values in the list may be marked as inactive (by clearing the **Active** check box for them). Inactive values will not be used for creating new objects, but they can appear in old objects. ## The top part Here you select the segment for viewing or editing its values.

Element	Description
Segmented key ID	The ID of the segmented key that contains segments.
Segment ID	The number representing the order of the segment in the segmented key.
Description	The user-defined description of the selected segment.

## The table This table contains the list of possible values for the selected segment. You can add new values to the segment or edit or delete existing values.

Button	Description
Load records from file	Gives you the ability to upload a file that contains the values for the segment.

Column	Description
Value	The string that is the value of the selected segment. Its type and length are defined in the Segment keys window.
Description	The description of the value.
Active	A check box that indicates (if selected) that the value is active. Inactive values cannot be used for newly created objects, although they still may be present in the IDs of existing objects.
Aggregation	A check box that indicates (if selected) that the value is used as an aggregating value for the segment.
Mapped Value	The value used for consolidation in a subsidiary company (that is, a consolidation unit) for mapping the subaccounts against the subaccounts of the parent company. For details, see General ledger consolidation - overview. This column is available for segments of the SUBACCOUNT segmented key only. This column is available only if the General ledger consolidation functionality is enabled in the Enable/disable functionalities (CS100000) window.

Segment keys (CS202000) /visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000 page You use this window to configure the segmented keys that Visma Net reserves for specific system objects created by users, such as General ledger accounts and subaccounts, customer and supplier accounts, warehouses, and locations. 2026-02-19T17:09:06+01:00 # Segment keys (CS202000) You use this window to configure the segmented keys that Visma Net reserves for specific system objects created by users, such as General ledger accounts and subaccounts, customer and supplier accounts, warehouses, and locations. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. A **segmented key** is a system entity that you use to define the structure of IDs for a certain type of objects. The segmented key then serves as a template when a user creates an ID for a new object of the type. During initial system setup, for each segmented key, you define: + The number of segments the key has + The length of each segment + The type of each segment + The list of values for each segment Users then create object IDs by selecting values for each segment of the segmented key. Also, users can create new segmented keys for use in a specific workspace. ## The top part In this area, you can select a segmented key and view or edit its settings.

Element	Description
Segmented key ID	The ID of the segmented key. Select the key from the list of available keys, which can include the following: ACCGROUP Used for IDs of account groups in project management ACCOUNT Used for general ledger accounts BIZACCT Associated with the account used for your company’s branches in the system; the parent key for the SUPPLIER, CUSTOMER, and EMPLOYEE segmented keys CASHACCOUNT Used for branch-specific cash accounts based on general ledger accounts CONTRACT Used for numbers of contracts; inherits its structure from the PROJECT segmented key CONTRACTITEM Used for contract items CUSTOMER Used for customer numbers; inherits its structure from the BIZACCT key EMPLOYEE Used for numbers of company employees; inherits its structure from the BIZACCT key INLOCATION Used for IDs of warehouse locations INSITE Used for IDs of warehouses INVENTORY Used for stock IDs of stock and non-stock items LOCATION Used for IDs of customer and supplier locations MLISTCD Used for mail lists PROJECT Used for IDs of projects and project templates PROTASK Used for IDs of project tasks SALESPER Used for salesperson IDs SUBACCOUNT Used for general ledger subaccounts TMCONTRACT Used for contract templates VENDOR Used for supplier numbers; inherits its structure from the BIZACCT key The list of available segmented keys depends on the functionality is enabled in the Enable/disable functionalities (CS100000) window.
Parent	The key that determines the Parent account values displayed for customers (in the Customers window) and for suppliers (in the Suppliers window).
Lookup mode	To help the system narrow the search and improve the speed on search, select the lookup mode that fits your search. The options are: By segment: All avail. segment values By segment key
Allow adding new values on the fly	This option affects only the INLOCATION and SUBACCOUNT keys. A check box that (if cleared) forces the users to specify objects on data entry windows only by selecting existing object IDs from the list. The list of subaccounts is created in the Subaccounts window. The list of warehouse locations is created in the Warehouses window. Select the check box to give the users the ability to enter object IDs on data entry windows as combinations of available segment values—there will be no need to create all the allowed IDs on the dedicated windows before they can be used on data entry windows.
Specific workspace	The workspace, by its abbreviation, where the user-defined segmented key will be used.
Numbering ID	An optional number series that is used for the segment that has the auto-numbering option selected. The segment length should be equal to the number of characters used in the selected number series.
Description	A detailed description of the segmented key.
Max length	The maximum total length of the key. This field appears after you select a key.
Length	The total length of the key. The length is automatically calculated as the sum of the lengths of all segments.
Segments	The number of segments defined for the key. The system automatically updates this value once you add a segment.

## The table You can use the table to configure segments for the selected key. Segments can be numeric, alphabetic, or alphanumeric, and they can have different lengths. For each segment (table line), you can create a list of possible values, or for one segment in the key, you can select an auto-numbering option. For auto-numbering, a number series must be specified. For information on configuring segmented keys that inherit their structure from parent keys, see: [About ID segmentation](/visma-net-erp/help/common-settings/about-id-segmentation/). Segment values are used when a user creates IDs for new objects. If the segment validation option (**Validate**) is turned on for the segment, the user must select one of the predefined values for the segment. For a one-segment key, segment validation cannot be turned off. If the validation option is turned off, the system validates only the number of characters ( **Length** ) and the type of the string ( **Edit mask** ) for a segment; hence, IDs of new objects may contain segment values that are not on the list of possible segment values.

Custom action	Description
View segment	Opens the Segment values window for the selected segment.

Column	Description
Segment ID	The system-generated number representing the order of the segment in the segmented key.
Description	The user-defined segment description.
Override	Read-only. A check box that indicates (if selected) that the segment value overrides the value inherited from the parent. This column is available only for the segmented keys that have a parent (such as CONTRACT, CUSTOMER, and EMPLOYEE).
Length	The maximum length of the segment. Make sure that the total length of all segments does not exceed the maximum length, which is specified in the Max length field in the top part.
Align	The segment value alignment in the segment; select one of the following options: Left or Right.
Edit mask	The type of characters allowed for the segment values. The following types may be used: Alpha: Allows the input of only Latin letters, such as A and z Numeric: Allows the input of only digits Alphanumeric: Allows the input of Latin letters and digits Unicode: Allows the input of any symbols, including any language symbols and special characters (such as % or _ ). The underscore symbol( _ ) is one of the SQL wild-card characters. If you search for an entity by its ID that contain this symbol, the system considers underscore as the wild-card character (a substitute for any single character)and returns corresponding results.
Case conversion	An option that reflects whether the case of alphabetic characters will remain as it was typed by the user ( No Change ), be automatically converted to upper case ( Upper case ), or be automatically converted to lower case ( Lower case ).
Validate	A check box that indicates (if selected) that validation of segment values is turned on. It means that you can add a value to each particular segment only by selecting the value from the list of available ones. You open the list of segment values by pointing to the required segment and pressing F3. This validation works only in windows that can be used to create objects (data entry windows), where objects are selected by their IDs. Only segment values of the segments requiring validation can be included into a restriction group. For the consolidation process, we recommend that you select this check box if the length of the subaccount segment in the consolidating company (shown in the Number of characters column) differs from the length of the subaccount segment to be mapped (shown in the Length field).
Auto number	A check box that indicates (if selected) that the number series selected in the Number series ID field will be used to generate values for this segment in IDs. If the Auto number option is selected on for the segment, select the Unicode option in the Edit mask column. The auto-numbering option can be applied to only one segment in a key. It is recommended that if you need to use auto-numbering for specific IDs, you configure the appropriate segmented key as a single-segmented key. If the auto-numbering option is selected for the single segment of the segmented key, the number series assigned to the segment may be defined with Start number and End number that have less characters than the segment length.
Separator	The character that will be used as the segment separator when the object ID is displayed. This separator doesn’t affect the ID length. The character specified here must be different from the one specified in Prompt character for the segment.
Prompt character	The character that will used for displaying this segment at input prompts. You can use different symbols for each segment, but it must be different from the value used as separator for each segment. The default column value is _ (underscore) and the column is hidden by default. If you want to use the underscore symbol as the segment separator, change the default value of this field to another symbol. We do not recommend changing a prompt character after you have started entering IDs. If you change the prompt character to a character that has been used in some of the existing IDs, you are not be able to view, edit or find entities whose IDs contain the new prompt character.
Consol. order	The number that represents the order of this string among other strings in the parent company’s subaccount; this column is displayed for only the SUBACCOUNT key. For more details, see: General ledger consolidation - overview. This column is available only if the General ledger consolidation functionality is enabled in the Enable/disable functionalities (CS100000) window.
Number of characters	The length (in characters) of the string in the parent’s subaccount to which the segment value is mapped; this column is displayed for only the SUBACCOUNT key. This setting is used only if the company is a consolidation unit for the parent company. This column is available only if the General ledger consolidation functionality is enabled in the Enable/disable functionalities (CS100000) window. If the number of characters is set to 0, then this segment will be skipped during import of the consolidation data.

Concepts

Common settings windows - overview

Units of measure (CS203100) /visma-net-erp/help/common-settings/common-settings-windows/units-of-measure-cs203100 page This window displays the reference table of unit conversions for the units of measure (UoMs) used in Visma Net. 2026-02-19T17:09:06+01:00 # Units of measure (CS203100) This window displays the reference table of unit conversions for the units of measure (UoMs) used in Visma Net. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. This window displays the reference table of unit conversions for the units of measure (UoMs) used in Visma Net. You can add new units of measure by specifying how they can be converted to other units of measure available in the system. For more information about units of measure, see: [About units of measure and conversions](/visma-net-erp/help/inventory/manage-inventory-defaults/about-units-of-measure-and-conversions/). ## What to do from this window + [Define weight UoMs](/visma-net-erp/help/inventory/manage-inventory-defaults/define-weight-uoms/) ## The table This table displays the relationships among the units of measure defined in the system. Each line in the table defines a rule used to perform a conversion from one unit of measure to another. When you add a new unit, specify its conversion first to itself and then to other units. Units from this table will appear on the list of UoMs used to define item classes.

Column	Description
From unit	The unit to be converted.
To unit	The unit to which the unit specified in the From unit will be converted with the use of the specified operation and specified conversion factor.
Multiply/divide	The operation to be performed for conversion of the From unit to the To unit. You can select the Multiply or Divide option to perform conversions between those units of measure.
Conversion factor	The factor to be used for the unit conversion with the specified operation.
Supplementary unit measure	The supplementary unit measure to which you want to make the conversion.
UNECE	UNECE is a Unit of Measure standard from the United Nations focused on improving economic cooperation and integration among its member countries in the European region. In our document format (PEPPOL BIS 3.0) sent to AutoInvoice, the format in the UNECE field is used as a unit of measure. This unit code will be validated before the document can be sent. A list of the codes can be found here: https://docs.peppol.eu/poacc/billing/3.0/2023-Q4/codelist/UNECERec20/

Concepts

Tasks

Activity (CR306010) /visma-net-erp/help/common-settings/common-settings-windows/activity-cr306010 page By using this window, you can create a new activity, view the details of an existing activity, and create an email and send it to a contact. 2026-02-19T17:09:06+01:00 # Activity (CR306010) By using this window, you can create a new activity, view the details of an existing activity, and create an email and send it to a contact. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The window toolbar The window toolbar includes standard and window-specific buttons.

Button	Description
Save and close	Saves the activity you enter and closes the pop-up window. You can see the activity on the Activities tab, and the status will be Completed.
Complete	Completes the activity and sets the status to Completed.

## The Details tab You use this tab to enter or view details about the activity. The editor area, located at the bottom of the tab, lets you add comments about the activity.

Element	Description
Summary	A description of the activity, which can be used as its ID.
Type	The type of the activity.
Internal	A check box that indicates (if selected) that the activity is hidden from external users.
Date	The start date and time of the activity. The time information is available only if the Track time check box is selected.
Work group	The work group to which the activity is assigned.
Owner	The username of the employee responsible for this activity.
Related entity description	The entity that this activity is associated with. For example, if you are creating an activity that is associated with a lead, this lead will be specified in the box by default. To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.
Task	The parent task or event for the current activity.
Project	The project associated with this activity (or the non-project code, which indicates that this activity is not associated with any project defined in the system). The field is available only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window and the Track time check box is selected.
Project task	The project task with which this activity is associated. You can select only a project task that relates to the project selected in the Project field. The field is available only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window and the Track time check box is selected.
Track time	A check box that you select to make available elements that you can use to enter the time-related information. The check box is available only if the Time reporting on a ctivity functionality is enabled in the Enable/disable functionalities (CS100000) window.
Status	The status of the activity, which is one of the following options: Open, Cancelled, or Complete. The field is available only if the Track t time check box is selected.
Approver	Read-only. The person that is responsible for approving the activity. The field is available only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window and the Track time check box is selected.
Earning Type	The earning type for the activity, which determines how labour is costed. The options are defined in the Type of hours (EP102000) window. The field is available only if the Track time check box is selected.
Time spent	The time (in hours and minutes) spent on the activity. The field is available only if the Track time check box is selected.
Invoiceable	A check box that you select if the time spent on the activity is invoice able. The check box is available only if the Track t ime check box is selected.
Released	A check box that indicates (if selected) that the activity has been released. The check box is available only if the Track time check box is selected.
Invoiceable time	The time that can be invoiced (in hours and minutes) spent on the activity. This time cannot be equal to zero or exceed the time specified in the Time spent field. The field is available only if the Track time and Invoiceable check boxes are selected.
Reference no.	A reference to the invoice that has been generated when the released activity has been invoiced. The field is available only if the Track time and Invoiceable check boxes are selected.

### The Select entity dialog box By using this dialog box, you can specify which entity relates to the activity whose data you are adjusting.

Element	Description
Type	The type of the related entity.
Entity	The related entity of the type.
OK	A button that accepts your changes and closes the dialog box.
Cancel	A button that closes the dialog box and cancels the selection.

Related reference [Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/) [Project tasks (PM302000)](/visma-net-erp/help/project-accounting/project-accounting-windows/project-tasks-pm302000/) Contacts (CR302000) /visma-net-erp/help/common-settings/common-settings-windows/contacts-cr302000 page In this window, you can create new contacts or records about individuals associated with business accounts and view the details of existing contacts. 2026-02-19T17:09:06+01:00 # Contacts (CR302000) In this window, you can create new contacts or records about individuals associated with business accounts and view the details of existing contacts. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. A business account can have multiple contacts associated with it. You can open this window directly or from the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window. ## What to do from this window + [Create a new contact](/visma-net-erp/help/common-settings/contacts/create-a-new-contact/) + [Connect a contact to a company](/visma-net-erp/help/common-settings/contacts/connect-a-contact-to-a-company/) + [Delete customer contact](/visma-net-erp/help/common-settings/contacts/delete-customer-contact/) + [Change a contact](/visma-net-erp/help/common-settings/contacts/change-a-contact/) + [Copy one contact to several customers or suppliers](/visma-net-erp/help/common-settings/contacts/copy-one-contact-to-several-customers-or-suppliers/) ## The window toolbar

Button	Description
Actions	Provides the following menu commands, which you can click to invoke actions: Copy from company Copies the address and contact information from the associated business account.

Actions

Provides the following menu commands, which you can click to invoke actions:

Copy from company: Copies the address and contact information from the associated business account.

## The top part In this area, you can create a new contact or select an existing contact for editing.

Element	Description
Contact ID	The unique identifier of the contact, which the system generates automatically. When you add a new contact, leave this box blank.
First name	The contact’s courtesy title (which is one of the following options: Dr., Miss, Mr., Mrs., Ms., or Prof. ) and first name.
*Last name	The last name of the contact.
Type	The type of the contact.
Active	A check box that indicates (if selected) that the contact is active.
Owner	The owner of the contact. If you specified a work group, you can select the owner from only its members. If you didn’t specify a work group, you can select any user. Selecting a work group clears the owner selection if the owner is not a member of the group.
Work group	The work group for the contact. If you select a group, you can select an owner only from the members of the group.
Job title	The contact’s job title or position.

## The Details tab This tab contains various information about the contact, with elements grouped into sections to make details easier to find.

Element	Description
Company name	The business name of the contact’s company.The value is inherited from the business account description (if specified).
Parent account	The parent business account or the business account of the parent company, if applicable.

### The Personal data section

Element	Description
Language/locale	The language in which the contact prefers to communicate. By default, the system fills in the field with the locale specified for the contact’s country. The value is to be used to fill in the Language/locale field for a business account to be created from the contact by using the Create business account action. This field appears on the window only if there are multiple active locales are defined in the System locales (SM200550) window.
Date of birth	The birth date of the contact.
Gender	The gender of the contact: Male or Female.
Marital status	The marital status of the contact. The following options are available: Single, Married, Divorced, and Widowed.
Spouse/partner name	The name of the contact’s spouse or partner.
Last incoming activity	The date of the latest incoming activity that is associated with the contact.
Last outgoing activity	The date of the latest outgoing activity that is associated with the contact.

### The Address section

Element	Description
Same as in account	A check box that indicates (if selected) that the contact’s address is the same as the address of the business account.
Address line 1	The first line of the contact’s address.
Address line 2	The second line of the contact’s address.
City	The city of the contact’s address.
Postcode	The postcode. An input validation mask can be set for the country postal codes in the Countries/counties/postcodes (CS20400S) window.
Country	The country of the contact’s address.
County	The county of the contact’s address.
View on map	A button that opens the map viewer.

### The Contact section

Element	Description
Email	The email address of the contact.
Web	The website of the contact, if any.
Phone 1	The primary phone number of the contact. Select the type from the drop down.
Phone 2	An additional phone number of the contact. Select the type from the drop down.
Phone 3	Another phone number of the contact. Select the type from the drop down.
Fax	The fax number of the contact.

## The Additional info tab This tab contains additional information about the contact, generally the information about the lead converted to this contact. ### The Lead history section

Element	Description
Source	The source of the lead.
Source campaign	The identifier of the campaign as a result of which the lead has been generated.
Status	The status of the lead.
Reason	The reason the status of the lead has been changed.
Converted by	The name of the employee who qualified the original lead.
Qualification date	The date when the original lead was qualified and converted to the contact.

### The Image section

Element	Description
Browse	Opens the file selection window, where you can select an image to upload.
Upload	Uploads the selected image to the system.

### The Upload file dialog box By using this dialog box, you can upload a photo of the contact to be displayed on the **Additional info** tab. The dialog box has the following elements.

Element	Description
Upload file	An option button that, if selected, causes the system to display the Choose file and Comment elements on the dialog box. Select this option if you want a local file to be uploaded on the website.
Link to existing file	An option button that, if selected, causes the system to display the Existing file and Comment elements on the dialog box. Select this option if you want a file from the website to be uploaded on the window.
Choose file	The path to the local file. Locate the file; once you select it, the path will be filled in here.
Browse…	A button that you can use to locate the file.
Existing file	The path to the file located on a website.
Comment	Any comments relevant to the file. You can view the comments in the Search in files (SM202520) window.
Upload (button)	Uploads the file to the website.
Close (button)	Closes the dialog box and cancels the upload.

## The Activities tab This tab has a table with the list of activities associated with the contact. On this tab, you can associate particular tasks, events, and other activities with the contact. ### The columns The table includes, in addition to the columns described below, columns (labelled with icons) you can use to attach notes and files to the activity, see if it is completed, and check its priority level.

Column	Description
Type	The type of the activity.
Summary	The description provided for the activity.
Status	The status of the activity.
Start date	The start date and time of the activity.
Created at	The date and time when the activity was created.
Time spent	The total time spent on the activity.
Work group	The work group the activity is assigned to (if any).
Owner	The username of the user to whom the activity is assigned.
Created by	The user who has created the activity.
Project	The project to which the activity is connected.
Project task	The project task to which the activity is connected.
Released	When this check box is selected, the activity is released.

In addition to the table, the tab has the Activity description area, at the bottom of the tab, which displays the full description provided for the activity (if any). To edit the description, click within the **Summary** column of the activity. This brings up the appropriate window. ## The Notifications tab This tab has a table that contains mailings the contact is subscribed to. On this tab, you can remove a mailing from the list or make it inactive if necessary. To subscribe a customer contact to mailings defined for the customer, use the **Recipients** area on the **Mailing settings** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window.

Column	Description
Workspace	The workspace where mailing settings are defined. This workspace is the source of emails for the mailing.
Source	The entity, Supplier or Customer, that is the source of the emails for the contact.
Mailing ID	The unique identifier of the mailing.
Class ID	The identifier of the contact class that the contact belongs to (if any).
Description	The business account that the customer belongs to and the company name (if any).
Report	The report to be used as the email’s body for this mailing, if the mailing uses a report rather than an email template.
Notification ID	The notification template that is used to generate emails for the mailing. For each mailing, either a report or a template may be specified.
Format	The format in which the document based on the report will be send to the contact (if the mailing uses a report rather than a template). The following options are available: PDF, Text, HTML, or Excel.
BCC	A check box that indicates, if selected, that the recipient will receive a blind carbon copy (BCC) of the email for this mailing.
Active	A check box that indicates, if selected, that this mailing is active. Only active mailings are used to generate emails.

Concepts

Tasks

Windows

Send (CR306015) /visma-net-erp/help/common-settings/common-settings-windows/send-cr306015 page By using this window, you can create and send an email to a lead or contact, or view the details of an existing email. 2026-02-19T17:09:06+01:00 # Send (CR306015) By using this window, you can create and send an email to a lead or contact, or view the details of an existing email. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. By using this window, you can create and send an email to a lead or contact, or view the details of an existing email. When creating a new email, you can select an email template, an article from the knowledge base, or an activity with all its history of email exchange. Note: If a default email template has been created for email activities, this window will open with the template preloaded. ## The window toolbar The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.

Button	Description
Send	Sends the email.
Actions	Provides the following menu commands, which you can click to invoke actions: Reply all: Initiates a reply to the sender of the email and all its recipients. Forward: Initiates the sending of a copy of the email to new recipients. Select source: Opens the Select source dialog box, which you can use to specify which information you want to include into the email. Process: Processes the email according to the rules in the ) System email accounts (SM204002) window. Cancel sending: Cancels the email. Download.eml file: Saves a copy of the email in eml format. This action is available only for incoming emails. Archive: Stores the email activity in archival storage. Only emails that have the Processed status can be archived. The archived email is moved to the System email accounts (SM204002) window, and its status changes to Archived. Restore from archive: Restores the email from the archive. When it has been restored, the email is once again listed in the Incoming -tab on All emails (CO409070) or Sent emails (CO409080) window, depending on whether it’s an incoming or outgoing email, and its status changes to Processed. Restore deleted: Restores the email if it has the Deleted status.

Send

Sends the email.

Actions

Provides the following menu commands, which you can click to invoke actions:

Reply all: Initiates a reply to the sender of the email and all its recipients.
Forward: Initiates the sending of a copy of the email to new recipients.
Select source: Opens the Select source dialog box, which you can use to specify which information you want to include into the email.
Process: Processes the email according to the rules in the ) System email accounts (SM204002) window.
Cancel sending: Cancels the email.
Download.eml file: Saves a copy of the email in eml format.

This action is available only for incoming emails.

Archive: Stores the email activity in archival storage. Only emails that have the Processed status can be archived. The archived email is moved to the System email accounts (SM204002) window, and its status changes to Archived.
Restore from archive: Restores the email from the archive. When it has been restored, the email is once again listed in the Incoming -tab on All emails (CO409070) or Sent emails (CO409080) window, depending on whether it’s an incoming or outgoing email, and its status changes to Processed.
Restore deleted: Restores the email if it has the Deleted status.

The Select source dialog box

Element	Description
Source type	The desired option for creating a new email: Notification template: To insert an email template from the list of available email templates. This option is available only if a related activity is associated with the email. Activity: To insert the activity with the related conversation. This option is available only if a related activity is associated with the email. KB article: To insert an article from the knowledge base (KB).
Template	The template to be used for this email, which you can select from the list of available templates. This field is available only if the Notification template option is selected in the Source type field.
Activity	The particular activity to include in the email. This field is available only if the Activity option is selected in the Source type field.
Article ID	The particular article from the knowledge base to include in the email. This field is available only if the KB article option is selected in the Source type field.
Append	A check box that you select if you want to append the information from the selected source to the text that is already in the message field.
Select (button)	A button you click to insert information from the selected source and close the dialog box.
Cancel (button)	A button you click to close the dialog box without any changes being made to the email.

## The top part In this area, you can specify information about the recipients and the subject of the email.

Element	Description
From	The email address of the sender. When you create a new email, the email address specified in the Default email account field in the Email preferences (SM204001) window is selected by default.
To	The email address of the recipient. If you are sending the email to multiple recipients, use commas or semicolons as separators.
Cc	The email address to receive a copy of the email. If you are copying the email to multiple recipients, use commas or semicolons as separators.
Bcc	The email address to receive a copy of the email; any address entered here will be hidden from other recipients. If you are blind-copying the email to multiple recipients, use commas or semicolons as separators.
Subject	The subject of the email message.
Source Information	An area in the upper right part of the window field that contains a variety of read-only elements. The specific elements depend on the type of related entity (the lead, contact, or customer, depending in the window you were using when you opened the current window).

## The Message tab By using this tab, you can enter and edit the email, attach files to it, and insert images. This tab includes a formatting toolbar and a message field. The formatting toolbar provides buttons you can use to edit text (including cut, copy, and paste), change the typographical treatment of text (including using boldface, italics, superscript, subscript, colour, and highlighting), and format text (changing its alignment, indenting, or creating lists). You can also add files and insert images. The message field contains the body of the email. You type the email here and edit it using the formatting toolbar. ## The Details tab You use this tab to enter or view details of the email activity.

Element	Description
Date	The start date and time of the email activity.
Incoming	A check box that indicates (if selected) that this is an incoming email.
Internal	A check box that indicates (if selected) that the email activity is hidden from external users.
Work group	The work group associated with the email activity.
Owner	The username of the employee responsible for this activity.
Related entity description	The entity that this activity is associated with. For example, if you are creating an activity that is associated with a lead, this lead will be specified in the field by default. To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.
Parent	The parent task or event for this email activity.
Project	The project associated with this activity (or the non-project code, which indicates that this activity is not associated with any project defined to the system). This field appears if the Projects workspace is activated and the Track time check box (see below) is selected.
Project task	The particular project task with which this activity is associated; appears if the Projects workspace is activated and the Track time check box (see below) is selected. You can select only a project task of the project selected as the Project.
Time card week	The week to reflect this email activity on the employee time card.
Mail status	The status of the email, which can be one of the following options: Draft, Pre-process, In process, Processed, Cancelled, Failed, Archived, or Deleted.
Track time	A check box you select to make available elements that you can use to enter the time-related information.
Status	The status of the email activity, which can be one of the following options: Draft, Open, In process, Complete, Approved, Rejected, Cancelled, Pending approval, or Released.
Approver	The person who is responsible for approving the email activity.
Earning type	The earning type for the email activity, for the purpose of determining how labour is costed.
Time spent	The number of hours spent on the email activity.
Invoiceable	A check box that indicates (if selected) that the time spent on the email activity can be invoiced.
Released	A check box that indicates (if selected) that the activity has been released.
Invoiceable time	The number of hours that can be invoiced, spent on the email activity.

### The Select entity dialog box By using this dialog box, you can specify which entity relates to the activity whose data you are adjusting.

Element	Description
Type	The type of the related entity.
Entity	The related entity of the type.
OK	A button that causes your changes to be accepted and closes the dialog box.
Cancel	A button that closes the dialog box and cancels the selection.

Concepts

About email archiving

Task (CR306020) /visma-net-erp/help/common-settings/common-settings-windows/task-cr306020 page By using this window, you can create a new task or view the details of an existing task. 2026-02-19T17:09:06+01:00 # Task (CR306020) By using this window, you can create a new task or view the details of an existing task. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The window toolbar

Button	Description
Complete	Changes the status of the task to Completed. This action is available only to the task owner.
Complete and follow-up	Changes the task status to Completed and creates an task that has the same details as the current one but the Not started status. This action is available only to the task owner.
Cancel	Cancels the task, changing its status to Cancelled. This action is available only to the user who created the task.

## The Details tab By using this tab, you can create a new task and view or edit the details of an existing task.

Element	Description
Summary	The task summary description, which can be used as its ID.
Start date	The start date and time of the task.
Internal	A check box that, if selected, indicates that the task is hidden from external users.
Due date	The date and time when the task should be completed.
Completion (%)	The estimation of the task completion, expressed as a percent.
Work group	The workgroup the task is assigned to.
Owner	The user the task is assigned to. By default, it shows the employee ID of the task creator.
Reminder	This check box is not in use.
Remind at (date)	This field is not in use.
Related entity description	The entity that this activity is associated with. For example: If you are creating an activity that is associated with a lead, this lead will be specified in the field by default. To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.
Parent	A read-only field displaying the parent task this task is related to via the Related tasks tab of the parent task, if applicable.
Project	The project associated with this task (or the non-project code indicating that this task is not associated with any project defined to the system); appears if the Projects module is activated.
Project task	The particular project task with which this task is associated; appears if the Projects module has been activated. You can select only a project task of the selected project.
Priority	The priority level of the task: Low, Normal, or High. These levels are used for informational purposes only; no specific functionality is associated with them.
Status	The status of the task. Select one of the following options: Open The task has been assigned to an owner. Draft The task has not been assigned yet. In process The task owner has started processing the task. Cancelled The user who created the task has cancelled it. Completed The task owner has finished processing the task.
Category	The category of the task.
Completed at	The date and time of task completion.
Time spent	The time in days, hours, and minutes from task creation to completion.
Overtime	The number of hours outside of work hours from task creation to completion.
Invoiceable time	The number of invoiceable hours from task creation to completion.
Invoiceable overtime	The number of billable overtime hours spent on the task.

You can use the editor area, found at the bottom of the tab, to add comments about the task. You can edit the text by using the buttons in the formatting toolbar, which give you the ability to edit text (including cut, copy, and paste), change its typographical treatment (including using boldface, italics, superscript, subscript, colour and highlighting), and format it (changing its alignment, indenting, or creating lists). ### The Select entity dialog box By using this dialog box, you can specify which entity relates to the activity whose data you are adjusting.

Element	Description
Type	The type of the related entity.
Entity	The related entity of the type.
OK	A button that causes your changes to be accepted and closes the dialog box.
Cancel	A button that closes the dialog box and cancels the selection.

## The Related activities tab This tab displays a table that shows activities related to the task.

Button	Description
Add email	Opens the Send (CR306015) window, from which you can send an email.
Add activity	Contains a menu with options that correspond to the activity types. By clicking on a menu option, you open the Activity (CR306010) window, which you use to create an activity of the corresponding type.

Column	Description
Type	The type of the activity.
Summary	The description provided for the activity. With an email, it matches the content of the email subject field.
Status	The status of the activity.
Start date	The start date of the activity.
Created at	The date and time when the activity was created.
Category	The category of the task.
Invoiceable	A check box that indicates (if selected) that the time spent on the activity can be invoiced.
Time spent	The number of hours spent to complete the activity.
Overtime	The number of hours outside of work hours spent to complete the activity.
Invoiceable time	The number of hours spent to complete the activity that can be invoiced.
Invoiceable overtime	The number of overtime hours spent to complete the activity that can be invoiced.
Work group	The work group that the activity is assigned to (if any).
Owner	The name of the user to whom the activity is assigned.
Created by	The user who has created the activity.
Released	A check box that indicates (if selected) that the activity has been released.

## The Related tasks tab This tab lists the tasks that are related to this task. This task will be set as the **Parent** for the tasks added here.

Button	Description
Add related task	Opens the Task (CR306020) window in a pop-up window.

Column	Description
Subject	The description of the task and a link to it.
Status	The status of the task.
Start date	The start date of the task.
Due date	The due date of the task.
Completed at	The date and time when the task was actually completed.

Event (CR306030) /visma-net-erp/help/common-settings/common-settings-windows/event-cr306030 page You use this window to create a new event or view the details of an existing event. 2026-02-19T17:09:06+01:00 # Event (CR306030) You use this window to create a new event or view the details of an existing event. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Note: To make sure the event will be displayed at the proper time on any user calendar even if users work from different time zones, make sure your time zone is specified in the [User settings (SM203010)](/visma-net-erp/help/management/management-windows/user-settings-sm203010/) window. ## The window toolbar The window toolbar includes standard and window-specific buttons.

Complete

Changes the status of the event to Completed.

This action is available only to the event owner.

Cancel

Changes the status of the event to Cancelled.

This action is available only to the user who created the event.

Actions

Provides the following menu commands, which you can click to invoke actions:

Export: Exports calendar data to a file in the iCalendar format. Files in this format can be imported into Microsoft Outlook or similar applications.
Send card: Sends emails with calendar data to the specified potential attendees.

## The Details tab This tab contains general event-related information. You can use the editor area, found at the bottom of the tab, to add comments about the event. You can edit the text by using the buttons on the formatting toolbar, which give you the ability to edit text (including cut, copy, and paste), change its typographical treatment (including using boldface, italics, superscript, subscript, colour and highlighting), and format it (changing its alignment, indenting, or creating lists).

Element	Description
Subject	A brief description of the event, which can serve as its ID.
Location	The location of the event.
Start time	The start date and time of the event.
All day	A check box that indicates (if selected) that this is an all-day event.
End time	The end date and time of the event.
Category	The category of the event.
Internal	A check box that indicates (if selected) that the event is hidden from external users.
Show as	The event status to be displayed on your schedule if it is public.
Reminder	This check box is not in use.
Remind at	This field is not in use.
Related entity description	The entity that this activity is associated with. For example, if you are creating an activity that is associated with a lead, this lead will be specified in the field by default. To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.
Priority	The priority of the event, which is one of the following values: Low, Normal, or High.
Status	The status of the event: Open, Draft, Processing, Cancelled, or Completed.
Time spent	The number of hours spent on the event.
Overtime	The number of hours outside of work hours spent on the event.
Invoiceable time	The number of hours spent on the event that can be invoiced.
Invoiceable overtime	The number of overtime hours spent on the event that can be invoiced.

### The Select entity dialog box By using this dialog box, you can specify which entity relates to the activity whose data you are adjusting.

Element	Description
Type	The type of the related entity.
Entity	The related entity of the type.
OK	A button that causes the system to accept your changes and close the dialog box.
Cancel	A button that causes the system to close the dialog box and cancel the selection.

## The Related activities tab This tab has a table that shows activities related to the event.

Button	Description
Add Email	Opens the Send (CR306015) window so you can send an email.
Add activity	Contains a menu with options that correspond to the activity types in the system. By clicking on a menu option, you open the Activity (CR306010) window, which you use to create an activity of the corresponding type.

Column	Description
Type	The type of the activity.
Invoiceable	A check box that indicates (if selected) that the time spent on the activity is invoiceable.
Summary	The summary description of the activity.
Status	The status of the activity.
Start date	The start date of the activity.
Time spent	The number of hours spent to complete the activity.
Overtime	The number of hours outside of work hours spent to complete the activity.
Invoiceable time	The number of hours spent to complete the activity that can be invoiced.
Invoiceable overtime	The number of overtime hours spent to complete the activity that can be invoiced.

## The Attendees tab By using this tab, you can select potential attendees for a new event. (For a new event, your name appears on the list automatically.) For an existing event, you can view those invited and see whether they accepted the invitation.

Button	Description
Invite	Sends emails inviting the selected attendees.
Invite all	Sends emails inviting all attendees.

Column	Description
Name	The name of the potential attendee to the event.
Email	The email address of the potential attendee.
Comment	Any comments relevant to why the attendee was invited, why the attendee has rejected the invitation, or why the attendee has accepted it.
Invitation	The status of the invitation, which is one of the following options: Accepted, Cancelled, or Rejected. The system updates the value automatically if the invitation is accepted or rejected by the potential attendee, or cancelled by its creator.

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