Branches (CS102000)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can provide tax registration information for the branch if it is a legal entity.

By using the window, you can create a new branch or update information about an existing branch. Also, you can set up the base currency to be used by all the branches.

For an overview of the branch-related functionality of Visma Net, see: About multi-branch support.

## 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.

What to do from this window

• Activate or deactivate the ROT and RUT deduction functionality
• Use the Basic payment processing for AutoPay
• Use Advanced payment processing for AutoPay
• Enter contact information for RF-1301

The window toolbar

The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.

Button	Description
Actions	Provides the following menu command, which you can click to invoke actions: + Change ID: Opens the Specify new ID dialog box, where you can specify a new ID for the currently selected company.

The top part

In this area, you can assign a unique ID to a new company branch and specify its most commonly used name.

Element	Description
Branch ID	The unique ID of the branch, which you compose according to the rules defined by the BIZACCT segmented key.
Branch name	The most commonly used name of the branch.
Company	The company to which the branch belongs or whose subsidiary it is.
Active	A check box that says (if selected) that the selected branch is active.
Main office	Select this check box if this branch is the main office.

The Branch details tab

The elements on this tab hold the general information about the branch.

The Main address section

The elements in this section contain the company address. By default, this address is the one set as the main address. You can set another address as the main one on the Delivery settings tab.

Element	Description
Address 1	The first line of the company branch address.
Address 2	The second line of the company branch address.
Address 3	The third line of the company branch address.
Postcode	The postcode. An input validation mask can be set for the country postcodes.
City	The city of the company branch address.
*Country	The country of the company branch address. Select a country from the predefined list of countries.
County	The county or province of the company branch address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map	Click to view the location on a map.

The Main contact section

The elements in this section contain the main contact information of the company.

Element	Description
Company name	The legal business name of the company, as registered with the appropriate tax agency. This is the name that will appear on the company documents.
Attention	The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department.
Email	The default email address of the company.
Web	The website of the company, if one exists.
Phone 1	The primary phone number of the company.
Phone 2	An additional phone number of the company.
Fax	The fax number of the company.

The Document address section

Element	Description
Same as main	Select this check box if you want the document address information to be the same as the main address information.
Address 1	The first line of the document address.
Address 2	The second line of the document address.
Address 3	The third line of the document address.
Postcode	The postcode. An input validation mask can be set for the country postcodes. For more information, see: the Countries/counties/postcodes (CS20400S) window.
City	The city of the document address.
Country	The country of the document address. Select a country from the predefined list of countries.
County	The county or province of the document address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.

The VAT registration information section

This group of elements provides miscellaneous legal information about the company branch.

Element	Description
Corporate ID	The corporate ID of the company.
VAT registration ID	The branch registration ID for the country’s tax authority. An input mask or regular expression can be set to validate the input in this field.

The Configuration settings section

This group of elements covers the default country and the access role of the branch.

Element	Description
Access role	The role to be used to give employees of the branch access to the branch data. For more information, see: About security of organisation branches.
*Default country	The default country, which is the country of most of the branch’s customers and suppliers.
Industry code ID	The branch’s industry code ID.

The Report settings section

This group of elements holds information on report settings.

Element	Description
Show description on order confirmation and invoice	Select this check box to show the description in the Description field on both the sales order confirmation and the invoice.
Print note on external sales documents	Select this check box if you want a note to be printed on external sales documents.
Print note on internal sales documents	Select this check box if you want a note to be printed on internal sales documents.
Print description on purchase orders	Select this check box if you want a description to be printed on purchase orders.
Print note on purchase orders	Select this check box if you want a note to be printed on purchase orders.

The Delivery settings tab

You use the elements on this tab to specify the delivery contact and address of the branch, along with related shipping instructions.

The Delivery address section

Element	Description
Same as main	A check box that you select if the default location’s address is the same as that of the main branch address specified on the General settings tab. If you select the check box, the values in the fields will be filled out automatically in accordance with the values of the main address. Clear the check box to enter another address.
Address 1	The first line of the default location address.
Address 2	The second line of the default location address.
Address 3	The third line of the default location address.
Postcode	The postcode for the address.
City	The city of the default location.
Country	The country of the default location.
County	The county or province of the company branch address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map	Click to view the location on a map.

The Delivery contact section

Element	Description
Same as main	A check box that you select if the business information of the default location is the same as the branch business information specified on the General settings tab; if you select this check box, the values in the boxes will be filled out automatically, in accordance with the main business information.
Company name	The business name of the location, if it is different from the business name of the branch.
Attention	The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department.
Email	The email address to be used for this branch location.
Web	The website address (if any) related to this branch location.
Phone 1	The primary phone number at the location.
Phone 2	An additional phone number at this location.
Fax	An additional phone number at this location.

The Shipping instructions section

This group of elements covers the shipping instructions for the delivery address.

Element	Description
VAT zone ID	The VAT zone of the delivery location.
Shipping rule	The way the orders should be fulfilled for this location. You can select one of the following options: Ship only when complete Only completely fulfilled orders are allowed. Back orders allowed Back orders are allowed if some items are out of stock. Cancel remainder The ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be cancelled.

The Payment settings tab

Column	Description
Days for remark	The number of days that the receiver of the invoice has to make remarks on the invoice. The value filled in here is displayed on the invoice reports.
Bank language	The language that the bank of the branch uses.
Bank name	The name of the bank of the branch.
Bank address line 1	The first line of the bank’s payment address.
Bank address line 2	The second line of the bank’s payment address.
Bank address line 3	The third line of the bank’s payment address.
Bank country	The country where the bank is located.
IBAN	The bank’s IBAN number.
Bank account no.	The main bank account number for the bank.
Bank account no. 2	The second bank account number for the bank.
Bank account no. 3	The third bank account number for the bank.
BIC (SWIFT)	The BIC or SWIFT code of the bank.
Creditor identifier	The branch’s creditor ID. It is used for direct debit sending (only in the Netherlands)

The Payment process settings section

Element	Description
Allow payment of pre-booked invoices	Select this check box if you want to allow payment of purchase invoices that are pre-booked but not released yet.

The Ledgers tab

On this tab, you can review and edit the list of the ledgers associated with the company. Companies of any types may or may not share actual ledgers; ledgers of other types can be attached to or detached from a company at any time. Only ledgers associated with a company can be updated by the company branches.

Column	Description
*Ledger ID	The identifier of the ledger.
Description	A description of the ledger.
Type	The type of the ledger, which can be one of the following: Actual, Reporting, Statistical, or Budget.
*Currency	The currency of the ledger.
Consolidation source	A check box that indicates (if selected) that the ledger is used as a source ledger for consolidation.

The General ledger accounts tab

You use this tab to specify the sales, expense, freight, and discount subaccounts to be used for the branch.

Element	Description
Sales sub.	The subaccount to be used as the default sales subaccount for the branch.
Expense sub.	The subaccount to be used as the default expense subaccount for the branch.
Freight sub.	The subaccount to be used as the default freight subaccount for the branch.
Discount sub.	The subaccount to be used as the default discount subaccount for the branch.
Currency gain/loss sub.	The subaccount to be used as the default currency gain and loss subaccount for the branch.

The Logo tab

On this tab, you can upload logo images for the branch. The uploaded images will be displayed in the system and on the reports when this branch is active. To delete images that you no longer need, you use the Files menu on the window title bar.

The Site logo section

In this section, you can upload and preview the logo that will be displayed in the top left corner of Visma Net (when this branch is active). The recommended size of the uploaded image is 210 by 50 pixels.

Elements	Description
Browse	Opens the file selection window, where you can select an image to upload.
Upload	Uploads the selected image to the system.
Preview window	Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow.

The Report logo section

In this section, you can upload and preview the logo that will be displayed on the reports for the selected branch. The recommended size of the uploaded image is 420 by 100 pixels.

Elements	Description
Browse	Opens the file selection window, where you can select an image to upload.
Upload	Uploads the selected image to the system.
Preview window	Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow.

The Employees tab

On this tab, you can view and update the list of branch employees.

The table buttons

Button	Description
New employee	This button lets you navigate to the Employees (EP203000) window so that you can add information about a new employee for the branch.

The table columns

Column	Description
Employee ID	The unique ID of the employee in the system.
Name	The name of the employee.
*Department	The department where the employee works.
City	The city where the employee lives.
County	The county where the employee lives.
Phone 1	The phone number of the employee.
Email	The email address of the employee.
*Status	The status of the employee.

The ROT and RUT settings (Sweden) tab

On this tab, you can view and update the settings for ROT and RUT deduction for the branchorganisation. ROT and RUT deduction is a default setting in the Visma Net templates.

Element	Description
Uses ROT/RUT deduction	Select this check box if ROT and/or RUT deduction is used.
Currency	The currency of the deduction amount, usually SEK.
Next claim no.	The next number of the file that can be sent to the Swedish government.
Org. no. validation reg. exp.	The regular expression used to validate an entered housing cooperative’s ID. This is automatically set to ten digits: ^(\d{10})$.
Default RUT/ROT type	In this field, you can choose whether RUT or ROT is the default option in the following windows: Non-stock items (IN202000), Stock items (IN202500), Sales invoices (AR301000), Claim ROT and RUT (AR531000), and Sales orders (SO301000).
Tax agency account	In this field, you choose the Swedish tax authority (Skatteverket). All incoming payments from ROT and RUT deductions will then be added to this customer.
Balance invoices on	Determines when the balancing Closed credit note to the customer and Open debit note to Skatteverket will be created. This can be one of the following: Release customer ledger documents upon release of the invoice. Claim ROT and RUT upon claiming the invoice in the Claim ROT and RUT (AR531000) window with the Claim action.

The ROT section

Element	Description
Standard allowance limit	The standard maximum amount for ROT deduction per person.
Extra allowance limit	The maximum amount for ROT deduction per person, when this is different from the standard maximum amount.
Deduction (%)	The ROT deduction amount in percent.

The RUT section

Element	Description
Standard allowance limit	The standard maximum amount for RUT deduction per person.
Extra allowance limit	The maximum amount for RUT deduction per person, when this is different from the standard maximum amount.
Deduction (%)	The RUT deduction amount in percent.

The VAT information tab

On this tab, you can view and update the VAT information for the branch.

The Board address section

Element	Description
Same as main	A check box that you select if the business information of the default location is the same as the branch business information specified on the General settings tab; if you select this check box, the values in the boxes will be filled out automatically, in accordance with the main business information.
Address 1	The first line of the board location address.
Address 2	The second line of the board location address.
Address 3	The third line of the board location address.
Postcode	The postcode for the address.
City	The city of the location.
Country	The country of the location.
County	The county or province of the branch’s board address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map	Click to view the location on a map.

The VAT type section

Element	Description
VAT type	By selecting one of the options in the drop-down list, will make an impact on your printed invoices. Taxable Adds Taxable ( MVA ) behind the company registration number on the printed invoice. Non-taxable Only the company registration number ( Org.nr. ) is visible on the printed invoice. Corporate VAT Adds Corporate ( Foretaksregistrert ) in front of the company registration number ( Org.nr., and VAT ( mva. ) behind it, on the printed invoice. - Adds the tax certificate F-skattebevis for your company on the printed invoice. Taxable - discontinuation of activities Adds this text ( MVA - Under avvikling ) behind the company registration number ( Org.nr. ) on the printed invoice. Non-taxable - discontinuation of activities Adds this text ( Ingen mva. - Under avvikling ) behind the company registration number ( Org.nr. ) on the printed invoice. Corporate VAT - discontinuation of activities Adds this text ( Foretaksregistrert MVA - Under avvikling ) behind the company registration number ( Org.nr. ) on the printed invoice.
Default tax agency	The ID and name of the default tax agency that will be suggested as tax agency in windows related to VAT handling. If you have selected File VAT by branch you can define the default tax agency for each branch. If this field is left empty for the branch, the system will use the default tax agency selected for the company.

The Altinn settings tab

On this tab, you can view and update the Altinn settings for the branch.

The RF-1301 (Norway only) section

Element	Description
Name	The name of the responsible person.
Phone no.	The telephone number of the responsible person.
Notifications by email to	The email to which the sender wants to receive notifications.
Notifications by SMS to	The telephone number to which the sender wants to receive notifications.

The SAF-T report information section

Element	Description
Contact person	The responsible person for the SAF-T report that the government may contact. In order to use the Download file button in the SAF-T report (TX50600S) window, this field must contain information since it is mandatory for the SAF-T report.
Email	The email address of the responsible person for the SAF-T report. This information is mandatory for the SAF-T report.
Phone no.	The telephone number of the responsible person for the SAF-T report. This information is mandatory for the SAF-T report.
Reference number	The reference number of the report given by Altinn to be used in the SAF-T report. This information is mandatory for the SAF-T report.

The Intrastat tab

On this tab, you can view and update the Intrastat settings for the branch.

The Report settings section

Element	Description
Internal code	This code is used only in Finland, it is called the INT code, and is given by the Customs authority. It is most often used in cases where the company has offices in different locations and each office wants to submit a statistical declaration of their own, due to practical reasons. The code is not mandatory.
Declarant ID	The ID used for Intrastat reporting.
Contact person	The contact person responsible for the Intrastat report.

The Agency information section

Element	Description
Use agency	The name of the agency, if you are using an agency to do the Intrastat reporting for your branch.
ID	The ID number for the agency.
Organisation name	The agency’s name.
VAT number	The agency’s VAT number.
Internal code	The internal code for the agency.
Phone number	The agency’s telephone number.

Related pages

Concepts

• About multi-branch support
• /visma-net-erp/online-help/shared-files/cs-security-for-branch-con/
• About security of organisation branches

Tasks

• Create an employee
• Add an employee cost

Windows

• Countries/counties/postcodes (CS20400S)
• Work calendar (CS209000)
• Positions (EP201000)
• Departments (EP201500)
• Employee classes (EP202000)
• Users (SM201010)
• Employees (EP203000)
• Organisations (CS101500)