What is
ITAS is a codes oriented design and codes very specific to CLI (client profiles) are maintained using CLICODES.
If an ITAS configuration is operating several ITAS entities (companies) on the same ITAS server, there are procedures for Shared Data. This enables a tight control of what codes can be maintained on the associate entities whereby ONE ITAS entity is nominated as the Master and many associates can be linked thereafter. This procedure opens a sub-menu for the various codes needed for 'CLI' maintenance:
Geographic (company specific) provinces, regions, grid matrix {cmy106} Classification codes, used for another variation of account filtering {cmy110}
Contacts relationship codes e.g son, father, bought-ledger administrator, logistics manager {cmy109}
Ratings, used in CLI to assign various coding in View/Rating e.g. Product rating as being GMP, FREETRADE, FTO-ID, EU-BIO whereby TRADE can be setup to check that the suppliers are nominated as compliant for the commodity being traded. This accreditation checking is always actioned in TRADE for all Purchases whereby the commodity code is checked to ascertain if any further checking of Seller is required i.e. the Rating column in PHYSCODES/Commodity has content. {cmy120}
Styles, another code to classify the type of Counter-party e.g. Intermediary, Private . Useful for filtering on counter-party enquiries {cmy129}
Interface code Types, codes to be applied in CLI/Co. Numbers grid. Information only in ITAS, i.e. no ITAS processes directly apply this data. The CLI use of this data is useful for bespoke Interfaces/APIs. {cmy144}
3rd Party Tariffs, specialist list to assign accounts, expense codes to various Cost categories (S01 configuration ctrl30_mexhouse=Yes) {cmy146}
Cities, max 20 character code. Used for Brazil Nota Fiscal and e-Invoicing procedures {cmy171}
DIOT Types, 2 character code used for Mexico Electronic communications {cmy237}
Detail Classification Codes, 3 character code used as filter and DOCDES description when applied in CLI static {cmy185}
Payment Mode Codes, 1 character code used in CLI/TRADE and Invoicing to indicate how monies will be transacted e.g CASH, CHEQUE, TRANFER {cmy241}
Preferred Routes, 8 character code only used in Cotton/Warehouse Grouping process. {cmy258} Master / Shared data handles :-
Grid Ref codes {cmy104}
Province codes {cmy105}
Region codes {cmy106}
Client Type codes {cmy107}
Contacts job role/relationship codes {cmy109}
Other Classification codes {cmy110}
Ratings {cmy120}
Styles {cmy129}
Interface Codes {cmy144}
Cities {cmy171}
Detail Classification Codes {cmy185}
Payment Modes (cmy241)
