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Invantive Estate

Using this screen you can exchange personal data with an ERP system.Open screen in browser Open Form

People Interface Screen

The meaning of the entry fields is:

Name

 

Name

The name of the person.

Gender

The gender of the person.

Initials

The initials of the person.

Initials

The unique abbreviation of the name. The initials are used in reports or in screens when there is not enough space available to show the whole name.

Middle Name

Middle name of the person.

Function

The function of the person within the company.

Business

The company where the person is employed.

Manager

The manager or supervisor of the person.

Employee Number

Identification number of the person within the organization where the person is employed.

System

 

Username

The code with which the person can log in (see Start up and Login). The user cannot log in if this field is not filled out.

Password

The password of the user. The user can change this password via screen My Preferences.

Administrator

If this box is checked, the user is shown in the list of administrators in the screen where projects are uploaded (see Projects).

Project developer

If this box is checked, the user is shown in the list of administrators in the screen where projects are uploaded (see Projects).

Surname

Surname.

Time Writer

If this box is checked, the user is shown in the list of persons that are allowed to write hours in the screen Timesheets.

Process Holder

In case this box is checked, the user is shown in the list of process holders in the screen where you can register processes (see Processes).

Signs timesheets

In case this box is checked, the user is shown in the list of timesheet signers in the project screen (see Projects).

Process Detector

In case this box is checked, the user is shown in the list of process reporters in the screen where you can register processes (see Processes).

Contact Information

 

Email address 1

The email address of the person. The application uses this email address in case it needs to send messages to the user.

Email Address 2

A second alternative email address of the person.

Email Address 3

A second alternative email address of the person.

Email Address 4

A fourth alternative email address of the person.

Mobile Number

The mobile number of the person.

Fax

The fax number of the person.

Home

The phone number where the person can be reached at home.

Address

 

Address 1

Address of the person (for example, street and house number)

Address 2

Extra address line, in case needed.

Zip Code

Postal code.

City

Place of residence

Country

Country of residence.

Other

 

Date of Birth

The birth date of the user (only relevant for persons who ‘represent physical persons’.

Date of Death

The date of death.

Partner

The name of the partner.

Children

The names of any children, separated by a randomly chosen separator.

Nickname

The nickname

Hobbies

The hobbies.

IBAN Number

The IBAN of the bank account of the person.

Remarks

Free text box where notes on the person can be added.

Loading Information

 

Unique Reference in Originating System

Reference with which the record in the system of origin can be identified.

Group in Originating System

Reference to a group of records in the system of origin. The grouping of records is often used to validate the loading process using ‘application control’.

Loading Message

Displays a message on the most recent action of loading a record.

Loading Status

Displays status information about the loading process of the record. ‘E’ = ‘Error’ and ‘C’ = ‘Completed’. The completed load statuses will be automatically deleted at the end of the ERP processing.

Loaded

The point of time the record was loaded by the ERP interface.

The meaning of the other fields:

Id

The technical code with which the person can be identified.