Create a party

The user enters the name that will be used internally in our business (internal name), a fiscal code type and number (e.g. social security number in USA, NIF in Spain, passport number, ...), and a field for comments.

Then selects whether the party is a person or a organization and the system asks for the corresponding attributes:

• if it is a person: title, first name, last name
• if it is a organization: the official organization name.

Then the user can press the create button to create the party.

The system checks if a party with same name already exists showing a message to the user with the option to edit the previous party or add it anyway.

If any data is invalid the system shows again the page with warnings so the user can correct the errors.

When successfully created the party view window is shown.

Party details

The user is shown the party attributes. Then the user can press the edit button to save changes. Also every contact person, contact info and mean of payment is shown.

Options available:

• add a contact person that already exists. The search party window opens where the user can select a person.
• add a new contact person. The create party window opens with the �person� selection already made.
• add a contact address or contact phone. The �add contact info� window opens.
• add payment info. The �add payment info� window opens.

each of them with its purpose (e.g. sales department email, warehouse address, office address...) and start and end dates.

After any of these options the user is returned to the updated modification window.

Add contact info

The user selects what kind of contact information to add and the corresponding fields are shown to be filled by the user.

• postal address: adresee (defaults to name or organization name), address, city, postal code, state, country
• email: email address
• web: url
• phone or fax number: country, area code, contact number, extension

Then the user press the �add contact info� button.

The country and state is selected from a list where the default option can be configured (see configuration use case).

Add payment info to a party

First the user selects the mean of payment (by cash, payment card or credit card, bank bill, funds transfer, check, postal order). In some cases some more data is asked:

• bank bill: an account must be provided. The user selects what type of account (IBAN The International Bank Account Number European sta ndardor Spanish old account number format) so it can be validated, and the account number.
• payment card or credit card: card type (Visa, MasterCard, American Express,...), card number, expiration month and year and holder name must be provided.

In these cases the data provided must be validated and if it is incorrect an error message is displayed and the page is displayed again.

Second, the user adds the days of payment: number of payments, days until first payment and days between payments. The user can select the most common days (30, 60, 60 and 90, ...) from a list and the corresponding fields are completed.

Third, a discount percent can be filled and one or more purposes for this info (e.g. payment for invoices less than 100$...).

The user is the returned to the party details window with data updated.

Find party

The user selects the kind of search and enters the following info:

• search by code: the party code
• search by name: any part of the name or surname
• search by city: any part of the name of the city

Then press the search button and the system presents the party details window in the first case and a result list in the other ones. If there is no matching parties a �no results found� message is shown.

From the result list the user can click on any party to view its details, showing the party details window.

Modification

The user is shown the attributes that can be edited. Then the user can press the save button to save changes or cancel.