e-conomic

Dataudveksling kunder

Beskrivelse af hvilke felter/værdier der overføres og hvad logikken er.

Overfør kundedata TIL e-conomic

En kunde overføres enten som en ny e-conomic kunde eller en eksisterende e-conomic kunde opdateres.
Kundedata overføres til e-conomic når:

– en faktura overføres til e-conomic
– et projekt overføres til e-conomic

Følgende kundefelter overføres til e-conomic

EazyProject felter	e-conomic felter	Kommentar
Navn	Navn
Kundenummer	Nr.
Adresse	Adresse
Postnummer	Postnr.
By	By
Land	Land
Telefon	Telefon/fax
Cvr.	CVR-nr
EAN	EAN-nr
Vores reference	Vores reference
Valuta	Valuta	DKK er standardværdi
Debitorgruppe	Gruppe
Momszone	Momszone
Betalingsbetingelser	Betalingsbetingelser
Layout	Layout
E-mail	Faktura-e-mail
Status	Adgang

Kundekontakter

Nye kundekontakter oprettes kun i e-conomic, hvis navnet ikke findes på den pågældende kontakt.

Følgende kundekontakt felter overføres til e-conomic

EazyProject felter	e-conomic felter	Kommentar
Navn	Navn
E-mail	E-mail

Kundestatus

Hvis kundestatus ændres i EazyProject i kundeformularen, opdateres feltet ”Adgang” på kunden i e-conomic.
Det vil sige hvis en kunde afsluttes i EazyProject, afsluttes kunde automatisk i e-conomic.

Overfør kundedata TIL EazyProject

En kunde overføres enten som en ny EazyProject kunde eller en eksisterende EazyProject kunde opdateres.
Kundedata overføres til EazyProject når:

– der klikkes “indlæs data fra e-conomic” i EazyProject -> Vis kunder
– et projekt overføres til EazyProject

Følgende kundefelter overføres til EazyProject

EazyProject felter	e-conomic felter	Kommentar
Navn	Navn
Kundenummer	Nr.
Adresse	Adresse
Postnummer	Postnr.
By	By
Land	Land
Telefon	Telefon/fax
Cvr.	CVR-nr
EAN	EAN-nr
Debitorgruppe	Gruppe
Momszone	Momszone
Betalingsbetingelser	Betalingsbetingelser
Layout	Layout
E-mail	Faktura-e-mail
Status	Adgang

Kundekontakter

Nye kundekontakter oprettes kun i EazyProject, hvis navnet ikke findes på den pågældende kontakt på den pågældende kunde

Følgende kundekontakt felter overføres til EazyProject

EazyProject felter	e-conomic felter	Kommentar
Navn	Navn
E-mail	E-mail
Telefon	Telefon

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