{"id":4936,"date":"2018-07-04T09:18:47","date_gmt":"2018-07-04T06:18:47","guid":{"rendered":"http:\/\/infokam.eu\/blog\/?p=4936"},"modified":"2023-12-14T16:08:26","modified_gmt":"2023-12-14T13:08:26","slug":"corectarea-datelor-unui-client-furnizor","status":"publish","type":"post","link":"https:\/\/infokam.eu\/blog\/2018\/07\/04\/corectarea-datelor-unui-client-furnizor\/","title":{"rendered":"Corectarea datelor unui client (furnizor)"},"content":{"rendered":"

C\u00e2teodat\u0103 suntem noi de vin\u0103, c\u00e2teodat\u0103 nu, dar uneori observ\u0103m c\u0103 datele clien\u021bilor (sau ale furnizorilor, unde este cazul) sunt gre\u0219ite.<\/span><\/p>\n

\n

Pentru a face corec\u021biile necesare acces\u0103m op\u021biunea \u201cCorec\u021bii date clien\u021bi<\/span><\/strong>\u201d. <\/span><\/p>\n

Se va deschide urm\u0103toarea fereastr\u0103:<\/span><\/p>\n

\"Clipboard01\"<\/span><\/a><\/p>\n

In c\u00e2mpul Alege\u021bi clientul dorit<\/strong><\/span><\/em> introducem primele litere din denumirea clientului c\u0103ruia dorim s\u0103-i corect\u0103m datele, urmate de ENTER<\/span><\/strong><\/span><\/span><\/span><\/p>\n

\"Clipboard01b\"<\/span><\/a><\/p>\n

moment \u00een care se deschide lista din care alegem clientul dorit<\/span><\/p>\n

\"Clipboard04\"<\/span><\/a><\/p>\n

\u00a0<\/span><\/p>\n

In loc de a alege clientul dup\u0103 denumire poate este mai simplu s\u0103 tast\u0103m codul fiscal al acestuia, cu sau f\u0103r\u0103 RO, urmat din nou de ENTER<\/strong><\/span><\/span><\/p>\n

\"Clipboard01c\"<\/span><\/a><\/p>\n

In ambele cazuri vor fi afi\u0219ate datele clientului, care se pot corecta.<\/span><\/p>\n

Aten\u021bie!<\/strong><\/span><\/p>\n

Denumirea clientului va fi corectat\u0103 \u00een c\u00e2mpul \u201cDenumirea<\/strong><\/span><\/em>\u201d \u0219i nu \u00een c\u00e2mpul \u201cAlege\u021bi clientul dorit<\/span><\/em><\/strong>\u201d.<\/span><\/p>\n

\"Clipboard02b\"<\/span><\/a><\/p>\n

Dac\u0103 denumirea clientului este gre\u0219it\u0103, vom l\u0103sa op\u021biunea implicit\u0103 \u201cDenumirea clientului va fi corectat\u0103 pe toate documentele anterioare<\/strong><\/span><\/em>\u201d<\/span><\/p>\n

Dac\u0103 clientul \u0219i-a schimbat denumirea vom selecta op\u021biunea \u201cClientul \u0219i-a schimbat denumirea<\/span><\/strong><\/em>\u201d. In acest fel pe facturile mai vechi dec\u00e2t data curent\u0103 afi\u0219at\u0103 de program denumirea clientului va r\u0103m\u00e2ne neschimbat\u0103 \u0219i nou\u0103 denumire va fi \u00eenscris\u0103 numai pe facturile emise \u00eencep\u00e2nd cu data modific\u0103rii.<\/span><\/p>\n

Dac\u0103 dintr-o eroare avem mai mul\u021bi clien\u021bi cu aceea\u0219i denumire (de exemplu \u201cSC Info KAM Technologies\u201d \u0219i \u201cInfo KAM Technologies\u201d (f\u0103r\u0103 \u201cSC\u201d), vom corecta unul din clien\u021bi astfel \u00eenc\u00e2t denumirea \u0219i codul fiscal al acestuia s\u0103 fie identice cu denumirea \u0219i codul fiscal ale clientului cu denumirea corect\u0103. Dup\u0103 corec\u021bie clientul cu denumirea gre\u0219it\u0103 va dispare din list\u0103 \u0219i clientul nu va mai fi dublat.<\/span><\/p>\n

Dac\u0103 nu cunoa\u0219tem datele clientului (de exemplu adresa) putem s\u0103 folosim butonul Verificare <\/strong><\/span>\u0219i toate datele vor fi preluate \u0219i completate automat. Singura condi\u021bie este ca serverele acelor institu\u021bii s\u0103 \u0219i func\u021bioneze \u00een acel moment, lucru care nu se \u00eent\u00e2mpl\u0103 \u00eentotdeauna.<\/span><\/p>\n

Dar, ATENTIE<\/strong>, este posibil ca datele care sunt preluate din diversele baze de date ale institu\u021biilor statului s\u0103 fie incomplete sau gre\u0219ite, \u0219i acolo lucreaz\u0103 oameni.<\/span><\/p>\n

De aceea verifica\u021bi cu aten\u021bie datele preluate \u0219i corecta\u021bi eventualele gre\u0219eli \u00eenainte de a valida opera\u021biunea.<\/span><\/p>\n

Este posibil ca \u0219i cuvintele scrise cu diacritice s\u0103 fie preluate gre\u0219it, dac\u0103 observa\u021bi semne ciudate \u00een denumire sau\/\u0219i adres\u0103 face\u021bi corec\u021biile necesare.<\/span><\/p>\n

\n

Dup\u0103 ce am f\u0103cut toate corec\u021biile valid\u0103m opera\u021biunea<\/span><\/span><\/span><\/p>\n

\"Clipboard03\"<\/span><\/a><\/p>\n

\"text-separator-21\"<\/a><\/span><\/p>\n

Dup\u0103 ce am corectat datele unui client nu mai este necesar s\u0103 corect\u0103m \u0219i documentele emise c\u0103tre acesta, corec\u021biile se vor reg\u0103si pe toate facturile \u0219i chitan\u021bele.<\/span><\/p>\n

\n","protected":false},"excerpt":{"rendered":"

C\u00e2teodat\u0103 suntem noi de vin\u0103, c\u00e2teodat\u0103 nu, dar uneori observ\u0103m c\u0103 datele clien\u021bilor (sau ale furnizorilor, unde este cazul) sunt gre\u0219ite. Pentru a face corec\u021biile necesare acces\u0103m op\u021biunea \u201cCorec\u021bii date clien\u021bi\u201d. Se va deschide urm\u0103toarea fereastr\u0103: In c\u00e2mpul Alege\u021bi clientul dorit introducem primele litere din denumirea clientului c\u0103ruia dorim s\u0103-i corect\u0103m datele, urmate de ENTER […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[139],"tags":[],"class_list":["post-4936","post","type-post","status-publish","format-standard","hentry","category-manuale-de-utilizare"],"_links":{"self":[{"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/posts\/4936","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/comments?post=4936"}],"version-history":[{"count":5,"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/posts\/4936\/revisions"}],"predecessor-version":[{"id":8216,"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/posts\/4936\/revisions\/8216"}],"wp:attachment":[{"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/media?parent=4936"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/categories?post=4936"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/infokam.eu\/blog\/wp-json\/wp\/v2\/tags?post=4936"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}