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Manage dynamic Company values

  • The dynamic tables for companies in GSI2 allow you to configure all reference values used in the Companies module. These values appear in dropdown menus, define company classifications, and support the system's organizational structure. Proper configuration of these values is essential for effective management of company entities.

    Accessing Company Dynamic Tables

    1. Navigate to the main menu
      From the side menu, access the "General Tables" or "Setup & Tables" section.
    2. Locate the "Companies S&T" section
      You'll find a dedicated submenu for company tables with all available options.
    3. Select the table to manage
      Click on the specific table you want to configure.

    1. Company Types

    Purpose

    Defines organizational classifications and company relationships in the system. These types determine how the company interacts with your organization.

    Common Values

    • Direct Client: End client receiving services directly
    • Direct Client Individual: Individual person as client
    • Direct Client Company: Company that is a direct client
    • Services Supplier: Company providing services
    • Goods Supplier: Company providing products
    • International Correspondent: Partners in other countries
    • International Local Consultant: Foreign consultant
    • Indirect Client/Intermediary: Client through intermediary
    • Group Company: Company within the same group

    Managing Company Types

    1. View existing types
      The table shows all configured company types with name and available actions.
    2. Add a new type
      • Click the "+" button
      • Enter the name of the new company type
      • Click "SAVE" to confirm
    3. Edit an existing type
      • Click the pencil icon in the type row
      • Modify the name
      • Save changes

    2. Legal Entity Types

    Purpose

    Defines recognized legal forms for companies. Each type is associated with a specific country to ensure legal compliance.

    Examples by Country

    • Italy: S.r.l., S.p.A., S.a.s., S.n.c., Sole proprietorship
    • Switzerland: S.A., S.à r.l., Raiffeisen
    • USA: LLC, Corporation, Partnership
    • UK: Limited, PLC, LLP

    Configuring Legal Entities

    1. Create a new legal entity
      • Click "+" to open the form
      • Enter the legal form name
      • Select the reference country from dropdown
      • GSI ID is auto-generated
      • Save the configuration
    2. Country Association
      It's crucial to associate each legal entity type with the correct country for:
      • Tax and legal compliance
      • Jurisdiction reporting
      • Automatic validation

    3. Supplier Types

    Purpose

    Classifies suppliers by service/product type and country, facilitating procurement management and compliance.

    Main Categories

    • Services supplier IT: Services for Italy
    • Goods supplier IT: Products for Italy
    • Services supplier CH: Services for Switzerland
    • Goods supplier CH: Products for Switzerland
    • Public body IT/CH: Government entities
    • International Correspondent: Foreign partners
    • Not supplier: Non-supplier entities

    Supplier Management

    1. Add supplier type
      • Click "+"
      • Enter descriptive name
      • GSI ID is auto-generated
      • Save the new type
    2. Best Practices
      • Use consistent naming (e.g., always IT for Italy, CH for Switzerland)
      • Clearly distinguish between services and goods
      • Maintain separate categories by country for tax compliance

    4. Legal Client Activity Types

    Purpose

    Manages economic activity codes (e.g., ATECO codes for Italy) that define the company's operating sector.

    Activity Code Configuration

    1. Create new activity code
      • Click "+" to add
      • Enter code and description (e.g., "62.01 - Software production")
      • Select reference country
      • GSI ID is auto-generated
      • Save the code
    2. Usage
      These codes are used for:
      • Tax classification
      • Statistical reports
      • Regulatory compliance
      • Sector analysis

    5. Company Statuses

    Purpose

    Defines possible operational states for companies in the system.

    Common Statuses

    • Active: Operational company
    • Inactive: Temporarily non-operational
    • In liquidation: Closing process
    • Ceased: Closed company
    • Suspended: Suspended activities
    • Pending approval: New company to validate

    Status Management

    1. Create new status
      • Click "+"
      • Enter status name
      • Save configuration