Training > Training guidelines > Funding organizations 

Use this function to manage a list of funding organizations. You can use it to organize training periods, when drawing up provisional plans, and to track refunds.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Header

    Fields

    The following fields are present on this tab :

    Unique identifier for the organization.

    • Description (field DES)

    Description used by default in reports and screens (if there is enough space).
    If you have limited space, you can use the short title if there is one.

    • Active (field ENAFLG)

    Use this check box to specify whether the organization is active or not.

    • Employer (field OFIEMP)

    Use the 'employer' check box to specify that the employer is a funding organization.
    This check box is tested, so that only the information concerning training actions and the costs financed by the employer is kept. This information is used to populate the corresponding fields in the 2483 declaration.

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    Tab Organization

    Presentation

    For funding organizations, the type of the ORGANISME miscellaneous table is 'Funding'.

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    Fields

    The following fields are present on this tab :

    Address

     

    • Country (field CRYNAM)

    Name of the country used in addresses and in all documents where the country code is specified.

    • Site tax ID no. (field CRN)

    Enter the national identification number issued by the INSEE.
    The entry format of this site tax ID no. depends on the country code.

    • field ADD1

     

    • field ADD2

     

    • field ADD3

     

    • Postal code (field POS)

    Enter the address (maximum of three lines).
    The entry format for this field and the titles depend on the country.

    • City (field CTY)

    Enter the city/town 's name.
    The city/town automatically submitted is the one associated with the postal code which has been previously mentioned.

    The name of the city/town can be entered manually:

  • If the city/town is already specified, the associated postal code is automatically displayed,.
  • If the city/town is not specified, a warning message appears and proceeding with the entry is authorized.
    • Contact (field CNT)

    Name and first name of the main contact.

    • Telephone (field TEL)

    Enter the telephone number.
    The entry format for this field depends on the country.

    • Fax (field FAX)

    Fax number with an entry format identical to that of the telephone number and dependent on the country.

    • Mobile phone (field MOB)

    Mobile phone number; its entry format depends on the country.

    • E-mail (field WEB)

    This field is used to mention an email address. For example: www.xxxxxx.com or jwood@xxxxxx.tm.com

    • Web site (field ORFWEB)

    You can use this field to enter the web site address of the organization. This field is subject to the FRT activity code.

    • field ICOORFWEB

     

    Training

    • CERFA reference (field NUMORG)

    Affiliation number of the training organization.

    Comments

    • field CMTORG

    Free comment field associated with the current object.

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    Reports

    By default, the following reports are associated to the function :

     FICORG : Organization form

     LISTORG : List of organizations

    This can be changed by a different setup.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation