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Add and change organisations (KnOrganisation UpdateConnector)

UpdateConnector to add and change organisations.

UpdateConnector name: KnOrganisation

Note: 

You can also use this UpdateConnector to add contacts, delivery addresses and departments to an organisation. If you want to change contacts, delivery addresses and departments for an organisation, you use the 'KnContact' UpdateConnector.

Note: 

You can retrieve a list of fields to be supplied for each UpdateConnector and generate an XML example. See the description for AFAS Online or for a local installation.

Contents

Preparation
Description

Actions that can be performed with the connector

Actions that can be performed with the connector

INSERT

Add organisations

Add bank account numbers, contact persons, delivery addresses and departments.

Download an XML example file (bank account)

UPDATE

Change organisations

For an UPDATE, you deliver the key fields and the fields to be changed.

Apply a relocation of the organisation.

Not possible with the connector:

  • Change contacts, delivery addresses or departments.
  • Delete organisations.

Points of attention:

  • For an UPDATE, you use the 'MatchOga' field to determine how the UpdateConnector looks up the organisation. Use the code for the organisation, if it is known.
  • When you add an organisation, you can add multiple addresses and contacts belonging to the organisation (persons or departments).
  • You do not deliver the 'BcId' field.

BcCo

When you add a record, this field is mandatory if 'Autonum' has the value 'False'.

P.O. Box address

Deliver the following fields for a P.O. Box address:

  • PbAd (Postbus): 1
  • NmNr (Huisnummer): The P.O. Box number

Deliver the postal code and city as well.

Addresses

  • In an address, you must always enter the country code in the 'CoId' field.
  • Deliver the fields that are needed for a complete address (this depends on the properties of the country code).
  • For the first address (in practice, for a new record), you do not need to deliver a start date in the 'BeginDate' field. If an address already exists, use 'BeginDate' to indicate the effective date of the address change.
  • If the 'ResZip' field has the value 'True', the system looks up the city for the postal code entered. In this case, you do in fact still need to enter a city in the 'Rs' field. If the system cannot find a city for the postal code entered, it uses the value entered in 'Rs' for the city.
  • For delivery addresses, use the value 'AFL':

    <ViKc>AFL</ViKc>

Add a person to an organisation

  • If the 'KnPerson' element is provided, a contact of the Person in organisation type is added. See the comment for KnPerson.

Image

See the comment for KnPerson.

Bank account number

You specify a bank account number for a person or organisation in the 'KnBankAccount' segment. You can provide an IBAN number or a bank account number (old style).

  • IBAN number

    Specify the following fields:

    • CoId: country code
    • Iban: IBAN number
    • IbCk: IBAN number check
  • Bank account number

    Specify the following fields:

    • CoId: country code
    • BaAc: bank account number. The bank account number should have 10 positions. For a 9-position bank account number, you must add a leading zero.

If you supply an IBAN bank account number, Profit determines the BIC code automatically. This only happens if the following conditions are satisfied:

  • The bank account number is a Dutch account number.
  • The BIC code has not been entered in the XML or in Profit.

OutSite portal access for contact persons

For a new contact person, you provide the following fields in the 'KnPerson' node.

  • AddToPortal
  • EmailPortal
  • AutRoleDs

    Use the literal description of the authorisation role. For example, 'Beheerder klantportal'.

See also

Import authorisation roles

Directly to

  1. UpdateConnector descriptions

Process

UpdateConnector

Work area

app