The GM-X Party subsystem provides data management, collaboration and social capabilities for organizations, customers, suppliers, distributors, employees and contractors.
For businesses conducting external operations, traditional ERP, accounting, customer relationship management (CRM) and supplier relationship management (SRM) applications are not fit for purpose because they keep organizations, customers, suppliers, distributors and contractors in separate domains. The GM-X party data management architecture captures and clarifies the cross-domain relationships necessary for conducting external operations efficiently.
Party data management for collaboration and socialization
- Any number of parties can be defined
- Parties may represent organizations or persons
- Maintains corporate registration and tax registration information for organizations
- Maintains identity and other personal information for persons
- Maintains user defined terms of trade for each party
- Supports effective and discontinue dates
- Allows credit checks to be performed for a party
- Optionally allows a party to be blocked or prevented from trading
- Allows entry of free-form notes as well as user-defined fields and values for parties
- Allows organizations to be classified by user defined type and sub-type
- Allows any number of party categories and sub-categories to be defined
- Allows each party to have any number of categories or sub-categories
Party identification
- Supports standard GS1 (company prefix or GLM) and other alternate identity types
- Allows alternate identities, including account numbers, to be maintained for each party
Collaborative party relationships
- Allows any number of party roles to be defined such as customer, supplier or vendor, employee
- Roles can apply to organizations, persons or both
- Allows each role to be broken down into sub-types such as bill-to and ship-to customer
- Allows any number of roles to be assigned to each party
- Allows any number of party relationship types and priorities to be defined
- Allows any number of party relationship statuses (active, inactive, on hold) to be defined
- Maintains roles, relationships, priorities and status of relationships (party pairs)
- Supports effective and discontinue dates for party relationships
Socialization between parties
- Supports any number of contact mechanisms (address, phone, email, fax, URL)
- Supports any number of contact purposes as in primary and secondary address or phone
- Allows any number of contact mechanisms to be assigned to each party, by role sub-type
- Contact mechanisms, assignments and purposes can have effective and discontinue dates
- Allows any number of standard templates to be defined for outgoing email
- Optional WYSIWYG editor for email templates
- Tracks all incoming and outgoing email messages for specific parties, orders or invoices
- Supports any number of email queues for different business areas or individual users
- Supports the creation of signatures and uploading of signature attachments for each user and queue
- Supports automatic attachment of specific documents to outgoing email messages
- Identifies email accounts to be scanned for incoming email messages
- Maintains an optional blacklist for specified email accounts to block auto-acknowledgment
- Tracks email topies, threads or conversations as email cases
- Retains the content of all sent and received email messages including attachments
Party addresses and territories
- Maintains details for any number of postal addresses
- Supports any number of territory types (country, state, province, postal code, sales area)
- Allows any number of geographic areas and aliases to be defined for each territory type
- Allows multi-level hierarchies of geographic areas to be maintained
- Links each postal address to the geographic area(s) where it is located
- Postal address format can be specified by country, to comply with postal agency standards
- Supports alternate East Asian address formats for China, Japan, Korea and Taiwan
Calendars
- Allows any number of calendars to be defined identifying working and non-working days, for scheduling purposes
- Each calendar has a default number of shifts per day and hours per shift, manually overridable on working days
- Option to automatically initialize the days of a new year using built-in country-specific holiday rules, with manual overrides by day
- Alternatively, option to initialize all the days of a new year as working days, or Mondays through Fridays, with manual overrides by day
- Each party may be assigned to one of the available calendars