Transfer Case Data Object
The following case data from Lexolution will be transferred:
| Lexolution | Lexolution.FoMa | Note |
| Internal Case Number | KMS_AzKMS | Custom field |
| Case Description | Case Note | No update |
| Case participants with the role Client | Creditor | |
| Case participants with the role Opponent | Debtor | |
| Main Responsible Attorney | KMS_Pbv | Custom field |
| Main Responsible Location | KMS_Standort | Custom field |
| FoMa Case Handler | KMS_StartSB | Custom field |
| KMS_XID | always empty | |
| XId | External Identification |
Transfer Contact Data Object
Overview
Contacts are transferred when they are used in the following transferred data objects:
- Cases as a participant of type Client or Opponent,
- Contacts in a representative or third-party relationship. In the representative or third-party relationship, a FoMa abbreviation must be entered. In Lexolution.FoMa, the link is made via contact reference.
Contact
The contact consists of several data objects. In Lexolution.FoMa, the contact is used to derive creditors and debtors depending on usage.
| Lexolution | Lexolution.FoMa | Note |
| Name | Name Line 1 | if location |
| Additional Info | Name Line 2 | if location |
| First Name | First Name | if location: empty |
| Search Term | First Name + Last Name | |
| Salutation | Salutation Category | |
| Language | de-DE | Preset value |
| XId | External Identification | |
| Contact Number | KMS_ContacNo | |
| KMS_Fachanwalt | always empty | |
| Abbreviation | KMS_Kuerzel | if employee, otherwise empty |
| Additional Info | KMS_Namenszusatz | if employee, otherwise empty |
| Title | KMS_Titel | if employee, otherwise empty |
For transferred contacts from Lexolution, the legal form is used to determine the salutation category in Lexolution.FoMa. The values are assigned via the MB key column.
Creditor
| Lexolution | Lexolution.FoMa | Note |
| VAT Deduction Eligibility | VAT | |
| VAT ID | VAT ID |
Address
For contacts, the address record with the vCard flag is always transferred. To transfer, at least address type, ZIP code, city, and country must be filled in. If no country is entered, Germany will be transferred. These fields are required in Lexolution.FoMa.
With every change, a new address is transferred and set as the mailing address if the data between Lexolution.FoMa and Lexolution.FoMa are different.
| Lexolution | Lexolution.FoMa | Note |
| Street | Street | |
| House Number | Street | |
| ZIP Code | ZIP Code | |
| City | City | |
| Country | Country |
Communication Data
The communication record with the vCard flag is transferred from Lexolution. For each entry, a communication method is created in Lexolution.FoMa. If a communication method value already exists in Lexolution.FoMa, it will be updated; otherwise, a new communication method for the communication type will be created.
| Lexolution | Lexolution.FoMa | Note |
| Communication Type | Communication Type | |
| Phone | Phone | |
| Fax | Fax | |
| Mobile | Mobile Phone | |
| Website | Website |
Bank Accounts
All bank accounts from Lexolution are transferred. If bank code, account number, BIC, and IBAN do not match, a new bank account will be created. The comparison is case-insensitive. The BIC must be entered to avoid creating new bank accounts.
| Lexolution | Lexolution.FoMa | Note |
| Bank Name | Contact | |
| IBAN | IBAN | |
| Account Number | Account Number | |
| BIC | BIC | |
| Bank Code | Bank Code |
Employees
Employees are transferred and updated as contacts.
The initial transfer occurs the first time they are used in a case when that case is transferred to Lexolution.FoMa.
Locations
Locations are transferred and updated as contacts.
The initial transfer occurs the first time they are used in a case when that case is transferred to Lexolution.FoMa.
Additionally, you can view all locations in the External Applications view.
This article has been automatically translated by an AI and may therefore contain errors.
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