Vendor
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Select the “Vendor” activity under the “Logistics Administration” business component.
The “Vendor” page appears.
- Clicking this icon available near certain fields takes you to the help page of the respective field.
To create a new vendor
Click “+Vendor” button in the right hand side corner of the page to refresh and clear the existing data in the fields.
Enter the following header details in the right hand side of the page:
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Vendor ID |
A unique ID identifying the vendor. (Alphanumeric, 16). Mandatory. This field can be a combination of alphabets and numbers, and cannot be left blank. |
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Vendor Name |
The name of the vendor. (Alphanumeric, 40). Mandatory. |
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Status |
Use the drop-down list box to specify the status. The combo is loaded with the values as “Active” or “Inactive”. The system displays “Active” by default on the launch of the page. Mandatory. |
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Pay Term |
The pay term assigned to the vendor (Alphanumeric, 20). Mandatory. Pay term represents the terms and conditions pertaining to the payment for an order. The pay term code, validity dates of the pay term, and the schedule details for the Pay term is mentioned in the Pay Term masters in Purchase & Subcontracting component. |
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Classification |
Use the drop-down list box to select the classification of the vendor. The combo is loaded with the values “External” and “Internal”. The system displays “External” by default on the launch of the page. |
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Currency |
Use the drop-down list box to select the currency in which the vendor is going to transact. Mandatory. The combo is loaded with the values as defined in “Organization Setup” business component. |
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Region |
Use the drop-down list box to select the region in which the vendor exists. The combo is loaded with values as defined in “Quick Codes” activity. |
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Line of Business |
Use the drop-down list box to select the line of business to which the vendor operates. The combo is loaded with values as defined in “Quick Codes” activity. |
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Department |
Use the drop-down list box to select the department to which the vendor belongs. The combo is loaded with values as defined in “Quick Codes” activity. |
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RCTI |
Select the checkbox if the RCTI (Recipient Created Tax Invoice) is applicable for the customer. |
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Billing Profile |
The billing profile ID to be mapped to the vendor. |
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Vendor Finance Group |
Use the drop-down list box to select the finance group to which the vendor belongs. The combo is loaded with values as defined in “Quick Codes” activity. |
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Vendor Group |
Use the drop-down list box to select the group to which the vendor belongs. The combo is loaded with values as defined in “Quick Codes” activity. |
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Reason Code |
The code identifying the reason for which the status has to be changed. (Alphanumeric, 20). This field is mandatory if the status is “Inactive”. |
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Reason Description |
On enter of reason code, the system displays the description of the reason. |
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IATA Code |
The unique code identifying the IATA (International Air Transport Association) code. |
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Allow DB Bill To/Pay To Amend |
Select the checkbox if you want to allow DB bill to or pay to amend. |
Click “
” near attachments, a pop-up window opens with vendor ID on the header.
Note: You can also create a Vendor ID with the status of the vendor as “Inactive” and by specifying the reason code.
This page consists of the following tabs:
v Geo Info
Enter the following details in the “Vendor Details” group box:
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Address Line 1 |
The first line address of the vendor. (Alphanumeric, 40). Mandatory |
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Address Line 2 |
The second line address of the vendor. (Alphanumeric, 40). |
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Address Line 3 |
The third line address of the vendor. (Alphanumeric, 40). |
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Postal Code |
The postal code of the address in which the vendor resides. (Alphanumeric, 40). Mandatory |
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Sub Zone |
The subzone in which the vendor resides. (Alphanumeric, 40). |
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City |
The system defaults the city name based on the entered postal code. (Alphanumeric, 40). Mandatory |
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Zone |
The zone in which the vendor resides. (Alphanumeric, 40). |
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State |
The system defaults the state name based on the entered postal code. (Alphanumeric, 40). Mandatory |
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Region |
The region in which the vendor resides. (Alphanumeric, 40). |
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Country |
The system defaults the country name based on the entered postal code. (Alphanumeric, 40). Mandatory |
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Geo Fence Range |
The range to set predefined geographic boundaries. Use the drop-down list box to specify the units of geo fence. |
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Geo Fence Name |
The name of the geo fence. |
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Final Billing Stage |
Use the drop-down list box to select the final billing stage. The combo is loaded with “Executed”, “Cancelled”, “Closed”, “Confirmed”, “Deleted”, “Initiated”, “Released” and “Short closed”. |
Enter the following details in the “Contact Details” group box:
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Phone 1 |
The first phone number of the contact person. (Alphanumeric, 20). Mandatory |
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Phone 2 |
The second phone number of the contact person. (Alphanumeric, 20). |
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Fax |
The fax number of the contact person. (Alphanumeric, 20). |
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The email ID of the contact person. (Alphanumeric, 20). |
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URL |
The referral URL of the contact person. (Alphanumeric, 20). |
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Latitude |
Indicates the latitude of the location where the vendor resides. The value limit is +/- 90. (Alphanumeric, 40). Mandatory |
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Longitude |
Indicates the longitude of the location where the vendor resides. The value limit is +/- 180. (Alphanumeric, 40). Mandatory |
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Time Zone |
Use the drop-down list box to select the working time zone of the vendor. The combo is preloaded during configuration. |
Check the appropriate box under “Vendor Category” group box to specify the category details of the vendor:
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Agent – Regular |
Indicates that the vendor is a regular agent. |
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Agent – CHA |
Indicates that the vendor is a CHA agent. |
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Carrier – Road |
Indicates that the vendor is a road carrier. |
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Carrier – Rail |
Indicates that the vendor is a rail carrier. |
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Carrier – Air |
Indicates that the vendor is an air carrier. |
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Carrier – Sea |
Indicates that the vendor is a sea carrier. |
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Standard Contract Enabled |
Indicates that standard contract is enabled to the vendor. |
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Subcontractor – Vehicle |
Indicates that the vendor is a vehicle subcontractor. |
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Subcontractor – Employee |
Indicates that the vendor is an employee subcontractor. |
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Insurance Provider |
Indicates that the vendor is a insurance provider. |
For Self Checkbox. This is opted if the Vendor himself is the customer.
Enter the following details in the multiline:
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Customer |
The code identifying the customer to be mapped against the vendor. (Alphanumeric, 18). |
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Name |
On enter of customer, the system displays the name of the customer. (Alphanumeric, 255). |
Enter the following details in the multiline:
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Geo Type |
Use the drop-down list box to select the type to be mapped to the vendor. The combo is loaded with the values “Division” and “Location”. (Alphanumeric, 40). |
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Division/Location |
The Division/Location ID identifying the location or division to be mapped to the vendor. (Alphanumeric, 40). |
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Description |
On enter of Division/Location ID, the system displays the description of the location or division. (Alphanumeric, 150). |
The system displays the following in the “Operating Hours” multiline:
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Day |
The weekdays are defaulted. Ex. Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Sunday. |
Enter the following details in the “Operating Hours” multiline:
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From Time |
The start time of the period to define the operating hours of the vendor. This field is mandatory if the “To Time” is specified. Ensure that the “From Time” must be greater than the “To Time’, else the system throws an error message. (Time format) |
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To Time |
The end time of the period to define the operating hours of the vendor. This field is mandatory if the “From Time” is specified. (Time format). |
Enter the following details in the “List of Holidays” multiline:
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Holidays |
The list of public holidays applicable to their city or region, the vendor belongs to. For example: Independence Day. (Alphanumeric, 100). Vendors Holiday List. |
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Date |
The date on which the holiday falls in the year. (Date format). |
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Day |
The day on which the holiday falls in the year. |
Select the following details:
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Type |
Use the drop-down list to specify the tax type. It can be “GST”,“CST”, “Excise”, “SER”, “TCS”, “TDS” and “VAT”. Mandatory. |
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Community |
Use the drop-down list to specify the community of the tax that administers the tax rules. Mandatory. |
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Option |
Use the drop-down list to specify the option. It can be “Inclusive” or “Exclusive”. Exclusive is defaulted. Mandatory. |
Enter the following details in the multiline:
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Region Type |
Use the drop-down list to specify the type of the region. It can be “Circle” or “Country” or “Factory” or “State” or “Ward”. (Alphanumeric, 40). Mandatory. |
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Region |
The code identifying the region where the tax declaration has to be made. (Alphanumeric, 40). Mandatory. |
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Registration No. |
The number identifying the registration of the tax. In case of countries of European Union for Tax Registration Number, a predefined Pattern has to be followed. Sample table is given below. (Alphanumeric, 40). Mandatory. |
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Category |
Use the drop-down list to specify the category of the tax. Tax category identifies the different types of business or trade transactions to indicate the applicability of Tax. Example: National Purchase. Mandatory. The system displays “TRD” by default on the launch of the page. |
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Class |
A tax class identifies the sub-transaction type for reporting purposes and is specified by the government. A transaction, say, a national purchase can be involving goods, services, investments etc. This is identified using the Tax class. Use the drop-down list to enter the tax class details. Mandatory. |
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Default |
Use the drop-down list to specify the default values. It can be “Yes” or “No”. The system displays “No” by default if for a particular vendor code the corresponding tax details are not available for the tax type. Mandatory. |
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Rates Applicable |
Use the drop-down list box to select the applicable tax rates. It can be “Exempt” or “Normal” or “Variable”. Mandatory. |
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Code |
The code identifying the tax. (Alphanumeric, 40). Mandatory. |
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Special Rate |
A special rate offered to the vendor. The tax is calculated based on this rate. (Alphanumeric, 40). |
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Certification No. |
The unique number identifying the certificate. (Alphanumeric, 40). |
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Place of Issue |
The place where the certificate was issued. (Alphanumeric, 40). |
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Issue Date |
The date on which the certificate was issued. (Date Format) |
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Valid Upto Date |
The validity of the certificate. The date till which the certificate is valid. (Date Format) |
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Assessee Type |
Use the drop-down list to specify the type of the assessee. It can be “Registered”, “Turnover Tax Dealer” or “Unregistered”. The system displays “Registered” by default on launch of the page. (Alphanumeric, 40). Mandatory. |
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Remarks |
Remarks, if any. (Alphanumeric, 60). |
Enter the following details in the multiline:
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User ID |
The unique ID that identifies the user who requires the portal access. |
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User Name |
On enter of User ID, the system displays the name of the user. |
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Role |
Use the drop-down list box to select the role of the user. The combo is loaded with the values “Finance” and “Operation”. This is mandatory if user ID is entered. |
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WMS |
Select the checkbox to specify whether the portal user access is required for Warehouse Management System (WMS). |
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TMS |
Select the checkbox to specify whether the portal user access is required for Transport Management System (TMS). |
Enter the following details in the multiline:
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Rating Period |
The period for the vendor rating. |
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On Time Delivery |
The number of times the items are delivered on-time. |
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In Full Delivery |
The full delivery details. |
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Tendering Response |
The response of the tendering request. |
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Tendering Placement |
The placement of the tendering request. |
Enter the following details in multiline:
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Attribute Type |
Use the drop-down list box to select the attribute type. The combo is loaded with “10 Hours Billing”, “5 Hours Billing”, “Billing Methodology”, “Email”, “Mile Definition”, “Preferred”, “Region”, “Template Route” and Vertical”. |
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Attribute Applicability |
Use the drop-down list box to select the attribute applicability. The combo is loaded with “Alert”, “Execution”, “Financial Dimension”, “Planning” and “Report”. |
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Attribute Value |
Enter the attribute value. |
Note: At least one row should be selected in the multiline.
Click the “Save” button to create new vendor details.
On save, the system generates a Vendor ID and the status is updated as “Active”.
To modify an existing vendor details
Select an option from the drop-down list box and enter the keyword for a specific search.
Click “Get” button to retrieve the vendor details in the multiline
Click help icon near “Search” to search the Vendor ID for which you want to display the details in the multiline.
The following details are displayed in the multiline:
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Vendor ID |
The unique ID that identifies the vendor. |
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Vendor Name |
The name of the vendor. |
Click on any “Vendor ID” Data Hyperlink to display the respective vendor details in the right hand side of the page.
The system displays the corresponding vendor details in the right hand side header and tabs. You can modify the required fields.
Click “Save” button to update the vendor details.
The system displays the following in the “Data History” group box:
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Created By |
The login ID of the user who created the vendor details. The date and time at which the vendor details was created. |
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Modified By |
The login ID of the user who modified the vendor details. The date and time at which the vendor details was last modified. |
Tax Type = VAT and Tax Community = European Union.
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ISO Code |
Country |
Prefix Length |
Prefix |
Total Length |
Pattern1 |
Pattern2 |
Pattern3 |
Pattern4 |
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AT |
Austria |
2 |
AT |
12 |
ATU999999999 |
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BE |
Belgium |
2 |
BE |
13 |
BE999 999 999 |
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DK |
Denmark |
2 |
DK |
13 |
DK99 99 99 99 |
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FI |
Finland |
2 |
FI |
10 |
FI99999999 |
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FR |
France |
2 |
FR |
13 |
FRXX999999999 |
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DE |
Germany |
2 |
DE |
11 |
DE999999999 |
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GR |
Greece |
2 |
EL |
11 |
EL999999999 |
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IE |
Ireland |
2 |
IE |
10 |
IE9S99999L |
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IT |
Italy |
2 |
IT |
13 |
IT99999999999 |
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LU |
Luxemburg |
2 |
LU |
10 |
LU99999999 |
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NL |
Netherlands |
2 |
NL |
14 |
NL999999999B99 |
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PT |
Portugal |
2 |
PT |
11 |
PT999999999 |
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SE |
Sweden |
2 |
SE |
14 |
SE999999999901 |
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ES |
Spain |
2 |
ES |
11 |
ESX9999999X |
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UK |
United Kingdom |
2 |
GB |
18 |
GB999 9999 99 |
GB999 9999 99 999 |
GBGD999 |
GBHA999 |
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CY |
Cyprus |
2 |
CY |
11 |
CY999999999 |
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CZ |
Czech Republic |
2 |
CZ |
12 |
CZ99999999 |
CZ999999999 |
CZ9999999999 |
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EE |
Estonia |
2 |
EE |
11 |
EE999999999 |
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HU |
Hungary |
2 |
HU |
10 |
HU99999999 |
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LT |
Lithuania |
2 |
LT |
14 |
LT999999999 |
LT999999999999 |
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LV |
Latvia |
2 |
LV |
13 |
LV99999999999 |
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MT |
Malta |
2 |
MT |
10 |
MT99999999 |
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PL |
Poland |
2 |
PL |
12 |
PL9999999999 |
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SI |
Slovenia |
2 |
SI |
10 |
SI99999999 |
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SK |
Slovakia |
2 |
SK |
12 |
SK999999999 |
SK9999999999 |
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