Organizations UI

An organization stores all the details of a company or entity involved in a reporting relationship with Romanian authorities (for example, tax declarations reporting). You need to create an organization in SBS if you intend to use any of the following services:

• ANAF Authorizations Service
• e-Factura Service
• e-Transport Service
• Intrastat Service
• Online Banking Service
• Tax Declarations Service

The organization entity stores legally binding data about the organization on behalf of which requests to the services above take place. For example, if you intend to upload invoices through the e-Factura service, you must enter in SBS the organization that acts as the sending party in the invoicing process.

For information about the structure of an organization, see the Organization type in the API Reference.

Access

You can view or manage organizations from the organizations-api page of the portal, which you can access as follows:

1. Sign in to the SBS Portal.
2. Click organizations-api in the left hand-side menu.
3. During the sign-in process, you will be prompted to select the account, app, and tenant where you are entitled to sign in.
4. To view or manage organizations for a different, account, app, or tenant, switch accounts.

To manage organizations, you can use either the Web UI or a GraphQL interface. Currently, the Web UI interface supports adding and updating organizations but does not support deleting them. See also Delete organizations.

View organizations

Web UI

To view organizations for the currently selected account, app, and tenant:

1. Click organizations-api in the left hand-side menu.
2. If applicable, switch to the Web UI interface.

To display all details of an organization, click the respective organization ID in the grid.

GraphQL

To list available organizations for the current account, app, and tenant:

1. Switch to the GraphQL interface.
2. Run the organizations query.

An example is provided below. Make sure to replace all the input data as applicable.

query organizations{
  organizations {
    id
    validFrom    
    name
    tin
    regNo
    caenNo
    taxType
    country
    region
    streetAddress { streetName number additionalAddressDetails building city postalCode region country }
    postalAddress { streetName number additionalAddressDetails building city postalCode region country }
    billingAddress { streetName number additionalAddressDetails building city postalCode region country }
    shipToAddress { streetName number additionalAddressDetails building city postalCode region country }
    shipFromAddress { streetName number additionalAddressDetails building city postalCode region country }
    email
    phone
    bankAccounts { ibanNumber, bankAccountNumber, bankAccountName, sortCode }
    taxAccountingBasis
    createdAt
    active
  }
}

Create organizations

Web UI

To add an organization from the Web UI:

1. Switch to the Web UI interface.

2. Click Add.

3. Enter the organization details in the dialog box that appears. To save an organization, at least the following fields must be entered: Name, TIN, Registration Number, Country):

   

4. Click Save.

GraphQL

To add an organization from GraphQL:

1. Switch to the GraphQL interface.
2. Run the createOrganization mutation.

An example GraphQL mutation is provided below. Make sure to replace all the input data as required.

mutation createOrg($input:CreateOrganizationInput!){
  createOrganization(input:$input) {
    id
    validFrom    
    name
    tin
    regNo
    caenNo
    taxType
    country
    region
    streetAddress { streetName number additionalAddressDetails building city postalCode region country }
    postalAddress { streetName number additionalAddressDetails building city postalCode region country }
    billingAddress { streetName number additionalAddressDetails building city postalCode region country }
    shipToAddress { streetName number additionalAddressDetails building city postalCode region country }
    shipFromAddress { streetName number additionalAddressDetails building city postalCode region country }
    email
    phone
    bankAccounts { ibanNumber, bankAccountNumber, bankAccountName, sortCode }
    taxAccountingBasis
    createdAt
    active
  }
}

{
    "input": {
        "validFrom": "2020-01-24",
        "name": "YOUR_COMPANY_NAME",
        "tin": "5037256",
        "regNo": "J08/3704/1993",
        "caenNo": "0113",
        "taxType": "100010",
        "country": "RO",
        "region": "BV",
        "streetAddress": {
            "streetName": "Str. Nicolae Iorga",
            "number": "22",
            "city": "Brasov",
            "postalCode": "500057",
            "region": "BV",
            "country": "RO"
        },
        "email": "nobody@example.org",
        "phone": "123-456-789",
        "bankAccounts": [
            {
                "ibanNumber": "RO49AAAA1B31007593840000",
                "bankAccountNumber": "1234567-123",
                "bankAccountName": "checking",
                "sortCode": "BT987"
            }
        ],
        "taxAccountingBasis": "A"
    }
}

Update organizations

Web UI

To update an organization from the Web UI:

1. Switch to the Web UI interface.
2. Click Edit next to the organization record you want to update.
3. Enter the organization details, and then click Save.

GraphQL

To update an organization from GraphQL:

1. Switch to the GraphQL interface.
2. Run the updateOrganization mutation.

An example GraphQL mutation is provided below. Make sure to replace all the input data as applicable.

mutation updateOrg($id:ID!, $input:UpdateOrganizationInput!) {
  updateOrganization(id:$id, input:$input) {
    id
    validFrom
    name
    tin
    regNo
    caenNo
    taxType
    country
    region
    streetAddress { streetName, number, additionalAddressDetails, building, city, postalCode, region, country }
    postalAddress { streetName, number, additionalAddressDetails, building, city, postalCode, region, country }
    billingAddress { streetName, number, additionalAddressDetails, building, city, postalCode, region, country }
    shipToAddress { streetName, number, additionalAddressDetails, building, city, postalCode, region, country }
    shipFromAddress { streetName, number, additionalAddressDetails, building, city, postalCode, region, country }
    email
    phone
    bankAccounts { ibanNumber, bankAccountNumber, bankAccountName, sortCode }
    taxAccountingBasis
    createdAt
    active
  }
}

{
  "id": "YOUR_ORGANIZATION_ID",
  "input": {
    "active": false
  }
}

Active versus inactive organizations

When you update an organization, one of the fields available for update is the Active field. By default, every organization is active, unless you explicitly set it as inactive. If an organization is inactive, it is no longer displayed in the “Organizations” dropdown list in portal pages that require selecting an organization ID (for example, the e-Factura page). Other than that, there are no differences between active and inactive organizations.

Delete organizations

Currently, you can delete organizations only through the GraphQL interface. Be aware that, for compliance reasons, it is not possible to delete an organization if it was used to create any of the following types of data:

• e-Factura invoices
• e-Transport declaration
• ANAF authorizations
• Intrastat declarations
• Tax declarations (SAF-T)

GraphQL

To delete an organization from GraphQL:

1. Switch to the GraphQL interface.
2. Run the deleteOrganization mutation.

An example is provided below. Make sure to replace all the input data as applicable.

mutation deleteOrg($id:ID!) {
  deleteOrganization(id:$id) {
    id
    name
  }
}

{
  "id": "YOUR_ORGANIZATION_ID"
}