Companies

The Companies page allows administrators to create and manage Third Party Companies and associated Contacts within those companies used in working Applications . Administrators can associate companies to specific accounts from the Contacts page in System Management.

The following columns display in the System Management > Address Book > Companies screen:

Column Name	Description
Name	Displays the name of the company.
Address	Displays the address of the company.
Last Modified	Denotes when the last modification was made.
Modified By	Denotes who made the last modification.

Company Attributes

All companies share common attributes that are defined while creating, copying, or editing a company.

General

General attributes are separated into six categories, General, Address, Phone, History Information, Company Types, and Comments, all of which are assigned on the General tab.

The following Company attributes can be assigned within the General tab:

Attribute Category

Description

General

There are six general attributes that can be associated with a company.

Name: Enter the name of the company. This is a required field.
Company Code: Enter a code for the company. This is a required field.
Website: If applicable, enter the company website.
Email: If applicable, enter an email address for the company.
EntityID: If applicable, enter the entity ID.
Active: Select the active check box if this company is currently an active Third party.

Address

Provide the company address.

Phone

Provide the company phone and fax numbers.

History Information

A read-only attribute that displays the Created Date, who the company was Created By, the last Modified Date, and who it was Modified By.

Company Types

Select a company type from the Available Types list and move it to the Assigned Types list to assign it to the company.

The list of available Company Types are controlled by the Company_Type lookup field in System Management > Field Configurations.

Comments

Enter comments about the company within the Comments textbox.

The Contacts and Documents tabs are not enabled until the General tab is completed and the company is saved.

Contacts

The Contacts attribute allows administrators to associate specific individual contacts to the company.

The following columns display in the contacts tab:

Column Name	Description
Name	Displays the name of the contact.
Title	Displays the job title as it pertains to the company.
Company	Displays the name of the company.
Modified By	Denotes who made the last modification to the contact.
Modified Date	Denotes when the last modification was made.

Administrators can create new contacts, edit new contacts, copy existing contacts and delete contacts within this tab. For more information about contact attributes, see the Contacts topic in this guide.

Documents

The Documents attribute allows administrators to upload and manage documents associated to the company. From this tab, administrators can create new documents, view existing documents, and delete documents.

The following columns display within the Documents tab:

Attribute	Description
File Name	Displays the file name of the document.
Description	Displays a brief description of the document.
Date Created	Displays the date in which the document was uploaded.

Creating and Managing Companies

From the Companies page, administrators can create a company, copy an existing company, edit an existing company, and delete companies.

Show Creating a Company

To create a new company:

Click Create.
The New Company screen appears.
Navigate through the tabs and update the necessary attributes.
When finished, click Save or Save and Close to save the new company and return to the Companies page. The new company populates in the companies list. Click Cancel to return without saving. The company can now be associated to an account/person from their Contacts screen.

Show Copying a Company

To copy a company:

Highlight the desired company within the grid and click Copy.
The Copy Company screen appears.
Navigate through the tabs and make any required/necessary updates to the attributes.
When finished, click Save or Save and Close to save the new company and return to the Companies page. The new company populates in the companies list. Click Cancel to return without saving. The company can now be associated to an account/person from their Contacts screen.

Show Editing a Company

To edit a company:

Highlight the desired company within the grid and click Edit.
The Edit Company screen appears.
Navigate through the tabs and make any necessary changes.
When finished, click Save or Save and Close to save the company and return to the Companies page. Click Cancel to return without saving.

Show Deleting a Company

To delete a company:

Highlight the desired company within the grid and click Delete.
A confirmation message appears.
Click Yes to delete the company. Click No to return to the Companies page without deleting.