Setting Up Financial Management › Company Profiles › Manage Supplemental Company Information

Manage Supplemental Company Information

You can provide optional, supplemental information, such as external identifiers, affiliates, ticker symbols, and account manager.

Follow these steps:

1. Open the company.
2. Open the Properties menu and click Supplemental.

   The supplemental company properties appear.

3. Complete the following fields as needed:

   External ID

   Defines the external ID for the company. This ID can be an ID related to a system ID at your company.

   Company Description

   Defines the company description.

   Rating

   Defines the rating to use for the company.

   Values: High, Medium, Low

   SIC Code

   Defines the company Standard Industrial Classification (SIC) code.

   Parent Company

   Defines the name of the parent company.

   Affiliate Company

   Defines the name of the affiliate company.

   Division

   Defines the division if the company is a division of a parent or affiliate company.

   Category

   Defines the category for the company.

   Values: Manufacturing, Merchandiser, Other, Service

   Industry

   Defines the industry associated with the company.

   Values: Consumer Products, Education, Financial, Government, Health Care, Manufacturing, Other, Other Service, Technology

   Number of Employees

   Defines the number of employees in the company.

   Ownership

   Defines the ownership type for the company.

   Values: Corporation, General Partnership, Limited Liability Company, Limited Proprietorship, Sole Proprietorship

   Ticker Symbol

   Defines the symbol used by the company on the stock exchange.

   Referral Source

   Defines the name and contact information of the person that referred the company.

   Account Manager

   Defines the account manager for the company.

   Web Address

   Defines the web address for the company.

   Primary Contact Name/Phone/Email

   Defines the name, phone number, and email address for the primary contact for the company.

   Notes

   Defines additional supplemental notes for the company.

4. Save the changes.