Company profiles are used to identify a company's financial profile. A company must be active and financially enabled to process financial transactions.
You can do the following:
For more information, see the Administration Guide.
Use the Create Company page to define companies for billing and financial processing.
Follow these steps:
The list page appears.
Defines the company name.
Defines a unique company ID. Read-only after the company is created.
Defines the type that best describes the company's relationship to your organization. Select a type from the list.
Indicates if the company is active or inactive. The company must be active to enable financials on projects. Select a status from the list.
You can create a new company or edit an existing company's general information, such as name, type, and status. You can also provide optional, supplemental information, such as external identifiers, affiliates, ticker symbols, or an account manager.
Follow these steps:
Defines the company name.
Defines the company name.
Defines a unique company ID. Read-only after the company is created.
Defines the type that best describes the company's relationship to your organization. Select a type from the list.
Indicates if the company is active or inactive. The company must be active to enable financials on projects. Select a status from the list.
You can provide optional, supplemental information, such as external identifiers, affiliates, ticker symbols, and account manager.
Follow these steps:
The supplemental company properties appear.
Defines the external ID for the company. This ID can be an ID related to a system ID at your company.
Defines the company description.
Defines the rating to use for the company.
Values: High, Medium, Low
Defines the company Standard Industrial Classification (SIC) code.
Defines the name of the parent company.
Defines the name of the affiliate company.
Defines the division if the company is a division of a parent or affiliate company.
Defines the category for the company.
Values: Manufacturing, Merchandiser, Other, Service
Defines the industry associated with the company.
Values: Consumer Products, Education, Financial, Government, Health Care, Manufacturing, Other, Other Service, Technology
Defines the number of employees in the company.
Defines the ownership type for the company.
Values: Corporation, General Partnership, Limited Liability Company, Limited Proprietorship, Sole Proprietorship
Defines the symbol used by the company on the stock exchange.
Defines the name and contact information of the person that referred the company.
Defines the account manager for the company.
Defines the web address for the company.
Defines the name, phone number, and email address for the primary contact for the company.
Defines additional supplemental notes for the company.
You must financially enable a company to use it within the rate matrix.
Follow these steps:
The financial properties appear.
Indicates the financial status for the company.
Values: Active, Inactive, No New Business
Defines the financial location of the company.
Defines the financial department of the company.
Defines the work-in-process (WIP) class. The WIP class indicates the transaction category for the company.
Defines the investment class. The investment class is used to categorize company-related projects.
Defines the company class for the company.
Defines the date the company was financially enabled. Click the Date Picker icon to select the date.
You can set up multiple billing addresses.
A placeholder billing address profile is created by default using the company name and ID for the billing company name and billing code, respectively. You can edit the profile to provide the billing address information.
Important! You must define the financial properties of the company before you can set up the billing addresses.
Follow these steps:
The financial properties appear.
The billing addresses page appears.
Defines the billing code assigned to each billing address. Read-only after the billing address is created.
This field is not used anymore.
This field is not used anymore.
Defines the name of the company for which invoices are generated.
Defines up to five lines of detailed billing address information.
Defines the name of the person receiving the invoices.
Defines the phone number of the person receiving the invoices.
You can provide the company address and postal address.
Follow these steps:
The company address page appears.
Defines the main address for the company.
Defines the main city for the company.
Defines the main state for the company.
Defines the main postal code for the company.
Defines the main country for the company.
Defines the main phone number for the company.
Defines the main fax number for the company.
Defines the postal address for the company.
Defines the postal city for the company.
Defines the postal state for the company.
Defines the postal code for the company.
Defines the postal country for the company.
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