How to Set Up Financial Management › 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 requested information. The following fields require explanation:

   External ID

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

   Rating

   Defines the rating to use for the company.

   Values: High, Medium, Low

   SIC Code

   Defines the company Standard Industrial Classification (SIC) code.

   Division

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

   Industry

   Defines the industry associated with the company.

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

   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.

4. Save the changes.