Enter General Company Information

Explanation

Use this activity to add or modify a company's general information, such as the EDI receiver value for the company or the company's type of business.

Prerequisites

A company must have been created with the Create Company Assistant before you can add or modify general data for the company.

System Effects

There are no system effects.

Window

Company

Related Window Descriptions

Company

Procedure

  1. Open the Company window and query for the company for which you want to enter general information.
  2. From the Default Language list, select the language that you want the system to use as the default language for the company.
  3. In the EDI Receiver field, if applicable, enter or modify the EDI receiver value.
  4. From the Country list, select the country that should be associated with the company when using IFS components such as IFS Accounting Rules.
  5. In the Document Logotype field, if applicable, enter the location of the file that contains the document logotype. If you use this field to specify a specific document logotype, you must enter the entire directory path including the file name of the appropriate file. If you leave this field blank, the default logotype for the system will be used.
  6. In the Document Recipient Address Positioning field, select a value from the list to specify whether the document recipient's address should be positioned on the right side or the left side of the document.
  7. Select the Print Document Senders Address check box if you want to print the company's or the site's document address of the sender. This will be printed above the customer's document address for the company or site. Note: The address will be printed in small text to fit inside the window of an envelope with the customer address.
  8. In the Form of Business field, use the List of Values to select the company's form of business. The values available in the List of Values are dependent on the county selected. The Form of Business Description field will be automatically populated based on the form of business you choose.
  9. The date for the Creation Date field appears automatically and cannot be changed. It is the date on which the record was saved.
  10. In the Activity Start Date field, enter the date on which the company started commercial activity. 
  11. If applicable enter an Authorization ID, which will be printed on the invoice for the company.
  12. If applicable enter the Expiration Date of the authorization ID, which will be printed on the invoice for the company.
  13. Enter an Identifier Reference, if applicable. Note: If Katakana is selected in the ID Reference Validation field, Katakana characters should be entered in the Identifier Reference field.
  14. Select an ID Reference Validation type.
  15. Click Save.