Company

Overview

Companies are entities you do business with and the parents of Debtor Maintenance and Creditor Maintenance as are Person.

Employees are linked to companies through Generic Person-Company Relation

Company Details Tab

• '''Search code'''. Can Search from here
• '''Profile''' is used to treat different companies differently
  • '''Private''' is for general companies
  • '''Government''' has tax implications however is information only
  • '''Semi-Government'''
  • '''Unknown'''
• '''ACN''' is Australian Companies Number
• '''ABN''' is Australian Business Number
• '''Roles''' shows if this organiser is Debtor, Creditor or both
• '''S''' allows a lookup of this organisation on Sensis
• '''Address''' is used for correspondence and shipping
• '''Primary Contact details''' - note this is not a person in the system
• '''Base Currency''' determines the currency to use for Purchase Orders and Sales Orders
• '''Parent Company''' enables you to define a hierarchy of companies and is used when the parent pays the childs bills
• '''Store Number''' - customers store number

Contact Details and Logo Tab

Contact email.  Can capture logo or images here Special Button enables actions (note the same menu is exposed on Person screen)

• Address Cleanup - Administrator only
• Export Current
• Export All
• Import
• Sync Latebound Metadata - Administrator only - reloads all datebase metadata such as screen labels where this function is turned on
• Ensure all images are in local filesystem - where images need to be exposed to external systems as URLs they need to be on file system (as well as in a blob on the database). This ensures all images are on file system for companies in the system
• Update Missing Locations
• Make this Entity local or Global to current host company you are logged into. Global companies are able to be selected on Asset Register as owners or renters
• Randomise all names - administrator only - in order to create masked demo data

Profile Tab

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• Events
• Lists Events Menu that the company has participated in as client, host, supporter, supplier etc.

Correspondence

• Enables a message to be sent to the company - or to copy an inbound message to track history. Not all emails sent by the system to this company can be seen here

Audit Tab