Create/Update Company
In this process you can create or update companies.
The Create part of this process contains the following major steps:
- Create a new company from a company template or from an existing company.
- Check the Company Log if errors have occurred and use the application
to correct basic data for the component.
- Add company basic data for all relevant company related components.
- Modify basic company data to get the required setup.
If an upgrade is performed or if additional components are installed, then
existing companies should be updated. This means that all components that handle
the Create/Update Company process will be processed and each component will
try to add data from the source that was initially used when creating the company,
i.e., from an existing company or from a template. Any company template can
also be selected as the source. The purpose here is to add basic data to empty
Logical Units that are a part of the Create Company concept and that may need
basic data to facilitate setting up and using the existing company.
Once a company is created and available, some of the things that can be done
are the following:
- If a company is entered with an association number, you can automatically
get information if there are any other party types entered for the same
company.
- You can define one or more addresses for an specified company and enter
what type of address it is. For example an address for delivery, document,
visit, or pay.
- After you have entered company addresses, you can enter different communication
methods to the addresses. For example phone, mobile, fax, pager, e-mail,
and intercom.
The Company page
has several dynamic record sub menus that only are visible if a certain component
are installed.
- If the Periodical Cost Allocation component is installed, a
Periodical Cost Allocation record sub
menu is also visible. Here you can enter information about modes for rollback
and execution. You can also select a user group that can be used by the
Periodical Cost Allocation component and enter a voucher type that will
be used for the vouchers created by this component.
- If the Invoice component is installed, an
Address/Tax
Code/Taxes record sub
menu is also visible. In the
Taxes
tab, you can enter valid tax rates for suppliers, used when they send
goods to one of your company's delivery addresses.
- If the Payment component is installed, a
Payment record
sub menu is also visible. Here you can enter prerequisite data elements
required by IFS/Payment. Note that IFS/Payment is dependent on IFS/Invoice.