Company Maintenance

Menu Path: General Ledger Images\bluerarw.gif Module Setup Images\bluerarw.gif Company Maintenance

Purpose

Set up and maintain companies.

Overview

Use Company Maintenance to create, edit, delete, and view companies within a system ID. Companies are used to track data for corporations that include multiple subsidiary companies. Each location must be associated with a single company in Location Maintenance.

Note To use companies, the Define Company check box must be selected for a general ledger account element in Ledger Maintenance. That element defines the company code.

Creating Companies

To create a new company:

  1. Click the New button in the ribbon.

  2. Enter the company code in the Company Code field.

  3. Enter the name of the company in the Name field.

  4. Enter a description of the company in the Description field.

  5. Click the OK button in the ribbon. The company is created.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Company Maintenance window.

New

Click this button to create a new company.

Update

Click this button to update the selected company.

Delete

Click this button to delete the selected company.

Note You cannot delete a company if it is assigned to a location.

OK

Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

First

Click this button to display the first company.

Prev

Click this button to display the previous company.

Next

Click this button to display the next company.

Last

Click this button to display the last company.

Fields and Buttons

Field or Button

Description

Company Code

Enter a company code, or click the Lookup button to select an existing company code.

Note The company code must be the length set up for the company general ledger account element in Ledger Maintenance.

Name

Enter the name of the company.

Main Tab Fields and Buttons

Field or Button

Description

Description

Enter a detailed description of the company.