to open Company Lookup and select the parent company.Use Company to define each company for which you want to track information. You can also define the customers and vendors that interact with each company.
After you define a customer in Company, you will maintain the customer in Company or in Customer. After you define a vendor in Company, you maintain the vendor in Company or in Vendor. This lets you set up your contacts easily in one screen, Company.
As you use the System daily, you can use Company, Customer, or Vendor to perform routine maintenance. This enables the System to comply with what works best for you.
Select Administration | Companies. The Main tab appears.
In Name, type the name of the company.
In Company ID, type a unique identifier for the company.
(Optional) In Parent Company Name, specify the name of the company that is the parent of the company that you just typed in Company ID. Or, click Lookup to open Company Lookup and select the parent company.
In D & B Code, type the code used for the Dun & Bradstreet credit rating.
In D & B Rating, type the rating produced by the Dun & Bradstreet credit rating lookup.
Click to select the Active check box if you want to make the company available to have users in the System.
In SIC Code, type the Standard Industrial Classification code for the company. Or, click Lookup to open SIC Code Lookup and select the code. SIC codes are useful to segment domestic markets, analyze customer relationships, and conduct general business research.
In NAICS Code, type the North American Industry Classification System code for the company. Or, click Lookup to open NAICS Lookup and select the code. NAICS codes are useful to further classify businesses in common industries.
In Web Site, type the website address (URL) for the company.
Address area
In Line 1, type the company’s suite number or the name and number of the company’s street location.
In Line 2, type the company’s post office box number. Or, type the name and number of the company’s street location, if you specified a suite number in Line 1.
In City, type the city or municipality where the company is located.
In State, select the two-letter abbreviation for the state where the company is located.
In Zip Code, type the five-digit or Zip Code +4 digit code where the company is located.
In Country, select the country or region.
In Phone, type the area code, telephone number, and extension for the company.
In Fax, type the company’s area code, fax number, and extension number.
In Email, type the email address that you want to use as the company’s main email address.
Click Save to save the company and enable the rest of the screen.
If you click More Addresses, Addresses appears and you may specify additional addresses for the company. This is typically helpful for companies that have multiple locations for billings and shipments.
If you click More Phone Numbers, Phone Numbers appears and you may specify additional telephone numbers for the company. This is helpful for companies that have multiple locations or multiple business contacts.
If you click More Email Addresses, Email Addresses appears and you may specify additional email addresses for the company. This is helpful for companies that have multiple subsidiaries or multiple business contacts who have individual/personal email addresses they want you to have on file.
Customer/Vendor area
Use the Customer/Vendor area to specify and associate new customers and vendors with your companies.
Internal Company Name displays the list of internal companies in the System.
To set up your company as a customer and associate the customer with the internal company on the line, click 
in Customer. Customer appears. If you need to, change information about the customer and then click Save. Close the Customer screen. Company reappears. Notice that the is replaced by 
.
Note: If you created the customer in Customer in Receivables, the System automatically created the company for you and associated the customer with the internal company open at that time. You can verify this visually by seeing in the Customer column in the Customer/Vendor area.
To set up your company as a vendor and associate the vendor with the internal company on the line, click in Vendor. Vendor appears. If you need to, change information about the vendor and then click Save. Close the Vendor screen. Company reappears. Notice that the is replaced by .
Note: If you created the vendor in Vendor in Payables, the System automatically created the company for you and associated the vendor with the internal company open at that time. You can verify this visually by seeing in the Vendor column in the Customer/Vendor area.
Types area
If your company classifies “types” of companies, customers, or vendors; a list appears in this area and you can click to select the check box for the appropriate type. Define types in Company and People Types. You can select more than one type.
Contacts area
Use the Contacts area to associate contacts with a company. Contact and Person are used interchangeably to refer to people that you set up in the System.
Click Add Line to associate a contact with this company. Contact Lookup appears. Select a contact from the list, and then click OK. Contact Lookup is closed and the contact name appears in the list.
Note: If you want to create a new contact, click New in Contact Lookup. Company Contact appears and you can specify the information about the contact. Click Save and then click OK when you are finished. Company Contact and Contact Lookup are closed, and the new contact name appears in the list.
To remove a contact from this company, use the pointer to put the focus on the contact that you want to remove, and then click Remove Line 
. Click Yes to answer the following confirmation message: Are you sure you want to remove the selected item from the list of Contacts?
To save the company and exit Company, click Close 
in the upper-right corner. The System automatically saves the data in the screen upon exit.
A: Depending on which screen you are using, it is more natural for users to refer to a person as a Company Contact. This means that the person is a contact in a company. At other times, it is more natural to refer to multiple persons as people in a company. Therefore, the terms are used interchangeably throughout the System.
A: You must first save the company. Then, these buttons and areas will be enabled.