The company relation profile is where company details are stored and other company related functions can be performed. For example, you can add a default charge routing for a company, an accounts receivable number or link a discount in the profile.
To view the company relation profile
- From the home page, do one of the following to open the seek page:
Press CTRL+B on your keyboard.
Click Relation in the top bar and select Company and then Company.
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Modify the fields as appropriate.
Company seek details Company name
Enter the company name.
Zip code
Enter the zip/postal code of the company.
Street
Enter the address of the company.
City
Enter the city of the company.
Country
Enter the country of the company.
A/R number
Enter the accounts receivable number of the company.
Bank account
Enter the bank account name of the company.
Comp number
Enter the company profile number.
Account code
Enter the corporate account code of the company.
VAT number
Enter the VAT number of the company.
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Click Confirm (
), the Browse company page displays. -
Double-click the company profile to view a specific company.
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