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Here the user can add a new company, including the addresses and phone numbers associated with the company. To save the company, the user will fill in the fields they wish to save for a company and click the Add buttonthe Save button. If the save is successful, the form’s status bar will indicate a successful save.
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Company name. The name of the Company.
Company code. The corresponding Company Code. The Company Code must be unique.
EIN. The Employer ID Number or Federal Tax Identification Number.
Status. Whether the company is currently active or inactive.This field will default to the system default of active.
Currency. Allows you choose an available currency option from the drop down list. This field will default to the system default of US Dollars.
Supported Industries. Select the appropriate industry type for the company. For more information on Industries, please see Industries and Industry types.
To save your changes click the Add button if you are adding a new company, or click the Save button if you are editing an existing companychanges Save button.
Addresses
You can also add addresses to the company by clicking the Address tab (2). The Address section contains a grid view with the address information. To add a new address, click on an empty row in the grid and complete all the necessary information for that record and Tab all the way to the end until a new row appears. This will automatically save the record. Some fields may contain a list of values such as the Address Type, Country and State as shown in the example. These fields can be either selected by using the mouse and clicking on the drop down list, or by using the auto complete which allows the user to type and then automatically fill it with the closest selection that matches the user’s input. To add another Address, click in the white space outside of the data grid or hit the Tab button when in the last cell. The address section’s functionality is identical in the Division and Farm forms.
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To cancel a new record the user will hit the Esc key. To delete a record, the user will select the whole row and hit the Deletebutton on the keyboard. This will bring up a confirmation prompt before deleting.
To save your changes click the Add button if you are adding a new company, or click the Save button if you are editing an existing companychanges Save button.
Phone/Fax
You can also add phone numbers to the company by clicking the Phone Number tab (3). The Phone Number section contains a grid view with the phone number information. To add a new phone number, click on an empty row in the grid and complete all the necessary information for that record and Tab all the way to the end until a new row appears. This will automatically save the record. Some fields may contain a list of values such as the Number Type as shown below. These fields can be either selected by using the mouse and clicking on the drop down list, or by using the auto complete which allows the user to type and then automatically fill it with the closest selection that matches the user’s input. To add another Number, click in the white space outside of the data grid or hit the Tab button when in the last cell. The phone number section’s functionality is identical in theDivision and Farm forms.
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To cancel a new record the user will hit the Esc key. To delete a record, the user will select the whole row and hit the Deletebutton on the keyboard. This will bring up a confirmation prompt before deleting.
To save your changes click the Add button if you are adding a new company, or click the Save button if you are editing an existing companychanges Save button.
Saving Forms
Once the user has completed adding in all the information for the company, the user will click the Add button to add the new record. A prompt will follow after saving the record asking the user if they wish to add another company. If the user wishes to add another company, they will click the Yes button. This allows them for multiple inputs of new companies. If they do not wish to add another, the user will click the No button. This functionality of adding records is similar in all forms that allow the addition of new records.
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