| Table of Contents |
|---|
To set up a company, click the Add Company button at the top. To edit an existing company, select the company in the Navigation Pane. From there, either right click on the company and then left click on Edit, or click “Edit Selected” in the ribbon bar. When the user clicks the Add Company button, the Add New Company form appears as shown in the image below.
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.
All required fields must be completed and all data must be valid before saving. If a user tries to save a record with any invalid data, validation check marks appear by the fields that need to be resolved as shown in the following image. To view the validation message, the user will hover over the check mark which will display a tool tip indicating the validation message to be addressed.
...
Details
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 Save button.
Addresses
You can also add addresses to the company by clicking the the Address tab tab (2). The The Address section 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 and Tab all 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 the Address Type, Country and and State as 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 the Division and and Farm formsforms.
- Address type. This is the type of address that is being entered in. The current selections are Street, Mailing, Billing andShipping. The physical address is the Street address. This is a required field and a selection must be made.
- Address. Theactual street address of the farm. An Address must be entered if an Address Type was selected or a validation process will occur and you will not be able to move forward until information is entered.
- Address (misc). Any miscellaneous address information for the Company. This field is optional.
- City. The city of the Company. This is a required field.
- Country. The country of the Company. This is a required field.
- State/Province. The state or province of the Company. This is a required field.
- Postal Code. The postal code of the Company. This field is optional.
...
To save the record, the user will tab all the way till the next line. If there is invalid data or the required fields aren’t entered the grid will display validations on each field that need to be addressed.
To cancel a new record the user will hit the the Esc keykey. To delete a record, the user will select the whole row and hit the Deletebutton 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 company.
changes Save button.
Phone/Fax
You can also add phone numbers to the company by clicking the the Phone Number tab tab (3). The The Phone Number section 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 and Tab all 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 the Number Type as 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 formstheDivision and Farm forms.
...
- Number Type. The The type of number that is being entered in. The current selections are Phone and are Phone and Fax. This is a required field and a selection must be made.
- Number. The The phone/fax number of the farm. This field includes. A number must be entered if a number type was selected or a validation process will occur and you will not be able to move forward until information is entered.
- Notes. Any Any notes the user wishes to include about the phone/fax number.
To save the record, the user will tab all the way till the next line. If there is invalid data or the required fields aren’t entered the grid will display validations on each field that need to be addressed.
To cancel a new record the user will hit the the Esc keykey. To delete a record, the user will select the whole row and hit the Deletebutton 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 company.
changes Save button.
Saving Forms
Once the user has completed adding in all the information for the company, the user will click the the Add button 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 the Yes buttonbutton. This allows them for multiple inputs of new companies. If they do not wish to add another, the user will click the the No buttonbutton. This functionality of adding records is similar in all forms that allow the addition of new records.
...
Delete Company
To Edit or delete a company, right click on a company in the Facility Management Tree and select “Edit This Company”. (You can also select the company and then click the “Edit Selected” button.)
The company can then be edited and changes saved. If the Company needs to be deleted, do so by clicking the Delete button on the form. It will then ask you to enter your password, this is an extra precaution to make sure that you really want to do this as deleting companies will delete any records that belong to that company.
WARNING: Deleting a Company will delete ALL associated Divisions, Farms, and Houses. If you accidentally delete a Company, contact your system administrator.
