Creating company master records

Company master records maintain detailed information about companies that belong to a particular company set. Company master records contain information such as contact information for the company, the purchasing details, and payment details.

Procedure

  1. From the toolbar of the Company Master application, click New Company Master. If the Company field is empty, specify a value.
  2. Specify a description of the company.
  3. Specify the type of company.
  4. Specify the currency that the company uses.
  5. Optional: In the Customer # field, specify a number to be used by outside companies to uniquely identify your company.
  6. In the Company Type field, specify a value or click Select Value.
  7. Specify the contact information, such as phone, fax, and e-mail.
  8. Specify the contact address information and remit-to-company address information.
  9. Click Save Company Master.

What to do next

After you have created a company master record, you need to add the record to one or more organizations.