Details Tab – Companies Module

The Details tab displays key information about the company.

The following fields are displayed on the Company Details page:

• ID / Name — Identifying fields for the company. The Company ID field is used to uniquely identify the company. The Name field is typically more descriptive and does not need to be unique. The Company ID and Name fields are both displayed in the Company List.

• Type — The type of company, such as internal, manufacturer, or vendor.

  Internal company records are created to maintain information about your own company so that correct address and shipping data can be referenced in reports, purchase orders, and other records. In some organizations, only one internal company is defined. If multiple companies are managed by your organization, multiple internal companies should be defined.

  Vendors are defined to maintain data on the companies from which you order items or contract labor. Manufacturers are defined for companies for which warranty and service information must be maintained.

  An internal company can be defined as the default purchase order ship-to and / or bill-to company. This allows an internal company to be defaulted onto all new purchase orders.

• Category / Account — The category and account for the company, if applicable.

• URL — The website for the company.

• Customer # / Duns # — Reference fields to list a customer # / identifier and Dunn and Bradstreet #.

• Address / Phone / Fax — Address and phone information for the company.

  For internal companies, this information is important for ensuring the correct address is displayed on reports, the Purchase Order Shipping and Billing tabs, and printed purchase orders.

  For vendors, this information is important for ensuring that the correct vendor address is displayed on a printed purchase order.

• Status — A check box used to specify if the company is active. Clear this check box if the company is inactive to ensure that it does not show up in Company lookups or filters. The company would continue to be available in the Company module list.

• Use as a labor resource? — A check box used to specify if the company should be available as a labor resource or outside contractor for repair work. Selecting this check box ensures that the company is made available for work order assignments. After selecting this check box, Maintenance Connection creates a default record in the Labor module for each repair center in your organization. These default contractor records have the company name listed as the labor resource name.

  Individuals from the company can also be added to the system as contractors in the Labor module and associated with this company. Adding individuals allows you to make assignments to specific contractors, rather than the contracting company.

• Tax Info — Fields to define tax information for vendors. Tax indicator and tax rate values are associated with inventory items through the Vendor tab.

  • Pay Tax — A check box used to specify whether taxes should be calculated on items purchased from this vendor. This field creates a default value for the vendor, which can be overwritten for specific items.

  • Tax Rate — The tax rate that should be applied to items purchased from this vendor.

  • Tax Exempt — The tax exempt status for this vendor. Vendors can be specified as exempt, exempt for resale purchases, or not exempt.

  • Tax Exempt # — A field to specify the company's tax exempt ID, if applicable.

• Comments — A field that can be used to enter additional comments about the record. The View / Edit Text button at the top-right of the field can be used to open a larger editing area.

• Photo — Controls to attach or remove a photo.