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A new Companies form opens with several tabs disabled. As soon as the record is saved, the Attachments, Committees, Divisions, Persons, Orders, Subscriptions, and the Details tab's Divisions/Subsidiaries, Lists, and Topic Codes sub-tabs become enabled.
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In the Aptify web interface, opening a Companies record for the first time displays the Companies Summary Form. See About the Companies Summary Form for details. Click the View Full Record button to view the full Companies record. |
Top Panel
Name (Required)
Name of the company.
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Use this sub-tab to specify any general comments concerning this company.
Other Sub-Tab
Atmosphere
Preferred working atmosphere of the company (for example casual, business-casual, or business-formal).
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The ZIP Code field is a text string. To search records using ZIP Code with numeric operators (such as >, <, and =), select the ZipCode5Numeric filter within the Find Items dialog box. ZipCode5Numeric converts a ZIP Code text string to an integer. ZIP Codes that include letters (such as Canadian ZIP Codes) are converted to a value of -1. |
Phone and Fax
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Bad Address
Selecting this option specifies that the address listed for this company is an invalid address.
This option is disabled by default The availability of this option is controlled using two input properties, as described in Managing the Bad Address Option.
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In Aptify web, the Bad Address option is always displayed on any form where the address control is displayed, no matter how the administrator has configured the bad address input properties. However, enabling or disabling the Bad Address option is effective only when it is done on the Companies and Persons top-level entities. This is a known issue set to be resolved in a future release of Aptify. Contact Aptify Technical Support for updates. |
Phone and Fax
Telephone and fax information for the company. Four fields are available to accommodate the country code (for countries outside the United States and Canada), area code, telephone number, and extension number, respectively. Standard phone numbers are Main Phone and Main Fax. A user can add more phone numbers using the Add New Phone button on the Phone toolbar. See Using the Address Management Toolbar.
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Anchor _organizeTab _organizeTab
Organization Sub-Tab
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Credit Status
Company credit status. Standard options include Approved, Not Approved, Denied, On Hold, or Cancelled. The company's credit status determines whether orders can be placed without providing payment at the time the order is taken.
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Information regarding the membership status and dues payment details is recorded on this form. For additional information on membership procedures, see Managing Membership Dues.
Member Type
Company's current Member Type. This field links to the Member Types service.
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The following fields are populated with the latest membership dues information for the company. Company Dues Information fields also display on the Persons records linked to this company. When the company dues information changes, the Last Amount, Last Pay Date, and Paid Thru fields in all linked Persons records update automatically.
Last Amount (read-only)
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State senate district that represents the company.
State House
State House district that represents district that represents the company.
County District
Name of the county district where the company does business.
Orders Tab
This tab contains sub-tabs that display orders placed by persons associated with the company.
County District
Name of the county district where the company does business.
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All Linked Orders Sub-Tab
This sub-tab displays all linked orders associated with this company.
Orders Sub-Tab
The Orders sub-tab displays orders placed by each person associated with the company. All orders that have been made through the Aptify Order Entry or e-Business systems appear on this tab. Orders and quotations display on their respective sub-tabs. For information on order entry, see Using Order Entry.
Order Total
Order total for all orders placed by the company. This total filters out any quotation or orders with an Order Status of Cancelled (not to be confused with a cancellation order).
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The Order Total and Balance Total are displayed in the company's preferred currency (if a preferred currency is not specified, then the system uses the company's credit limit currency). If a person has orders in different currencies, the system automatically converts those orders to the preferred currency using the most recent currency spot rate information. |
Quotations Sub-Tab
This sub-tab lists all quotation orders for this company.
Persons Tab
The Persons tab displays a list of all the people associated with the company (that is, all Persons for whom this company appears in the Company field located in the Persons form's top area).
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