Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Note

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.

Bad Address

Selecting this option specifies that the address listed for this company is an invalid address. Beginning with 5.5.1, Aptify updates the system to include functionality to mark any invalid address as a Bad Address with a check box located on the Companies record. When a user marks a Company's address as bad, that designation is visible in other areas that may rely on that address (such as the Ship To address on an order).

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.

...

A list of all product codes recorded for the company. Company Product Code records track the products and services the company sells, and the percentage of the company's total business derived from each of those products and services. The codes themselves might be SIC (Standard Industrial Classification) codes, NAICS (North American Industrial Classification System), or another categorizing system. See About the Product Codes Form for information on the Product Codes record.

Relationships Sub-Tab

The Relationships sub-tab offers the ability to track how other companies might be related to this company. Typical relationships might be Competitor, Strategic Partner, and so forth. Items are added to the list using the Company Relationships record.

Saved Payment Methods Sub-Tab

Saved Payment Methods store payment information from the company that can be applied to future orders. See Adding a Saved Payment Method for a Company.

Tax Exempt Sub-Tab

This tab records the tax exempt code for any jurisdiction where the company has a tax exemption. Tax exemptions are added to the list using the Company Tax Exempt Codes record.

...

, or another categorizing system. See About the Product Codes Form for information on the Product Codes record.

Relationships Sub-Tab

The Relationships sub-tab offers the ability to track how other companies might be related to this company. Typical relationships might be Competitor, Strategic Partner, and so forth. Items are added to the list using the Company Relationships record.

Saved Payment Methods Sub-Tab

Saved Payment Methods store payment information from the company that can be applied to future orders. See Adding a Saved Payment Method for a Company.

Tax Exempt Sub-Tab

This tab records the tax exempt code for any jurisdiction where the company has a tax exemption. Tax exemptions are added to the list using the Company Tax Exempt Codes record.

Topic Codes Sub-Tab

Auitabs
directionhorizontal
Auitabspage
titleTopic Codes Sub-Tabs in Web Interface

The Topic Codes tab displays information about Topic Codes relevant to the company. See . Topic Codes display modes:

Flat View

Enter the topic name, and hit the tab, the system will take you to next level to choose the sub topic.

Topic Code

Tree View Sub-Tab

The Tree View sub-tab lists topics available for selection.

Auitabspage
titleTopic Codes Sub-Tabs in Desktop Interface

The Topic Codes tab displays information about Topic Codes relevant to the company

...

. See .

All Selected Topics Sub-Tab

The All Selected Topics sub-tab lists all topics currently selected for the company.

Browse By Category Sub-Tab

The Browse By Category sub-tab lists topics available for selection.

All Selected Topics Sub-Tab

...