...
Company address information. If the system recognizes the ZIP Code entered by a user, it automatically populates the City, State, and County fields. If the system does not recognize the ZIP Code, it does not modify the City, State, or County field. The default country is United States. See Understanding the Postal Code Look-up Function.
| 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. |
...
The first letter of the company name used to group companies by letter in a directory. By default, Aptify automatically populates this field using the first letter in the first word within the company's name when you save a new Companies record or update the company name for an existing record. Note that if you manually enter a value in this field, Aptify will not overwrite the value you specified when you save the record or subsequently modify the company name.
| Note | ||
|---|---|---|
| ||
This functionality to automatically set the Directory Sort, Abbreviated Name, and Dir Letter fields is driven by a BeforeSave Event Handler linked to the Companies service. To disable this feature, you can mark the corresponding Event Handler as inactive. See the Aptify 5.5 Process Pipeline Guide for information on Process Flows and Event Handlers. |
...
Note that the order level for orders always flows down from the Bill To Person, not the Bill To Company. For more information on General Ledger (GL) Order Levels, see the "About Order Levels and GL Accounts" section of the Orders, Payments and Scheduled Transactions chapter in the Aptify 5.5 Accounting and Financial Systems Integration Guide.
Payment Level
The appropriate payment level for this company. This field links to the GL Payment Levels service. When a Persons record is created that is associated with this company, the payment level flows down from the company to the person. Therefore, for most situations, the person, company and any payment linked to that person all reference the same payment level. However, it is possible to override the payment level in each area as needed. Note that the payment level for payments always flows down from the Bill To Person, not the Bill To Company. For more information on GL Payment Levels, see About the "Payment Levels" section of the Orders, Payments and Scheduled Transactions chapter in the Aptify 5.5 Accounting and Financial Systems Integration GuideGL Payment Levels Form.
Domain Name
The default domain name for the company. This field can be used in conjunction with an Entity Bulk Operation to automatically generate email addresses for persons associated with the company. This field is reserved for future use.
...