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This tab displays a set of standard chart views to analyze data associated with the current company. This includes the following charts:
- Contact Count By Year/Category: A stacked column chart that displays the count of Contact Log records linked to the company by year and by category.
- Sales By Year/Quarter: A 3D 3-D stacked bar chart that displays the total sales to the company by year and quarter.
- Persons By State: A 3D 3-D pie chart that displays the count of the Persons associated with the company grouped by State.
- Persons By Country: A 3D 3-D pie chart that displays the count of the Persons associated with the company grouped by Country.
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A list of available company addresses. Standard options are Street Address, Billing Address, and PO P.O. Box. A user can add more addresses using the Add New Address button on the Address Management toolbar. See Aptify Address Management"Aptify Address Management" for Add New Address for details.
Address Fields (Street, City, State, ZIP, County, Country)
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 "Postal Code Look-up" .
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The ZIP Code field is a text string. To search records |
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using ZIP Code with numeric operators (such as >, <, and =), select |
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the ZipCode5Numeric filter within |
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the Find Items dialog box. |
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ZipCode5Numeric converts a ZIP Code text string to an integer. |
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ZIP Codes that include letters (such |
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as Canadian ZIP Codes) are converted to a value of -1. |
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 "Understanding Using the Address Management Toolbar".
Main Email, Info Email, and Jobs Email
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This tab contains two sub-tabs: Incomplete and Complete. The Incomplete sub-tab lists all the Contact Log records linked to this company that have a contact status of "Incomplete" ", In-Progress" or ", or On-Hold". The Complete sub-tab lists all the Contact Log records linked to this company that have a contact status of "Complete".
Details Tab
The Details tab contains multiple sub-tabs that store additional information about the company.
Account Managers Sub-Tab
This sub-tab lists the organization's employees that work on the company's account. See "Specifying Account Managers".
Divisions/Subsidiaries Sub-Tab
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Each list that includes the company appears on this sub-tab.
Options specify the type of lists to be viewed:
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System Lists are created automatically, and Non-System Lists are created manually by Aptify users. For more information on lists, see the "Lists" section in the "Reporting" chapter Reporting chapter of the Aptify 5.5 User Guide.
Organization Sub-Tab
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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If a company has approved credit, this field specifies the credit limit amount for the company. Note that a company's Credit Limit is expressed in the Credit Currency. If the company is involved in foreign currency transactions (that is, transactions not in the Credit Currency), Aptify automatically converts the available credit limit to its corresponding value in the foreign currency (using the most current Currency Spot Rate) to ensure that the company has sufficient available credit to complete a particular transaction.
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This field identifies the currency in which the credit limit is expressed. For example, when set to US Dollar, the Credit Limit is in US DollarsU.S. dollars. This field links to the Currency Types service.
Directory Sort
This field displays the company's name for the purpose of sorting the company in a directory. Aptify automatically populates this field with the company name when you save a new Companies record or modify the name of an existing company. 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.
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An abbreviation used to refer to the company. By default, Aptify automatically populates this field using the first letter in each 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.
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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.
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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 Process Pipeline Guide Aptify 5.5 Process Pipeline Functionality Guide for information on Process Flows and Event Handlers. |
Revenue Category
Revenue category of the company, based on gross annual receipts. This field links to the Revenue Categories service.
Revenue
Company gross annual revenue.
Preferred Currency
The Preferred Currency field defines the default currency for orders placed by the company and links to the Currency Types service.
Established
Date that the company was established.
Primary Product Code
The company's Primary Product Code. The Primary Product Code should be selected based on the company's main line of business. This field links to the Product Codes service.
Primary Shareholder
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Company ownership type. Standard options are Privately Owned, Publicly Owned, and Subsidiary.
SIC Code
Primary Standard Industrial Classification Code for this company.
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The type of office. Standard options are Corporate, Sales, Consulting, Rep Organization, R&D, Manufacturing, and Services.
Order Level
The appropriate order level for this company. This field links to the GL Order Levels service. When a Persons record is created that is associated with this company, the order level flows down from the company to the person. Therefore, for most situations, the person, company and any order for that person all reference the same order level. However, it is possible to override the order level in each area as needed.
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 "Order Levels and GL Accounts" section of the " Orders, Payments and Scheduled Transactions" chapter 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 the "Payment Levels" section of the " Orders, Payments and Scheduled Transactions" chapter Transactions chapter in the Aptify 5.5 Accounting & and Financial Systems Integration Guide.
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.
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The default naming convention for email addresses. 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.
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AP Vendor
The name of the default Accounts Payable vendor.
Product Codes Sub-Tab
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 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
The Topic Codes tab displays information about Topic Codes relevant to the company. See "Managing Topic Codes".
All Selected Topics Sub-Tab
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Information regarding the membership status and dues payment details is recorded on this form. For additional information on membership procedures, please refer to the Aptify 5.0 Subscription & and Dues Management Guide Aptify Subscription & Dues Management Guide.
Member Type
Company's current Member Type. This field links to the Member Types service.
When the company's member type changes, the system automatically updates the Co. Member Type field on related Persons records.
Member Type information displays at the bottom of the order form during Order Entry, showing the member type of the person and the associated company. For example, "Customer Type: Member/Non-Member" indicates that the person placing the order is not a member, but the associated company is a member. The company's member type normally updates when a Dues product is ordered. While it is possible to change a company's member type using the menu, this feature is meant to apply to special cases only. Member types should normally be updated through the purchase of Dues products.
See the Subscription & Dues Management Guide Aptify Subscription & Aptify 5.0 Subscription and Dues Management Guide for information on setting up and ordering Membership Dues products.
Root Member Type (read-only)
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The current Membership Status for the company. Typical options include Active, Expired, Cancelled, or Suspended.
Dues Information Section
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.
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Dues category for the company. Standard options include Annual, Semi-Annual, Quarterly, and Monthly. This field links to the Dues Categories service.
Exclude From Section
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Mail stop or other routing information.
CRRT
US U.S. Postal Service Carrier Route number.
US Congress
US congressional district U.S. Congressional District that represents the company. The US Congress field is auto-populated when a user specifies a valid Postal Code for a Company's Street Address. The US U.S. Congressional District for the Street Address's Postal Code populates the Companies record.
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State senate district that represents the company.
State House
State House district that represents the company.
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Name of the county district where the company does business.
Orders Tab
The Orders 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, refer to the see Using Order Entry Guide Aptify Order Entry Guiderefer.
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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Current balance due from the company. This total filters out any quotation or orders with an Order Status of Cancelled (not to be confused with a cancellation order).Note: The Order Total and Balance Total are
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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. |
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).
Subscriptions Tab
The Subscriptions tab displays information about any subscriptions that the company has ordered. For more information on subscriptions, please refer to the Aptify Subscription & Aptify 5.0 Subscription and Dues Management Guide.