...
A new Companies form opens with several tabs disabled. As soon as the record is saved, the Attachments, Committees, Company Browser, Persons, Orders, Subscriptions, and the Details tab's Divisions/Subsidiaries, Lists, and Topic Codes sub-tabs become enabled.
Top Panel
Name (Required)
...
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).
...
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 FunctionFunctionality.
| Info |
|---|
The Postal Code look-up functionality does not currently work in the Aptify web interface. When using the Aptify web interface, postal codes must be entered manually. |
...
Anchor _organizeTab _organizeTab
Organization Sub-Tab
| _organizeTab | |
| _organizeTab |
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.
...
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.
...
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)
...
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, 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).
...