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A new Companies form opens with several tabs disabled. As soon as the record is saved, the the Attachments, Committees, Divisions Company Browser, Persons, Orders, Subscriptions, and the the Details tab tab's s Divisions/Subsidiaries, Lists, and and Topic Codes sub sub-tabs become enabled.
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Top Panel
Name (
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Required)
Name of the company.
Parent
Parent company name. This field tracks the parent/child relationship of company records in the system. This field links to another record in the Companies service.
Company Type (
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Required)
The type of company. Standard options include Retail and Non-Profit. This field links to the Company Types service.
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The employee within the organization who serves as this company's main account manager. This field links to the Employees service. Additional employees who assist with managing this account can be specified on the Details tab's s Account Managers Managers sub-tab.
Analysis TabAnchor Analysis Tab Analysis Tab
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 3-D stacked bar chart that displays the total sales to the company by year and quarter.
- Persons By State: A 3-D pie chart that displays the count of the Persons associated with the company grouped by State.
- Persons By Country: A 3-D pie chart that displays the count of the Persons associated with the company grouped by Country.
Anchor Attachments Tab Attachments Tab
Attachments Tab
| Attachments Tab | |
| Attachments Tab |
The The Attachments tab tab lists any files relevant to the Companies record.
Anchor Comments Tab Comments Tab
| Comments Tab | |
| Comments Tab |
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Comments Tab
The Comments tab has two sub-tabs:
- General
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- Other
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General Sub-Tab
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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Description of the company to use in the directory.
Anchor Committees Tab Committees Tab
Committees Tab
| Committees Tab | |
| Committees Tab |
This tab lists committee participation for all persons associated with the company.
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Divisions Tab
| Divisions Tab |
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Divisions Tab
Company Browser Tab
| Divisions Tab |
The Company Browser tab displays a company's related companies and the persons at those companies. For more information see see Tracking Subsidiaries and Parent Companies.
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The tab is available on the Desktop client as the Division tab. |
Anchor Contact Tab Contact Tab
Contact Tab
| Contact Tab | |
| Contact Tab |
This tab displays all of the basic contact information for the Company, including addresses, phone numbers, email addresses, and website.
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A list of available company addresses. Standard options are Street Address, Billing Address, and P.O. Box. A user can add more addresses using the the Add New Address button button on the Address Management toolbar. See See Add New Address for details.
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Company address information. If the system recognizes the ZIP Code entered by a user, it automatically populates the the City, State, and and County fields fields. If the system does not recognize the ZIP Code, it does not modify the the City, State, or or County field field. The default country is United States. See See Understanding the Postal Code Look-up FunctionFunctionality.
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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. |
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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
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.
Main Email, Info Email, and Jobs Email
Main email is the principal email address for the company. Info email is the company's general information email address. Jobs email is the email address for inquiring regarding employment with the company.
Web Site
URL for the company web site.
Contact Log Tab
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 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
This tab provides a view of all the companies linked as divisions or subsidiaries to this company, with their basic contact information.
Lists Sub-Tab
Each list that includes the company appears on this sub-tab.
Options specify the type of lists to be viewed:
- All Lists
- System Lists
- Non-System Lists
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 of the Aptify 5.5 User Guide.
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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.
Credit Limit
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.
Credit Currency
This field identifies the currency in which the credit limit is expressed. For example, when set to US Dollar, the Credit Limit is in U.S. dollars. This field links to the Currency Types service.
Directory Sort
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Bad 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 Persons record. When a user marks a Person'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).
Pref. Bill Addr.
The preferred billing address for the person. If the person's default address settings have not been specified, then this is the address that is used by default as an order's billing address when this person is added to an Order as the Bill To person. (For more information on specifying a person's default address settings see Setup Address Type, Default Addresses, and Date Ranges).
Pref. Ship Addr.
The preferred shipping address for the person. If the person's default address settings have not been specified, then this is the address that is used by default as an order's shipping address when this person is added to an Order as the Ship to person. (For information on specifying a person's default address settings see Setup Address Type, Default Addresses, and Date Ranges)
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.
Main Email, Info Email, and Jobs Email
Main email is the principal email address for the company. Info email is the company's general information email address. Jobs email is the email address for inquiring regarding employment with the company.
Web Site
URL for the company web site.
Anchor Contact Log Tab Contact Log Tab
Contact Log Tab
| Contact Log Tab | |
| Contact Log Tab |
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 On-Hold. The Complete sub-tab lists all the Contact Log records linked to this company that have a contact status of Complete.
Anchor Details Tab Details Tab
Details Tab
| Details Tab | |
| 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
This tab provides a view of all the companies linked as divisions or subsidiaries to this company, with their basic contact information.
Lists Sub-Tab
Each list that includes the company appears on this sub-tab.
Options specify the type of lists to be viewed:
- All Lists
- System Lists
- Non-System Lists
System Lists are created automatically, and Non-System Lists are created manually by Aptify users. For more information on lists, see Creating Lists.
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.
Credit Limit
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.
Credit Currency
This field identifies the currency in which the credit limit is expressed. For example, when set to US Dollar, the Credit Limit is in U.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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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 Aptify 5.5 Process Pipeline Guide for information on Process Flows and Event Handlers. |
Revenue Category
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. See Managing Process Pipelines 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 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
Name of the primary shareholder in the company.
Own Type
Company ownership type. Standard options are Privately Owned, Publicly Owned, and Subsidiary.
SIC Code
Primary Standard Industrial Classification Code for this company.
DnB Rating
Dun & Bradstreet (or other credit service) rating.
Fed Tax ID
Company Federal Tax ID number.
Num. Employees
Number of company employees.
Division Name
Name of the division (for example, Headquarters or Consumer Product Division).
Office Type
The type of office. Standard options are Corporate, Sales, Consulting, Rep Organization, R&D, Manufacturing, and Services.
Order Level
The appropriate order Product Codes service.
Primary Shareholder
Name of the primary shareholder in the company.
Own Type
Company ownership type. Standard options are Privately Owned, Publicly Owned, and Subsidiary.
SIC Code
Primary Standard Industrial Classification Code for this company.
DnB Rating
Dun & Bradstreet (or other credit service) rating.
Fed Tax ID
Company Federal Tax ID number.
Num. Employees
Number of company employees.
Division Name
Name of the division (for example, Headquarters or Consumer Product Division).
Office Type
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 About Order Levels and GL Accounts.
Payment Level
The appropriate payment level for this company. This field links to the GL Order Payment Levels service. When a Persons record is created that is associated with this company, the order payment level flows down from the company to the person. Therefore, for most situations, the person, company and any order for payment linked to that person all reference the same order payment level. However, it is possible to override the order payment level in each area as needed. Note that the order payment level for orders payments always flows down from the Bill To Person, not the Bill To Company. For more information on General Ledger ( GL ) Order Payment Levels, see the "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 the "Payment Levels" section of the Orders, Payments and Scheduled 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.
Email Pattern
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.
Old ID (read-only)
If this record was added through a data conversion process, this field tracks the company's ID from a previous system.
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 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 see About the GL 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.
Email Pattern
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.
Old ID (read-only)
If this record was added through a data conversion process, this field tracks the company's ID from a previous system.
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 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 Relationships Tax Exempt Codes record.
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Topic Codes Sub-Tab
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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
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Membership Tab Membership Tab
Membership Tab
| Membership Tab | |
| Membership Tab |
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.
When the company's member type changes, the system automatically updates the the Co. Member Type field field on related Persons records.
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The current Membership Status for the company. Typical options include include Active, Expired, Cancelled, or or Suspended.
Dues Information Section
The following fields are populated with the latest membership dues information for the company. Company Dues Information fields fields also display on the Persons records linked to this company. When the company dues information changes, the the Last Amount, Last Pay Date, and and Paid Thru fields fields in all linked Persons records update automatically.
Last Amount (read-only)
Amount of last dues payment for a membership (in the currency of that payment). This field is expressed in the currency used to pay the last Dues amount. It is updated based on the following logic:
- The field has a value of 0 if no payments have been applied to the membership product's order.
- When the amount of an applied payment is greater than the Extended price of the membership product's order line (the membership product price minus any applicable discount), then this field displays the Extended price for the membership order line.
- When the amount of an applied payment is less than the Extended price of the membership order line, this field displays the full amount of that payment.
- If there are multiple payments against the order that are all less than the membership order line's Extended price, then the most recent payment amount is used. If multiple payments happen to share the same Payment Date and Time, then the payment with the highest amount is used.
Last Pay Date (read-only)
Date of last dues payment.
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Dues category for the company. Standard options include include Annual, Semi-Annual, Quarterly, and and Monthly. This field links to the Dues Categories service.
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U.S. Congressional District that represents the company. The The US Congress field field is auto-populated when a user specifies a valid Postal Postal Code for for a Company's Street Address. The U.S. Congressional District for the Street Address's Postal Code populates the Companies record.
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Name of the county district where the company does business.
Anchor Orders Tab Orders Tab
Orders Tab
| Orders Tab | |
| Orders Tab |
The The Orders tab 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 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 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. |
Anchor Persons Tab Persons Tab
Persons Tab
| Persons Tab | |
| Persons Tab |
The The Persons tab 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).
Anchor Subscriptions Tab Subscriptions Tab
| Subscriptions Tab | |
| Subscriptions Tab |
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Subscriptions Tab
The Subscriptions tab displays information about any subscriptions that the company has ordered. For more information on subscriptions, see Managing Subscriptions.