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All companies (Customers, Supplier, Subcontractors and Other) are maintained in the same screen, with appropriate attributes to distinguish between them. The Companies Maintenance screen has multiple tabs where you can update various fields.
There are numerous options to be used on Companies. This section covers only those that are required to be set up for a new company.
COMPANY
Alpha
Maintain a meaningful Alpha Code that can be used to select the company during data entry and reporting. This defaults to the first 6 characters of the Company Name but can be changed
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Default Managers
These managers will default at the time of creating jobs for this company but can be changed.
ADDRESSES
Maintain multiple addresses. There must be at minimum one default Billing Address and Physical Address
For each Company you can only have one Postal and one Physical Address as the default. Click the 'Default' buttons to tick your selection.
PEOPLE
Setup contact people related to this company.
This People screen populates the People table which can also be accessed through Maintain People. The Billing Contact and Site Contact specify the default for the Job Masterfile.