Prerequisites

• Access to the File > Business partner > Company (AD009) menu.
• Previously created company type.

Introduction

The File > Business partner > Company (AD009) menu allows for registering all companies that are business partners of the organization. The records can be associated with other SoftExpert Suite components later on.

Keeping an up-to-date record of companies is beneficial for a number of strategic and operational reasons, such as being able to quickly reorganize and replace a company's services when necessary.

Creating a company

1. Access the File > Business partner > Company (AD009) menu.

2. Click on the toolbar button.

3. Select the type that classifies the company and click on the button.

4. On the screen that will open, enter an ID # and a name for the company.

5. In the available fields, enter the company's address, city state, country, postal code, phone #, fax #, code, and home page.

6. In the Coordinate section, select the format and add the company's coordinates data.

7. In the Description field, write important notes about the company.

8. In the Attribute tab, add fields to complement the company's information. For further details, click here.

9. Click on the button to enable the other tabs.

10. In the Contact tab, add the people who are the contacts of the company, as well as its external users who access the SoftExpert Suite customer panel.

11. In the Documentation tab, add attachments from your directory or associate documents from SoftExpert Document that are related to the company.

12. Click on the Save and exit button to save the record.

Conclusion

In short, keeping detailed company records is essential for operational efficiency and for strengthening the organization's business relationships.