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Contents of the Set Up Company Screen

Use the fields and options to configure the Set Up Company screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

General Information

Use this group box to establish general information about this company.

Field Description
Company ID

Use this field to enter a company ID code for this new company. This company ID is associated with every transaction, organization, project, reference number, reorganization, employee, and product.

Name

Use this field to enter a descriptive name for this Company ID.

Company to Copy Settings From

Use this field to enter the company from which you want to copy the settings. The default value for this field is company 1. The field to the right displays the descriptive name of the specified company.

Journal Edit Status

Use this group box to specify the time period in which transactions can be made.

Field Description
Starting Fiscal Year

Use this field to enter, or click to select, the starting fiscal year for which you want to enter transactions.

Starting Period

Use this field to enter, or click to select, the starting period for which you want to enter transactions. You can have up to 18 accounting periods per fiscal year.

IWO Home Transfer Location ID

Use this field to enter the location ID of the IWO (Inter-Company Work Orders) home transfer for this company. The location is used to populate a row on the Manage Transfer Locations and Configure Project Settings screens.

This is a required field if you are licensed for either the Consolidations module or the Inter-Company Work Orders module.

  • If you are licensed for the Consolidations module but not licensed for the Inter-Company Work Orders module, you can set up home transfer locations using the Manage Transfer Locations screen.
  • If you are licensed for the Inter-Company Work Orders module but not licensed for the Consolidations module, you can set up home transfer locations in the Configure Transfer Locations screen.
Name

Use this field to enter a descriptive name of the IWO home transfer location. You must set up the IWO location of the parent company in the Manage IWO Allocations screen.

Functional Currency

Use this field to enter, or click to select, a functional currency for this company. This functional currency is used to prepare your company's financial statements and is also the currency used to maintain your general ledger.

Taxable Entity

Field Description
Taxable Entity ID

Use this field to enter a taxable entity ID with which to associate this company.

Note: You can have more than one taxable entity per company.
Name

Use this field to enter a descriptive name for this Taxable Entity ID.

Tax ID

Use this field to enter your company's Federal Employer Tax Identification Number, including the third-digit dash, for this company ID. This number will display on W-2s and 1099s.

Telephone

Use this field to enter the phone number for this taxable entity.

Address

Field Description
Line 1

Use this field to enter the first line of the address of this taxable entity.

Line 2

Use this field to enter the second line of the address (if applicable) of this taxable entity.

Line 3

Use this field to enter the third line of the address (if applicable) of this taxable entity.

City

Use this field to enter the city for this taxable entity's address.

State/Province

Use this field to enter the state/province for this taxable entity's address.

Postal Code

Use this field to enter the postal code for this taxable entity's address.

Country

Use this field to enter the city for this taxable entity's address.