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Field descriptions: Company

General tab

Company information block

Field	Description
Active	The switch to make the company available or unavailable for use in other pages.
Currency	The company currency.
ID	The descriptive ID of the company. You can change it any time because this is not the technical ID of the company.
Legal form	The legal form for a French company.
Legislation	The legislation for the company.
NAF (APE)	The NAF code for a French company.
Name	The name the company uses in reports and other documents. It can be different from the legal name of the company.
Organisation	A graphic that represents the structure for the company and its sites.
RCS	The RCS number for a French company.
Sequence number value	This value identifies the company with an alphanumeric 2-character constant. This value is used instead of the company ID when you generate documents with a sequence number set with the Company component.
SIREN	The SIREN number for a French company.

Addresses tab

Addresses

The fields below display when you select Add an address.

Field	Description
Active	The switch to make the address available or unavailable for use in other pages.
Address line 1 Address line 2	The address details.
City	The city or town where the address is located.
Country	The country where the address is located.
County/Region/State County Region Department	The field label and formatting changes according to the selected country.
Name	The company or person at this address.
Phone number	The main phone number for the address.
Post code Postal code	The postcode or ZIP code according to the selected country.
Primary	Checkbox that indicates that this is the primary address used by default in other pages.

Contacts

The fields below display when you select the Add contact from the More actions icon for an address.

Field	Description
Active	The switch to make the contact available or not for this address.
Email	The contact's email address.
First name Last name	The contact's first name and last name.
Phone number	The contact's phone number.
Position	The contact's job title.
Preferred name	The contact's preferred name if different from the first name.
Primary	Checkbox that defines this as the primary contact for this address. Each address can have a different primary contact.
Role	The type of contact such as Main, Commercial or Financial.
Title	The contact's title such as Ms, Mr, Dr or Mrs.

Management tab

Field	Description
Customer on hold check	Signifies the customer on-hold status: Blocking: Their open sales orders are put on hold and shipments cannot be created. You can update or create new sales orders, but you cannot confirm or ship them. You can still create invoices, return requests and credit notes for a customer on hold. Warning: Open sales orders can be confirmed and shipped, and you can create new sales orders. You can proceed with sales transactions. A message displays next to the sold-to customer to inform you the customer is on hold. None: You can create and proceed with any sales transaction. When you integrate customers with Sage Intacct, the value for the Customer on hold check option comes from Sage Intacct. You can only manage this option in Sage Intacct. A task is scheduled on the Job schedule page to update the value of the Customer on hold check field from Sage Intacct each night, or at the time you scheduled. Or you can select the Refresh button to update the value in real time. Any update is tracked on the Batch task history page. The on hold option is managed on the Customer page, on the Financial tab.
Tax calculation package	The tax calculation method used to calculate and determine taxes applied in the distribution flows.
Update amount paid on sales document reports	The switch to turn on updating the amount paid on sales document when you print the document. When it is ON, the amount paid is updated from Sage Intacct when you print.

Field

Description

Customer on hold check

Signifies the customer on-hold status:

Blocking: Their open sales orders are put on hold and shipments cannot be created. You can update or create new sales orders, but you cannot confirm or ship them. You can still create invoices, return requests and credit notes for a customer on hold.
Warning: Open sales orders can be confirmed and shipped, and you can create new sales orders. You can proceed with sales transactions. A message displays next to the sold-to customer to inform you the customer is on hold.
None: You can create and proceed with any sales transaction.

When you integrate customers with Sage Intacct, the value for the Customer on hold check option comes from Sage Intacct. You can only manage this option in Sage Intacct. A task is scheduled on the Job schedule page to update the value of the Customer on hold check field from Sage Intacct each night, or at the time you scheduled. Or you can select the Refresh button to update the value in real time. Any update is tracked on the Batch task history page.

The on hold option is managed on the Customer page, on the Financial tab.

Tax calculation package

The tax calculation method used to calculate and determine taxes applied in the distribution flows.

Update amount paid on sales document reports

The switch to turn on updating the amount paid on sales document when you print the document. When it is ON, the amount paid is updated from Sage Intacct when you print.

If company-level dimensions or attributes are missing on transaction lines for company documents, you receive an error message when saving or posting. This applies to sales or purchasing invoices and credit notes.

Posting tab

Finance block

Field	Description
AP posting	When this switch is turned ON, journal entries are generated when you post supplier invoices.
AR posting	When this switch is turned ON, journal entries are generated when you post customer invoices.
Posting class	The posting class used to define default accounts used to post specific transactions to the general ledger.

Stock block

Field	Description
Non absorbed amount posting	For stock movements, non-absorbed costs are posted to the same journal as stock movements but on a separate line or account. It is recommended to switch ON for US, UK, SA companies.
Stock posting	The switch to turn the stock posting on or off. When it is turned ON, you can generate journal entries from stock movements.

Manufacturing block

Field	Description
WIP posting	The switch to turn the WIP posting on or off. When it is turned ON, you can generate journal entries from WIP movements.

Dimensions tab

Required dimensions grid

The selection of dimensions available is dynamic and displays existing dimensions and attributes that are active.

Column	Description
Name	The dimensions required for company-related transactions.

Default dimensions rules grid

The grid is dynamic and displays existing dimensions and attributes that are active.

Column	Description
Document and origin	Select the document and origin combination. Direct refers to documents not created by an order-to-order process.