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9.8.2. Companies
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9.8.2. Companies

9.8.2.1. Company

To access the master list of Companies, select the "Companies" option. The following screen will appear:

Companies Master List

The "Companies" screen displays information on all existing Companies, including Company number and Company description.

Note

The use of Companies can be enabled or disabled by default at the system level.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

NEW

Opens screen for creating a new Company.

EDIT

Enables you to edit highlighted Company. The edit screen is the same as that for creating a new Company—except that when editing, the fields will contain Company information. Double-clicking on a Company will also bring you to the editing screen.

VIEW

Highlight a Company and then select this button to reach a read-only view of the "Edit" screen.

DELETE

Highlight a Company and then select this button to remove the Company from the list.

Right-clicking on a Company in the Companies list enables you to select from the following menu options:

View

Highlight a Company and then select this button to reach a read-only view of the "Edit" screen.

Edit

Enables you to edit highlighted Company. The edit screen is the same as that for creating a new Company—except that when editing, the fields will contain Company information. Double-clicking on a Company will also bring you to the editing screen.

Delete

Highlight a Company and then select this button to remove the Company from the list.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

9.8.2.1. Company

To add a new Company, select the NEW button. The following screen will appear:

Create New Company

When creating a new Company, you are presented with the following options:

Number

Enter a number to identify the Company.

Description

Enter a brief description of the Company.

External Company

Select to designate the Company as a pointer to a Company on another database. This option will only be visible if external Company consolidation is enabled in the system's Accounting configuration. This option is also available only on xTuple ERP Standard Edition and higher. To learn more read the associated wiki topic here.

Tip

Once G/L Accounts have been created using a defined Company segment, either manually or via synchronization, the "External Company" option will no longer be editable.

Server

Enter the server address of the external Company.

Port

Enter the port used by the external Company server.

Database

Enter the database used by the external Company.

Test

Select to confirm the connection and external Company compatibility criteria. This option will only be available once the connection details have been entered.

To the far right of the screen, the following buttons are available:

CANCEL

Closes the screen without creating a Company, returning you to the previous screen.

SAVE

Creates the Company and adds it to the master list of Companies.

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