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Creating and editing companies
When you create a new company, you must first enter the basic company details in the Master data tab of the company profile.
The next step is to create the objects that will be used by the company (if these objects do not already exist) and assign the company to these objects:
- Addresses
- Forms
- Accounts
- Control structures
- User groups
- Conditions
Payment terms and conditions are created by users with the authorization set Purchaser. They can be assigned to the company on the Groups tab of the company profile. See Defining user rights for more information.
- Product groups
Refer to the appropriate section in this user guide for information on how to create and assign these objects.
When you have assigned the company to these objects, you can make changes and specify further settings in the company profile. For example, when you have assigned the company to an address, you can specify this address as the default invoice address on the Addresses tab of the company profile.
After you have completed the company profile, you can create subsidiary companies and users, which may inherit the objects assigned to the company. See Company hierarchy and inheritance for more information. Subsidiary companies are created by entering the name of the parent company in the Subsidiary of field on the Master data tab of the company profile.
To create or edit a company:
- Select the menu Control center.
- Select the menu Companies or click the Company Administration link.
The Company administration page is displayed.
- Click the Companies link.
The Companies list is displayed.
- Click:
- the New entry button to create a new company
to edit an existing company
The company profile is displayed.
- In the Master data tab, enter the company details and select the appropriate attributes in the Attributes section. Select the menu item Help to display detailed information about the fields. See Types of company for more information about the available attributes.
- Enter the required information in the remaining tabs of the company profile and click Save.
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