This will be the starting point for creating a company. A new company should be created if it has a Tax Identification Number different from any other company in the system. If it has the same TIN, refer to Document Q (Adding New Office to Company).
Go to Central Repository > Companies and click ADD.
Figure 1: Company Workbench - Add
Enter the Name, Main Office and/or any other known company information. Any companies that exist in the database that are close matches to the information provided will be shown below Potential Duplicates.
Under the Company Types on the right to make this company available as an Accounts Receivable Customer, check the Customer box. To make this company available as a Subcontract Ledger Subcontractor, check the Subcontractor box. To make this company available as an Accounts Payable Supplier, check the Supplier box.
Click Next once all the information is entered.
Figure 2: Company Information
Enter all other known information on the Main tab. When finished entering data on this screen, click on the Types tab.
Figure 3: Main Tab
On the Types tab, make sure the Company Types are selected as necessary.
The checkboxes other than Customer, Subcontractor and Supplier are user-defined options so the below image may vary.
Once all relevant types are checked, click on the General tab.
Figure 4: Types Tab
Once the information on the General tab is complete, click SAVE.
Figure 5: General Tab
The new Company now appears on the Company Workbench.
Figure 6: Company Workbench
